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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
71% more first-time investments, than exits
New positions opened: 215 | Existing positions closed: 126
55% more repeat investments, than reductions
Existing positions increased: 552 | Existing positions reduced: 355
5% more funds holding
Funds holding: 1,211 [Q3] → 1,273 (+62) [Q4]
3% more capital invested
Capital invested by funds: $27.2B [Q3] → $27.8B (+$695M) [Q4]
1.68% less ownership
Funds ownership: 69.27% [Q3] → 67.59% (-1.68%) [Q4]
28% less call options, than puts
Call options by funds: $2.65B | Put options by funds: $3.68B
35% less funds holding in top 10
Funds holding in top 10: 17 [Q3] → 11 (-6) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
JP Morgan Samik Chatterjee 50% 1-year accuracy 37 / 74 met price target | 28%upside $108 | Overweight Maintained | 17 Apr 2025 |
Citigroup Asiya Merchant 13% 1-year accuracy 5 / 39 met price target | 25%upside $105 | Buy Maintained | 14 Apr 2025 |
Loop Capital Ananda Baruah 14% 1-year accuracy 5 / 37 met price target | 55%upside $130 | Buy Maintained | 4 Mar 2025 |
Goldman Sachs Michael Ng 29% 1-year accuracy 10 / 34 met price target | 72%upside $145 | Buy Maintained | 3 Mar 2025 |
Barclays Tim Long 59% 1-year accuracy 33 / 56 met price target | 38%upside $116 | Equal-Weight Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 54 articles about DELL published over the past 30 days
