Dell Technologies Stock Price, News & Analysis

Alienware (DELL) and Twitch are staging The Artifact, an immersive sci-fi gaming activation at Grand Central Terminal's Vanderbilt Hall in New York City from Oct 27–31, 2025.

Visitors (noon–8 PM ET Mon–Thurs; noon–6 PM ET Fri) solve interactive glyph‑matching puzzles in groups up to three or solo, triggering environmental effects and competing for daily prizes and a grand prize of 4x custom Alienware Area‑51 desktops (~$5,000 each) (prize exclusions apply). Twitch creators including Valkyrae, Symfuhny, and Ludwig will stream daily (6–8 PM ET Mon–Thurs; 4–6 PM ET Fri) and drive real‑time in‑venue effects, culminating in a Halloween multi‑stream finale.

Dell Technologies (NYSE: DELL) announced upgrades to the Dell AI Data Platform to unify distributed data for faster, secure enterprise AI outcomes. Key storage enhancements include PowerScale F710 (NVIDIA NCP certified) supporting 16k+ GPU-scale with up to 5X less rack space, 88% fewer network switches and up to 72% lower power vs competitors. ObjectScale adds a software-defined option up to 8x faster and S3 over RDMA (tech preview) with up to 230% higher throughput and 98% lower CPU use. New Data Search and Analytics engines (Elastic, Starburst collaborations) and NVIDIA cuVS integration target faster RAG, vector search and real-time analytics. Availability ranges from Dec 2025 to 1H 2026.

Dell Technologies (NYSE: DELL) raised its long-term financial framework at its Securities Analyst Meeting on October 7, 2025, updating multi-year targets for revenue, EPS, cash returns and dividends.

Key changes: annual revenue growth 7–9% (was 3–4%), annual non-GAAP diluted EPS growth 15%+ (was 8%+), net income to adjusted free cash flow conversion 100%+, continued return of over 80% of adjusted free cash flow to shareholders, and an extended dividend growth commitment of 10%+ annually through FY2030. Management highlighted AI strength, a $20 billion AI business target in two years, and $14.5 billion returned to shareholders since FY23. The company reaffirmed its fiscal 2026 Q3 and full-year guidance provided Aug. 28, 2025.

Dell Technologies (NYSE:DELL) has unveiled the PowerEdge XR8720t, the industry's first single-server solution designed specifically for Open RAN and Cloud RAN deployments. This groundbreaking server aims to transform edge and telecom infrastructure with enhanced performance and reduced operational costs.

The new server offers up to 72 cores and 24 SFP28 connectivity ports in a compact 2U configuration, delivering more than double the processing power compared to its predecessor. Key features include Intel vRAN Boost integration, advanced timing synchronization, AI capabilities for CPU-based workloads, and a rugged design operating in temperatures from -5°C to 55°C.

The PowerEdge XR8720t will be globally available in Q1 2026, targeting telecommunications providers and enterprises in telecom, retail, defense, and manufacturing sectors.

Dell Technologies (NYSE:DELL) has announced major advancements in private cloud infrastructure, introducing significant updates across its storage and cyber resilience portfolio. The company unveiled the Dell Private Cloud solution, alongside improvements to PowerStore, PowerFlex, PowerMax, and PowerProtect product lines.

Key innovations include the new PowerStore 5200Q with QLC flash support, PowerFlex Ultra release achieving up to 80% storage efficiency and 10x9s data availability, and enhanced PowerMax capabilities delivering up to 25% greater performance. The company also announced integration of PowerStore with Nutanix Cloud Platform, scheduled for early access in Spring 2026.

Dell's PowerProtect line introduces the new DD3410 appliance and Data Manager Appliance, strengthening cyber resilience capabilities for modern workloads with advanced security features and centralized management.

Dell Technologies (NYSE:DELL) has announced it will host a securities analyst meeting on October 7, 2025 in New York. The event will begin at 8:30 AM CT / 9:30 AM ET and will feature presentations from Chairman and CEO Michael Dell along with other executive leadership team members.

During the invitation-only meeting, the leadership team will discuss Dell's strategy and long-term financial framework. The event will include an extensive Q&A session. Investors and interested parties can access a live webcast and replay of the meeting through Dell Technologies' Investor Relations website at investors.delltechnologies.com.

Dell Technologies (NYSE:DELL) announced that CFO Yvonne McGill will step down after nearly 30 years with the company, effective September 9, 2025. David Kennedy, current SVP of Dell Global Business Operations, Finance, has been appointed as interim CFO.

McGill will serve in an advisory capacity through Q3 fiscal 2026 to ensure a smooth transition, while Dell conducts a comprehensive search for a permanent successor. The company has reaffirmed its previously provided guidance for fiscal 2026 Q3 and full year.

Kennedy brings 27 years of experience at Dell, including previous roles as SVP and COO of Dell Global Sales and CFO of the Client Solutions Group (CSG). The company plans to share new long-term guidance at its Securities Analyst Meeting on October 7, 2025.

Dell Technologies (NYSE: DELL) has declared a quarterly cash dividend of $0.525 per common share. The dividend will be paid on October 31, 2025, to shareholders of record as of October 21, 2025.

This quarterly payment is part of Dell's enhanced dividend program, following an 18% increase in the annual cash dividend to $2.10 per common share, which was approved by the board in February 2025.

Dell Technologies (NYSE:DELL) reported exceptional second-quarter fiscal 2026 results, achieving record revenue of $29.8 billion, up 19% year over year. The company's performance was driven by strong AI solutions demand, with $10 billion in AI shipments in the first half of FY26.

The Infrastructure Solutions Group (ISG) delivered record revenue of $16.8 billion, up 44%, with Servers and Networking revenue surging 69% to $12.9 billion. Client Solutions Group revenue reached $12.5 billion, up 1%. Operating income grew 27% to $1.8 billion, while diluted EPS increased 38% to $1.70.

Dell raised its FY26 AI server shipment guidance to $20 billion and expects full-year revenue between $105.0-109.0 billion. The company returned $1.3 billion to shareholders through dividends and share repurchases.