DELL Dell Technologies Inc.
DELL Dell Technologies Inc.
Technology · Computer Hardware
Desk view
Market read
Scan convergence 1 scan as of 2026-10-23 1 neutral converging
POC $120.33 · VWAP $291.42 · +56.6% vs 12m avg buyer
Insiders selling 0 buy / 38 sell · Form 4, 90d $988M sold last open-market sell Silver Lake Partners IV, L.P.
Cluster CFO, President + 8 others sold $873.3M, Sep 8–21
Coverage
DELL Price Structure
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Peers
Every watchlist DELL belongs to, members best 30-day change first — DELL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.
@thebuildout-data-center-switch-nic-vendors
@thebuildout-racks-chassis-mechanical-infrastructure
@thebuildout-ai-storage-data-pipeline
@thebuildout-data-center-thermal-management
@nvidia-open-agent-ecosystem
@ai-infrastructure
@watching
Dell Technologies reported second-quarter fiscal 2027 results, confirmed by its own release carried on Business Wire. StreetInsider's coverage puts EPS at **$7.04, beating estimates by $2.17**, on revenue of **$47 billion versus a $44.84 billion consensus** (basis not stated in the source).
full note →Against street estimates
How DELL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.
Recent news
Headlines about DELL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.
pulled 9 days ago · Oct 14
- DELL Stock Price and Chart | ChartExchange
- Record revenue of $43.8 billion, up 88% year over year
- Dell Technologies Delivers Second Quarter Fiscal 2027 Financial Results | Dell USA
- Dell Technologies Delivers Fourth Quarter and Full-Year Fiscal 2025 Financial Results
- Dell Technologies Delivers Fourth Quarter and Full-Year Fiscal 2026 Results :: Dell Technologies, Inc. (DELL)
“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.
DELL research tape
130 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.