Dell Technologies (NYSE:DELL) Price Target Raised to $500.00

Dell Technologies (NYSE:DELL) had its price target upped by TD Cowen from $450.00 to $500.00 in a report published on Wednesday, MarketBeat.com reports. The firm currently has a hold rating on the technology company’s stock.

Several other brokerages also recently commented on DELL. Citic Securities increased their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Piper Sandler reiterated an “overweight” rating and issued a $558.00 target price (up from $497.00) on shares of Dell Technologies in a research note on Wednesday. Truist Financial increased their price target on shares of Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a report on Friday, May 29th. Morgan Stanley raised their price target on shares of Dell Technologies from $434.00 to $499.00 and gave the company an “equal weight” rating in a research report on Wednesday. Finally, Citigroup boosted their price objective on shares of Dell Technologies from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $553.79.

Dell Technologies Trading Up 1.8%

Shares of NYSE:DELL opened at $525.66 on Wednesday. The stock has a fifty day simple moving average of $439.28 and a two-hundred day simple moving average of $308.94. Dell Technologies has a 12-month low of $110.22 and a 12-month high of $534.99. The stock has a market capitalization of $340.69 billion, a price-to-earnings ratio of 30.51, a PEG ratio of 0.73 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The firm had revenue of $46.97 billion for the quarter, compared to analysts’ expectations of $44.89 billion. During the same period in the prior year, the firm posted $1.70 earnings per share. The company’s quarterly revenue was up 57.7% on a year-over-year basis. 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. As a group, equities research analysts predict that Dell Technologies will post 21.28 EPS for the current year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

Insider Activity at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 59,492 shares of the business’s stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the completion of the transaction, the director directly owned 89,222 shares of the company’s stock, valued at $40,465,745.88. The trade was a 40.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lynn Vojvodich Radakovich sold 2,022 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $438.21, for a total transaction of $886,060.62. Following the completion of the sale, the director owned 25,267 shares in the company, valued at $11,072,252.07. This represents a 7.41% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,527,629 shares of company stock valued at $619,325,485. Insiders own 41.50% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Parkside Financial Bank & Trust boosted its position in Dell Technologies by 13.8% in the second quarter. Parkside Financial Bank & Trust now owns 1,129 shares of the technology company’s stock worth $487,000 after purchasing an additional 137 shares during the last quarter. Range Advisory LLC bought a new position in shares of Dell Technologies in the 2nd quarter worth approximately $391,000. Cornerstone Financial Management LLC boosted its holdings in shares of Dell Technologies by 56.1% in the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock worth $28,000 after buying an additional 23 shares during the last quarter. Corient Private Wealth LP boosted its holdings in shares of Dell Technologies by 20.4% in the second quarter. Corient Private Wealth LP now owns 114,126 shares of the technology company’s stock worth $49,240,000 after buying an additional 19,304 shares during the last quarter. Finally, Advus Financial Partners LLC bought a new stake in Dell Technologies during the second quarter valued at approximately $356,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: AI demand remains the primary catalyst. Dell reported record AI-server orders and a roughly $95 billion backlog, supporting expectations for sustained data-center growth. Broad enterprise IT-refresh demand is providing an additional tailwind. DELL Stock Hits 52-Week High: Does it Have More Room to Run?
• Positive Sentiment: The latest earnings beat reset expectations higher. Dell posted quarterly revenue of $46.97 billion, up 57.7% year over year and above the $44.89 billion consensus. Adjusted earnings of $7.04 per share exceeded estimates by $2.13, while management raised its fiscal outlook. Dell Technologies Raises the Bar Again as AI Demand Fuels Another Strong Quarter
• Positive Sentiment: Analyst support strengthened. Goldman Sachs increased its price target by $60, while JPMorgan raised its target to $635. Other firms, including UBS, Morgan Stanley and TD Cowen, also expressed constructive views, reinforcing bullish sentiment around Dell’s AI-server opportunity. Goldman Sachs resets Dell stock price target by $60
• Positive Sentiment: Dell is increasingly viewed as a potential major AI beneficiary because its growth is being supported by reported customer orders and revenue rather than expectations alone. Its performance has also helped validate the broader AI infrastructure trade. Bank of America sees upside in surging AI stock
• Neutral Sentiment: Valuation and execution are becoming more important. After a sharp 2026 rally and a move near its 52-week high, investors are debating whether the backlog can translate into profitable growth at current expectations.
• Negative Sentiment: Some commentary cautions that Dell’s margins, supply availability and ability to convert the backlog into cash flow could limit further upside. The stock’s substantial gains also increase the risk of profit-taking or consolidation if future results merely meet, rather than exceed, elevated expectations. Dell Just Jumped 16% and One Strategist Says That Is the Whole Tech Argument Right Now

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.