DELL News & Events

Moderately bullish activity in Dell Technologies (DELL), with shares up $20.23, or 5.01%, near $424.31. Options volume relatively light with 69k contracts traded and calls leading puts for a put/call ratio of 0.68, compared to a typical level near 0.84. Implied volatility (IV30) is higher by 1.5 points near 73.44,in the top quartile of the past year, suggesting an expected daily move of $19.63. Put-call skew steepened, indicating increased demand for downside protection.

Dell (DELL) has been awarded a $1.44B firm-fixed-price call order under blanket purchase agreement for the Microsoft (MSFT) enterprise license agreement renewal. This contract provides for Microsoft 365 E3/E5 and F-series enterprise software licenses, software assurance, and associated subscription services. Work will be performed at Round Rock, Texas, and various locations, and is expected to be completed by April 30, 2029. This contract was a sole source acquisition. FY26 operations and maintenance funds in the amount of $208.82M are being obligated at time of award. The Air Force Life Cycle Management Center is the contracting activity.