Major Dell Technologies Stock Sell-Off by Key Directors!

New insider activity at Dell Technologies ( (DELL) ) has taken place on September 23, 2025.

Director SLTA IV (GP), L.L.C. and Director SLTA V (GP), L.L.C. have each sold 318,171 shares of Dell Technologies stock, with each transaction valued at $42,265,802. These significant sales highlight a major movement of Dell Technologies shares in the market.

Recent Updates on DELL stock

In the last 24 hours, Dell Technologies has been the focus of significant financial analysis following its Q2 earnings report. The company reported record revenue of $29.8 billion, a 19% increase year-over-year, driven by strong performance in its AI and Infrastructure Solutions Group (ISG) sectors. Despite challenges in storage revenue and traditional server demand in North America, the positive highlights in AI growth and record achievements stood out. Analysts have adjusted their price targets for Dell, citing the company’s strategic focus on AI and strong cash flow as key reasons. However, Fox Advisors downgraded Dell to Equal-Weight from Outperform, describing the earnings report as a ‘mixed bag’ due to the decline in consumer revenue and challenges in traditional server demand. Overall, Dell’s forward-looking guidance remains optimistic, with expectations of continued growth and profitability driven by AI solutions and strategic stability.

Spark’s Take on DELL Stock

According to Spark, TipRanks’ AI Analyst, DELL is a Neutral.

Dell’s strong earnings call and fair valuation are significant positives, offsetting financial risks from high leverage and negative equity. Technical indicators suggest caution, but the company’s strategic focus on AI and ISG growth supports a positive outlook.

To see Spark’s full report on DELL stock, click here.

More about Dell Technologies

YTD Price Performance: 19.47%

Average Trading Volume: 5,712,678

Technical Sentiment Signal: Buy

Current Market Cap: $91.23B