Dell Technologies, Inc. Class C (DELL)

Dell Technologies' stock has experienced significant positive movement, rising by 67.95% over the last six months and 25.76% in the past month. As of October 24, 2025, the share price was $158.64, marking a 29.45% increase from October 25, 2024. The stock has also seen a 28% year-to-date increase and an impressive 406.9% gain over the past five years. Key events impacting the stock include strong demand for AI products, positive analyst ratings, earnings reports and dividends, and insider selling.

Demand for Dell's products and services is influenced by technological cycles and the company's ability to adapt its supply chain to market signals. There is unprecedented demand for Dell's AI-optimized servers. Management anticipated that the Windows 10 end-of-life event would initiate a broad PC refresh cycle. Dell has digitized its supply chain to better respond to changes in demand, using machine learning algorithms to forecast demand signals. Revenue from foreign countries has shown variability over the years.

Dell Technologies Inc. is a multinational technology company involved in designing, developing, manufacturing, marketing, selling, and supporting a wide range of solutions, products, and services globally. The company operates primarily within the Electronic Technology sector and the Computer Processing Hardware industry, structured around two main segments: the Infrastructure Solutions Group (ISG) and the Client Solutions Group (CSG). The Client Solutions Group (CSG) focuses on commercial and consumer customers, offering products like desktop PCs, notebooks, and peripherals, and is recognized as a top PC vendor globally. The Infrastructure Solutions Group (ISG) provides servers, networking, and storage solutions, including high-performance servers for AI and cloud computing, as well as data storage hardware and software.

Dell Technologies operates in the United States and foreign countries, serving customers across 180 countries. Approximately 50% of the company's revenue comes from the United States. Its manufacturing and assembly facilities, including those of its ODMs, are located in countries such as the United States, China, Vietnam, Taiwan, Mexico, Brazil, Ireland, Malaysia, India, Poland, and Thailand.

Dell Technologies has received positive recognition, including being named one of the Most Trustworthy Companies in America 2025 by Newsweek and recognized as one of the World's Most Ethical Companies 2025 by the Ethisphere Institute. Dell was also recognized as one of the Fast Company Most Innovative Companies 2025 and Forbes 2024 World's Best Employers. However, Dell's employee engagement survey showed a decline in employee net promoter score, following layoffs and new remote work policies.

Dell Technologies' ownership structure includes institutional, insider, and public/individual investors. Michael S. Dell owns the most shares. Insiders own approximately 42.00% to 49.94% of the company's stock. Institutional investors hold a significant portion, with estimates ranging from 0.74% to 36.2% of the company's stock. Public companies and individual investors own approximately 14.61% to 19.04% of the stock.