Massive Dell Technologies Stock Sale by Directors!

New insider activity at Dell Technologies ( (DELL) ) has taken place on September 24, 2025.

Director SLTA IV (GP), L.L.C. and Director SLTA V (GP), L.L.C. have each sold 824,999 shares of Dell Technologies stock, with each sale valued at $112,181,708. This significant transaction reflects a combined sale of 1,649,998 shares, totaling $224,363,416.

Recent Updates on DELL stock

In the last 24 hours, Dell Technologies has been the focus of several financial analyses following its Q2 earnings report. The company reported a record revenue of $29.8 billion, a 19% increase year-over-year, driven by significant growth in its AI and Infrastructure Solutions Group (ISG) sectors. Despite challenges in storage revenue and traditional server demand in North America, Dell’s strong performance in AI server shipments and ISG revenue, which saw a 44% increase, has been a highlight. Analysts have adjusted their price targets based on these results; some have raised their targets due to Dell’s strategic focus on AI and robust cash flow, while others have downgraded their ratings citing mixed earnings results. The company’s optimistic forward guidance, particularly in AI server shipments, further supports the positive outlook, although concerns remain regarding consumer revenue and traditional server demand.

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: 18.28%

Average Trading Volume: 5,708,176

Technical Sentiment Signal: Buy

Current Market Cap: $91.23B