Dell Technologies (DELL) News Today

Dell Technologies Inc. (DELL) shares have seen mixed movement today, supported by strong AI initiatives and positive analyst momentum calls, but tempered by notable insider selling activity.

• Dell’s Comprehensive Approach to AI and the Dell AI Factory highlights Dell’s leadership in end-to-end AI solutions, positioning it to capture growing AI infrastructure demand.
• “Reimagining Retail With AI And Edge Computing” underscores Dell’s expansion into AI-driven retail and edge offerings, opening new revenue streams.
• A Zacks report names DELL a “Top Momentum Stock for the Long-Term,” reflecting strong momentum scores across growth and value metrics.
• An analyst note points out that Dell’s AI server strategy could significantly boost future EPS, reinforcing confidence in its AI hardware roadmap.
• KeyBanc initiated coverage on DELL with a “Sector Weight” rating, viewing its outlook in line with industry peers.
• KeyCorp updated its earnings forecasts, projecting Q2 2026 EPS of $2.17, FY 2026 EPS of $8.68, and FY 2027 EPS of $10.41, setting analyst expectations for steady earnings growth.
• MarketBeat’s summary of analysts’ Q2 earnings predictions reiterates a consensus EPS estimate of $2.17 for the quarter.
• Dell’s big summer sale ahead of July 4, featuring six top laptop deals, could bolster seasonal revenue but its impact on enterprise results is modest.
• The Dell 14 Plus review highlights competitive mainstream laptop specs, helping maintain consumer market relevance.
• A Seeking Alpha insider-trading roundup mentions Dell among notable names, though without significant directional bias.
• Billionaire founder Michael Dell sold roughly US$1.2 billion in shares, raising concerns about insider cash-out timing.
• A report notes DELL trading down following insider selling, reflecting short-term selling pressure from those transactions.