DELL TECHNOLOGIES INC

Dell Technologies (DELL) Stock

Global provider of personal computers and enterprise infrastructure services. Here's the price, business snapshot, and what's worth knowing about Dell Technologies in June 2026.

Dell Technologies (DELL) is a global provider of personal computers, enterprise servers, storage, networking and IT services. With a market capitalisation of about $100.15 billion, Dell serves both consumer and corporate customers through hardware, software and services that support on-premises, cloud and hybrid IT environments. Investors should know Dell’s business mixes steady PC demand with enterprise infrastructure and services, offering diversification but also exposure to cyclical spending and intense competition from peers such as HP, Lenovo and HPE. The company’s past acquisitions have increased scale but also leverage, which can affect capital allocation. Potential upside comes from hybrid cloud adoption, edge computing and higher‑margin services, while risks include supply-chain disruption, component costs and shifting enterprise spending. This is general information for learning purposes only — not personalised investment advice. Values can rise and fall and past performance is no guarantee of future returns; consider your own situation or speak to a financial adviser.

Why It’s Moving

DELL TECHNOLOGIES INC

DELL Stock Surges Near $421 as AI Server Demand Accelerates Revenue Conversion Ahead of 2026

Shares of Dell Technologies are climbing sharply following a 33% daily jump, driven by fiscal first-quarter results that signal AI infrastructure demand is translating into revenue faster than previously anticipated. Investors are repositioning based on management's raised full-year outlook and rapid analyst adjustments to price targets in response to the hardware boom.
Sentiment:
🐃Bullish
  • Q1 fiscal results revealed AI server demand is converting to revenue more quickly than expected, prompting management to increase its full-year revenue and earnings guidance.
  • The stock recently traded near $421 per share as investors recognized Dell as a leading AI infrastructure winner in the hardware market.
  • Analysts have swiftly lifted price targets and shifted consensus ratings toward 'Buy' or 'Moderate Buy' following the earnings beat and the company's strategic pivot toward AI.

When is the next earnings date for DELL TECHNOLOGIES INC (DELL)?

Dell Technologies’ next earnings release is typically expected around late August to early September 2026, with one current estimate pointing to September 3, 2026 after the close. It will likely cover fiscal Q2 2027. This date can shift, so investors should watch for Dell’s official confirmation closer to the announcement.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying DELL's stock, believing it has significant potential to increase in value.

Above Average

Financial Health

Dell Technologies shows strong revenue and cash flow, but its profit margins are relatively low.

Below Average

Dividend

DELL's low dividend yield of 0.56% indicates minimal returns from dividends. If you invested $1000 you would be paid $5.60 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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AAPL

APPLE INC

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HPE

HEWLETT PACKARD ENTERPRISE CO

Hewlett Packard Enterprise Co. is an IT company

HPQ

HP

HP Inc. manufactures and sells personal computers and peripherals

Baskets Featuring DELL

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AI PC Revolution | May Nvidia Disrupt the Processor Duopoly?

Nvidia's launch of the Arm-based RTX Spark superchip marks a historic expansion into the consumer computing market alongside Microsoft and major hardware manufacturers. This breakthrough creates a compelling investment opportunity across the PC supply chain, from the chipmakers challenging the status quo to the brands building these next-generation intelligent devices.

Published: 2 June 2026

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Enterprise AI Hardware Supercycle | Theme Overview

Enterprise AI Hardware Supercycle | Theme Overview

Hewlett Packard Enterprise's record earnings and exceptional networking growth highlight a massive surge in corporate spending on artificial intelligence infrastructure. This investment theme targets the hardware manufacturers, semiconductor companies, and networking specialists capitalizing on the enterprise AI data center boom.

Published: 2 June 2026

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The AI Hardware Supercycle Explained for Investors

The AI Hardware Supercycle Explained for Investors

Hewlett Packard Enterprise is hitting its 2028 financial targets two years early due to surging demand for AI infrastructure and networking gear. This accelerated growth highlights a lucrative, multi-year opportunity for companies supplying the physical hardware backbone of the artificial intelligence boom.

