NYSE:DELL News 14 December 2025 - 2 February 2026

Dell shares rose 0.2% to $111.27 in premarket trading Wednesday, after falling 7.9% the previous day. Morgan Stanley cut its price target to $111 and kept an underweight rating, citing the slowest hardware budget growth in 15 years. The IT hardware sector index dropped 1.1% at Tuesday’s open. Dell also announced new education devices launching globally in February.

Dell shares climbed 1.2% to $119.93 Friday afternoon, rebounding after four straight losses. The move followed a softer U.S. jobs report that steadied rate-cut bets and lifted the broader market. Investors are awaiting Dell’s Feb. 26 earnings for updates on AI-server demand and PC margins. Dell will pay a $0.525 per share dividend on Jan. 30.

Dell Technologies shares fell 1.3% to $118.46 Thursday afternoon after dropping as much as 4.4% earlier. Executives at CES played down consumer demand for “AI PCs,” focusing instead on new XPS and Alienware products. Rival HP Inc. rose 3.2%. Investors are watching for Dell’s Feb. 26 earnings and Friday’s U.S. jobs report.

Dell Technologies shares fell 3.1% to $120.07 in after-hours trading Wednesday, with volume at 10.3 million shares. The drop followed Dell’s CES announcements of new XPS and Alienware products and came amid rising memory chip costs and ongoing debate over PC demand.

Heading into Monday’s open (Dec. 15, 2025), Dell Technologies Inc. (NYSE: DELL) sits at the center of two narratives pulling its stock in opposite directions: a fast-growing AI server business that management says is accelerating, and a hardware cost shock—especially in DRAM and NAND memory—that investors and analysts worry could pressure margins even as demand remains strong. Dell+2The Verge+2 The result has been a volatile tape for DELL shares in December, with price swings reflecting not just Dell-specific headlines, but also broader “AI trade” sentiment across data center and infrastructure stocks. Reuters+2Financial Times+2 Dell stock price check ahead of Monday’s