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DELLNYSE
Dell Technologies Inc.
Electronic Computers · DE · CIK 1571996
Dell Technologies Inc. manufactures and sells technology solutions and services
🔥 High media attention
$256.37B
Market cap
$414.61
Last close
+3.8%
1D
-1.0%
5D
8.8M
Volume
Price · last 39 sessions+95.9%
May 4L $211.64 · H $465.96Jun 29
121
Total filings
Jun 17, 2026
Last filing
01/29
Fiscal year end
8-KEquity IssuanceJun 17, 20268-KMaterial Agreement · New Debt / ObligationJun 16, 20268-KCompany UpdateJun 12, 20268-KMaterial Agreement · Agreement TerminatedJun 10, 202610-Q10-QJun 9, 2026SC 13D/ASC 13D/AJun 5, 20268-KResults of OperationsMay 28, 2026DEFA14ADEFA14AMay 15, 2026DEF 14ADEF 14AMay 15, 2026DEFA14ADEFA14AMay 4, 20268-KEquity IssuanceApr 20, 2026SC 13D/ASC 13D/AMar 19, 202610-K10-KMar 16, 20268-KResults of OperationsFeb 26, 202610-Q10-QDec 9, 20258-K/AExecutive ChangeNov 25, 20258-KResults of OperationsNov 25, 20258-K/AExecutive ChangeOct 17, 20258-KReg FD DisclosureOct 7, 20258-KMaterial Agreement · New Debt / ObligationOct 6, 20258-K/AExecutive ChangeOct 2, 20258-KExecutive ChangeOct 2, 20258-KEquity IssuanceSep 26, 20258-KCompany UpdateSep 23, 20258-KExecutive ChangeSep 8, 202510-Q10-QSep 8, 20258-KResults of OperationsAug 28, 20258-KExecutive ChangeAug 12, 20258-KEquity IssuanceJul 16, 20258-KShareholder VoteJul 1, 202510-Q10-QJun 10, 20258-KResults of OperationsMay 29, 2025DEFA14ADEFA14AMay 16, 2025DEF 14ADEF 14AMay 16, 20258-KMaterial Agreement · New Debt / ObligationApr 1, 20258-KCompany UpdateMar 27, 202510-K10-KMar 25, 20258-KResults of Operations · Company UpdateFeb 27, 20258-KEquity IssuanceJan 14, 202510-Q10-QDec 10, 20248-KEquity IssuanceDec 3, 20248-KResults of OperationsNov 26, 2024SC 13GSC 13GNov 8, 2024SC 13GSC 13GOct 22, 20248-KMaterial Agreement · New Debt / ObligationOct 8, 2024424B5424B5Oct 3, 20248-KCompany UpdateOct 2, 20248-KEquity IssuanceSep 19, 202410-Q10-QSep 10, 20248-KResults of OperationsAug 29, 20248-KEquity IssuanceJul 12, 20248-KShareholder VoteJul 2, 202410-Q10-QJun 11, 20248-KEquity IssuanceJun 10, 20248-KResults of OperationsMay 30, 2024DEFA14ADEFA14AMay 17, 2024DEF 14ADEF 14AMay 17, 20248-KEquity IssuanceMar 26, 202410-K10-KMar 25, 20248-KMaterial Agreement · New Debt / ObligationMar 18, 20248-KEquity IssuanceMar 7, 2024424B5424B5Mar 6, 20248-KCompany UpdateMar 6, 20248-KResults of OperationsFeb 29, 20248-KAgreement TerminatedJan 30, 20248-KEquity IssuanceJan 18, 20248-KCompany UpdateDec 18, 202310-Q10-QDec 8, 20238-KEquity IssuanceDec 5, 20238-KCompany UpdateDec 4, 20238-KResults of OperationsNov 30, 20238-KReg FD Disclosure · Company UpdateOct 5, 20238-K/AExecutive ChangeOct 2, 20238-KExecutive ChangeSep 26, 202310-Q10-QSep 12, 20238-KResults of OperationsAug 31, 2023S-4S-4Aug 15, 20238-K/AExecutive ChangeAug 9, 20238-KExecutive ChangeJul 28, 20238-KEquity IssuanceJul 13, 2023
Insider Activity
In the 90 days to Jun 11, 2026: 10 sold $442.2M.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 4,114 | $378.66 | $1.6M |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 2,802 | $377.76 | $1.1M |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 2,674 | $379.69 | $1.0M |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 2,279 | $376.66 | $858K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 2,260 | $374.68 | $847K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 2,068 | $384.78 | $796K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,908 | $380.60 | $726K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,599 | $390.03 | $624K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,612 | $373.59 | $602K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,454 | $386.77 | $562K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,296 | $375.60 | $487K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,119 | $388.94 | $435K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,042 | $390.92 | $407K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 1,041 | $383.91 | $400K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 868 | $372.60 | $323K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 732 | $370.40 | $271K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 644 | $387.78 | $250K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 619 | $381.53 | $236K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 605 | $385.87 | $233K |
| Jun 11, 2026 | Silver Lake Partners V De (Aiv), L.P.Director | Sell | 562 | $382.83 | $215K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
What Changed
Risk factors · Mar 25, 2025 → Mar 16, 202689 added · 83 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.
Newly disclosed
- While our supply chain operated efficiently at standard lead times, during both Fiscal 2025 and Fiscal 2026, increasing demand for our AI-optimized servers offerings continued to drive backlog growth.
- Given the scale of the AI opportunities, the varying stages of customer readiness, and the frequency of component part updates or transitions, there is inherent non-linearity in the timing of demand and subsequent shipments for our AI-optimized servers offerings.
