DELL — Dell Technologies Inc

Founder-Led

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

Trend Edge Setup Score

Trend Edge rates DELL Bullish with a Setup Score of 0, net conviction 61, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction61
Actionability0 (extended)

Key signals behind this score

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$431.46
Market Cap$252.58B
Float302.7M
Shares Outstanding325.0M
P/E (Forward)22.27
P/E (TTM)31.10
Price/Sales (TTM)1.89
vs. Analyst Target+12.4% to analyst PT
Profit Margin6.28%
Operating Margin (TTM)8.86%
Revenue (TTM)$134.00B
Earnings Growth (YoY)282.50%
Dividend Rate2.5%
Analyst Target Price$485.09 (27 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
Jul 2025 $29.78B $1.16B
Oct 2025 $27.00B $1.55B
Jan 2026 $33.38B $2.26B
Apr 2026 $43.84B $3.44B

Ownership & Float

Insider Ownership7.7%
Institutional Ownership82.5%
Short Float5.2%
% 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$345.91Near-term / short-term trend
Weekly40-Week SMA$194.54Medium-term trend
Weekly80-Week SMA$153.62Cyclical trend (business cycle)
Weekly200-Week SMA$109.04Secular trend (multi-year)
Monthly10-Month SMA$205.10Near-term monthly trend
Monthly20-Month SMA$158.59Medium-term monthly trend
Monthly40-Month SMA$122.92Secular 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
$209.00 support 1.22x 1 months ago
$147.00 support 1.46x 3 months ago
$115.00 support 1.27x 4 months ago

Historical Earnings Reactions (39 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.53% -0.05% 48.72% 31.84% -15.37%
1 Day 1.86% 0.14% 53.85% 32.76% -17.87%
1 Week 0.97% 1.38% 58.97% 28.31% -23.51%
2 Weeks 1.16% 2.60% 58.97% 24.84% -22.72%
1 Month 2.57% 2.94% 63.16% 35.83% -26.33%

Next earnings: August 16, 2026 (46 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
May16.5%90.0%10
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 0.16% 55.3% 463
Tuesday 0.10% 51.6% 510
Wednesday 0.27% 55.4% 507
Thursday 0.09% 52.9% 499
Friday 0.28% 52.1% 499

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 82.5%

Insider Transactions — Smart Summary

Total insider ownership: 7.7%

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

12-Month Insider Activity Summary

Total Filings108
Net Value-$1.06B
Net Shares Change-5,058,293
% of Float-1.7%
C-Suite Filings9
Clusters Detected7

Key Insiders

NameTitleNet ValueFilingsActivity
Silver Lake Partners V DE (AIV), L.P. -$124M 4 4 sell
Silver Lake Partners IV, L.P. -$61.7M 2 2 sell
SL SPV-2, L.P. -$39.7M 1 1 sell
Rothberg Richard J General Counsel and Secretary -$8.2M 1 1 sell
Kennedy David Alan Chief Financial Officer -$3.6M 1 1 sell
Sharp Richard Troy Chief Accounting Officer -$569,959 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
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
2026-06-03 – 2026-06-17 53 8 -$1.23B 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-06-17 Rothberg Richard J General Counsel and Secretary -$8.2M Transaction at $410.00, now +5.2%
2026-06-04 Sharp Richard Troy Chief Accounting Officer -$569,959 Transaction at $438.43, now -1.6%
2026-04-13 Kennedy David Alan Chief Financial Officer -$3.6M Transaction at $182.53, now +136.4%
2026-06-12 Silver Lake Partners IV, L.P. -$45.8M Transaction at $386.22, now +11.7%
2026-06-12 SL SPV-2, L.P. -$39.7M Transaction at $386.22, now +11.7%
2026-06-08 Silver Lake Partners V DE (AIV), L.P. -$29.8M Transaction at $419.85, now +2.8%

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 →