Dell Technologies, Inc. Class C (DELL)

Dell Technologies' stock has experienced significant growth in the past six months, with a 98.11% increase. Recent events impacting the stock include strong Q2 Fiscal 2025 financial results, analyst ratings and price targets, AI market positioning, termination of the VMware reseller agreement, and a breach in its Customer Solution Centers.

Demand for Dell Technologies' Client Solutions Group (CSG) segment is subject to seasonal trends. An upward trend in CSG demand is anticipated due to factors such as the release of new games requiring more efficient hardware and the opening of a replacement window for business and consumer laptops after the COVID-19 period. Microsoft's announcement that Windows 10 support will end on October 14, 2025, is expected to drive a significant refresh cycle for PCs. The emergence of AI PCs is also expected to boost demand. The Infrastructure Solutions Group (ISG) segment is expected to be a leading source of revenue growth for Dell in the coming years.

Dell Technologies Inc., founded in 1984 and headquartered in Round Rock, Texas, operates in the IT sector, designing, manufacturing, and selling IT hardware, software, and services. The company's major products and solutions are categorized into Client Solutions Group (CSG), which focuses on personal computing, and Infrastructure Solutions Group (ISG), which provides enterprise-level IT infrastructure. Dell also offers various services, including consulting, deployment, support, and managed services, and has ventured into cloud computing and cybersecurity through its subsidiary SecureWorks.

Dell Technologies operates globally in over 170 countries, with manufacturing facilities in 25 locations, over 40 distribution and configuration centers, and over 1,800 service centers worldwide. The company's revenue is split evenly between the United States and foreign countries, with a significant presence across the Americas, Asia-Pacific, the Middle East, Africa, and Europe. Ireland serves as a strategic hub for Dell, supporting global and regional functions.

Dell Technologies has received several recognitions in the past year, indicating a strong brand reputation. Dell was ranked No. 1 in the technology hardware industry as one of the Most Trustworthy Companies in America. For the 13th time, Dell was recognized as one of the World's Most Ethical Companies® in 2025. Dell was recognized as No. 2 in the business services category of the Most Innovative Companies 2025 list. Dell was ranked sixth in the Information and Communications Technology Sector by Gartner's Power of the Profession™ Supply Chain Awards in 2024. Dell is known for its commitment to sustainable practices.

Dell Technologies' ownership is a mix of institutional, insider, and retail investors. Approximately 33.50% to 36.12% of the company's stock is held by institutional shareholders. Individual insiders hold a substantial portion, with Michael Dell being the largest individual shareholder. Retail investors collectively hold around 14.32% to 55.57% of Dell Technologies shares.