Dell Technologies Surges to 148th in Trading Volume with $815 Million in Shares Exchanged

On May 12, 2025, Dell Technologies (DELL) saw a significant surge in trading volume, with a total of $815 million in shares exchanged, marking a 93.83% increase from the previous day. This surge placed Dell at the 148th position in terms of trading volume for the day. The stock price of Dell also rose by 7.83%.

Dell Technologies, a leading U.S.-based tech giant, has garnered a Strong Buy rating from Wall Street analysts. The company's focus on AI, cloud computing, and enterprise solutions has positioned it as a key player in the AI infrastructure space. Despite some analysts lowering their price targets, the overall sentiment remains bullish for the long term.

Dell operates through two main segments: the Client Solutions Group (CSG), which focuses on PCs and accessories, and the Infrastructure Solutions Group (ISG), which offers IT solutions like servers, storage, and cloud services. The ISG segment has particularly benefited from the AI boom, with its server business experiencing rapid growth. This segment generated nearly double the operating profit of CSG and represented 45% of the company’s total revenue in the fiscal year.

Looking ahead, Dell may see additional upside from recent tariff exemptions for electronics, alongside its $10 billion share repurchase program and recent dividend increase. In the fiscal year 2025, the company raised its annual cash dividend by 18%, bringing it to an expected $2.10 per common share.

Evercore’s top-rated analyst, Amit Daryanani, predicts a potential 50% upside in DELL stock from current levels. Daryanani is impressed by Dell’s focus on improving profits in the fiscal year 2026, despite challenges from product mix headwinds. He noted that the company has kept operating costs stable compared to last year, even as sales grow. This efficiency is attributed to Dell’s use of AI tools to streamline operations.

Goldman Sachs also stated that the strong profits and expected growth in AI server sales from the ISG segment are major factors behind the positive outlook. Additionally, analysts at Goldman Sachs pointed out that Dell’s focus on high-profit products and the upcoming PC upgrade cycle in 2026 also boost the company’s prospects.

Citi predicts a modest growth of around 10% in DELL stock price. Citi analysts remain cautious due to weak demand in the data center and PC sectors. They expect the consumer segment to be the most affected by inflation and slowing demand.