Yes, First Trust Cloud Computing ETF (SKYY) holds DELL with 3.99% (as of 2026-07-03).

Yes, Invesco S&P 500 Equal Weight ETF (RSP) holds DELL with 0.54% (as of 2026-07-03).

Dell Technologies Inc. (DELL) is held by SKYY (3.99%), RSP (0.54%).

What sector is DELL in?

Dell Technologies Inc. is classified under GICS Information Technology (Technology Hardware, Storage & Peripherals).

What is DELL's last close price?

DELL last closed at $394.32 on 2026-07-02.

DELL

NYSENext earnings·Sep 3AnalystsBuy·23+23%

Dell Technologies Inc.

Information Technology · Technology Hardware, Storage & Peripherals

$394.32last close

+219.3%~252d

Price

+219.34% over 1Y

Fib key $145.91

Tese

em 2026-07-04

Only large-cap US-listed server OEM with disclosed hyperscaler-scale AI server order book - ISG segment is the structural AI capex beneficiary, CSG is the secular drag. 1B (+757% YoY). 90 EPS (+36% above). xAI Colossus + Microsoft + Meta the disclosed anchor customers; concentration risk real but counterparties have multi-year capex commitments.

Bull case: AI server segment compounding above industry capex rate, FY27 guide validates the structural read. Bear case: ISG margin compression as competition (HPE, Supermicro) scales, CSG drag persists, post-print expectations now meaningfully above prior consensus.

•2026-05-28 AMC - Q1 FY27 PRINT: Revenue $43.8B vs $35.6B est (+23% beat); EPS $4.86 vs $2.94 est (+65% beat); AI Server segment sales $16.1B (+757% YoY)
•2026-05-28 - FY27 guidance issued: Revenue $167B vs $144B est (+16% above); EPS $17.90 vs $13.16 est (+36% above)
•ISG (Infrastructure Solutions Group) - AI server orderbook expansion; xAI Colossus deployment publicly anchored; Microsoft + Meta hyperscaler order flow disclosed in prior quarters
•CSG (Client Solutions Group) - PC / laptop / workstation; mature low-growth segment, the structural overhang vs pure AI server names
•Pre-print setup: spot $317.67 (parabolic from ~$160 over recent weeks); mcap ~$222B at print time; analyst PT mean $212 trailed spot by $100+ - print delivered the AI server beat + raised forward guide, validating the parabolic move ahead of the data
•Setup tension RESOLVED: print delivered on the AI server segment ($16.1B vs trajectory expectations) AND the forward guide; the structural read on ISG as the AI capex beneficiary is now post-print confirmed
•Customer concentration: xAI (Colossus deployment) + Microsoft + Meta + undisclosed hyperscalers; concentrated but counterparties have multi-year capex commitments

Analyze DELL· interactive tools

Themes· editorial groupings

Conviction· in 2 watchlists

Top correlated· 252d co-movement

0.61
0.44
0.43
0.41

Frequently asked questions

Is DELL in SKYY?: Yes, First Trust Cloud Computing ETF (SKYY) holds DELL with 3.99% (as of 2026-07-03).
Is DELL in RSP?: Yes, Invesco S&P 500 Equal Weight ETF (RSP) holds DELL with 0.54% (as of 2026-07-03).
What ETFs hold DELL?: Dell Technologies Inc. (DELL) is held by SKYY (3.99%), RSP (0.54%).
What sector is DELL in?: Dell Technologies Inc. is classified under GICS Information Technology (Technology Hardware, Storage & Peripherals).
What is DELL's last close price?: DELL last closed at $394.32 on 2026-07-02.

DELL

Price

Tese

Analyze DELL· interactive tools

Themes· editorial groupings

Conviction· in 2 watchlists

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching DELL

Recent news· high-signal only

Held by ETFs

Key levels

Facts