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Barclays Downgrades Dell, Citing Slowing AI Adoption; Shares Fall 11%

On October 14, 2026, Barclays cut its rating on Dell Technologies, citing concerns that enterprise AI adoption is lagging, and Dell shares fell about 11% in the sell-off that followed.

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Oct 15, 7:50 AM forbes.com Michael Dell Slides To World’s Sixth-Richest On Thursday After Losing $16 Billion In First Hour Of Trading
Oct 14, 1:44 PM seekingalpha.com Dell Technologies tumbles 11% on Barclays downgrade, tech slide
Oct 14, 1:19 PM cnbc.com Dell stock plunges 11%, leading data center sell-off as fears mount about 'enterprise AI timing'
Oct 14, 6:36 AM investing.com Barclays downgrades Dell stock after sharp rally
Oct 14, 1:31 AM investing.com Barclays cuts Dell stock rating on slowing growth outlook