DELL stock forecast, quote, news & analysis

Key Takeaways

• Dell Technologies (DELL) shares climbed roughly 21% over the last 30 days, rising from a closing price of $463.82 on August 26, 2026, to $562.89 on September 25, 2026.
• The move was driven primarily by fiscal second-quarter 2027 results reported on September 1, which beat expectations across revenue, earnings, AI-server orders, and guidance.
• Dell posted record AI-server orders of $60.9 billion and exited the quarter with a $95 billion AI backlog, while raising full-year revenue guidance to about $192 billion.
• The stock reached a 52-week high of $595.51 on September 18 before profit-taking pulled it back, followed by a rebound as analysts lifted price targets.
• Over the last three months, shares have gained roughly 36% from around $415 in late June.

Dell Technologies (DELL) Company Overview and Market Position

Dell Technologies is a leading global provider of IT infrastructure and personal computers. Its business is organized around two main segments: the Infrastructure Solutions Group (ISG), which includes servers, storage, and networking, and the Client Solutions Group (CSG), which covers commercial and consumer PCs. The company holds top-tier market share across mainstream servers, external storage, and commercial PCs, and it has become a central player in the AI infrastructure buildout through its "AI Factory" portfolio of AI-optimized servers and related storage and networking.

Investors follow DELL closely because of its dual exposure to enterprise hardware refresh cycles and the rapidly expanding market for AI compute, where demand from neocloud providers, sovereign customers, and enterprises has accelerated sharply. Competitive peers include Super Micro Computer (SMCI), Hewlett Packard Enterprise (HPE), and Cisco Systems (CSCO), while Dell's ecosystem relies on component partners such as NVIDIA (NVDA).

Dell Technologies (DELL) Stock Price Performance: Last 30 Days vs. Quarter

Over the last 30 days, DELL rose from a close of $463.82 on August 26, 2026, to $562.89 on September 25, 2026, a gain of approximately 21.4%. The rally was front-loaded: shares surged immediately after the September 1 earnings report, climbing from about $425 on September 1 to above $524 by September 4. The stock continued higher into mid-September, peaking at a 52-week high of $595.51 on September 18, before pulling back to roughly $536 by September 24 and rebounding on September 25.

The quarterly trend is even stronger. Roughly three months earlier, in late June 2026, the stock traded near $415. The climb to $562.89 represents a gain of about 36%, reflecting a sustained uptrend punctuated by notable volatility, including a sharp July pullback toward $369 before the recovery accelerated in August and September.

What Drove DELL Stock Price in the Last 30 Days

The dominant catalyst was Dell's fiscal second-quarter 2027 earnings report, released on September 1. Revenue rose 58% year over year to $47.0 billion, while non-GAAP earnings per share reached $7.04, more than tripling from the prior year and comfortably exceeding the roughly $4.87 consensus estimate. AI-server revenue hit $16.4 billion, and the company booked a record $60.9 billion in AI-server orders, exiting the quarter with a $95 billion AI backlog. Management raised full-year revenue guidance to approximately $192 billion and lifted its fiscal 2027 AI-server revenue outlook to about $74 billion, roughly three times the prior-year level.

Supportive capital-markets activity also aided sentiment. On September 10, Dell completed a $5 billion investment-grade bond sale to refinance near-term debt, drawing orders of roughly $23 billion. Analyst activity reinforced the move: RBC Capital initiated coverage with an Outperform rating and a $640 target, Evercore ISI raised its target to $650, and Susquehanna reiterated a $700 target. Morgan Stanley lifted its price target to $511 while maintaining an Equalweight rating and raised the probability of its $756 bull-case scenario.

The pullback from the September 18 peak reflected profit-taking and valuation concerns, including disclosed insider selling by Silver Lake Partners, which sold shares at an average price near $567.88. A modest dip followed news of a new premium AI laptop developed with Google, before the stock rebounded into the period's end.

What Drove DELL Stock Performance Over the Last Quarter

The broader three-month advance reflects the accelerating AI infrastructure cycle rather than any single event. Dell has expanded its AI customer base beyond hyperscalers, surpassing 6,500 customers for its AI Factory solutions, with enterprise, sovereign, and neocloud buyers adding meaningful demand. Traditional server revenue grew 122% year over year in the latest quarter as customers modernized aging data centers, while storage revenue rose 26%, providing diversified growth beyond AI servers.

Multiple guidance increases through the year signaled improving visibility, and the scale of Dell's order book, converted from $131.7 billion in orders over the trailing 12 months, gave investors confidence in the durability of demand. These structural drivers, combined with strong earnings execution, underpinned the stock's climb from the mid-$400s into the mid-$500s.

Trending AI Robots

For traders seeking a systematic approach to fast-moving names like Dell Technologies, Tickeron's Trending AI Robots page offers a curated view of AI-driven trading strategies. Tickeron provides hundreds of AI trading bots that trade thousands of tickers, but only the top-performing and most relevant bots are featured in this section. These bots vary widely in strategy, timeframe, and performance metrics, allowing users to compare approaches that range from short-term momentum to longer-term trend following. The page is designed to help traders and investors evaluate automated strategies at a glance rather than manually screening the full bot marketplace. Exploring the section can be a useful starting point for those interested in data-driven, rules-based trading tools.

DELL Stock Forecast Drivers: What Investors Should Watch Next

Looking ahead, the key catalyst is Dell's fiscal third-quarter 2027 earnings report, expected around late November 2026, when management guided for revenue of about $49 billion and non-GAAP EPS of $6.50. Investors will focus on whether the company can convert its $95 billion AI backlog into recognized revenue, with component availability, particularly memory, remaining a supply constraint that could shift shipment timing.

Margin trends will also matter, as AI-server mix and rising component costs may pressure profitability. Competitive dynamics from Super Micro Computer (SMCI), Hewlett Packard Enterprise (HPE), and Cisco Systems (CSCO), along with the sustainability of broader AI capital spending and data-center power availability, are additional factors to monitor. At a forward valuation well above historical norms, execution and backlog conversion will be central to the stock's next move.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations