2026-09-11 → 10-26 Analyst
Dell CEO: Memory Shortage to Worsen in 2027, New Fab Takes 4 Years CEO reiterates worsening memory shortage; long fab lead times pressure AI server costs
D1 +12.0% · +5d +0.1%
› 16 waves of this story2026-09-11 Explosive AI server demand drives record backlog; RBC initiates with Outperform2026-09-12 RBC initiates Outperform with $640 target; strong AI capex from Oracle bolsters hardware demand thesis2026-09-12 CEO and CFO confirm robust AI server demand, record backlog2026-09-13 Record AI backlog and RBC initiation drive shares to all-time high2026-09-15 European startup Axe adds option to Dell's AI hardware lineup, bolstering its AI server market position2026-09-16 AI server demand continues to drive Dell's growth; stock up 320% YTD with reasonable valuation.2026-09-18 AI server backlog at $95B, market cap +$105B in 11 days, YTD +363%2026-09-21 AI server demand remains strong, record backlog, stock hits new 52-week high2026-09-21 Zacks confirms strong AI demand, FY27 AI server revenue expected at $74B2026-09-29 AI backlog nearly doubled QoQ; FY27 revenue guide raised to ~$192B, EPS up 42%2026-10-02 Strong AI server demand prompts raised revenue forecast, reinforcing growth outlook2026-10-06 Mizuho reiterates Buy, raises PT to $650, reflecting sustained AI demand validation2026-10-14 CEO reiterates AI demand exceeds supply, corroborating $95B backlog2026-10-17 CEO sees memory shortage worsening next year, ~$95B AI server backlog, new fabs unlikely to help until 2029-20302026-10-17 CEO reiterates DRAM supply constraints; build-to-order and negative cash conversion cycle buffer volatility2026-10-26 CEO reiterates worsening memory shortage; long fab lead times pressure AI server costs2026-10-24 Capital Bear
Atlatl Advisers Cuts Dell Stake by 20.2% Institutional investor trims position in quarterly filing
D1 +2.3% · +5d -15.9%
2026-10-22 Earnings Bull
Super Micro Raises Guidance, Dell Stock Surges SMCI's raised revenue and margin guidance signals strong AI server demand, lifting Dell shares
D1 -6.8% · +5d +5.0%
2026-10-22 8-K filing
8-K: Item 5.02 D1 -6.8% · +5d +5.0%
2026-10-21 Product
Dell and NVIDIA Advance Enterprise AI Solutions Dell announces AI Factory advancements, including deskside agentic AI and purpose-built AI infrastructure
D1 +5.3% · +5d +1.6%
2026-10-20 Other Bear
DELL drops from $590 to $444 in a month, technicals deteriorate Traders flag parabolic move correction; 200 WMA noted as key level
D1 +1.3% · +5d +8.8%
2026-10-14 → 10-19 Analyst Bear
Barclays Downgrade Sends Dell Stock Down Over 22% Last Week Wall Street downgrade and hardware sell-off hit shares; Goldman's server TAM raise offers partial offset
D1 -11.3% · +5d -4.3%
› 3 waves of this story2026-10-14 Downgrades on enterprise AI timing concerns trigger data center sell-off2026-10-16 Analysts question AI hardware timing; memory price hikes, not enterprise AI, drive growth2026-10-19 Wall Street downgrade and hardware sell-off hit shares; Goldman's server TAM raise offers partial offset2026-10-14 Analyst
Barclays downgrades to Equal Weight D1 -11.3% · +5d -4.3%
2026-10-13 Regulation
Dell CEO Calls for AI Safeguards, Government Role Michael Dell publicly backs AI safety controls, aligning with industry leaders
D1 -0.7% · +5d -19.4%
2026-10-12 Company
