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Dell Technologies (DELL) shares fell 11.3% on Wednesday, October 14, 2026, significantly outpacing the 1.1% decline in the S&P 500.
The drop followed a same-day downgrade from Barclays, which lowered its rating on the stock to Equal Weight from Overweight due to concerns that enterprise AI adoption is lagging expectations.
Despite this analyst caution, the company’s infrastructure division has continued to expand rapidly, prompting questions about the shifting balance of Dell’s revenue streams.
Dell’s Infrastructure Solutions Group generated $60.8 billion in fiscal 2026, which ended in January 2026. This division accounted for 53.6% of total company revenue, representing a 39.5% year-over-year increase.
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