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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
42% more repeat investments, than reductions
Existing positions increased: 535 | Existing positions reduced: 378
5% less first-time investments, than exits
New positions opened: 176 | Existing positions closed: 185
3% less funds holding
Funds holding: 1,279 [Q4 2024] → 1,247 (-32) [Q1 2025]
4.3% less ownership
Funds ownership: 67.71% [Q4 2024] → 63.41% (-4.3%) [Q1 2025]
9% less funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 10 (-1) [Q1 2025]
26% less capital invested
Capital invested by funds: $27.9B [Q4 2024] → $20.7B (-$7.23B) [Q1 2025]
30% less call options, than puts
Call options by funds: $2.17B | Put options by funds: $3.09B
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Citigroup Asiya Merchant | 6%upside $135 | Buy Maintained | 30 May 2025 |
Raymond James Simon Leopold | 18%upside $150 | Outperform Maintained | 30 May 2025 |
Barclays Tim Long | 3%downside $123 | Equal-Weight Maintained | 30 May 2025 |
JP Morgan Samik Chatterjee | 1%downside $125 | Overweight Maintained | 30 May 2025 |
UBS David Vogt | 14%upside $145 | Buy Maintained | 30 May 2025 |
Financial journalist opinion
Based on 51 articles about DELL published over the past 30 days