AMD Launches Helion AI Agent Rack, Dell Among Backers Helion offers up to 33K EPYC cores, backed by Dell and others, driving CPU compute demand
D1 -1.6% · +5d -21.0%
2026-10-12 Product Bear
Dell AI Agent Platform Tools Delayed to H1 2027 Tools for AI agents to interpret business data targeted for H1 2027; stock fell 2.8%
D1 -1.6% · +5d -21.0%
2026-10-09 Analyst Bull
Dan Ives Adds Dell to AI 30; Goldman Reiterates Buy Analysts cite Dell's visibility and scale in AI supply chains
D1 +2.0% · +5d -22.9%
2026-10-09 Insider selling
Insider selling $70.9M (5) D1 +2.0% · +5d -22.9%
2026-10-09 Company
Dell Pledges $1,000 to Trump Accounts for Employees' Kids CEO Michael Dell says it will become a standard corporate benefit
D1 +2.0% · +5d -22.9%
2026-10-08 Company
Trump to Award Michael Dell National Medal of Science White House summit honors six tech leaders, including Dell founder
D1 -0.8% · +5d -17.6%
2026-10-08 Product Bull
Dell Launches New AI PCs and Workstations with Nvidia and Microsoft Company announcement expands Windows PC and workstation portfolio for agentic AI era
D1 -0.8% · +5d -17.6%
2026-10-06 Insider selling
Insider selling $74.0M (5) D1 +3.9% · +5d -0.3%
2026-10-05 Capital Bear
Argent Capital Cuts Dell Stake by 3.4% Institutional 13F filing reveals quarterly stake reduction, signaling shifting fund sentiment
D1 -1.8% · +5d +4.4%
2026-10-05 Analyst Bull
Dell Average Price Target $569.12 from 36 Analysts Consensus Moderate Buy with price target implying upside from current levels
D1 -1.8% · +5d +4.4%
2026-10-02 Company Bull
Dell, JERA, RHAELM Sign MoU for Japan AI Infrastructure First 400MW Chiba project worth $15B+; supports Japan's AI compute expansion
D1 +3.8% · +5d +4.2%
2026-09-29 Analyst Bull
Multiple Analysts Update Dell Ratings, PTs $550-$700 Susquehanna reiterates Positive with $700 PT; TD Cowen maintains Hold, raises PT to $550
D1 -0.7% · +5d +6.4%
2026-09-28 Other Bear
Dell Shares Drop Nearly 3% as AI Server Rally Reverses Multiple sources report Dell and peers falling, reflecting short-term volatility in AI server sector
D1 -3.5% · +5d +1.6%
2026-09-13 → 09-26 Capital Bear
Dell Director Sells 2,022 More Shares as Insider Selling Continues Director Lynn Vojvodich Radakovich sold shares on Sep 22, extending insider selling trend
D1 -5.8% · +5d +7.7%
› 4 waves of this story2026-09-13 Silver Lake and affiliates sold shares on Sep 8-9 in multiple transactions2026-09-17 Silver Lake and affiliates sold shares, totaling over $40M2026-09-24 CFO and other insiders sell, adding to prior director sales, signaling insider profit-taking at highs2026-09-26 Director Lynn Vojvodich Radakovich sold shares on Sep 22, extending insider selling trend2026-09-21 Product
Dell Launches First Gemini AI Laptop XPS Googlebook New device powered by Snapdragon X Elite, designed for Android users, expanding AI device portfolio
D1 +1.3% · +5d -5.5%
2026-09-17 Insider selling
Insider selling $90.6M (7) D1 +4.5% · +5d -8.9%
2026-09-16 Analyst Bull
Goldman Raises AI Server Forecast, Dell Shares Up 5% Goldman's higher server market forecast underscores strong AI demand, benefiting Dell as a key supplier.
D1 +3.6% · +5d -2.4%
2026-09-16 8-K filing
8-K: Item 1.01, Item 2.03, Item 9.01 D1 +3.6% · +5d -2.4%
2026-09-16 Insider selling
Insider selling $75.1M (5) D1 +3.6% · +5d -2.4%
