Dell Technologies Inc.
DELL · NYSE
- $567.29
- $339.70B
- Open
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- $0.00 - $0.00
- $110.22 - $567.75
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- 9.17M
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- 2.73M
About Dell Technologies Inc.
Dell Technologies sells information-technology hardware and related solutions, with the supplied evidence emphasizing AI servers and broader enterprise infrastructure. It makes money by selling server systems, storage and other infrastructure products, alongside personal-computing hardware and associated services; the evidence does not provide a segment revenue split or contribution percentages. Its customers include organizations purchasing AI and enterprise computing capacity, although no customer list is supplied. Dell reports FY2026 revenue of $113.5 billion and net income of $5.9 billion, up from $95.6 billion and $4.6 billion, respectively, in FY2025.
Notable Price Movement
- Sep 14-18$534.285.82%
Dell rose 1.93%, from $524.14 to $534.28, despite sharp reversals during the period. The stock advanced to $533.88 on September 8 and $535.25 on September 9 before dropping to $506.62 on September 10. It then surged to $567.29 on September 11 on renewed enthusiasm for artificial-intelligence infrastructure, including reports that Goldman Sachs sees a $1.3 trillion AI-server market and that Dell has $13.2 billion of 12-month orders. The broader AI-server trade also lifted Hewlett Packard Enterprise and Super Micro. Dell subsequently gave back much of that rally, closing at $534.28, while reports of Silver Lake selling $14.9 million of stock added a potential overhang.
- Sep 7-11$567.298.23%
Dell rose $77.87, or 17.08%, from $456.01 to $533.88 over the measured week. The move was volatile: shares fell $31.01 on September 1, then reversed sharply with a $67.20 gain on September 2 and continued higher through September 8. The most important catalyst was RBC Capital Markets’ initiation with an Outperform rating and a $640 target, which reinforced expectations for AI-infrastructure demand. Coverage also tied the rally to robust fiscal Q2 results, strong AI-server demand and Oracle’s announced $95 billion capital-expenditure plan, which lifted Dell and other AI-related stocks. The stock reached an all-time high during the advance, while broader enthusiasm for enterprise AI spending amplified the company-specific reaction.
- Aug 31 - Sep 4$524.1414.88%
Dell rose $44.13, or 9.34%, from $472.26 to $516.39 over the week, despite a sharp early reversal. The stock slipped from $456.01 on Monday to $425.00 on Tuesday on exceptionally heavy volume, then rebounded 15.81% on Wednesday and another 4.91% on Thursday to a 52-week high. The dominant catalyst was renewed enthusiasm for Dell’s AI infrastructure opportunity following strong results, a reported $95 billion AI backlog, record server growth and higher FY2027 guidance. Coverage also framed the move within a broader bullish rebound in technology shares, with Snowflake, Tesla and the jobs report in focus. Debate over whether AI upside was already priced in did not prevent the late-week rally.
- Aug 24-28$456.243.20%
Dell gained $37.48, or 8.62%, over the week, rising from $434.78 to $472.26. The stock first fell 2.01% on Monday to $433.19, then reversed sharply, advancing 4.23% Tuesday, 2.73% Wednesday and 1.82% Thursday. The principal catalyst was renewed enthusiasm for artificial-intelligence infrastructure, supported by Dell’s record $51.3 billion AI server backlog and continuing server demand. Coverage also highlighted robust demand for computing solutions used in AI-system build-outs and positioned the upcoming September 1 period as a potential catalyst. Dell’s gains occurred despite an iShares U.S. Technology ETF outflow, while no company earnings release or guidance change was supplied. The evidence therefore points primarily to AI-demand expectations and stock-specific commentary rather than a broad technology-sector tailwind.
- Aug 10-14$490.818.16%
Dell rose 6.73% over the tracked week, from $429.02 to $457.88. The advance was front-loaded: shares surged to $467.27 on August 4, then gave back most of that gain over the next two sessions, closing at $437.65 on August 6, before rebounding on August 7 and August 10. The most important support was renewed enthusiasm for AI-server demand, reinforced by stronger-than-expected results or forecasts from Super Micro and Lenovo. Company-specific coverage also highlighted Wells Fargo raising its price target to $545 and Dell’s higher full-year revenue guidance. A report that Donald Trump told Americans to buy Dell provided an additional sentiment catalyst, although the stock’s reversal showed substantial volatility after the initial jump.
- Aug 3-7$453.7711.94%
Dell shares rose $75.17, or 19.17%, from $392.10 to $467.27 over the stated week, with the advance concentrated in the two reported sessions: the stock gained 9.04% on August 3 and another 8.91% on August 4. The move followed a volatile setup, including a drop to $369.64 on July 29 before recoveries on July 30 and July 31. The supplied evidence points to investor enthusiasm for record backlogs, surging AI-server demand, partnerships with major chipmakers, and commercial PC refresh demand. ETF-related buying may also have helped, with a reported inflow into the technology sector ETF that includes Dell. No specific company announcement or earnings release is identified, so broader AI-infrastructure momentum and Dell’s demand narrative appear to have driven the week.
