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Dell Technologies

Dell Technologies

$DELL
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97 stories mentioning Dell TechnologiesUpdated 5d ago

Dell shares fell amid a sharp technology sell-off that sent the Nasdaq Composite to a five-week low.

Asia Markets

US Equity Futures Lower Pre-Bell as Trump Says Middle East Ceasefire on 'Life Support'

US equity futures were lower pre-bell Tuesday as the standoff continued in the Middle East, with the ceasefire between the US and Iran on shakier ground after President Donald Trump said it was "on life support."Dow Jones Industrial Average futures were 0.1% lower, S&P 500 futures were down 0.4%, and Nasdaq futures were 0.8% lower.Trump told reporters in the White House that the month-old truce is "unbelievably weak." He had rejected Iran's response to the US peace proposal. Iran's most recent counteroffer had included a demand for war reparations, an end to sanctions, full sovereignty over the Strait of Hormuz, and the release of frozen Iranian assets.Traders monitored the latest round of earnings, with Sea (SE) and Venture Global (VG) posting higher Q1 earnings and revenue.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 3.2% at $107.57 per barrel and US West Texas Intermediate crude 3.1% higher at $101.08 per barrel.The April consumer price index, released at 8:30 am ET, gained 0.6% as expected, compared with a 0.9% increase in the previous month, according to estimates compiled by Bloomberg.Federal Reserve Chicago President Austan Goolsbee is slated to speak Tuesday.In other world markets, Japan's Nikkei closed 0.5% higher, Hong Kong's Hang Seng ended 0.2% lower, and China's Shanghai Composite finished 0.3% lower. Meanwhile, the UK's FTSE 100 was down 0.4%, and Germany's DAX index was 1.1% lower in Europe's early afternoon session.In equities, Novo Nordisk (NVO) stock was up 2.5% after the company said a higher dose of its Wegovy drug helped people with obesity lose "significant amounts" of weight irrespective of how quickly their body responds to the treatment, based on a new sub-analysis from a clinical trial. Sea and Venture Global shares were up 11% and 9.4%, respectively, after the companies reported their Q1 financial results.On the losing side, Dell Technologies (DELL) shares were down 2.1% after UBS downgraded the stock to neutral from buy. Hims & Hers Health (HIMS) stock was down 15% after the company reported a swing to Q1 loss.

Dow JonesNasdaq CompositeS&P 500$DELL$HIMS$NVO$SE$VG
Wire

Dell Technologies Shares Fall After UBS Downgrade

Dell Technologies (DELL) shares fell 5.4% in Monday trading after UBS downgraded the stock to neutral from buy and adjusted its price target to $243 per share from $167.Trading volume stood at over 8.9 million shares compared with a daily average of about 8.3 million.Price: $246.44, Change: $-14.02, Percent Change: -5.38%

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Research

UBS Downgrades Dell Technologies to Neutral From Buy, Adjusts Price Target to $243 From $167

Dell Technologies (DELL) has an average rating of overweight and mean price target of $195.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

$DELL
Equities Rise Intraday as Markets Parse Jobs Report; Middle East Tensions Send Oil Higher
US Markets

Equities Rise Intraday as Markets Parse Jobs Report; Middle East Tensions Send Oil Higher