- Security incidents, including cyber-attacks, could disrupt our operations and result in the compromise of networks, systems, and assets, and the breach or loss of proprietary, personal, or confidential information of our company or of our workforce, customers, partners, or third parties.
- In some cases, these incidents, which are common in our industry for companies of our size, have resulted in successful attacks on our IT environments. 19 Table of Contents We are targeted by criminal and other threat actors that conduct cyber-attacks of our systems and networks on an ongoing basis.
- Any future evaluations resulting in an impairment of goodwill or intangible assets, net could materially and adversely affect our results of operations and financial condition in the period in which the impairment is recognized. 22 Table of Contents Our performance and business could suffer if our contracts for ISG services and solutions fail to produce revenue at expected levels due to exercise of customer rights under the contracts, inaccurate estimation of costs, or customer defaults in payment.
- AI is the subject of evolving review by various domestic and international governmental and regulatory agencies, and laws, rules, directives and regulations governing the use of AI are rapidly proliferating and evolving.
- Any such incidents could subject us to government investigations and regulatory enforcement actions, litigation, potential liability, and damage to our brand and reputation, or otherwise harm our business and operations.
- Kennedy served as Senior Vice President, Global Business Operations, Finance from February 2023 to September 2025 and, prior to that service, as Senior Vice President and Chief Operating Officer for Global Sales from February 2020 to February 2023, and as Senior Vice President and Chief Financial Officer of Dell Technologies’ Client Solutions Group from April 2017 to February 2020.
- Scannell previously served as President, Global Sales and Customer Operations from February 2020 to January 2026, where he was responsible for go-to-market strategy and driving global growth by delivering Dell Technologies’ solutions to organizations in established and new markets globally.
- Trizzino previously served as President of Global Sales Modernization & GTM from August 2025 to January 2026, where he championed new ways of working across Dell’s sales organization by simplifying, standardizing and automating end-to-end sales motions to increase speed and customer engagement.
- Because of these disparate voting rights, Michael Dell and the Susan Lieberman Dell Separate Property Trust (the “MD stockholders”) and certain investment funds affiliated with Silver Lake Partners (the “SLP stockholders”) collectively held common stock representing approximately 91.7% of the total voting power of our outstanding common stock as of March 9, 2026.
- He also served as President, NA Sales, from February 2023 to August 2025, as President, DT Select from February 2021 to January 2023, and as Senior Vice President, DT Select from June 2020 to January 2021.
No longer disclosed
- During Fiscal 2024, while our supply chain operated efficiently at standard lead times, demand for AI-optimized servers outpaced the supply of graphics processing units (“GPUs”), resulting in elevated backlog levels for such offerings as we exited the fiscal year.
- During Fiscal 2025, backlog levels for our AI-optimized servers remained elevated as we exited the fiscal year due to continued strong demand for these offerings.
- These divestitures require significant investment of time and resources, may disrupt our business and distract management from other responsibilities, and may result in losses on disposition or continued financial involvement in the divested business, including through indemnification or other financial arrangements, which could adversely affect our financial results. 20 Table of Conte nts Security incidents, including cyber-attacks, could disrupt our operations and result in the compromise of networks, systems, and assets, and the breach or loss of proprietary, personal, or confidential information of our company or of our workforce, customers, partners, or third parties.
- Any such incidents could subject us to government investigations and regulatory enforcement actions, litigation, potential liability, and damage to our brand and reputation, or otherwise harm our business and operations. 21 Table of Conte nts Hardware, software, and applications that we produce or procure from third parties may contain defects in design or manufacture or other deficiencies, including security vulnerabilities that could interfere with the operation or security of our products, services, and offerings.
- Further, our provision for income taxes could be adversely affected by changes in the valuation of deferred tax assets. 25 Table of Conte nts Our profitability could suffer from declines in fair value or impairment of our portfolio investments.
- Any future evaluations resulting in an impairment of goodwill or intangible assets, net could materially and adversely affect our results of operations and financial condition in the period in which the impairment is recognized.
- We are actively addressing climate change by managing greenhouse gas emissions across our operations, supply chain, and product lifecycle, with a goal to achieve net zero emissions across scopes 1, 2, and 3 by 2050. • Digital Inclusion — We endeavor to harness the power of technology, our scale, and our expertise to create a digital future that works for all.
- In this role, in which she has served since August 2023, she is responsible for all aspects of the Company’s finance function, including accounting, financial planning and analysis, tax, treasury, and investor relations, as well as corporate development, global business operations and Dell Financial Services.
- Federal Trade Commission, and laws, rules, directives and regulations governing the use of AI, such as the EU Artificial Intelligence Act, are changing and evolving rapidly.
- In Fiscal 2025, global economic uncertainty adversely affected the demand for our products and services as some of our larger customers exhibited caution in their IT spending.
- AI is the subject of evolving review by various domestic and international governmental and regulatory agencies, including the SEC and the U.S.
- We are targeted by criminal and other threat actors that conduct cyber-attacks of our systems and networks on an ongoing basis.
In the News
🔥 High media attentionCoverage (30d): 6 reputable articles · skews ▲ positive.
MarketWatchDell Technologies Inc. Cl C stock falls Thursday, underperforms market4d agoForbesMichael Dell Overtakes Larry Ellison In Billionaire Ranks As Dell Shares Rise12d agoMarketWatchDell Technologies Inc. Cl C stock rises Monday, outperforms market21d agoInvestor's Business DailyAI Computer Leader Dell Leads Group Of 19 Onto Today's Best Growth Stock Lists22d agoBarron'sDell Stock Snaps 8-Day Winning Streak Even as AI Server Rivals Soar28d agoBarron'sDell Stock Extends Massive Rally on Morgan Stanley Upgrade, New Apple-Rivaling Laptop29d ago
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