Dell
Company ● Covered in 2 stories + Follow ✴ AI Graph LinkedIn
This profile is built automatically from TLDRocket coverage.
Signals
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Media momentum
As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.
2 sources
Source diversity
As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.
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Release activity
As of 17 Sep 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 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.
May 2025 → May 2026
Coverage span
As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.
Market context
DELL · NYSE · last close $563.29 (16 Sep 2026)
+31.3% over this window · S&P 500 -0.5% (dashed line)
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$563.29 +341.2% · 12 months 52-week high $576.75 · low $110.22
12-month span · monthly close · 16 Sep 2025–16 Sep 2026
Daily · last 90 trading days
Previous 24 hours · 5-minute close +2.97%
Candlestick · last 30 trading days
Read DELL is up 341.2% over twelve months, trading -2.3% from its 52-week high ($576.75, 16 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 It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.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 EPSQ2 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
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
updated 2 Sep 2026- Michael Dell Chairman and CEO
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Glen Robson
Chief Technology Officer
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John Roese
Chief AI Officer & Global CTO
- Carlos González Dell Regional Sales Director Enterprise
- Gary Abbagnaro Head of Dell Technologies Select NA
- Kevin Connolly SVP Acquisition Sales - North America
- Ray Lipsky Senior Vice President of Global Data Protection Sales
- David Antony Director; EMEA Head of Dell Specialty & Vertical Brands - Alienware, Workstations and Rugged
- Volker Scherer Client Executive, Strategic Services Sales, Dell Technologies Select EMEA
- Don Lamburn Director Dell Technologies 3rd party Resell Program
- Luis Fernando G. Latin America Lead
- Jackie Kwong General Manager Of Dell HK & Macau
+ 28 more tracked
Recent changes
- Lynn Vojvodich left (was Member of the Board of Directors)
- Steve M. Mollenkopf left (was Director)
- John Byrne left (was President, Sales, Global Theaters and Dell Technologies Select)
- Ellen Kullman Director → Board Member
- Jennifer Saavedra CHRO → Chief Human Resources Officer
- Jeff Clarke Vice Chairman & COO → Chief Operating Officer and Vice Chairman
Latest developments
May 2026
May 2025
Relationships
Products & technology
Partnerships
- OpenAI partnered with this company · 1 source