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Get what investors say about DELL next
6 investor calls on DELL in the last 90 days (6 bullish, 0 bearish). Follow DELL free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what DELL did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about DELL
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Sue Ennis | Bullish | Fox Business (uncut) | Dell is a diversified AI infrastructure play with 30% quarter-over-quarter customer growth, with GPUs… |
| 2026-10-20 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Super Micro Computer's strong AI-platform demand preannouncement is a favorable read-through for Dell… |
| 2026-10-19 | Chris VerroneChief market strategist, Baird Strategas | Bullish | Bloomberg TV (uncut) | Dell has made new highs in a period when the broader semiconductor complex has been selling off, marking it… |
| 2026-10-19 | Chris VerroneChief market strategist, Baird Strategas | Bullish | Bloomberg Open Interest | Dell has made new price highs amid the broader AI/tech selloff, confirming it as a leading name in the AI… |
| 2026-10-14 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | AI infrastructure demand is at the beginning of the S-curve per Michael Dell's own testimony, making the… |
| 2026-09-01 | Michael MonaghanPartner & portfolio manager, Founder ETFs | Bullish | We Study Billionaires | Dell is earning its premium valuation through AI server demand with demonstrated pricing power and margin… |
| 2026-01-13 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC Fast Money Final Trade | Dell dramatically underperformed in 2025 relative to expectations and Finerman expects management to deliver… |
Next report: 24 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 1 Sep 2026 | after the close | 7.04 vs 5.01 | +5.8% |
Notable options days
Sessions in the last 120 where DELL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-09-03 | ||||||
| 2026-09-02 | ||||||
| 2026-09-01 | ||||||
| 2026-08-13 | ||||||
| 2026-06-01 | ||||||
| 2026-05-29 | ||||||
| 2026-05-28 |
DELL on the Wheel
DELL did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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