Dell Technologies (NYSE:DELL – Get Free Report) was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Tuesday,Zacks.com reports.
A number of other equities research analysts have also recently commented on the company. JPMorgan Chase & Co. lifted their target price on Dell Technologies from $165.00 to $205.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Citigroup raised their price objective on shares of Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Tuesday. Piper Sandler lowered their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Weiss Ratings upgraded shares of Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, April 16th. Finally, The Goldman Sachs Group raised their price target on shares of Dell Technologies from $195.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $179.68.
Dell Technologies Stock Up 0.9%
Dell Technologies (NYSE:DELL – Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.Dell Technologies’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same period last year, the company posted $2.68 earnings per share. 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. On average, equities analysts anticipate that Dell Technologies will post 11.9 EPS for the current year.
Insider Buying and Selling at Dell Technologies
In related news, Director V (Gp) L.L.C. Slta sold 382,000 shares of the company’s stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.81, for a total transaction of $67,541,420.00. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider William F. Scannell sold 143,067 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the completion of the transaction, the insider directly owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This trade represents a 86.79% 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 sold 3,571,688 shares of company stock valued at $576,654,105. Insiders own 42.00% of the company’s stock.
Institutional Investors Weigh In On Dell Technologies
Several institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC boosted its holdings in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after acquiring an additional 901 shares during the period. Sivia Capital Partners LLC purchased a new stake in Dell Technologies during the 2nd quarter worth about $328,000. Marshall Wace LLP purchased a new stake in Dell Technologies during the 2nd quarter worth about $809,000. Gamco Investors INC. ET AL boosted its stake in Dell Technologies by 30.2% in the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after purchasing an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC grew its holdings in Dell Technologies by 147.2% during the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after buying an additional 34,538 shares in the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.
More Dell Technologies News
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Signed a $1.44 billion AI infrastructure purchase agreement with Boost Run LLC to supply compute and storage (including expanded Dell Financial Services support) — a material commercial win that directly supports revenue and backlog expectations. Boost Run Announces $1.44 Billion Agreement with Dell Technologies
- Positive Sentiment: Analyst upgrades and price‑target increases citing accelerating demand for Dell’s AI‑optimized servers have lifted sentiment and provided short‑term momentum catalysts. Why Dell (DELL) Stock Is Up Today
- Positive Sentiment: Technical momentum and market recognition: shares are at/near record highs after strong multi‑month gains and inclusion on momentum/strong‑buy lists, which can attract trend‑following flows. Where Does Dell Stock Head Next After New Record Highs?
- Neutral Sentiment: Industry M&A chatter — reports that NVIDIA is in talks to buy a major PC maker (HP and Dell named as candidates) are drawing attention but remain unconfirmed; implications for Dell are speculative. Potential NVIDIA Deal Puts Fresh Focus On HP’s AI PC Future
- Neutral Sentiment: High‑profile philanthropy from Michael & Susan Dell (a $750M gift to UT Austin) is positive PR but not an earnings driver. Michael and Susan Dell to donate $750 million to UT Austin
- Neutral Sentiment: Comparisons with Apple and coverage of Dell’s large AI server orders/backlog frame the investment thesis (enterprise AI infrastructure leader vs. on‑device AI); useful context but much may already be priced in. Dell Technologies vs. Apple: Which AI Stock is a Better Buy?
- Negative Sentiment: Notable insider selling: multiple disclosures show senior executives and affiliated entities have been selling stock, including reports of the CFO trimming his stake — a governance/positioning flag that some investors view as a negative signal. Dell shares rise as analysts lift price targets on AI-server demand momentum
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.
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