New insider activity at Dell Technologies ( (DELL) ) has taken place on March 4, 2026.
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Dell Technologies has seen a series of sizable insider stock sales involving two directors. Director SLTA V (GP), L.L.C. executed two transactions, first selling 277,567 shares of Dell Technologies stock for a total of $41,476,198, followed by another sale of 222,434 shares worth $33,616,140. Similarly, Director SLTA IV (GP), L.L.C. mirrored these moves, also selling 277,567 shares for $41,476,198 and an additional 222,434 shares for $33,616,140. In total, the combined activity from these two directors represents four transactions involving hundreds of thousands of shares and more than $150 million in Dell Technologies stock changing hands.
Recent Updates on DELL stock
Dell Technologies’ stock reacted to a blockbuster Q4 and FY26, where revenue, EPS and cash flow all hit records, largely on surging AI server and storage demand and a $43B AI backlog signaling strong multi‑year visibility. Analysts’ views also reflected Dell’s aggressive FY27 guidance for roughly mid‑20s revenue and EPS growth, supported by massive AI orders and stepped‑up dividends and buybacks.
At the same time, commentary emphasized risks that temper enthusiasm, including sharp component cost inflation, unprecedented AI‑driven supply constraints, potential margin compression in both ISG and CSG, and a heavy AI backlog concentration in the current architecture that could make shipments lumpy. These mixed factors—powerful AI‑driven growth and cash returns versus execution and margin risks—underpinned the latest reassessments of Dell’s outlook within the last day.
Spark’s Take on DELL Stock
According to Spark, TipRanks’ AI Analyst, DELL is a Outperform.
The score is driven primarily by strong earnings-call guidance and AI momentum (large backlog and rapid growth outlook), supported by bullish technical momentum. These positives are meaningfully offset by balance-sheet risk (negative equity, sizable debt) and cash-flow inconsistency, while valuation is reasonable but not notably cheap.
To see Spark’s full report on DELL stock, click here.
More about Dell Technologies
YTD Price Performance: 15.84%
Average Trading Volume: 7,521,090
Technical Sentiment Signal: Buy
Current Market Cap: $96.21B