--- title: "DELL Dell Technologies" canonical: "https://supercyclehq.com/stock/dell-technologies" type: "stock" dataAsOf: "2026-11-06" ticker: "DELL" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Dell Technologies (DELL) Dell Technologies sells enterprise hardware: servers, storage, and PCs. ## AI Exposure Score **55/100, Strategic.** Dell sells AI-optimized PowerEdge servers to enterprises and neocloud operators, with a multibillion dollar AI server backlog. AI infrastructure is now the company's main growth engine, though PCs, storage, and traditional servers remain the revenue majority. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $328.53 | | Change 1d | +3.67% | | Change 7d | -22.57% | | Change 30d | -42.74% | | Change 1y | +126.31% | | 52-week high | $587.59 | | 52-week low | $110.39 | | Market cap | $208.9B | | P/E | 19.1 | | EPS | $17.20 | | Next earnings | 2026-11-24 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | Round Rock, Texas | | CEO | Michael Saul Dell | | Employees | 97,000 | | Website | https://www.dell.com | | Buildout layers | [Data Centers & Hardware](https://supercyclehq.com/category/data-centers) | ## What the company does Dell Technologies sells enterprise hardware: servers, storage, and PCs. Its growth engine is AI-optimized PowerEdge servers, which it sells to enterprises and neocloud operators building AI infrastructure, alongside its large PC and storage businesses. The AI portfolio spans PowerEdge AI servers built for GPU workloads, the Dell AI Factory approach that packages infrastructure for enterprise AI, AI PCs that bring on-device intelligence to the desktop, and APEX AI for consuming infrastructure as a service. Founded in 1984 and headquartered in Round Rock, Texas, Dell trades on the NYSE, is led by founder and CEO Michael Dell, and employs roughly 97,000 people. ## Role in the AI buildout Dell sits in the Data Centers & Hardware layer as one of the main arms dealers of the enterprise AI buildout. When companies and neocloud operators want GPU servers without building them, they buy PowerEdge systems, and AI infrastructure has become Dell's main growth engine. PCs, storage, and traditional servers still make up the revenue majority, which anchors the business but dilutes the AI signal. Supercycle scores its exposure as substantial and rising with AI server demand. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $5.3M | 0.02% | trimmed | 2026-06-30 | ## Recent news - [Dell Technologies (DELL) Pushes Deeper Into Latin American AI Megaprojects](https://finance.yahoo.com/technology/ai/articles/dell-technologies-dell-pushes-deeper-201706666.html?.tsrc=rss) (source, 2026-11-06) - [Top Analyst Reports for Shell, Dell & Amphenol](https://finance.yahoo.com/markets/stocks/articles/top-analyst-reports-shell-dell-200700415.html?.tsrc=rss) (source, 2026-11-06) - [Dell vs. Nvidia: Chip Stocks Just Suffered Their Worst Sell-Off Since 2020. Which Is the Better Buy for 2027?](https://www.fool.com/coverage/better-buy/2026/11/06/dell-vs-nvidia-chip-stocks-just-suffered-their-worst-sell-off-since-2020-which-is-the-better-buy-for-2027/?.tsrc=rss) (source, 2026-11-06) - [Super Micro Computer and Dell Climb 6%, Hewlett Packard Enterprise Gains 2% as AI Server Stocks Rebound From Election Sell-Off](https://247wallst.com/investing/2026/11/06/super-micro-computer-and-dell-climb-6-hewlett-packard-enterprise-gains-2-as-ai-server-stocks-rebound-from-election-sell-off/?.tsrc=rss) (source, 2026-11-06) - [Dell Rises 5% as AI Stocks Rebound From Post-Midterm Selloff](https://www.tikr.com/blog/dell-rises-5-as-ai-stocks-rebound-from-post-midterm-selloff?ref=yahoofinance&tlnk=yf-261106-cgj2v6r6&.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Dell Technologies do? Dell sells enterprise hardware: AI-optimized PowerEdge servers, storage systems, and PCs, serving enterprises and neocloud operators building AI infrastructure. ### How is Dell exposed to AI? Through AI servers. PowerEdge systems for GPU workloads are its main growth engine, though PCs and storage remain the revenue majority. Supercycle gives Dell an AI Exposure Score of 55 out of 100. ### What are Dell's main AI products? PowerEdge AI servers, the Dell AI Factory infrastructure approach, Dell AI PCs, and Dell APEX AI for infrastructure as a service. ### Is DELL a pure play AI stock? No. AI servers drive Dell's growth, but most revenue still comes from PCs, storage, and traditional servers. Its score of 55 out of 100 reflects that split. ### Who leads Dell and where is it based? Founder and CEO Michael Dell leads the company from Round Rock, Texas. Dell was founded in 1984, trades on the NYSE, and employs roughly 97,000 people. --- Source: https://supercyclehq.com/stock/dell-technologies. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.