Dell Secures $1.44B Contract with Microsoft
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 16 hours ago
0mins
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.
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Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 409.070
Low
113.00
Averages
164.85
High
180.00
Current: 409.070
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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