Why is DELL down?
Down 21% so far from Oct 27 to Nov 2.
- Data center stocks fell together, a median 13% from Oct 27 to Nov 2 (43 stocks);
Down 21% so far from Oct 27 to Nov 2.
We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.
| The company | Sales up 49% on the year |
| Latest filing | 8-K, Oct 21 |
TodayData center, chip, and memory stocks fell together: “OpenAI pledges data center power cuts”
After its last 4 reports it closed +19.1% on average, higher 4 of 4 times.
Above Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
DELL is #2 of 6 by Quality Score among Electronic Computers.
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score |
Share count against a year before: DELL -4.9%, HPE +0.8%.
Reports Tue Nov 24, after the close (in 22 days). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
DELL's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Revenue | $192B |
Sales grew 5.5% a year over 5 years, fiscal 2021 to 2026.
Pays $2.52 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Sep 1, 2026 | +8.7% | +15.8% | +25.9% |
| May 28, 2026 | +31.8% | +32.8% | +33.1% |
| Feb 26, 2026 | +13.1% | +21.9% | +20.6% |
Sales grew in five of the last seven years, to $114B in 2026. It made a profit in seven of the eight years.
15 insiders sold $2.5B across 2,352 filings in the last 6 months. No open-market buys on record. The newest:
11 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: DELL is 0.7% of XLK, 0.6% of FTEC, and 0.6% of VGT, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It focuses on premium and commercial personal computers, as well as enterprise on-premises data center hardware. It holds top-three shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners and also relies heavily on channel partners to fulfill its sales.
“We face ongoing product and price competition in all areas of our business from both branded and generic competitors, including companies that specialize in one or more of our product or service lines.”
DELL scores 14 today, which Breakaway calls Above Average. It is #2 of 6 in Electronic Computers by Quality Score, with 2 of 14 chart checks firing. Down 21% so far from Oct 27 to Nov 2. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
DELL scores 14 today, which Breakaway calls Above Average (11 to 14). That is #2 of 6 in Electronic Computers by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind DELL's 14.
15 insiders sold $2.5B across 2,352 filings in the last 6 months. No open-market buys on record. The newest is Silver Lake Partners IV, L.P., 10% owner, who sold $4.2M on Oct 9. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.