StocksMedium•14 October 2026•
1 min read
Dell Shares Plunge 11% as Barclays Downgrades Data Center Sector
Key Facts
1Dell stock fell 11% following a downgrade by Barclays.
2The downgrade also included HPE and NetApp due to concerns over lagging enterprise AI adoption.
Dell stock fell 11% following a downgrade by Barclays. CNBC reported that the downgrade also included HPE and NetApp due to concerns over lagging enterprise AI adoption.
Barclays analysts expressed caution that the actual implementation and monetization of AI within enterprises are taking longer than the market anticipated. Regarding related instruments, NTAP closed at $239.01 on October 13, 2026, while BCS closed at $23.06 on the same date.