US benchmark equity indexes were higher intraday as traders parsed the latest jobs report, while oil prices climbed amid renewed tensions in the Strait of Hormuz.The Nasdaq Composite was up 1.6% at 26,214.4 after midday Friday, while the S&P 500 rose 0.8% to 7,399.1. The Dow Jones Industrial Average was up 0.1% at 49,621.5. Among sectors, technology paced the gainers with a 2.7% jump, while healthcare saw the steepest drop.Total nonfarm payrolls rose by 115,000 last month, the Bureau of Labor Statistics said, well above the 65,000 increase expected in a Bloomberg-compiled survey."There is nothing in this (nonfarm payrolls) report to move the Federal Reserve off the sidelines on future rate cuts," BMO said in a note. "On balance, the solid jobs report makes the case for a near-term rate cut to stabilize a deteriorating labor market a more remote possibility."Separately, TD Economics said the pace of job growth appears to have improved since the end of last year, though "it's too soon to say whether the labor market is regaining momentum."West Texas Intermediate crude was up 1.2% at $95.95 per barrel, while Brent advanced 1.3% to $101.35.The US Central Command said Friday it fired on two Iranian-flagged oil tankers trying to bypass an ongoing blockade.Washington expects Iran to respond Friday on a proposal to end the war, CNN reported, citing US Secretary of State Marco Rubio, who added that he hopes "it's a serious offer."A ceasefire is still in effect, the news outlet reported, citing US President Donald Trump. US forces earlier said they targeted military facilities in Iran responsible for attacking its warships in the strait, according to the report."Brent crude trades firmer, holding above $100 after another volatile week that saw an almost $20 trading range as Middle East headlines swung sentiment between optimism and frustration," Saxo Bank said in a report Friday. "The key point remains unchanged: the Strait of Hormuz remains effectively closed, with renewed clashes between US and Iranian forces lowering the prospect of a near-term reopening."US Treasury yields were lower intraday, with the 10-year rate down 2.8 basis points at 4.37% and the two-year rate easing 2.4 basis points to 3.90%.In other economic news, US consumer sentiment continued to fall in May as cost pressures tied to the Middle East conflict sent the measure tumbling to all-time lows, a survey by the University of Michigan showed."Consumers continue to feel buffeted by cost pressures, led by soaring prices at the pump," Surveys of Consumers Director Joanne Hsu said. "Middle East developments are unlikely to meaningfully boost sentiment until supply disruptions have been fully resolved and energy prices fall."In company news, Fluor (FLR) reported weaker-than-expected first-quarter results, while the engineering and construction company lowered the top end of its full-year earnings outlook. The company's shares were down 15% intraday.Among big tech names, Intel (INTC) was up nearly 14%, among the top gainers on the S&P 500, while Nvidia (NVDA) rose 2%, the third-best performer on the Dow. Apple (AAPL), Amazon.com (AMZN), Micron Technology (MU) and Dell Technologies (DELL) were also advancing.Gold was up 0.3% at $4,724 per troy ounce, while silver advanced 0.6% to $80.65 per ounce.

Dow JonesNasdaq CompositeS&P 500$AAPL$AMZN$DELL$FLR$INTC$MU$NVDA
Research

Research Alert: CFRA Upgrades The Wisdom Tree U.s. Value Etf (wtv) To 5-stars

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CFRA upgraded the WisdomTree U.S. Value Fund (WTV) to a 5-star rating from its previous 3-star rating after the latest monthly ETF ratings updates on April 24, 2026. We also upgraded other value ETFs like the iShares Russell 2000 Value ETF (IWN) and the Dimensional U.S. Targeted Value ETF (DFAT), both from 1-star to 4-star. This upgrade is one of several value ETF upgrades by CFRA in the last two months. Year-to-date in 2026, WTV has seen a 6.7% return through May 5, driven by strong returns for Dell Technologies (DELL 239 ****) and Citigroup (C 128 ****). The ETF holds U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics demonstrating a company's profitability such as strong returns on equity and/or returns on assets. WTV holds 118 stocks, with 20% of the portfolio in Financials, a sector on which CFRA currently has an overweight recommendation. CFRA is also overweight the technology sector, which accounts for 15% of the ETF's weight.

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Equities

TotalEnergies Signs Contract With Dell, Nvidia To Build $117 Million Supercomputer

TotalEnergies (TTE) said Wednesday it signed an agreement with Dell Technologies (DELL) and Nvidia (NVDA) to design and install its next high-performance supercomputer, called Pangea 5, in southern France.The hardware carries an investment of more than 100 million euros ($117 million) and will multiply the computing capacity of the company by six, expanding its seismic engineering capabilities, improving underground imaging, and accelerating exploration for lower-emission hydrocarbon production, the company said.The new supercomputer will also support artificial intelligence research applications and optimize processing times for complex digital models, TotalEnergies said.The company also said the new processors will cut energy consumption by around 40% while capturing residual heat to warm facility buildings when operations begin in 2027.Shares of TotalEnergies were down 4.2%, while shares of Dell were up 2.8% in Wednesday premarket activity.

$DELL$NVDA$TTE
Wire

Goldman Sachs Lifts Dell Technologies Price Target to $230 From $215

Dell Technologies (DELL) has an average rating of overweight and mean price target of $186.21, according to analysts polled by FactSet.Price: $205.52, Change: $-0.14, Percent Change: -0.07%

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Wire

Dell Technologies, Trust3 AI Collaborate to Ramp Autonomous Workloads

Dell Technologies (DELL) entered a collaboration with AI governance platform provider Trust3 AI to integrate its platform into the Dell Data Lakehouse architecture for scaling autonomous workloads across diverse environments, Trust3 AI said Thursday.Integration to introduce security capabilities in Dell's storage platforms is expected to help clients benefit from automated data discovery, centralized policy implementation, dynamic data encryption, and extensive AI auditing, according to a statement.Price: $202.24, Change: $-3.42, Percent Change: -1.66%

