Dell — Company · TLDRocket

Signals

11 stories (+1000%)

Media momentum

As of 1 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

6 sources

Source diversity

As of 1 Nov 2026 · Distinct publications behind this entity's visible coverage.

2 events

Release activity

As of 1 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 1 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

May 2025 → Oct 2026

Coverage span

As of 1 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

DELL · NYSE · last close $424.30 (30 Oct 2026)

-6.5% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

27 Oct Other: Dell & Dell Technologies Other

-1.6% next day, -2.0% vs S&P 500
20 Oct Other: Dell & Dell Technologies Other

+5.3% next day, +4.7% vs S&P 500 · +8.8% over 5 trading days, +8.7% vs S&P 500
16 Oct Conference announcement: Dell & Dell Technologies Conference announcement

+0.8% next day, +0.4% vs S&P 500 · +1.1% over 5 trading days, +1.5% vs S&P 500
13 Oct Deployment: Microsoft & NVIDIA Deployment

-11.3% next day, -10.2% vs S&P 500 · -19.4% over 5 trading days, -18.2% vs S&P 500
12 Oct Partnership: Deepgram & Dell Partnership

-0.7% next day, -0.7% vs S&P 500 · -21.0% over 5 trading days, -19.5% vs S&P 500

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

DELL · daily closes

$424.30 +163.5% · 12 months 52-week high $595.51 · low $110.22

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct ’26

Daily · last 90 trading days

Candlestick · last 30 trading days

Read DELL is up 163.5% over twelve months, trading -28.8% from its 52-week high ($595.51, 18 Sep) — the strongest month was May at +101.4%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

DELL · quarterly EPS

Next report Mon 23 Nov Q3 FY2027 est EPS 6.68 est revenue $50.1B 3 weeks from now

Q2 2027 latest

7.04 EPS

est 5.01 +40.5%

Q2 2027

7.04 EPS

est 5.01 +40.5%

Q1 2027

4.86 EPS

est 3.00 +62.1%

Q4 2026

3.89 EPS

est 3.60 +8.1%

The TLDRocket take Q2 2027 · written 4 Sep 2026

Dell’s recent EPS run is hard to argue with: Q2 2027 came in at 7.04 versus 5.01 expected, a 40.5% surprise, after Q1 2027 at 4.86 versus 3.00, a 62.1% surprise, and Q4 2026 at 3.89 versus 3.60, an 8.1% surprise. That is three straight beats, with the last two not just ahead of estimates but well ahead. The table says execution is running better than the market had penciled in; it does not, by itself, say how durable that pace is.

What Dell has been shipping fits that pattern. Recent coverage has centered on Dell pushing AI infrastructure on premises: its Enterprise Hub for pre-optimized model deployment and its partnership with OpenAI to bring Codex into hybrid and on-premise enterprise setups. That matters because Dell is positioning itself less as a generic box seller and more as the place enterprises can run models like Codex and Llama 4 inside their own walls, which is a very specific pitch at a time when plenty of customers want AI without handing every workload to a public cloud.

The catch is that the provided data is thin on segment detail, demand mix, and guidance, so we cannot tie the EPS beats to any one product line with precision. Still, the direction is clear enough: Dell’s AI story is currently about model deployment close to the customer, with OpenAI and Llama 4 acting as proof that its hardware-and-software stack is meant to be where enterprise AI actually runs, not just where it gets talked about.

Read alongside: OpenAI Codex Llama 4 NVIDIA AI Cybersecurity and Resilience Summit

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management records

updated 2 Oct 2026

Observed in public listings; this is not a verified current management roster.

Michael Dell LinkedIn Chairman and CEO
Sam Burd Chief Strategy Officer
John Roese LinkedIn Chief AI Officer & Global CTO
Jeffrey Boudreau President & GM, Infrastructure Solutions Group
Anonymous President, Global Enterprise Sales & Customer Operations
Yee Beng Pang Senior Vice President Of Sales
Alok Ohrie President & Managing Director
Jonathan Negrey Inside Sales Director- North America Enterprise Acquisition Sales
Jeff Clarke Chief Operating Officer and Vice Chairman
Adrian McDonald President Dell Technologies EMEA
Glen Robson Chief Technology Officer
Carlos González Dell Regional Sales Director Enterprise

+ 28 more tracked

View 12-month management history

Recent source observations

2 Oct Unverified observation Kevin Connolly Not found in a partial source snapshot (previously listed as SVP Acquisition Sales - North America); departure unconfirmed.
2 Oct Unverified observation Satyendra T. Source title changed: VP – Business & Account Executive Leader @ Dell → VP – Global Network Account Executive -Telco; role change unconfirmed.
2 Oct Unverified observation David Antony Source title changed: Director; EMEA Head of Dell Specialty & Vertical Brands - Alienware, Workstations and Rugged → Director; EMEA Head of Fixed, Deskside AI, Specialty & Vertical PC Brands; role change unconfirmed.
2 Oct Unverified observation Jonathan Negrey Observed in a source listing as Inside Sales Director- North America Enterprise Acquisition Sales; start date unknown.
2 Sep Unverified observation Lynn Vojvodich Not found in a partial source snapshot (previously listed as Member of the Board of Directors); departure unconfirmed.
2 Sep Unverified observation Steve M. Mollenkopf Not found in a partial source snapshot (previously listed as Director); departure unconfirmed.

Latest developments

Market development: NVIDIA & Nemotron 3.5 Transcribe NVIDIA Blog · 4 days ago · 0 Other: Dell & SiliconANGLE SiliconANGLE · 5 days ago · 0 Other: Dell SiliconANGLE · 1 week ago · 0 Other: Dell & SiliconANGLE SiliconANGLE · 1 week ago · 0 Market development: Dell & SiliconANGLE SiliconANGLE · 1 week ago · 0 Deployment: NVIDIA & Asus NVIDIA Blog · 2 weeks ago · 0 Conference announcement: Dell & theCUBE SiliconANGLE · 2 weeks ago · 0 Policy change: Dell & Intel SiliconANGLE · 2 weeks ago · 0

Timeline

Month Quarter Year

Relationships

Products & technology

Deploys Codex · 1 source
Deploys Llama 4 · 1 source
Deploys AI Cybersecurity and Resilience Summit · 1 source
Deploys Dell Technologies World · 1 source
Deploys theCUBE · 1 source
Deploys NVIDIA RTX Spark · 1 source
NVIDIA supplies this company · 1 source

Partnerships

Partnered with theCUBE · 1 source
OpenAI partnered with this company · 1 source

Investment & ownership

Invests in doubleAI · 1 source

People

Employed by John Scimone · 1 source
Employed by David Kennedy · 1 source