Dell Technologies (NYSE:DELL) Stock Price Up 3.8% – Time to Buy?

Shares of Dell Technologies Inc. (NYSE:DELL) rose 3.8% on Friday. The stock traded as high as $350.36 and last traded at $329.0180. 8,546,331 shares were traded during mid-day trading, an increase of 4% from the average daily volume of 8,217,229 shares. The stock had previously closed at $316.91.

Dell Technologies News Summary

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

• Positive Sentiment: Investors bought AI-hardware stocks back after recent steep losses. Reports point to record AI backlogs and steady earnings expectations, while Dell and Nvidia’s strong revenue growth suggests demand has not yet broadly weakened. Article: AI server stocks rebound Article: Dell vs. Nvidia
• Neutral Sentiment: The rebound follows a sell-off that hit Dell and other AI-server makers particularly hard, so recent volatility remains elevated. Article: Dell sinks as tech sell-off deepens
• Negative Sentiment: Investors remain concerned that political changes could slow data-center construction and curb AI-infrastructure spending. Memory-supply pressures and potential execution risks—including cash needs and debt across the AI-server sector—could also weigh on sentiment if the rebound fades. Article: AI sell-off and data-center concerns Article: AI hardware sell-off risks

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of recent research reports. Mizuho lifted their price target on Dell Technologies from $600.00 to $650.00 and gave the company an “outperform” rating in a report on Tuesday, October 6th. Susquehanna restated a “positive” rating on shares of Dell Technologies in a report on Tuesday, September 29th. Daiwa Securities Group increased their price objective on Dell Technologies from $465.00 to $625.00 and gave the stock an “outperform” rating in a report on Friday, September 18th. JPMorgan Chase & Co. raised their price objective on shares of Dell Technologies from $565.00 to $635.00 and gave the company an “overweight” rating in a research report on Wednesday, September 2nd. Finally, Wells Fargo & Company lifted their target price on shares of Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $569.96.

Dell Technologies Price Performance

The company has a fifty day simple moving average of $504.83 and a two-hundred day simple moving average of $336.43. The company has a market capitalization of $209.19 billion, a P/E ratio of 19.10, a price-to-earnings-growth ratio of 0.34 and a beta of 1.45.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The firm’s revenue was up 57.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.70 EPS. 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. Equities analysts anticipate that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.8%. Dell Technologies’s dividend payout ratio is presently 14.63%.

Insider Activity at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total value of $47,176,751.94. Following the transaction, the director owned 64,209 shares of the company’s stock, valued at $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the business’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the completion of the sale, the director owned 73,185 shares of the company’s stock, valued at $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,819,650 shares of company stock worth $991,183,596. Corporate insiders own 41.50% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Noble Wealth Management PBC grew its position in shares of Dell Technologies by 113.6% in the third quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after purchasing an additional 25 shares during the last quarter. Cornerstone Financial Management LLC lifted its position in shares of Dell Technologies by 56.1% during the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after purchasing an additional 23 shares during the last quarter. Premier Financial Group acquired a new position in shares of Dell Technologies during the 2nd quarter worth about $34,000. NBH Bank bought a new stake in Dell Technologies during the 3rd quarter valued at approximately $37,000. Finally, Byrne Asset Management LLC bought a new stake in Dell Technologies during the 2nd quarter valued at approximately $38,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Company Profile

Dell Technologies is a global technology company that develops, sells and supports computers and related infrastructure. Its products include personal computers, workstations, monitors and peripherals, as well as servers, storage systems and networking equipment for businesses and other organizations.

The company also provides technology services and solutions, including support, consulting and offerings related to cloud computing, data management and cybersecurity. Dell serves consumers, businesses, governments and other institutions in markets around the world.

Founded by Michael Dell in 1984, the company is headquartered in Round Rock, Texas.