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Latest quote·Oct 15
Net selling: insiders sold $1B and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $1B and bought $0 of DELL stock on the open market in the 90 days to Oct 16, 2026, according to SEC Form 4 filings. $2.9M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Slta, Spv-2 (Gp), L.L.C. (Director), who sold $234.6M. The latest filing was on Oct 14, 2026.
Rep. John McGuire (R) sold $1K to $15K on Jun 4, 2026, disclosed 6 days later. In total, 1 member disclosed 1 DELL trade with trade dates in the last 180 days, filed a median 6 days after trading.
This summary uses filings available on Oct 16, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
Buys/Adds (1)
D.E. Shaw
$418.9M
added
Sells/Trims (2)
Two Sigma
$215.1M
trimmed
Citadel
$51.7M
trimmed
Sells (3)
Silver Lake Partners Iv, L.P.
$29.4M
sold
Sl Spv-2, L.P.
$25.9M
sold
Silver Lake Partners V De (Aiv), L.P.
$14.8M
sold
Trader E15Short
$635K
position
Trader DD1Long
$62K
position
Trader 5B7Short
$5K
position
Trader 977Short
$1K
position
Trader 75CShort
$1K
position
Last report
Sep 1, 2026
Financial period
Q2 FY2027
Adjusted EPS
$4.92 expected
Revenue
$44.44B expected
Q3 FY2027 guidance
$49.00B
$40.99B expected+19.5%
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jul 31, 2026 | Sep 1, 2026 | $7.04 / $4.92Yahoo Finance | +43.14% beat | $46.97B / $44.44B | +5.69% beat |
| Apr 30, 2026 | May 28, 2026 | $4.86 / $2.96Yahoo Finance | +63.99% beat | $43.84B / Unavailable | Unavailable |
| Jan 31, 2026 | Feb 26, 2026 | $3.89 / $3.51Yahoo Finance | +10.74% beat | Unavailable | Unavailable |
| Oct 31, 2025 | Nov 25, 2025 | $2.59 / $2.48Yahoo Finance | +4.55% beat | Unavailable | Unavailable |
| Jul 31, 2025 | Aug 28, 2025 | $2.32 / $2.29Alpha Vantage | +1.31% beat | Unavailable | Unavailable |
| Apr 30, 2025 | May 29, 2025 | $1.55 / $1.69Alpha Vantage | -8.28% miss | Unavailable | Unavailable |
| Jan 31, 2025 | Feb 27, 2025 | $2.68 / $2.52Alpha Vantage | +6.35% beat | Unavailable | Unavailable |
| Oct 31, 2024 | Nov 26, 2024 | $2.15 / $2.07Alpha Vantage | +3.86% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Estimates as of Oct 16, 2026
EPS expected
$6.41 to $7.37
Revenue expected
21 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $27.00B | $33.38B | $43.84B | $46.97B |
| Cost of what it sold | $21.41B | $26.65B | $36.06B | $37.14B |
| Gross profit | $5.59B | $6.73B | $7.78B | $9.83B |
| What it spent | ||||
| Research and development | $752.0M | $797.0M | $983.0M | $1.11B |
| Sales and admin | $2.72B | $2.79B | $3.04B | $3.25B |
| Other operating costs | -$49.0M | — | $106.0M | — |
| Total operating expenses | $3.42B | $3.58B | $4.13B | $4.36B |
| What was left | ||||
| Operating profit | $2.17B | $3.15B | $3.66B | $5.47B |
| Interest on debt | $396.0M | $411.0M | $391.0M | $254.0M |
| Profit before tax | $1.94B | $2.80B | $3.95B | $5.13B |
| Tax | $393.0M | $540.0M | $510.0M | $998.0M |
| Net profit | $1.55B | $2.26B | $3.44B | $4.13B |
| EBITDA | $3.09B | $3.98B | $5.10B | $6.23B |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bearish
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