NYSE
567.14USD
+60.52 (+11.95%)
We have scored 105 news catalysts on Dell Technologies Inc. (DELL) over the past 12 months. The biggest single-day move next to one of them came Sep 2, 2026, when DELL closed +15.8%: “Dell's Insane Numbers Terrified Me - In The Best Way Possible (Downgrade)”. Coverage across the window leans positive (average ticker sentiment +0.46). Most of the impact sits in sector technology and revenue growth rate.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
354.8B
P/E
—
EPS
—
Beta
1.41
52W range
110.22-567.75
Day range
517.51–567.75
Open
518.07
Prev close
506.62
Volume
14.3M
Avg volume
8.6M
Dividend
2.31
IPO
2016-08-17
Analysts publish price targets on DELL, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
39 analyst price targets from $170 to $735
as of 2026-09-02
The market is within 2% of the median target — broadly agreeing with the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Dell Technologies Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Dell Technologies Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for DELL: .
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Dell Technologies Inc. is a worldwide technology leader that designs, develops, manufactures, markets, sells, and provides support for a broad spectrum of information technology (IT) solutions, products, and services. The company's business activities are structured into three primary segments: the Infrastructure Solutions Group (ISG), the Client Solutions Group (CSG), and VMware. The ISG division focuses on delivering enterprise-grade offerings, including both traditional and next-generation storage solutions, alongside various server configurations such as rack, blade, tower, and hyperscale models. This segment also provides networking products and related services aimed at helping corporate clients modernize their IT infrastructure, enrich end-user experiences, and accelerate critical business applications and processes. Complementary software, peripherals, and extensive support services—encompassing deployment, configuration, and extended warranties—are also part of its portfolio. The CSG segment addresses end-user computing requirements by offering personal computers like desktops, workstations, and notebooks, as well as displays and projectors. It further includes proprietary and third-party software, peripheral devices, and a full suite of support, installation, setup, and extended warranty services. The VMware division specializes in assisting customers with managing intricate IT landscapes, particularly concerning hybrid and multi-cloud environments, modern applications, network infrastructure, security protocols, and digital workspaces. Its services enable efficient resource management across private, multi-cloud, and multi-device setups. Furthermore, Dell Technologies offers information security solutions and cloud software, including Infrastructure-as-a-Service (IaaS), which empower customers to migrate, operate, and manage mission-critical applications within cloud-based IT environments. Founded in 1984, the company was initially known as Denali Holding Inc. before officially changing its name to Dell Technologies Inc. in August 2016. Its global headquarters are situated in Round Rock, Texas.
The price sits at the 41st percentile of 39 published models, roughly matching the median target, meaning it fully pays for the current guidance but refuses to fund either the most aggressive AI backlog projections or the worst margin-compression fears.
What the disagreement turns on
Whether Dell's AI-driven revenue growth translates into sustained high free-cash-flow margins or merely low-margin hardware volume; this can be partially tested by tracking segment unit volumes and operating margins over time, though direct pricing power remains unmeasurable with the wired data.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $492 on 2026-09-02 — the quote has since moved +15%, so read this as a record of what was priced in then, not now.
