Dell Technologies Inc. (DELL)
Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales
Huge names across the technology and energy sectors are seeing big-time insider selling. However, do these moves actually provide significant bearish signals to investors, or is their more going on beneath the surface?
Dell workforce shrinks by 10% for third consecutive year
Dell cut its workforce by 10% for the third consecutive year, reducing staff to 97,000 employees amid cost management and artificial intelligence initiatives.
Dell shrinks workforce by 11,000 in fiscal 2026 amid ongoing restructuring
Dell Technologies Inc (NASDAQ:DELL) reduced its workforce by roughly 11,000 employees in fiscal 2026, bringing total headcount to about 97,000 as of January 31, 2026, according to its latest 10-K filing. The decline represents a 10% year-over-year reduction and marks the third consecutive year the company has trimmed its workforce by a similar proportion.
Dell continues to quietly shrink its workforce
Dell's staff head count has fallen by around 10% for the third year in a row. The PC giant's workforce total dropped by 11,000 in the year to January 31, 2026.
Dell vs HP: 2 Legacy Tech Giants, 2 Very Different AI Bets
Dell Technologies (NYSE: DELL) and HP (NYSE: HPQ) are two legacy tech names that retirement investors have held for decades.
Investors Heavily Search Dell Technologies Inc. (DELL): Here is What You Need to Know
Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Dell Technologies Inc. $DELL Shares Purchased by Banco Bilbao Vizcaya Argentaria S.A.
Banco Bilbao Vizcaya Argentaria S.A. raised its position in Dell Technologies Inc. (NYSE: DELL) by 149.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,155 shares of the technology company's stock after purchasing an additional 43,221 shares
Ameriprise Financial Inc. Has $544.67 Million Stock Holdings in Dell Technologies Inc. $DELL
Ameriprise Financial Inc. lifted its position in shares of Dell Technologies Inc. (NYSE: DELL) by 19.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,840,921 shares of the technology company's stock after purchasing an additional 637,189
Dell Technologies Inc. $DELL Shares Sold by Alkeon Capital Management LLC
Alkeon Capital Management LLC lowered its stake in Dell Technologies Inc. (NYSE: DELL) by 39.0% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,562,409 shares of the technology company's stock after selling 1,000,000 shares during the quarter. Alkeon Capital Management LLC owned 0.23% of
What's Behind The 60% Rally In Dell Stock?
In the last year, Dell Technologies (DELL) surged 62%, driven by a 9% revenue increase and a significant shift toward AI infrastructure, where a $43B server backlog indicates a major change in business direction. However, despite this growth, a recent decline suggests margin difficulties are overshadowing an otherwise impressive performance.
Inside Dell's Exploding AI Business
Dell booked $64.1 billion in AI orders during FY26 and exited Q4 with a $43 billion backlog supporting FY27 revenue visibility. Management expects AI revenue to approach $50 billion in FY27, implying roughly 100% year-over-year growth from accelerating enterprise AI adoption. Infrastructure Solutions Group revenue reached $19.6 billion in Q4, growing 73% YoY as server and networking sales surged 342%.
Dell Technologies Climbs 16% YTD: Should You Buy the Stock?
DELL stock is up 16% YTD, outpacing its industry as AI server demand, a $43B backlog and strong cash flow position it for continued growth.