Published: 2 June 2026

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Federal IT Consolidation (The Pentagon's $9.7B Deal)

Federal IT Consolidation (The Pentagon's $9.7B Deal)

Dell's massive $9.7 billion contract to consolidate Microsoft software for the Pentagon marks a major leap forward in federal IT modernization. This basket highlights the technology vendors, cloud providers, and systems integrators positioned to profit as government agencies centralize their digital infrastructure.

Published: 28 May 2026

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AI Infrastructure Stocks | Big Tech's Pivot

AI Infrastructure Stocks | Big Tech's Pivot

Meta is cutting 20% of its Washington state workforce to free up resources for a massive push into artificial intelligence. This strategic capital reallocation creates a lucrative opportunity for the hardware and infrastructure companies supplying the technology for this corporate pivot.

Published: 27 May 2026

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Japan AI & Cybersecurity Infrastructure Plays for 2026

Japan AI & Cybersecurity Infrastructure Plays for 2026

Microsoft's landmark $10 billion investment in Japan is accelerating the Asia-Pacific region's artificial intelligence and digital security capabilities. This massive capital deployment creates immediate opportunities for infrastructure providers, cybersecurity specialists, and regional tech partners supporting the buildout.

Published: 3 April 2026

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Southeast Asia AI Boom: Could This Theme Pay Off?

Southeast Asia AI Boom: Could This Theme Pay Off?

Microsoft is committing $1 billion to establish new hyperscale data centers and advance artificial intelligence infrastructure in Thailand over the next few years. This massive investment highlights a lucrative opportunity for data center hardware manufacturers, green energy suppliers, and digital security firms supporting Southeast Asia's rapid technological boom.

Published: 31 March 2026

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AI Export Crackdown: Could Rivals Capture Market Share?

AI Export Crackdown: Could Rivals Capture Market Share?

The recent arrest of a Supermicro co-founder over illegal AI server shipments to China exposes the severe financial dangers of violating U.S. export controls. This regulatory crackdown opens the door for competing hardware vendors and supply chain auditing firms that can offer clients a secure, legally compliant alternative.

Published: 23 March 2026

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Retail Digital Pricing Revolution | Market Overview

Retail Digital Pricing Revolution | Market Overview

Walmart's commitment to equipping all its U.S. stores with digital price labels by 2026 signals a major leap forward in brick-and-mortar automation. This aggressive technological shift presents a compelling opportunity to invest in the hardware suppliers and software developers powering the modernization of retail.

Published: 22 March 2026

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Data Centers Vulnerable: Could Physical Attacks Rise?

Data Centers Vulnerable: Could Physical Attacks Rise?

Recent drone attacks on Amazon's Middle East data centers have exposed the vulnerability of global digital infrastructure to regional conflicts. This creates an investment opportunity in companies that provide enhanced physical security, cybersecurity, and operational resilience for these critical facilities.

Published: 3 March 2026

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Founder-Controlled Stocks May Gain Focus in 2025

Founder-Controlled Stocks May Gain Focus in 2025

SpaceX is reportedly considering a dual-class share structure for its IPO to ensure founder Elon Musk retains control. This move could spark investor interest in other public companies where founders or insiders hold significant voting power through similar stock structures.

Published: 15 February 2026

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Apple AI Revolution: Which Companies Might Benefit?

Apple AI Revolution: Which Companies Might Benefit?

Apple is partnering with Google to transform Siri into a powerful, integrated AI chatbot, marking a major push to compete in the artificial intelligence race. This strategic shift is expected to create growth opportunities for companies throughout the AI supply chain, including hardware producers and software developers.