$DELL
Wire

Nvidia Launches Multimodal AI Model to Combine Vision, Speech and Language

Nvidia (NVDA) said Tuesday it has launched Nemotron 3 Nano Omni, an open multimodal AI model designed to combine vision, speech and language capabilities into a single system.The model can process text, images, audio and video together, eliminating the need for separate models, and it has more accuracy in tasks such as document intelligence, audio-video reasoning and computer-use applications, the company saidNvidia said the model delivers up to nine times higher throughput than comparable models, reducing costs and improve scalability while maintaining responsiveness.Nemotron 3 Nano Omni has been adopted by companies such as Foxconn and Palantir (PLTR), and others such as Dell Technologies (DELL) and DocuSign (DOCU) are evaluating the technology, Nvidia said.Price: $209.59, Change: $-7.02, Percent Change: -3.24%

$DELL$DOCU$NVDA$PLTR
Wire

Dell, Hewlett Packard Enterprise Positioned to Benefit From Agentic AI-Driven CPU Demand, BofA Says

Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) are positioned to benefit from rising demand for CPU-intensive infrastructure as agentic artificial intelligence drives more complex inference workloads, BofA said in a Monday research note.Agentic AI is expected to increase infrastructure spending by turning single inference events into multi-step, persistent workflows that require more CPU processing, storage access, and execution capacity.BofA said the shift toward agentic AI increases the importance of CPU-intensive compute across the inference stack, including model loading, prompt processing, and token generation.The brokerage views Dell and Hewlett Packard Enterprise within the server market as share gainers among original equipment manufacturers due to increased demand for both AI servers and traditional server infrastructure, as well as storage systems.However, BofA expects a moderation in demand growth in the second half due to memory pricing pressures.The firm reiterated its buy ratings on Dell and Hewlett Packard and raised its price targets to $246 and $38 per share, respectively, from $205 and $32 earlier.Price: $214.07, Change: $-2.02, Percent Change: -0.93%

$DELL$HPE
Wire

BofA Securities Adjusts Dell Technologies Price Target to $246 From $205

Dell Technologies (DELL) has an average rating of overweight and mean price target of $186.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $215.25, Change: $-0.84, Percent Change: -0.39%

$DELL
Wire

Evercore ISI Adjusts Dell Technologies Price Target to $240 From $205, Maintains Outperform Rating

Dell Technologies (DELL) has an average rating of overweight and mean price target of $182.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $216.00, Change: $+3.64, Percent Change: +1.71%

$DELL
Sectors

Sector Update: Tech Stocks Rise Premarket Wednesday

Technology stocks were rising premarket Wednesday, with the State Street Technology Select Sector SPDR Fund (XLK) up 0.9% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.9% higher.Palantir Technologies (PLTR) and the US Department of Agriculture said they have signed a $300 million blanket purchase agreement to support the agency's National Farm Security Action Plan. Shares of Palantir Technologies were up more than 1% pre-bell.Dell Technologies (DELL) has entered into a $1.44 billion agreement with Boost Run, which is preparing to combine with Willow Lane Acquisition (WLAC), Willow Lane said. Dell Technologies stock was up more than 1% premarket.Teledyne Technologies (TDY) shares were up more than 1% after the company posted higher Q1 non-GAAP earnings and net sales, and raised its 2026 non-GAAP EPS outlook.

$DELL$PLTR$TDY$XLK$XSD
Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Dell Technologies Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target from $166 to $239, 16x our FY 28 (Jan.) EPS view, above DELL's three-year average (~11x) on AI upside. We raise our FY 27 EPS view by $0.31 to $12.80 and FY 28's by $0.49 to $14.91. Global AI data center spending continues to strengthen, and we expect DELL will continue capitalizing on this momentum as it builds its reputation in the AI server space. We also think server peer SMCI's recent export control issues could see some of its non-hyperscaler business shift toward DELL, providing upside to recent guidance, while recent takeover rumors (despite being denied by NVDA) highlight DELL's value as a critical infrastructure provider and provide further support for an above-historical multiple. The ongoing memory shortage remains a key risk, but with supply fully secured to support FY 27 guidance, we doubt a significant hit to the company's near-term margin outlook. We expect its relationship with memory makers will allow for favorable supply allocation vs. peers next year as well.

