Dell Technologies (DELL) Ends Distribution Relationship with Arrow ECS
Key takeaways
- Dell Technologies (DELL) Ends Distribution Relationship with Arrow ECS Jeff Lewis Sun, June 28, 2026 at 2:32 AM GMT+7 2 min read DELL HPE Dell Technologies Inc.
- (NYSE:DELL) is ending its decade-long distribution relationship with Arrow Electronics's (ARW) ECS unit after a formal review and RFP process for its North American distribution business, CRN's Joseph F.
- On June 23, Morgan Stanley raised its price target on Dell Technologies to $477 from $448 and kept an Equal Weight rating.
Dell Technologies (DELL) Ends Distribution Relationship with Arrow ECS Jeff Lewis Sun, June 28, 2026 at 2:32 AM GMT+7 2 min read DELL HPE Dell Technologies Inc. (NYSE:DELL) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 26, 2026, Dell Technologies Inc. (NYSE:DELL) is ending its decade-long distribution relationship with Arrow Electronics's (ARW) ECS unit after a formal review and RFP process for its North American distribution business, CRN's Joseph F. Kovar reported. The move creates a potential $1.4B+ revenue opportunity for competing distributors and will require some channel partners to move to new distribution providers. Sources cited Arrow's narrower focus on enterprise and midmarket customers, rather than Dell's full portfolio, as well as more limited inventory and warehouse capabilities.
On June 23, Morgan Stanley raised its price target on Dell Technologies to $477 from $448 and kept an Equal Weight rating. Morgan Stanley said Dell and HPE earnings show enterprise server demand is proving far more inelastic than expected despite major price increases, supported by compute shortages, refresh activity, and growing AI-related infrastructure needs. The firm said 2026 and 2027 Street estimates "look too low" and raised EPS estimates 5%-6% for compute-exposed names.