2026-09-11 → 10-06 Analyst Bull 🔥Developing
Dell AI Server Demand Strong, Backlog $95B, FY Guidance Raised Mizuho reiterates Buy, raises PT to $650, reflecting sustained AI demand validation
D1 +12.0% · +5d +0.1%
› 12 waves of this story2026-09-11 Explosive AI server demand drives record backlog; RBC initiates with Outperform2026-09-12 RBC initiates Outperform with $640 target; strong AI capex from Oracle bolsters hardware demand thesis2026-09-12 CEO and CFO confirm robust AI server demand, record backlog2026-09-13 Record AI backlog and RBC initiation drive shares to all-time high2026-09-15 European startup Axe adds option to Dell's AI hardware lineup, bolstering its AI server market position2026-09-16 AI server demand continues to drive Dell's growth; stock up 320% YTD with reasonable valuation.2026-09-18 AI server backlog at $95B, market cap +$105B in 11 days, YTD +363%2026-09-21 AI server demand remains strong, record backlog, stock hits new 52-week high2026-09-21 Zacks confirms strong AI demand, FY27 AI server revenue expected at $74B2026-09-29 AI backlog nearly doubled QoQ; FY27 revenue guide raised to ~$192B, EPS up 42%2026-10-02 Strong AI server demand prompts raised revenue forecast, reinforcing growth outlook2026-10-06 Mizuho reiterates Buy, raises PT to $650, reflecting sustained AI demand validation2026-10-05 Analyst Bull
Dell Average Price Target $569.12 from 36 Analysts Consensus Moderate Buy with price target implying upside from current levels
D1 -1.8% · since +3.6%
2026-10-05 Capital Bear
Argent Capital Cuts Dell Stake by 3.4% Institutional 13F filing reveals quarterly stake reduction, signaling shifting fund sentiment
D1 -1.8% · since +3.6%
2026-10-02 Company Bull
Dell, JERA, RHAELM Sign MoU for Japan AI Infrastructure First 400MW Chiba project worth $15B+; supports Japan's AI compute expansion
D1 +3.8% · since +1.7%
2026-09-29 Analyst Bull
Multiple Analysts Update Dell Ratings, PTs $550-$700 Susquehanna reiterates Positive with $700 PT; TD Cowen maintains Hold, raises PT to $550
D1 -0.7% · +5d +6.4%
2026-09-28 Other Bear
Dell Shares Drop Nearly 3% as AI Server Rally Reverses Multiple sources report Dell and peers falling, reflecting short-term volatility in AI server sector
D1 -3.5% · +5d +1.6%
2026-09-13 → 09-26 Capital Bear
Dell Director Sells 2,022 More Shares as Insider Selling Continues Director Lynn Vojvodich Radakovich sold shares on Sep 22, extending insider selling trend
D1 -5.8% · +5d +7.7%
› 4 waves of this story2026-09-13 Silver Lake and affiliates sold shares on Sep 8-9 in multiple transactions2026-09-17 Silver Lake and affiliates sold shares, totaling over $40M2026-09-24 CFO and other insiders sell, adding to prior director sales, signaling insider profit-taking at highs2026-09-26 Director Lynn Vojvodich Radakovich sold shares on Sep 22, extending insider selling trend2026-09-21 Product
Dell Launches First Gemini AI Laptop XPS Googlebook New device powered by Snapdragon X Elite, designed for Android users, expanding AI device portfolio
D1 +1.3% · +5d -5.5%
2026-09-17 Insider selling
Insider selling $90.6M (7) D1 +4.5% · +5d -8.9%
2026-09-16 Analyst Bull
Goldman Raises AI Server Forecast, Dell Shares Up 5% Goldman's higher server market forecast underscores strong AI demand, benefiting Dell as a key supplier.
