Quick Read – Trump bought DELL at ~$120, publicly endorsed the stock 9 days later, then the Pentagon awarded Dell a $1.4 billion Air Force contract. – Dell’s AI server revenue surged 757% to $16 billion in Q1 FY27, driving the stock up 228% year-to-date with analysts targeting…
84. – Silver Lake’s Egon Durban sold $27 million in Dell shares in June, joined by the General Counsel selling 20,000 shares at $410. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn’t make the cut. Grab the names FREE today
President Donald Trump purchased between $1 million and $5 million in Dell shares on February 10, 2026, nine days before telling a crowd in Rome, Georgia, to “go out and buy a Dell computer” on February 19, 2026. Dell Technologies (NYSE:DELL) was trading around $120.55 on February 9 when the trade was disclosed, and the stock now changes hands near $409.50. Weeks after the public endorsement, the Pentagon awarded Dell a multi-billion-dollar contract, drawing warnings from ethics watchdogs.
The sequence (buy, endorse, contract) deserves separate analysis from the stock’s merits. The sequence that has ethics lawyers calling Trump’s reported purchase price sits around $120 to $122 based on the trading window. By the time he made the Georgia remarks, the stock had barely moved, closing at $121.91 on February 20.