Dell Technologies 'C'

Michael and Susan Dell committed $6.25 billion to seed tax-advantaged "Trump Accounts" for about 25 million U.S. children age 10 and under in ZIP codes with median income of $150,000 or less, providing $250 per child who was born before Jan. 1, 2025. The pledge complements a federal $1,000 grant for children born 2025–2028 and aims to encourage parental saving and long-term wealth building. Trump Accounts are restricted to low-cost U.S. stock index funds, cannot be withdrawn until the child turns 18, and then roll into an IRA for taxation; Dell Technologies will match the federal $1,000 grants for new children of employees. » More on cnbc.com

If one had invested USD 100 in Dell Technologies a year ago (price then USD 120.40), one would have held 0.831 shares. At a closing price of USD 149.43 on October 21, 2025, the holding would be worth USD 124.11, an increase of 24.11%. All Dell Technologies shares were most recently quoted at a market value of USD 99.30 billion. Stock splits and dividends are not taken into account in the calculation. » More on finanzen.net

Mizuho raised its price target on Dell to $170 and kept an Outperform rating following Dell’s Analyst Day, citing strong momentum in Enterprise and sovereign AI. Dell lifted its FY2026–2030 targets, forecasting 7–9% revenue CAGR, EPS growth of about 15% year‑over‑year and roughly 80% free cash flow return. Its Infrastructure Solutions Group is expected to grow 11–14% (AI servers 20–25% CAGR), while Client Solutions Group revenue is seen expanding 2–3% as Dell chases premium commercial PC share; Mizuho also expects high on‑premises generative AI adoption by customers. » More on finance.yahoo.com

In Q2 of fiscal 2026 Dell posted record revenue of $29.8bn (+19%), with the Infrastructure Solutions Group contributing $16.8bn and 44% growth. Sales of AI‑optimized servers rose to $8.2bn (+165%), and the first half of the year delivered about $10bn in shipments. Dell scores with its own cooling technology (PowerCool-eRDHx) and close collaboration with NVIDIA through the Dell AI Factory, but sees short-term margin pressure; management plans to stabilize the ISG margin at around 10% by year-end. » More on de.investing.com

Dell boosted its long-term annual revenue guidance from 3–4% to 7–9% and lifted expected EPS growth to 15% from 8%, citing strong demand for its data-center and PC portfolio driven by AI. Shares climbed to an intraday all-time high, rising about 7.6% to trade as high as $166.10. Dell reported servers and networking revenue up 69% year‑over‑year to $12.9 billion in Q2 and plans to ship $20 billion of AI servers next fiscal year, partnering with Nvidia and serving customers including OpenAI and CoreWeave. » More on forbes.com