D1 +3.6% · +5d -2.4%
2026-09-16 Insider selling
Insider selling $75.1M (5) D1 +3.6% · +5d -2.4%
2026-09-16 8-K filing
8-K: Item 1.01, Item 2.03, Item 9.01 D1 +3.6% · +5d -2.4%
2026-09-15 Insider selling
Insider selling $31.3M (2) D1 +1.7% · +5d +1.0%
2026-09-14 Insider selling
Insider selling $40.1M (5) D1 -5.8% · +5d +7.7%
2026-09-14 Capital
Dell Family Office-led consortium to acquire Baldwin Group for $7.7B Michael Dell's DFO joins consortium to take Baldwin private at ~10% premium
D1 -5.8% · +5d +7.7%
2026-09-11 8-K filing
8-K: Item 8.01, Item 9.01 D1 +12.0% · +5d +0.1%
2026-09-11 Insider selling
Insider selling $109.3M (5) D1 +12.0% · +5d +0.1%
2026-08-28 → 09-10 Earnings Bull
Dell Hits 52-Week High, CEO Sees PC Replacement Demand Ahead Shares top $562, CEO highlights aging PCs driving replacement cycle, AI accelerating innovation
D1 -3.4% · +5d +14.9%
› 12 waves of this story2026-08-28 Multiple outlets focus on Dell's Sept 1 report, with strong AI infrastructure demand expected2026-08-29 Analysts expect EPS up 113% YoY, AI server backlog at $51.3B, raised revenue guidance2026-08-29 Record AI backlog and AI server revenue raise questions on AI demand sustainability before earnings2026-08-30 Latest headlines revolve around pending earnings; no new facts beyond prior wave2026-08-30 Multiple sources highlight AI backlog and profit conversion ahead of earnings2026-08-31 Analysts expect strong AI server growth; focus on backlog and guidance2026-09-02 Revenue $47B beat, AI server revenue $16.4B doubled YoY, FY guide raised sharply2026-09-02 Multiple sources confirm record AI server orders and backlog, FY revenue guidance raised to $192B2026-09-04 Post-earnings coverage reiterates $95B AI backlog and record high, no new facts2026-09-04 Strong AI infrastructure demand drives earnings beat, analyst upgrade, stock at record high2026-09-05 Foundation files $1.2B share sale after stock's 310% YTD surge2026-09-10 Shares top $562, CEO highlights aging PCs driving replacement cycle, AI accelerating innovation2026-09-09 Insider selling
Insider selling $71.3M (5) D1 +0.3% · +5d +5.2%
2026-09-08 Insider selling
Insider selling $43.8M (5) D1 +1.9% · +5d +1.8%
2026-09-05 → 09-06 Product
CoreWeave Receives First Vera Rubin NVL72 Racks from Dell, Online in 6.5 Hours Nvidia next-gen AI hardware enters deployment; Dell validated as first-line supplier
D1 +1.9% · +5d +1.8%
› 2 waves of this story2026-09-05 Nvidia's next-gen AI hardware enters real deployment, validating Dell's role in the AI supply chain2026-09-06 Nvidia next-gen AI hardware enters deployment; Dell validated as first-line supplier2026-09-04 Insider selling
Insider selling $16.0M (2) D1 +1.5% · +5d +1.9%
2026-09-04 Company
Dell Founders Pledge $6.25B to 25M Children via Trump Accounts Michael and Susan Dell pledge $250 each to 25M children via Trump Accounts, Robinhood as initial broker
D1 +1.5% · +5d +1.9%
2026-09-03 Insider selling
Insider selling $75.0M (3) D1 +4.9% · +5d +9.9%
2026-09-02 8-K filing
8-K: Item 2.02, Item 9.01 D1 +15.8% · +5d +2.9%
2026-09-01 Earnings
Earnings report Q2 FY2027 revenue was $47 billion, up 58%, with record diluted EPS of $7.04, up 203%.
D1 -6.8% · +5d +25.9%
2026-09-01 Analyst
Deutsche Bank downgrades to Hold D1 -6.8% · +5d +25.9%
2026-08-27 → 08-28 Analyst Bull
DELL Named AI Beneficiary After NVDA Report, Demand Signals Strengthen Multiple independent sources cite DELL as AI beneficiary post-NVDA, demand signals persist
D1 +1.8% · +5d +9.3%
› 2 waves of this story2026-08-27 Multiple media and traders highlight Dell as AI proxy, price target up to $6002026-08-28 Multiple independent sources cite DELL as AI beneficiary post-NVDA, demand signals persist
