Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 36,736 Shares

June 10, 2026 by InsiderTrades.com

Key Points

Dell Technologies director Silver Lake Partners De (Aiv sold 36,736 shares on June 5 at an average price of $403, for proceeds of about $14.8 million. After the sale, the director still held 43,384 shares, a 45.85% reduction in the position.
Dell reported strong quarterly results, posting EPS of $4.86 versus the $2.96 consensus estimate and revenue of $43.84 billion versus expectations of $35.74 billion. Revenue rose 87.5% year over year, reflecting continued momentum in the business.
Analysts have turned notably more bullish on Dell, with multiple firms raising price targets to around $500 and the consensus rating sitting at Moderate Buy. The company also remains supported by institutional interest, with about 76.37% of shares owned by institutions.

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL - Get Free Report) Director Silver Lake Partners De (Aiv sold 36,736 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $403.00, for a total transaction of $14,804,608.00. Following the completion of the sale, the director owned 43,384 shares of the company's stock, valued at approximately $17,483,752. This represents a 45.85% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Dell Technologies Stock Performance

AI Server Earnings: Wall Street Sees One Clear Standout

DELL opened at $380.44 on Wednesday. The firm has a 50-day moving average of $251.44 and a 200 day moving average of $173.64. Dell Technologies Inc. has a fifty-two week low of $109.17 and a fifty-two week high of $469.47. The firm has a market cap of $245.67 billion, a P/E ratio of 30.22, a PEG ratio of 0.89 and a beta of 1.30.

Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts' consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same period last year, the business earned $1.55 earnings per share. Dell Technologies's revenue was up 87.5% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Equities research analysts predict that Dell Technologies Inc. will post 17.05 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Dell's AI Toll Bridge Is Paved with Record Margins

A number of research firms have recently commented on DELL. Bank of America raised their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the company a "buy" rating in a research report on Friday, May 29th. Wells Fargo & Company raised their price objective on shares of Dell Technologies from $270.00 to $505.00 and gave the company an "overweight" rating in a research report on Friday, May 29th. Daiwa Securities Group lifted their target price on shares of Dell Technologies from $170.00 to $465.00 and gave the company an "outperform" rating in a research report on Tuesday, June 2nd. Roth Mkm assumed coverage on shares of Dell Technologies in a research report on Friday, May 29th. They set a "buy" rating for the company. Finally, Citic Securities lifted their target price on shares of Dell Technologies from $160.00 to $505.00 and gave the company a "buy" rating in a research report on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $475.76.

View Our Latest Stock Analysis on Dell Technologies

Institutional Investors Weigh In On Dell Technologies

Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors

Several hedge funds have recently bought and sold shares of DELL. Brighton Jones LLC lifted its position in Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company's stock valued at $347,000 after purchasing an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Dell Technologies during the second quarter worth approximately $328,000. Marshall Wace LLP purchased a new position in shares of Dell Technologies during the second quarter worth approximately $809,000. Gamco Investors INC. ET AL raised its stake in shares of Dell Technologies by 30.2% during the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company's stock worth $819,000 after acquiring an additional 1,550 shares in the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Dell Technologies by 147.2% during the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company's stock worth $7,112,000 after acquiring an additional 34,538 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

Key Dell Technologies News

Here are the key news stories impacting Dell Technologies this week:

Positive Sentiment: Dell’s AI server and infrastructure business remains a major growth driver, with recent coverage highlighting strong revenue growth, backlog, and ongoing AI partnership momentum. DELL's Strong Partner Network Drives ISG Growth: What's Ahead?
Positive Sentiment: Barclays and other market commentary say Dell remains well positioned to benefit from AI infrastructure spending and recovering enterprise hardware demand. Dell, HPE seen well positioned for AI and enterprise demand despite stock gains
Positive Sentiment: Some reports continue to frame Dell as a standout in the AI server trade, supporting bullish sentiment around the stock’s growth outlook. AI Server Earnings: Wall Street Sees One Clear Standout
Neutral Sentiment: Dell received a channel-partner award, with AHEAD named Dell Technologies North America Channel Partner of the Year, which is supportive but not a major stock catalyst. AHEAD Named Dell Technologies North America Channel Partner of the Year
Negative Sentiment: Recent large insider sales by Silver Lake-linked directors may weigh on investor confidence and create pressure on the shares. SEC insider sale filing
Negative Sentiment: Dell is also being hit by a broader selloff in high-beta AI hardware names, as investors rotate out of the sector and take profits after a sharp rally. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
Negative Sentiment: Political and governance scrutiny around Dell-related stock ownership and public endorsements has added a new layer of uncertainty to the valuation story. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

About Dell Technologies

(Get Free Report)

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.