Dell Technologies Inc. (DELL) – What Are Analysts Saying About This Stock?

Shares of Dell Technologies Inc. (NYSE:DELL) have earned an average rating of “Moderate Buy” from the thirty-six ratings firms that are currently covering the company, Marketbeat Ratings reports. Eight analysts have rated the stock with a hold recommendation, twenty-seven have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price target among brokers that have issued a report on the stock in the last year is $571.12.

A number of analysts have recently commented on DELL shares. Barclays boosted their price target on Dell Technologies from $550.00 to $603.00 and gave the company an “overweight” rating in a report on Wednesday, September 2nd. Raymond James Financial increased their price objective on Dell Technologies from $500.00 to $617.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Daiwa Securities Group lifted their target price on Dell Technologies from $465.00 to $625.00 and gave the company an “outperform” rating in a research report on Friday, September 18th. Royal Bank Of Canada initiated coverage on Dell Technologies in a research report on Thursday, September 10th. They issued an “outperform” rating and a $640.00 target price on the stock. Finally, Mizuho boosted their target price on Dell Technologies from $600.00 to $650.00 and gave the company an “outperform” rating in a research note on Tuesday, October 6th.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Evercore ISI raised its price target for Dell to $650 from $500, adding to a series of bullish target increases. The revisions reflect expectations for sustained AI-server growth, a large backlog and strong customer demand. Evercore ISI raises Dell price target
• Positive Sentiment: Wedbush analyst Dan Ives added DELL to his Ives AI 30 “Winner List.” The inclusion reinforces the view that Dell is a major beneficiary of the ongoing AI infrastructure spending cycle. Dan Ives adds Dell to AI 30
• Positive Sentiment: Dell’s UAE technology forum is highlighting how businesses can scale AI and modernize infrastructure, supporting the company’s enterprise pipeline and long-term demand outlook. Its enhanced AI Data Platform and NVIDIA-powered capabilities also strengthen its competitive positioning. Dell Technologies Forum UAE
• Neutral Sentiment: CEO Michael Dell’s pledge to contribute to employees’ children’s Trump Accounts and continued public attention around the initiative raise Dell’s visibility, but the program is philanthropic and has limited direct impact on operating results. Dell pledges employee Trump Account contributions
• Negative Sentiment: Several Silver Lake-affiliated directors sold roughly $73 million of Dell stock on October 6, with some transactions reducing their positions by about 68% to 72%. The sales may create a near-term supply and investor-confidence overhang. Dell insider-selling filing
• Negative Sentiment: A disclosure also showed that an account managed independently for President Donald Trump sold between $500,001 and $1 million of Dell shares, followed by a smaller sale. The transactions could temper enthusiasm around his public support for the stock. Trump-linked account sells Dell shares

Insider Buying and Selling

In other news, Director Egon Durban sold 1,850 shares of Dell Technologies stock in a transaction that occurred on Wednesday, September 23rd. The shares were sold at an average price of $548.40, for a total value of $1,014,540.00. Following the sale, the director directly owned 1,405,236 shares in the company, valued at $770,631,422.40. This trade represents a 0.13% 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 Silver Lake Partners Iv, L.P. sold 3,600 shares of the business’s stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $572.50, for a total transaction of $2,061,000.00. Following the completion of the sale, the director directly owned 1,401,636 shares in the company, valued at approximately $802,436,610. This represents a 0.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,697,272 shares of company stock valued at $920,162,797 over the last ninety days. Insiders own 41.50% of the company’s stock.

Institutional Investors Weigh In On Dell Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in DELL. Plato Investment Management Ltd bought a new position in shares of Dell Technologies in the second quarter worth $5,913,000. Gabelli Funds LLC raised its stake in Dell Technologies by 49.0% in the first quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock valued at $7,565,000 after purchasing an additional 15,150 shares in the last quarter. Deutsche Bank AG lifted its position in Dell Technologies by 24.6% during the fourth quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock worth $694,489,000 after purchasing an additional 1,090,336 shares during the period. Segall Bryant & Hamill LLC bought a new stake in Dell Technologies during the first quarter worth about $5,930,000. Finally, Envestnet Portfolio Solutions Inc. grew its stake in Dell Technologies by 71.8% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 6,166 shares of the technology company’s stock worth $2,660,000 after buying an additional 2,576 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies Stock Up 0.3%

Shares of NYSE:DELL opened at $587.88 on Monday. The firm has a market cap of $373.78 billion, a price-to-earnings ratio of 34.12, a PEG ratio of 0.61 and a beta of 1.37. Dell Technologies has a 12 month low of $110.22 and a 12 month high of $595.51. The company’s fifty day simple moving average is $508.07 and its 200 day simple moving average is $382.90.

Dell Technologies (NYSE:DELL) last announced its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share 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 net margin of 7.53% and a negative return on equity of 578.85%. The company’s revenue for the quarter was up 57.7% compared to the same quarter last year. During the same period in the prior year, the business earned $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. Research analysts expect that Dell Technologies will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, October 20th. Dell Technologies’s dividend payout ratio (DPR) is currently 14.63%.

Dell Technologies Company Profile

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.