DellDELL
About: Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.
Employees: 108,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
120% more funds holding in top 10
Funds holding in top 10: 10 [Q1] → 22 (+12) [Q2]
64% more first-time investments, than exits
New positions opened: 234 | Existing positions closed: 143
38% more capital invested
Capital invested by funds: $20.7B [Q1] → $28.6B (+$7.94B) [Q2]
15% more repeat investments, than reductions
Existing positions increased: 499 | Existing positions reduced: 433
5.3% more ownership
Funds ownership: 63.41% [Q1] → 68.71% (+5.3%) [Q2]
5% more funds holding
Funds holding: 1,256 [Q1] → 1,322 (+66) [Q2]
23% less call options, than puts
Call options by funds: $2.79B | Put options by funds: $3.61B
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Morgan Stanley Erik Woodring | 10%upside $144 | Overweight Maintained | 21 Aug 2025 |
Evercore ISI Group Amit Daryanani | 22%upside $160 | Outperform Maintained | 15 Aug 2025 |
Citigroup Asiya Merchant | 22%upside $160 | Buy Maintained | 11 Aug 2025 |
B of A Securities Wamsi Mohan | 26%upside $165 | Buy Maintained | 18 Jul 2025 |
JP Morgan Samik Chatterjee | 11%upside $145 | Overweight Maintained | 17 Jul 2025 |
Financial journalist opinion
Based on 38 articles about DELL published over the past 30 days
