Dell Technologies (NYSE:DELL) Stock Price Expected to Rise, UBS Group Analyst Says

Dell Technologies (NYSE:DELL) had its target price raised by equities research analysts at UBS Group from $455.00 to $500.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The brokerage presently has a “neutral” rating on the technology company’s stock. UBS Group’s target price suggests a potential upside of 4.30% from the company’s current price.

Several other brokerages have also recently commented on DELL. CLSA upgraded shares of Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. Deutsche Bank Aktiengesellschaft started coverage on shares of Dell Technologies in a report on Monday. They issued a “hold” rating and a $480.00 price objective on the stock. Daiwa Securities Group raised their price objective on shares of Dell Technologies from $170.00 to $465.00 and gave the company an “outperform” rating in a research note on Tuesday, June 2nd. TD Cowen upped their target price on shares of Dell Technologies from $450.00 to $500.00 and gave the company a “hold” rating in a research report on Wednesday. Finally, Barclays increased their price target on Dell Technologies from $550.00 to $603.00 and gave the company an “overweight” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $522.09.

Dell Technologies Stock Up 12.8%

Shares of DELL opened at $479.37 on Wednesday. The stock’s fifty day simple moving average is $433.44 and its 200-day simple moving average is $301.96. The firm has a market capitalization of $310.69 billion, a PE ratio of 37.10, a price-to-earnings-growth ratio of 0.94 and a beta of 1.34. Dell Technologies has a 12-month low of $110.22 and a 12-month high of $514.00.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The firm had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s revenue was up 57.7% on a year-over-year basis. During the same period last year, the company earned $1.70 earnings per share. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Analysts anticipate that Dell Technologies will post 18.32 EPS for the current year.

Insider Activity

In other Dell Technologies news, Director Lynn Vojvodich Radakovich sold 2,022 shares of the stock in a transaction on Monday, August 24th. The shares were sold at an average price of $438.21, for a total value of $886,060.62. Following the sale, the director directly owned 25,267 shares in the company, valued at approximately $11,072,252.07. This trade represents a 7.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of Dell Technologies stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the transaction, the director directly owned 43,961 shares in the company, valued at approximately $19,938,071.94. This represents a 44.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 2,134,674 shares of company stock worth $870,637,926 over the last three months. Company insiders own 41.50% of the company’s stock.

Institutional Trading of Dell Technologies

Several hedge funds have recently bought and sold shares of the stock. Cornerstone Financial Management LLC lifted its position in Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after acquiring an additional 23 shares in the last quarter. Corient Private Wealth LP increased its holdings in Dell Technologies by 20.4% during the 2nd quarter. Corient Private Wealth LP now owns 114,126 shares of the technology company’s stock worth $49,240,000 after purchasing an additional 19,304 shares in the last quarter. Advus Financial Partners LLC acquired a new stake in shares of Dell Technologies in the 2nd quarter valued at about $356,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of Dell Technologies during the second quarter worth about $9,830,000. Finally, California State Teachers Retirement System raised its position in Dell Technologies by 41,141.5% in the 2nd quarter. California State Teachers Retirement System now owns 198,605,353 shares of the technology company’s stock valued at $85,690,266,000 after buying an additional 198,123,786 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: AI infrastructure demand remains exceptionally strong. Fiscal Q2 revenue rose 57.7% year over year to $46.97 billion, while EPS of $7.04 exceeded the roughly $4.91 consensus estimate. AI-optimized server revenue doubled to $16.4 billion, and AI-server orders reached a record $60.9 billion. Dell again lifts forecasts as AI demand powers record results
• Positive Sentiment: Management sharply raised its outlook. Dell lifted fiscal 2027 revenue guidance to $192 billion from $167 billion and adjusted EPS guidance to $25.50 from $17.90. Third-quarter guidance of $49 billion in revenue and $6.50 EPS also stands well above analyst expectations. Dell surges after lifting fiscal 2027 forecast on AI server strength
• Positive Sentiment: The $95 billion backlog improves revenue visibility. Analysts have upgraded their views and raised price targets, including Morgan Stanley, which increased its target to $499 while retaining an equal-weight rating. Dell shares rise as demand jumps for AI servers
• Neutral Sentiment: Dell announced a new Dell 14S laptop with up to 21 hours of battery life, targeting students and value-focused consumers. The launch supports the client business but is much less significant to the stock than the AI-server results. Meet the Dell 14S
• Negative Sentiment: Macro and valuation risks are limiting the reaction. Rising 10-year Treasury yields and crude oil above $90, amid renewed U.S.-Iran tensions, are pressuring high-growth technology shares. After a substantial year-to-date rally, Dell’s premium valuation leaves less room for execution missteps, while supply constraints and memory costs could pressure AI-server margins.

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.