Published: 22 January 2026

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Meta AI Pivot Could Boost Tech Supply Chain in 2025

Meta AI Pivot Could Boost Tech Supply Chain in 2025

Meta is significantly reducing its investment in the metaverse to focus on the more promising field of artificial intelligence. This strategic shift could boost companies that are critical to the AI supply chain, from chipmakers to software developers.

Published: 13 January 2026

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Memory Chip Supply | Samsung SK Hynix License Approval

Memory Chip Supply | Samsung SK Hynix License Approval

The U.S. has granted key South Korean memory chip producers annual licenses to supply their Chinese factories, averting a potential disruption to a critical global industry. This regulatory clarity creates a more stable outlook for the semiconductor supply chain and the technology companies that rely on it.

Published: 31 December 2025

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Open AI Ecosystems (Third-Party Access) Create Value

Open AI Ecosystems (Third-Party Access) Create Value

Italian regulators have ordered Meta to allow third-party AI chatbots on WhatsApp, preventing the platform from becoming a closed ecosystem for its own AI. This signals a broader European push for interoperability, creating opportunities for independent AI developers who can now access large, established user bases.

Published: 27 December 2025

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AI Cloud Wars: The Next Chapter Beyond OpenAI

AI Cloud Wars: The Next Chapter Beyond OpenAI

Amazon is reportedly seeking a $10 billion investment in OpenAI tied to OpenAI's use of its proprietary AI chips and cloud services. This deal highlights the growing "circular financing" trend, creating a significant investment opportunity in the broader AI infrastructure and hardware supply chain.

Published: 18 December 2025

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Oracle AI Data Centers Explained | $300B Project

Oracle AI Data Centers Explained | $300B Project

Oracle's massive $300 billion data center project for OpenAI highlights the intense demand for physical AI infrastructure. This theme invests in the "picks and shovels" companies providing essential components like power management, cooling systems, and high-speed networking required for this construction boom.

Published: 13 December 2025

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AI Talent Wars: The Next Chapter for Investors

AI Talent Wars: The Next Chapter for Investors

Apple's recent poaching of a top AI executive from a competitor highlights the escalating "talent wars" across the tech industry. This intense competition for specialized minds is set to boost companies that provide the essential infrastructure and services powering AI development.

Published: 2 December 2025

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Infrastructure Vulnerabilities: Which Stocks Could Rally?

Infrastructure Vulnerabilities: Which Stocks Could Rally?

A major outage at the Chicago Mercantile Exchange, caused by a data center cooling failure, exposed critical infrastructure vulnerabilities. This incident highlights an investment opportunity in companies providing essential data center services, including advanced cooling, backup power, and resilient hardware.

Published: 30 November 2025

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Critical Data Infrastructure | Market Disruption Analysis

Critical Data Infrastructure | Market Disruption Analysis

A cooling system failure at a third-party data center halted the Chicago Mercantile Exchange, disrupting global markets. This highlights a growing investment opportunity in companies that provide the critical infrastructure and services ensuring data center reliability and uptime.

Published: 29 November 2025

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Market Share Shifts: China Sanctions Risk Analysis

Market Share Shifts: China Sanctions Risk Analysis

The Pentagon has proposed blacklisting several major Chinese tech firms, including Alibaba and Baidu, due to alleged military ties. This move could redirect investment and market share toward U.S. and European competitors in key sectors like cloud computing, AI, and electric vehicles.

Published: 27 November 2025

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UAE Tech Investment Overview | Global Partners

UAE Tech Investment Overview | Global Partners

As the UAE accelerates its economic diversification, its demand for world-class technology and digital services is rapidly expanding. This basket provides exposure to leading US and EU-listed companies supplying the critical software, hardware, and cybersecurity solutions enabling this national vision.

Published: 21 November 2025

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Tech Stocks (AI Valuation Reset) Present Potential Entry

Tech Stocks (AI Valuation Reset) Present Potential Entry

Recent market turmoil, driven by concerns over AI stock valuations, has led to a significant drop in global markets. This correction creates a potential opportunity to invest in fundamentally sound technology companies at more attractive prices.

