DELL — Dell Technologies Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Dell Technologies Inc

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-converg… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$241.99
Market Cap$156.76B
Float300.4M
Shares Outstanding325.7M
P/E (Forward)19.96
P/E (TTM)27.78
Price/Sales (TTM)1.38
vs. Analyst Target-18.6% to analyst PT
Profit Margin5.23%
Operating Margin (TTM)9.62%
Revenue (TTM)$113.54B
Earnings Growth (YoY)57.30%
Dividend Rate2.5%
Analyst Target Price$197.04 (24 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $86.67B $3.25B $20.14B $9.79B
2022 $101.20B $5.56B $21.89B $12.02B
2023 $102.30B $2.44B $22.69B $8.93B
2024 $88.42B $3.39B $21.07B $8.89B
2025 $95.57B $4.59B $21.25B $9.59B
2026 $113.54B $5.94B $22.71B $11.85B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Apr 2025 $23.38B $965M
Jul 2025 $29.78B $1.16B
Oct 2025 $27.00B $1.55B
Jan 2026 $33.38B $2.26B

Ownership & Float

Insider Ownership7.5%
Institutional Ownership84.3%
Short Float7.3%
% of All Funds Holding18.57%
Number of Funds Holding1,526

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$195.85Near-term / short-term trend
Weekly40-Week SMA$148.47Medium-term trend
Weekly80-Week SMA$130.48Cyclical trend (business cycle)
Weekly200-Week SMA$96.85Secular trend (multi-year)
Monthly10-Month SMA$156.28Near-term monthly trend
Monthly20-Month SMA$134.25Medium-term monthly trend
Monthly40-Month SMA$108.68Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$147.00 support 1.46x 1 months ago
$115.00 support 1.27x 2 months ago

Historical Earnings Reactions (38 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.72% 0.03% 50.00% 31.70% -15.37%
1 Day 0.94% 0.01% 50.00% 31.62% -17.87%
1 Week 0.20% 0.65% 57.89% 28.31% -23.51%
2 Weeks 0.51% 2.32% 57.89% 24.84% -22.72%
1 Month 2.56% 3.11% 63.16% 35.83% -26.33%

Next earnings: May 28, 2026 (11 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-1.2%40.0%10
Feb4.6%70.0%10
Mar2.9%50.0%10
Apr7.6%80.0%10
May7.0%88.9%9
Jun1.4%55.6%9
Jul2.2%55.6%9
Aug0.7%66.7%9
Sep5.1%90.0%10
Oct2.8%70.0%10
Nov4.3%70.0%10
Dec-2.3%50.0%10

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.11% 54.9% 457
Tuesday 0.13% 51.9% 503
Wednesday 0.27% 55.2% 500
Thursday 0.08% 52.6% 492
Friday 0.21% 52.1% 493

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 84.3%

Insider Transactions — Smart Summary

Total insider ownership: 7.5%

Founder-led management: Michael Dell (Chairman & CEO)

12-Month Insider Activity Summary

Total Filings67
Net Value-$2.30B
Net Shares Change-15,324,470
% of Float-5.1%
C-Suite Filings13
Clusters Detected8

Key Insiders

NameTitleNet ValueFilingsActivity
SLTA V (GP), L.L.C. -$373M 3 3 sell
SLTA IV (GP), L.L.C. -$373M 3 3 sell
Scannell William F Chief Customer Officer -$23.6M 1 1 sell
Tunnell Jane Chief Marketing Officer -$4.4M 1 1 sell
Kennedy David Alan Chief Financial Officer -$3.6M 1 1 sell
Saavedra Jennifer D. Chief Human Resources Officer -$1.5M 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-04 – 2025-06-16 7 5 -$308M 3 C-suite
2025-06-20 – 2025-06-30 7 7 -$1.39B 3 C-suite
2025-07-14 – 2025-07-22 8 4 -$246M
2025-09-17 – 2025-09-29 11 3 -$762M
2025-10-03 – 2025-10-17 13 6 -$1.73B 1 C-suite
2026-03-04 – 2026-03-11 6 4 -$322M 1 C-suite
2026-03-19 – 2026-03-25 7 5 -$430M 3 C-suite
2026-04-13 – 2026-04-17 4 4 -$322M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-25 Scannell William F Chief Customer Officer -$23.6M Transaction at $165.00, now +46.7%
2026-03-20 Tunnell Jane Chief Marketing Officer -$4.4M Transaction at $152.51, now +58.7%
2026-04-13 Kennedy David Alan Chief Financial Officer -$3.6M Transaction at $182.53, now +32.6%
2026-03-11 Saavedra Jennifer D. Chief Human Resources Officer -$1.5M Transaction at $145.00, now +66.9%
2026-03-24 SLTA V (GP), L.L.C. -$149M Transaction at $163.78, now +47.8%
2026-03-24 SLTA IV (GP), L.L.C. -$149M Transaction at $163.78, now +47.8%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Dell Technologies Inc (DELL) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for DELL on Trend Edge →