Dell Technologies (NYSE:DELL) Stock Price Up 4.2% – Should You Buy?

Dell Technologies Inc. (NYSE:DELL) shares rose 4.2% during mid-day trading on Thursday . The company traded as high as $460.50 and last traded at $450.2010. 7,604,075 shares changed hands during mid-day trading, a decline of 13% from the average daily volume of 8,706,596 shares. The stock had previously closed at $431.97.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Analyst optimism around Dell’s AI infrastructure business remains a key driver, with Evercore’s higher price target reinforcing expectations for continued growth in server demand.
• Positive Sentiment: Media coverage continues to frame DELL as a major AI beneficiary, supported by strong fundamentals, growing share gains, and expanded partnerships.
• Positive Sentiment: President Trump’s public endorsement of Dell products has increased visibility and added momentum to the stock, even though investors appear more focused on the underlying business strength.
• Neutral Sentiment: Several Silver Lake-related insiders sold shares this week, which may attract attention but does not necessarily change Dell’s operating outlook.
• Neutral Sentiment: Articles comparing Dell with peers like Super Micro and Lenovo highlight broader AI and PC industry trends, but these stories are more about sector positioning than a direct change in Dell’s fundamentals.

Analysts Set New Price Targets

Several equities research analysts recently commented on DELL shares. Mizuho boosted their target price on Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a report on Monday, June 1st. Wolfe Research lowered Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Wells Fargo & Company lifted their target price on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Susquehanna set a $289.00 price target on shares of Dell Technologies and gave the company a “neutral” rating in a report on Friday, May 29th. Finally, Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $492.76.

Dell Technologies Stock Down 3.3%

The business has a 50-day moving average price of $354.07 and a 200-day moving average price of $218.57. The company has a market capitalization of $282.02 billion, a price-to-earnings ratio of 34.56, a price-to-earnings-growth ratio of 0.96 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business’s quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the prior year, the firm earned $1.55 earnings per share. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. As a group, sell-side analysts predict that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be issued a $0.63 dividend. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. Dell Technologies’s dividend payout ratio is presently 20.02%.

Insiders Place Their Bets

In related news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the completion of the sale, the director directly owned 24,287 shares in the company, valued at approximately $11,123,203.13. This trade represents a 88.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 458,666 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 4,228,357 shares of company stock worth $1,544,916,338. 41.50% of the stock is owned by corporate insiders.

Institutional Trading of Dell Technologies

A number of institutional investors have recently bought and sold shares of DELL. Campbell Capital Management Inc. increased its position in shares of Dell Technologies by 34.0% during the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after acquiring an additional 20,362 shares in the last quarter. ProShare Advisors LLC boosted its position in shares of Dell Technologies by 10.5% during the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after buying an additional 7,642 shares during the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in Dell Technologies during the fourth quarter worth $23,332,000. Tectonic Advisors LLC purchased a new stake in Dell Technologies in the 4th quarter valued at $5,620,000. Finally, Nordea Investment Management AB lifted its stake in Dell Technologies by 437.4% during the 4th quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock valued at $98,578,000 after acquiring an additional 631,315 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

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.