<div id="readability-page-1"><p>SCS Capital Management LLC reduced its position in  Dell Technologies Inc. (NYSE:DELL - Free Report) by 65.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor  owned 1,938 shares of the technology company's stock after selling 3,689 shares during the period. SCS Capital Management LLC's holdings in Dell Technologies were worth $244,000 as of its most recent SEC filing.</p><ul><li>Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors</li></ul><p>Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Providence Capital Advisors LLC purchased a new position in  Dell Technologies during the 3rd quarter valued at about $7,060,000.  Campbell Capital Management Inc. grew its position in shares of  Dell Technologies by 34.0% in the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company's stock valued at $10,094,000 after purchasing an additional 20,362 shares during the last quarter.  United Super Pty Ltd in its capacity as Trustee for the Construction &amp; Building Unions Superannuation Fund purchased a new position in shares of  Dell Technologies during the 4th quarter worth approximately $23,332,000.  ProShare Advisors LLC increased its stake in shares of  Dell Technologies by 10.5% during the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company's stock worth $10,157,000 after purchasing an additional 7,642 shares in the last quarter.  Finally, Prospera Financial Services Inc increased its stake in shares of  Dell Technologies by 54.3% during the 3rd quarter. Prospera Financial Services Inc now owns 41,492 shares of the technology company's stock worth $5,886,000 after purchasing an additional 14,604 shares in the last quarter. 76.37% of the stock is owned by institutional investors and hedge funds. </p><div><p><span></span><span>Get <strong>Dell Technologies</strong> alerts:</span></p></div><h2>Trending Headlines about Dell Technologies</h2><p>Here are the key news stories impacting Dell Technologies this week:</p><ul>   <li><span>Positive Sentiment: </span>Dell’s latest quarter showed blockbuster demand for AI servers, with revenue and earnings far above expectations and management raising its full-year outlook, reinforcing the case that AI data-center spending is driving a new growth cycle. <i></i><span>AI Boom Powers Dell Stock’s Post-Earnings Rally. Get Ready for More Upside Ahead.</span></li>   <li><span>Positive Sentiment: </span>Several analysts raised price targets sharply after the earnings beat, including Goldman Sachs, Bernstein, Citic Securities, and Daiwa, signaling growing Wall Street confidence that Dell still has room to run despite its big rally. <i></i><span>Daiwa Securities adjusts PT on Dell Technologies to 465 from 170</span></li>   <li><span>Positive Sentiment: </span>Nvidia’s push into AI-enabled PCs could create a new upgrade cycle for Dell laptops, adding another growth avenue beyond servers and helping keep the stock in focus. <i></i><span>Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP</span></li>   <li><span>Positive Sentiment: </span>Dell’s new XPS 13 launch gives the company a consumer-PC catalyst as well, with the redesigned laptop aimed directly at Apple’s MacBook line and helping extend the momentum in the shares. <i></i><span>Dell Stock Rises as It Goes Head-to-Head with Apple Over Cutting-Edge Laptop</span></li>   <li><span>Neutral Sentiment: </span>Recent media coverage and conference remarks have kept Dell in the center of the AI trade, with investors comparing it to HPE and Super Micro as the market debates whether the stock’s rapid run has gone too far. <i></i><span>Dell Stock is Soaring: Is it Too Late to Buy?</span></li>   <li><span>Negative Sentiment: </span>Despite the strong longer-term trend, Dell did slip in recent trading as some investors took profits after the huge run-up, and articles note the stock may be becoming more stretched on valuation. <i></i><span>Dell Stock Snaps 8-Day Winning Streak Even as AI Server Rivals Soar</span></li> </ul><h2>Wall Street Analyst Weigh In</h2><ul><li>IREN Is Flipping the Switch from Bitcoin to AI</li></ul><p>DELL has been the subject of several recent research reports. Daiwa Securities Group raised their price target on Dell Technologies from $170.00 to $465.00 and gave the stock an &#34;outperform&#34; rating in a research report on Tuesday. Bank of America raised their price target on Dell Technologies from $280.00 to $500.00 and gave the stock a &#34;buy&#34; rating in a research report on Friday. Sanford C. Bernstein raised their price target on Dell Technologies from $280.00 to $500.00 and gave the stock an &#34;outperform&#34; rating in a research report on Friday, May 29th. Piper Sandler raised their price target on Dell Technologies from $167.00 to $497.00 and gave the stock an &#34;overweight&#34; rating in a research report on Friday. Finally, Zacks Research raised shares of Dell Technologies from a &#34;hold&#34; rating to a &#34;strong-buy&#34; rating in a research note on Tuesday, April 21st. One research analyst  has rated the stock with a Strong Buy rating, twenty-one have assigned  a Buy rating, ten have assigned  a Hold rating and one  has given a Sell rating to the company. According to MarketBeat.com, Dell Technologies presently has an average rating of &#34;Moderate Buy&#34; and an average target price of $475.76.</p><p><b>Check Out Our Latest Research Report on DELL</b></p><h2>Insider Buying and Selling at Dell Technologies</h2><ul><li>Cloud-flation: Dell's On-Premise AI Bet Pays Off</li></ul><p>In related news, COO Jeffrey W. Clarke sold 116,000 shares of Dell Technologies stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total transaction of $21,167,680.00. Following the transaction, the chief operating officer owned 1,687,414 shares in the company, valued at approximately $307,919,306.72. The trade was a 6.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction on Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the transaction, the director owned 65,662 shares in the company, valued at $9,529,526.06. The trade was a 69.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 2,561,687 shares of company stock worth $426,677,518. Corporate insiders own  41.50% of the company's stock. </p><h2>Dell Technologies Trading Down 6.9%</h2><p>NYSE:DELL opened at $433.72 on Wednesday. The firm has a market capitalization of $280.07 billion, a price-to-earnings ratio of 34.45, a PEG ratio of 1.45 and a beta of 1.30. The firm's fifty day simple moving average is $223.02 and its 200 day simple moving average is $161.80. Dell Technologies Inc. has a twelve month low of $108.01 and a twelve month high of $469.47. </p><p>Dell Technologies (NYSE:DELL - Get Free Report) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating the consensus estimate of $2.96 by $1.90. The business had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business's quarterly revenue was up 87.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.55 EPS. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS.  On average, analysts predict that  Dell Technologies Inc. will post 12.21 earnings per share for the current year. </p><h2>Dell Technologies Profile</h2> (Free Report)<p>Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.  </p><p>Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.</p><h2>Recommended Stories</h2><ul><li>Five stocks we like better than Dell Technologies</li><li>Marvell Stock Soars on NVIDIA's Trillion-Dollar Nod</li><li>FirstCash Turns Pawn Into a Growth Machine</li><li>HubSpot Just Crushed the Bear Case—Is a Bigger Rally Ahead?</li><li>Aggressive Insider Buying Signals Opportunity in 3 Risky Stocks</li></ul><p><strong>Want to see what other hedge funds are holding DELL?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dell Technologies Inc. (NYSE:DELL - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPURFTEw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPURFTEw"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Dell Technologies Right Now?</h2><p>Before you consider Dell Technologies, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Dell Technologies wasn't on the list.</p><p>While Dell Technologies currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

