Dell Technologies Inc. – Recent Developments
Market Activity
During the trading session on Friday, December 14, 2025, Dell Technologies shares fell 6.3 % to a low of $129.44, closing at $129.8160.
- 9,241,217 shares were traded, an increase of 28 % from the average session volume of 7,194,639 shares.
- The decline followed the disclosure that Director Egon Durban sold 71,000 shares at an average price of $138.12 (total value $9,806,520). After the sale, Durban’s ownership decreased by 5.71 %, leaving him with 1,172,428 shares valued at approximately $161,935,755.36.
Analyst Ratings
| Analyst | Rating | Target Price | Date of Note |
|---|---|---|---|
| Wall Street Zen | Buy (downgraded from Strong‑Buy) | – | 2025‑12‑14 |
| Evercore ISI | Outperform | $180.00 | 2025‑11‑03 |
| Argus | Buy | $200.00 (up from $150.00) | 2025‑10‑09 |
| Morgan Stanley | Underweight | $113.00 (up from $110.00) | 2025‑11‑26 |
| Citigroup | Buy | – | 2025‑11‑26 |
| Cowen | Hold | – | – |
The latest note from Wall Street Zen reduced the rating to “Buy,” reflecting a more cautious outlook. Other analysts maintain positive stances, with target prices ranging from $113.00 to $200.00.
Company Fundamentals
- Sector: Information Technology
- Industry: Technology Hardware, Storage & Peripherals
- Primary Exchange: Xetra (EUR)
- Market Capitalization: 918 500 000 000 EUR
- Price‑to‑Earnings Ratio: 18.08
- Dell Technologies offers a broad portfolio of computing devices, storage solutions, networking products, and related software. The company serves a global customer base through its website, www.dell.com , and has been listed since its IPO on June 22, 1988.
Contextual Market Factors
The broader technology environment is influenced by the end of Microsoft Windows 10 support, which may prompt consumers to upgrade hardware. While this development primarily concerns operating‑system adoption, it can affect demand for Dell’s PC and server lines, potentially impacting short‑term sales dynamics.
Summary: Dell Technologies experienced a notable share decline on December 14, 2025, following insider selling by a senior director. Analyst sentiment remains largely positive, though a recent downgrade to “Buy” by Wall Street Zen signals increased caution. The company’s fundamentals show a sizeable market cap and a solid valuation multiple within the information technology sector.
