Dell Technologies (NYSE:DELL) Trading 3.5% Higher – Time to Buy?

Dell Technologies Inc. (NYSE:DELL) shot up 3.5% during trading on Tuesday . The stock traded as high as $308.64 and last traded at $305.56. 10,200,511 shares were traded during trading, an increase of 28% from the average session volume of 7,986,392 shares. The stock had previously closed at $295.19.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI server business remains a key growth driver, with articles highlighting rising demand for AI infrastructure and sovereign AI deployments as catalysts for future revenue. Article Title
• Positive Sentiment: Sentiment ahead of Dell’s Q1 earnings is upbeat, with analysts and traders betting the company can extend its rally if AI server demand and PC momentum show up in results. Article Title
• Positive Sentiment: Lenovo’s strong quarter lifted the whole hardware group, helping Dell shares rise on hopes that PC demand and AI hardware spending are improving. Article Title
• Positive Sentiment: Dell unveiled a new AI-ready data center infrastructure suite, reinforcing the company’s positioning in high-growth enterprise AI and storage markets. Article Title
• Neutral Sentiment: Several previews and commentary pieces are focused on Dell’s earnings, valuation, and whether the AI trade still has room to run; these add attention but do not confirm a new fundamental development. Article Title
• Negative Sentiment: Investors are also watching for risks that strong AI demand may not fully offset margin pressure from macro uncertainty and intense PC competition when Dell reports earnings. Article Title

Analyst Upgrades and Downgrades

DELL has been the topic of several recent research reports. Mizuho increased their price objective on Dell Technologies from $215.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, May 6th. Citigroup increased their price objective on Dell Technologies from $180.00 to $235.00 and gave the company a “buy” rating in a research report on Tuesday, April 21st. Sanford C. Bernstein reiterated an “outperform” rating and set a $280.00 price objective on shares of Dell Technologies in a research report on Wednesday, May 20th. Wall Street Zen lowered Dell Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 16th. Finally, Weiss Ratings upgraded Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $211.32.

Dell Technologies Stock Performance

The firm has a 50-day moving average of $202.04 and a 200-day moving average of $154.15. The firm has a market capitalization of $197.32 billion, a P/E ratio of 35.04, a price-to-earnings-growth ratio of 1.11 and a beta of 0.99.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. During the same period last year, the company earned $2.68 EPS. Dell Technologies’s revenue for the quarter was up 39.5% compared to the same quarter last year. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. Equities analysts anticipate that Dell Technologies Inc. will post 11.87 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio is 28.90%.

Insider Activity at Dell Technologies

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director owned 65,662 shares in the company, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,571,688 shares of company stock worth $576,654,105. 42.00% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Dell Technologies

A number of large investors have recently made changes to their positions in DELL. Norges Bank bought a new stake in shares of Dell Technologies in the 4th quarter worth approximately $607,349,000. Wellington Management Group LLP grew its position in shares of Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after buying an additional 2,937,137 shares during the last quarter. Invesco Ltd. grew its position in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the last quarter. Michael & Susan Dell Foundation grew its position in shares of Dell Technologies by 533.3% in the 4th quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after buying an additional 2,258,797 shares during the last quarter. Finally, Franklin Resources Inc. grew its position in shares of Dell Technologies by 541.9% in the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after buying an additional 1,685,529 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

About Dell Technologies

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.