$Dell Technologies(DELL.US) posted FY27 Q1 revenue +88% YoY, with AI server revenue surging 757%. Full-year guidance was raised to $167bn, sending shares soaring 38% after-hours — the market is repricing DELL as a core 'AI infrastructure play.' The AI buildout wave is spreading fast: peer Super Micro Computer(SMCI.US) rallied in sympathy after-hours, while $Lenovo Group(00992.HK) has surged nearly 70% since May. The AI infrastructure rally looks just getting started — which AI infra name are you backing?&nbsp;

<p>$Dell Technologies(<a href="http://DELL.US">DELL.US</a>) posted FY27 Q1 revenue +88% YoY, with AI server revenue surging 757%. Full-year guidance was raised to $167bn, sending shares soaring 38% after-hours — the market is repricing DELL as a core 'AI infrastructure play.' The AI buildout wave is spreading fast: peer Super Micro Computer(<a href="http://SMCI.US">SMCI.US</a>) rallied in sympathy after-hours, while $Lenovo Group(<a href="http://00992.HK">00992.HK</a>) has surged nearly 70% since May. The AI infrastructure rally looks just getting started — which AI infra name are you backing?&nbsp;</p>

AI Infrastructure Boom! Dell Orders Hit $24.4bn!

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<p>SCS Capital Management LLC reduced its Dell Technologies holdings by 65.6% in Q4, selling 3,689 shares to hold 1,938 shares valued at $244,000. Conversely, other institutions like Campbell Capital and United Super increased their stakes. Meanwhile, multiple analysts including Daiwa Securities and Bank of America raised price targets on Dell, citing strong AI server demand and positive earnings outlook.</p>

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SCS Capital Management LLC Decreases Holdings in Dell Technologies Inc. $DELL