Dell Technologies Inc. (NYSE:DELL) Given Average Recommendation of “Moderate Buy” by Analysts

Shares of Dell Technologies Inc. (NYSE:DELL) have earned an average recommendation of “Moderate Buy” from the twenty-six research firms that are covering the company, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, eight have issued a hold recommendation and seventeen have issued a buy recommendation on the company. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $162.8421.

A number of research firms recently weighed in on DELL. Piper Sandler reissued an “overweight” rating on shares of Dell Technologies in a research report on Wednesday, November 26th. Susquehanna increased their price target on Dell Technologies from $120.00 to $130.00 and gave the stock a “neutral” rating in a report on Wednesday, October 8th. Sanford C. Bernstein raised their price target on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 8th. TD Cowen upped their price objective on Dell Technologies from $130.00 to $150.00 and gave the company a “hold” rating in a research report on Wednesday, October 8th. Finally, Evercore ISI set a $180.00 price target on shares of Dell Technologies and gave the stock an “outperform” rating in a report on Monday, November 3rd.

Dell Technologies Trading Up 1.7%

Shares of NYSE:DELL opened at $120.55 on Friday. The company has a market cap of $79.89 billion, a price-to-earnings ratio of 16.07, a PEG ratio of 0.79 and a beta of 1.03. Dell Technologies has a 12 month low of $66.25 and a 12 month high of $168.08. The company has a 50-day moving average price of $132.00 and a 200 day moving average price of $134.03.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.47 by $0.12. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The company had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. During the same period in the previous year, the firm earned $2.15 earnings per share. Dell Technologies’s quarterly revenue was up 10.8% compared to the same quarter last year. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. As a group, equities analysts forecast that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Investors of record on Tuesday, January 20th will be paid a $0.525 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $2.10 annualized dividend and a yield of 1.7%. Dell Technologies’s dividend payout ratio is 28.00%.

Key Headlines Impacting Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: New UltraSharp monitors announced at CES, pitched as “world‑first” innovations — supports Dell’s premium peripherals and commercial display positioning, which can help higher‑margin revenue. Dell unveils new UltraSharp monitors with world-first innovations
• Positive Sentiment: Dell has relaunched its XPS line (new XPS 14 and XPS 16) at CES — a return to premium laptops that could revive premium PC revenue and improve ASPs if adoption is strong. CES 2026: Dell XPS is back from the dead
• Positive Sentiment: J.P. Morgan reiterated a Buy, forecasting 15%+ EPS growth through FY27 and pointing to AI servers, premium PCs and cost discipline as drivers — lends credibility to upside expectations. Dell Technologies: Leveraging AI Servers, Premium PCs, and Cost Discipline to Drive 15%+ EPS Growth Through FY27
• Positive Sentiment: DBS Bank upgraded Dell — another sign of institutional support that can bolster investor confidence. Dell Technologies (NYSE:DELL) Upgraded at Dbs Bank
• Neutral Sentiment: Analyst/media pieces suggest the recent pullback may offer a buying opportunity for longer‑term investors — highlights mixed near‑term risk vs. valuation appeal after the dip. Is It Time To Revisit Dell Technologies (DELL) After Recent Share Price Pullback
• Neutral Sentiment: Market commentary notes a recent intraday decline amid a broader market uptick — a reminder broader market moves can amplify short‑term volatility in DELL. Dell Technologies (DELL) Stock Falls Amid Market Uptick
• Neutral Sentiment: Coverage flagged potentially mispriced options on DELL — could create trading opportunities but also indicates elevated derivatives interest and short‑term volatility risk. Dell Technologies (DELL) Stock Options Could Be Unusually Mispriced
• Negative Sentiment: Unusual put buying (≈57,487 put contracts) was recorded — heavy put flow can signal hedging or bearish bets and may pressure short‑term sentiment if sustained.
• Negative Sentiment: Morgan Stanley kept a Sell rating citing structural memory headwinds and margin risks despite server strength — underscores key downside risks in memory pricing and margins. Dell Technologies: Structural Memory Headwinds and Margin Risks Justify Sell Rating
• Negative Sentiment: Third‑party competitors (e.g., Super Micro) are ramping NVIDIA‑based AI server production — increased competition in AI servers could pressure Dell’s server unit growth and pricing power. Super Micro’s Rubin Rally: Is the AI Server Comeback Real?

Insiders Place Their Bets

In other Dell Technologies news, Director Lake Group L.L.C. Silver sold 6,617 shares of Dell Technologies stock in a transaction on Tuesday, October 14th. The stock was sold at an average price of $151.63, for a total transaction of $1,003,335.71. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ellen Jamison Kullman sold 79,806 shares of the stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $153.56, for a total value of $12,255,009.36. Following the transaction, the director directly owned 65,662 shares in the company, valued at $10,083,056.72. The trade was a 54.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 157,423 shares of company stock worth $23,064,865 in the last ninety days. 42.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Dell Technologies

Large investors have recently modified their holdings of the business. Winnow Wealth LLC bought a new position in shares of Dell Technologies during the second quarter valued at approximately $25,000. Flaharty Asset Management LLC purchased a new stake in Dell Technologies during the first quarter worth $27,000. Westside Investment Management Inc. boosted its position in Dell Technologies by 84.7% during the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after acquiring an additional 100 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new position in shares of Dell Technologies in the 2nd quarter worth $28,000. Finally, Central Pacific Bank Trust Division bought a new position in shares of Dell Technologies in the 2nd quarter worth $29,000. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Company Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.