Published: 17 November 2025

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Berkshire Tech Bet: What's Next for Big Tech Giants

Berkshire Tech Bet: What's Next for Big Tech Giants

Warren Buffett's Berkshire Hathaway is strategically shifting its tech holdings, buying a major stake in Alphabet while trimming its Apple position. This signals a potential re-evaluation of value in the big tech landscape, creating opportunities for other dominant tech companies with strong fundamentals.

Published: 15 November 2025

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US China Tariff Cuts: Investment Plays for 2025

US China Tariff Cuts: Investment Plays for 2025

Former President Trump's plan to reduce tariffs on Chinese goods in exchange for cooperation on key issues signals a potential thaw in trade relations. This could create a significant tailwind for U.S. companies in the agriculture and technology sectors that have major exposure to China.

Published: 29 October 2025

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Samsung Tech Suppliers | Key Components Behind Growth

Samsung Tech Suppliers | Key Components Behind Growth

The founding family of Samsung Electronics is selling a $1.2 billion stake to cover inheritance taxes, capitalizing on a recent stock rally. This event shines a spotlight on the critical technology suppliers whose components are fundamental to Samsung's success and growth.

Published: 19 October 2025

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Tech Sanctions Easing | Semiconductor Opportunity

Tech Sanctions Easing | Semiconductor Opportunity

Following the U.S. government's decision to lift trade restrictions on Arrow Electronics' Chinese affiliates, a new investment theme emerges focused on improved U.S.-China trade dynamics. This theme targets U.S. technology and electronics companies that are well-positioned to benefit from a potential easing of trade tensions and more stable supply chains.

Published: 19 October 2025

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Tech Sector Volatility | China Trade Risk Exposure

Tech Sector Volatility | China Trade Risk Exposure

Recent U.S. tariff announcements on Chinese goods have triggered a massive sell-off in the tech sector, erasing billions in market value. This theme focuses on companies positioned to benefit from the resulting supply chain shifts and geopolitical realignment.

Published: 12 October 2025

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AI Infrastructure Stocks (Nvidia's $100B Project)

AI Infrastructure Stocks (Nvidia's $100B Project)

Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.

Published: 25 September 2025

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Insider Confidence: What's Next for Stock Moves?

Insider Confidence: What's Next for Stock Moves?

Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.

Published: 16 September 2025

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Insider Stock Ownership Explained | CEO Investment

Insider Stock Ownership Explained | CEO Investment

Tesla CEO Elon Musk's $1 billion stock purchase has boosted investor confidence, signaling strong insider belief in the company's future. This highlights an investment opportunity in founder-led companies where leadership has a significant personal stake, suggesting deep conviction and alignment with shareholders.

Published: 16 September 2025

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AI Infrastructure Investment Overview | Dell Results

AI Infrastructure Investment Overview | Dell Results

Dell's recent earnings revealed a massive surge in demand for its AI servers, beating expectations. This highlights a significant investment opportunity in the companies that supply the essential hardware and components powering the AI infrastructure boom.

Published: 31 August 2025

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Digital Tax Showdown: US Tech vs. The World

Digital Tax Showdown: US Tech vs. The World

Following a meeting between Meta's CEO and President Trump, the U.S. has threatened tariffs against countries with digital service taxes, aiming to protect American tech companies. This political pressure could lead to the removal of these taxes, directly boosting the profitability of U.S. tech firms with significant international revenue streams.

Published: 29 August 2025

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The AI Data Center Build-Out

The AI Data Center Build-Out

Dell's impressive financial outlook, driven by a boom in AI server sales, signals a massive investment wave in AI infrastructure. This theme focuses on the key hardware and component suppliers that are essential to building out the next generation of data centers.

Published: 29 August 2025

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Powering The PC Resurgence

Powering The PC Resurgence

Lenovo's recent announcement of a 108% profit increase highlights a resilient and growing PC market. This theme invests in the key hardware and semiconductor suppliers poised to benefit from sustained demand for personal computers and AI infrastructure.

