InsidersTradesSigma
Follow the Dell Technologies Inc. share price and the full management transaction log of the company, a listed issuer based in United States. Shares are quoted on the US market, under the oversight of SEC (Form 4). Operating in the Technology sector, Dell Technologies Inc. has published 1,555 public disclosures. Market capitalisation: €279.9bn. The latest transaction was filed on 26 August 2026 (Levée d'options). Among the most active insiders: Silver Lake Partners IV, L.P.. All data is accessible without an account.
1,555
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€4bn
1140 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Dell Technologies Inc. Buy (bullish), based on 23 analysts. Average price target: US$508.96.
32Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 20,275 of 29,024 companies
38.5
score / 100
Value38
Quality39
FCF yld2.9%
Earn yld2.0%
EV/EBITDA27.5x
ROE·
Gross mgn20%
Net mgn5.2%
Debt/EBITDA2.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 26 August 2026
Declarations1,555 total
2,022 shares@ US$31.14Class C Common StockSEC:0001662205-26-000011:0
2,022 shares@ US$438.21Class C Common StockSEC:0001662205-26-000011:1
2,022 shares@ US$438.210.0003% mcap12.6% of flowClass CSEC144:0001959173-26-006358
2,022 shares@ US$413.770.0003% mcap12.2% of flowClass C Common StockSEC:0001662205-26-000009:1
2,022 shares@ US$31.140.0000% mcap0.9% of flowClass C Common StockSEC:0001662205-26-000009:0
2,022 shares@ US$413.770.0003% mcap14.1% of flowClass CSEC144:0001959173-26-005310
43,961 sharesClass C Common StockSEC:0001193125-26-303270:2
89,222 sharesClass C Common StockSEC:0001193125-26-303248:0
67,990 sharesClass C Common StockSEC:0001193125-26-303248:1
43,961 sharesClass C Common StockSEC:0001193125-26-303248:2
89,222 sharesClass C Common StockSEC:0001193125-26-303270:0
67,990 sharesClass C Common StockSEC:0001193125-26-303270:1
7,236 shares@ US$455.060.0011% mcap0.7% of flowClass C Common StockSEC:0001193125-26-302192:8
6,170 shares@ US$456.060.0010% mcap0.6% of flowClass C Common StockSEC:0001193125-26-302192:9
48 shares@ US$450.170.0000% mcap0.6% of flowClass C Common StockSEC:0001193125-26-302194:3
63 shares@ US$455.060.0000% mcap0.8% of flowClass C Common StockSEC:0001193125-26-302194:8
2,141 shares@ US$449.220.0003% mcap0.2% of flowClass C Common StockSEC:0001193125-26-302197:2
5,342 shares@ US$456.060.0008% mcap0.6% of flowClass C Common StockSEC:0001193125-26-302197:9
2,635 shares@ US$459.110.0004% mcap0.3% of flowClass C Common StockSEC:0001193125-26-302197:12
187 shares@ US$451.080.0000% mcap1.1% of flowClass C Common StockSEC:0001193125-26-302204:4
140 shares@ US$455.060.0000% mcap0.8% of flowClass C Common StockSEC:0001193125-26-302204:8
90,504 sharesClass C Common StockSEC:0001193125-26-302192:0
600 sharesClass C Common StockSEC:0001193125-26-302194:0
88,164 sharesClass C Common StockSEC:0001193125-26-302197:0
48,990 sharesClass C Common StockSEC:0001193125-26-302200:0
25 of 1555 declarations
关于 Dell Technologies Inc.
戴尔科技公司（Dell Technologies Inc.）是一家在美国纽约证券交易所上市的全球主要科技公司，其业务模式涵盖客户端设备和企业基础设施。该公司由Michael Dell于1984年创立，最初以直销PC模式建立声誉，此后发展成为一个更广泛的技术平台。其公司总部位于德克萨斯州圆石城，最新年报显示，戴尔科技公司在全球170多个国家开展业务，其中很大一部分收入来自美国以外的地区。([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm?utm_source=openai)) 该集团分为两个核心可报告部门。基础设施解决方案集团（ISG）包括服务器、存储、网络以及相关的软件和服务，如咨询、配置、部署和支持。ISG现在是戴尔人工智能时代战略的核心，其解决方案专为机器学习、数据分析、多云环境和人工智能工作负载而设计。客户端解决方案集团（CSG）涵盖PC、笔记本电脑、工作站、外围设备和相关服务，使戴尔深度接触消费者和商业终端需求。这种双重结构使公司在从终端设备到数据中心基础设施的整个技术堆栈中都占有一席之地。([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm?utm_source=openai)) 从竞争角度来看，戴尔受益于全球公认的品牌、广泛的安装基础以及与企业客户、公共部门客户和中小企业的长期合作关系。其竞争优势不仅来自硬件规模，还来自产品、服务和融资的结合，这有助于客户保留和商业灵活性。戴尔在多个技术子市场展开竞争，包括PC、服务器、存储、人工智能基础设施和服务。这种多元化提供了一定的弹性，尽管它也使公司面临硬件周期和价格压力的影响。([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199626000008/dell-20260130.htm?utm_source=openai)) 最近的发展强化了公司向人工智能基础设施的转变。在其最近的财务沟通中，戴尔强调了服务器和网络的强劲增长，并宣布在2025财年业绩公布时增加年度股息。最新的年报进一步强调了人工智能优化服务器，甚至在产品披露中将其与传统服务器区分开来。对于法国、比利时和瑞士市场的投资者而言，戴尔作为一家大型美国科技公司脱颖而出，其业务对PC更新周期和快速扩展的人工智能相关基础设施建设具有均衡的敞口。([sec.gov](https://www.sec.gov/Archives/edgar/data/1571996/000157199625000014/exhibit991earnings8kq4fy25.htm?utm_source=openai))
