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Next Bullish Trade
DELL Dell Technologies Inc. NYQ
$435.31 -30.65 (-6.58%)
Blow-off · +5.39σ Hot zone Grade B

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-01-31 $33.4B $2.3B $3.1B $4.0B 6.8% 9.4%
2025-10-31 $27.0B $1.5B $2.2B $0.5B 5.7% 8.0%
2025-07-31 $29.8B $1.2B $1.8B $1.9B 3.9% 6.0%
2025-04-30 $23.4B $1.0B $1.2B $2.2B 4.1% 5.0%
2025-01-31 $23.9B $1.7B $2.3B $-0.1B 6.9% 9.6%
2024-10-31 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-05-28 4.86 2.96 +64.0%
2026-02-26 3.89 3.51 +10.7%
2025-11-25 2.59 2.48 +4.5%
2025-08-28 2.32 2.29 +1.2%
2025-05-29 1.55 1.69 -8.4%
2025-02-27 2.68 2.52 +6.4%
2024-11-26 2.15 2.06 +4.2%
2024-08-29 1.89 1.71 +10.2%
2024-05-30 1.27 1.29 -1.9%
2024-02-29 2.20 1.72 +27.9%
2023-11-30 1.88 1.46 +29.2%
2023-08-31 1.74 1.14 +53.1%
2023-06-01 1.31 0.85 +53.7%
2023-03-02 1.80 1.64 +9.9%
2022-11-21 2.30 1.61 +43.1%
2022-08-25 1.68 1.64 +2.6%
2022-05-26 1.84 1.40 +31.2%
2022-02-24 1.72 1.95 -11.9%
2021-11-23 2.37 2.30 +3.0%
2021-08-26 2.24 2.04 +9.8%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Technology

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
DELL $283B 50.3 20.4 2.1 21.7 -201.3 19.2% 87.5% 282.5% -0.05%
AAPL $4,629B 38.2 32.8 10.3 29.0 43.4 47.9% 16.6% 21.8% 2.18%
MSFT $3,278B 26.3 22.8 10.3 18.0 7.9 68.3% 18.3% 23.4% 1.13%
NVDA $5,397B 34.1 17.6 21.3 32.3 34.4 74.1% 85.2% 214.5% 0.86%
GOOGL $4,384B 27.6 25.0 10.4 27.0 9.2 60.4% 21.8% 82.0% 0.64%
META $1,517B 21.7 16.5 7.1 13.9 6.2 81.9% 33.1% 62.4% 1.68%
AVGO $2,280B 93.5 26.0 33.4 62.7 28.6 76.7% 29.5% 31.6% 1.12%
ORCL $703B 44.0 30.4 11.0 30.3 21.0 67.1% 21.7% 24.5% -3.17%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 35.98%

HolderShares% out
Blackrock Inc. 24,749,402 7.61%
Vanguard Capital Management LLC 19,436,711 5.98%
Bank of America Corporation 14,394,835 4.43%
State Street Corporation 14,340,415 4.41%
Invesco Ltd. 8,914,668 2.74%
Vanguard Portfolio Management LLC 8,015,513 2.47%
Geode Capital Management, LLC 7,722,962 2.38%
Morgan Stanley 6,647,871 2.05%
Goldman Sachs Group Inc 6,609,696 2.03%
Jane Street Group, LLC 6,100,800 1.88%

Insider activity · 90d

No insider trades for DELL in last 90d.

Analyst estimates

yfinance
Low
$170.0
Mean
$469.45456
High
$700.0
Analysts
22

Consensus: buy (mean 1.88462). Distribution requires FINNHUB_API_KEY.

SEC filings

FormFiled DescriptionAction
8-K 2026-05-28 8-K view ·
DEF 14A 2026-05-15 DEF 14A view ·
8-K 2026-04-20 8-K view ·
4 2026-04-17 4 view ·
4 2026-04-17 4 view ·
4 2026-04-17 4 view ·
4 2026-04-17 4 view ·
4 2026-04-17 FORM 4 view ·
4 2026-04-13 FORM 4 view ·
4 2026-03-25 FORM 4 view ·
4 2026-03-25 4 view ·
4 2026-03-25 4 view ·
4 2026-03-24 4 view ·
4 2026-03-24 4 view ·
4 2026-03-24 4 view ·
4 2026-03-24 4 view ·
4 2026-03-24 4 view ·
4 2026-03-24 4 view ·
4 2026-03-23 FORM 4 view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-19 4 view ·
4 2026-03-19 4 view ·
4 2026-03-19 4 view ·
4 2026-03-19 4 view ·
4 2026-03-19 4 view ·
4 2026-03-19 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
10-K 2026-03-16 10-K view ·
4 2026-03-11 FORM 4 view ·
4 2026-03-10 FORM 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-04 4 view ·
4 2026-03-04 4 view ·
4 2026-03-04 4 view ·
4 2026-03-04 4 view ·
8-K 2026-02-26 8-K view ·
4 2026-01-16 FORM 4 view ·
4 2025-12-11 4 view ·
10-Q 2025-12-09 10-Q view ·
4 2025-11-25 FORM 4 view ·
8-K 2025-11-25 8-K view ·
4 2025-10-17 FORM 4 view ·
4 2025-10-17 FORM 4 view ·
4 2025-10-16 4 view ·
4 2025-10-10 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES view ·
4 2025-10-10 4 view ·
4 2025-10-10 4 view ·
4 2025-10-10 FORM 4 view ·
4 2025-10-08 4 view ·
4 2025-10-08 4 view ·
4 2025-10-08 4 view ·
4 2025-10-08 4 view ·

About

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. Th…