Published: 14 August 2025

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Powering The AI Revolution: The Hardware Backbone

Powering The AI Revolution: The Hardware Backbone

Foxconn's record profits, driven by AI server demand, signal a massive investment cycle in the physical infrastructure of artificial intelligence. This theme focuses on the essential companies that manufacture the servers, components, and data center hardware that form the backbone of the AI revolution.

Published: 14 August 2025

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Powering Amazon's $100B AI Expansion

Powering Amazon's $100B AI Expansion

Amazon's strong earnings were driven by its AWS cloud division, which is now set for a $100 billion infrastructure investment. This massive expansion creates a significant opportunity for companies that supply the essential hardware and components for data centers and AI.

Published: 3 August 2025

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Powering The iPhone: Apple's Supply Chain

Powering The iPhone: Apple's Supply Chain

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Published: 3 August 2025

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Tech's Divergent Strength

Tech's Divergent Strength

While the broader market sends mixed signals, tech-focused indexes are hitting record highs, creating a clear divergence from industrial stocks. This theme focuses on the technology companies and their key suppliers that are driving this powerful, innovation-led rally.

Published: 25 July 2025

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China's AI Chip Access

China's AI Chip Access

This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.

Published: 15 July 2025

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AI's Ripple Effect

AI's Ripple Effect

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Published: 11 July 2025

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Powering Oracle's Cloud Expansion

Powering Oracle's Cloud Expansion

Oracle's landmark $30 billion cloud contract requires a massive build-out of data centers and AI infrastructure. Our analysts have identified the key suppliers of servers, semiconductors, and networking hardware that are essential for this expansion and positioned to benefit directly.

Published: 3 July 2025

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Alibaba's Southeast Asia Data Expansion

Alibaba's Southeast Asia Data Expansion

This carefully selected group of stocks represents companies that stand to benefit from Alibaba Cloud's major AI data center expansion in Southeast Asia. Professional analysts have identified these businesses as essential providers of the hardware, networking, and infrastructure needed to build and operate these new digital facilities.

Published: 3 July 2025

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Enterprise AI Revolution

Enterprise AI Revolution

Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.

Published: 2 July 2025

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Market Melt-Up

Market Melt-Up

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Published: 1 July 2025

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Oracle's Cloud Boom

Oracle's Cloud Boom

Oracle's major cloud contracts triggered a stock upgrade, highlighting a massive expansion in AI data centers. These companies provide the essential hardware, chips, networking, and real estate needed to power this growth. Each was selected for its direct exposure to this multi-billion dollar infrastructure boom.

Published: 1 July 2025

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Race to Four Trillion

Race to Four Trillion

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Published: 30 June 2025

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Google's Growth Engine

Google's Growth Engine

As Google pours billions into AI and cloud infrastructure, a select group of technology suppliers are reaping the rewards. These carefully chosen stocks represent the companies providing the essential hardware and technology that power Alphabet's ambitious growth plans.

Published: 30 June 2025

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The $4 Trillion Tech Race

The $4 Trillion Tech Race

Behind Nvidia and Microsoft's historic race to a $4 trillion valuation lies an entire ecosystem of essential suppliers. These carefully selected companies provide the critical infrastructure, semiconductors, and hardware that make the AI revolution possible.

Published: 30 June 2025

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Record High Rally

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Published: 30 June 2025

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Why You’ll Want to Watch This Stock

📈

PC and enterprise mix

Dell combines consumer PCs with enterprise servers and storage, creating diversified revenue streams — though hardware cycles can cause revenue swings.

🌍

Global supply chains

Manufacturing and logistics span multiple countries; smoother supply chains can support sales, but disruptions and component costs remain material risks.

Cloud and services shift

Growth in hybrid cloud and services could lift higher‑margin revenue, but success depends on execution, competition and balance‑sheet flexibility.

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