$DELL
Wire

Comcast Launches Business Innovation Lab, Shares Gain

Comcast (CMCSA) unveiled late Thursday a new innovation lab for its Comcast Business unit, customers and partners to develop enterprise technology solutions.The lab is launching with three initial program areas created in collaboration with Dell Technologies (DELL), Digital Realty, and Expedient.The program aims to support businesses managing the demands of artificial intelligence, global operations and cybersecurity threats.Shares of Comcast rose around 3.4% in recent trading.Price: $29.33, Change: $+1.03, Percent Change: +3.62%

$CMCSA$DELL
US Markets

Nasdaq Extends Rally to 9th Day as Tech Stocks Jump

The Nasdaq Composite advanced for the ninth straight session on Monday as US equity markets benefited from a jump in technology stocks.The Nasdaq climbed 1.2% to 23,183.7, while the S&P 500 added 1% to 6,886.2. The Dow Jones Industrial Average rose 0.6% to 48,218.3. Barring utilities and consumer staples, all sectors ended in the green, led by tech and financials.Oracle (ORCL) shares surged nearly 13%, the top gainer on the S&P 500. The company said it introduced artificial intelligence-focused updates to its utilities software suite at its customer edge summit, targeting improvements in billing, grid operations, and asset management.ServiceNow (NOW), Dell Technologies (DELL), Salesforce (CRM) and Microsoft (MSFT) were among tech stocks that registered gains.US earnings growth expectations appear to have shrugged off uncertainty around the Iran war, with markets betting on stronger corporate results this year than those projected before the war began, BlackRock Investment Institute said in a note on Monday.BlackRock upgraded its rating on US stocks to overweight from neutral, saying the Middle East conflict will likely drive limited economic damage.Oil prices, which jumped above $100 per barrel earlier on Monday amid a US blockade of maritime traffic around Iran's ports, pared gains, with West Texas Intermediate crude oil last up 1.3% at $97.83. Brent advanced 3.1% to $98.18.The blockade started at 10 am ET Monday. The development came after the US and Iran failed to reach a deal during negotiations in Pakistan over the weekend, fueling concerns over an already fragile ceasefire between Washington and Tehran.US President Donald Trump said Iran called this morning and that "they'd like to work a deal," according to a Reuters report. Despite the failed peace talks, a two-week ceasefire announced last week still holds.Trump's remarks come as Iran has vowed to retaliate following the US blockade, CNN reported. The Iran-controlled strait has been effectively shut since the war began at the end of February.Trump is mulling over limited strikes against Iran following the failed negotiations, The Wall Street Journal reported, citing people familiar with the situation."As the conflict with Iran enters its seventh week, persistent concern about the time it will take to arrive at an effective resolution to the conflict will, however, likely remain for now as a negative overhang for market participants to navigate," said John Stoltzfus, chief investment strategist at Oppenheimer Asset Management.Meanwhile, the Organization of the Petroleum Exporting Countries lowered its second-quarter oil demand forecast due to the Middle East conflict, but maintained its full-year estimates amid expectations for a rebound in the second half.US Treasury yields were lower, with the 10-year rate last down 4.7 basis points at 4.29% and the two-year rate dropping 2.7 basis points to 3.78%.In company news, Goldman Sachs (GS) on Monday posted first-quarter results above market estimates, while Chief Executive David Solomon said a protracted Middle East conflict could pose upside risks to inflation. The lender's shares fell 1.9%, the worst performer on the Dow.JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are scheduled to release their quarterly results on Tuesday, while Bank of America (BAC) and Morgan Stanley (MS) will announce their results on Wednesday. Outside the banking sector, Johnson & Johnson (JNJ), Netflix (NFLX) and PepsiCo (PEP) are set to release their results this week.In economic news, US existing home sales decreased in March as softening job growth and weaker consumer confidence continued to deter potential buyers, data from the National Association of Realtors showed.Gold was last down 0.4% at $4,766.30 per troy ounce, while silver dropped 1.1% to $75.67 per ounce.

Dow JonesNasdaq CompositeS&P 500$BAC$C$CRM$DELL$GS$JNJ$JPM$MS$MSFT$NFLX$NOW$ORCL$PEP$WFC
Insider Trading

Dell Technologies Insider Sold Shares Worth $3,559,335, According to a Recent SEC Filing

David Alan Kennedy, Chief Financial Officer, on April 09, 2026, sold 19,500 shares in Dell Technologies (DELL) for $3,559,335. Following the Form 4 filing with the SEC, Kennedy has control over a total of 183,097 Class C common shares of the company, with 183,097 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1571996/000208680026000004/xslF345X05/wk-form4_1776111129.xml

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