Stocks / Technology Hardware
DELLTechnology Hardware
Dell Technologies Inc.
$589.991d +3.5%5d +16.8%settled close · 2026-09-17
Mkt cap $113B (4/10)β 2.2852w $111–590Shares 318.4MInd. Electronic ComputersNYSE since 2018Emp. 97,000HQ Round Rock, TXdelltechnologies.com
The tape, with the calls on it
Who said what, and what DELL did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about DELL
2 longlatest 2026-09-01
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-01 | Michael Monaghan | Bullish | We Study Billionaires | Dell is earning its premium valuation through AI server demand with demonstrated pricing power and margin… |
| 2026-01-13 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC Fast Money Final Trade | Dell dramatically underperformed in 2025 relative to expectations and Finerman expects management to deliver… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 23 Nov 2026
Confirmed date · consensus EPS 6.68. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 1 Sep 2026 | after the close | 7.04 vs 5.01 | +5.8% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where DELL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-03 | ||||||
| 2026-09-02 | ||||||
| 2026-09-01 | ||||||
| 2026-08-13 | ||||||
| 2026-06-01 | ||||||
| 2026-05-29 | ||||||
| 2026-05-28 | ||||||
| 2026-05-06 | ||||||
| 2026-03-24 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
DELL is in this morning’s Brief.
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