Citigroup Lowers Dell Technologies (NYSE:DELL) Price Target to $160.00

Dell Technologies (NYSE:DELL) had its target price cut by equities researchers at Citigroup from $165.00 to $160.00 in a note issued to investors on Tuesday, Marketbeat reports. The brokerage presently has a “buy” rating on the technology company’s stock. Citigroup’s price target would indicate a potential upside of 36.98% from the company’s previous close.

DELL has been the subject of a number of other reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dell Technologies in a report on Wednesday, January 21st. Raymond James Financial lifted their target price on Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 26th. Mizuho upped their target price on Dell Technologies from $170.00 to $175.00 and gave the company an “outperform” rating in a research report on Wednesday, November 26th. Daiwa Securities Group increased their price objective on Dell Technologies from $140.00 to $150.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Finally, Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus price target of $160.37.

Dell Technologies Price Performance

DELL opened at $116.81 on Tuesday. The firm has a market capitalization of $77.41 billion, a PE ratio of 15.57, a price-to-earnings-growth ratio of 0.67 and a beta of 1.03. The business’s 50-day moving average is $121.90 and its two-hundred day moving average is $132.39. Dell Technologies has a 1 year low of $66.25 and a 1 year high of $168.08.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12. The business had revenue of $27.01 billion for the quarter, compared to the consensus estimate of $27.26 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The business’s quarterly revenue was up 10.8% on a year-over-year basis. During the same period in the prior year, the firm posted $2.15 earnings per share. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. As a group, sell-side analysts expect that Dell Technologies will post 6.93 EPS for the current year.

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the sale, the director directly owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

A number of large investors have recently made changes to their positions in the stock. Brighton Jones LLC grew its holdings in Dell Technologies by 42.7% in the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after buying an additional 901 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Dell Technologies in the second quarter worth approximately $328,000. Mutual Advisors LLC purchased a new position in Dell Technologies during the second quarter worth approximately $243,000. Signature Estate & Investment Advisors LLC acquired a new position in shares of Dell Technologies in the 2nd quarter valued at $238,000. Finally, Chicago Partners Investment Group LLC grew its stake in shares of Dell Technologies by 16.0% during the 2nd quarter. Chicago Partners Investment Group LLC now owns 6,837 shares of the technology company’s stock valued at $870,000 after buying an additional 941 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Dell and Ooredoo announced a collaboration to advance AI innovation and deepen cooperation across cloud/edge offerings — a strategic partnership that can drive regional sales and services adoption. Dell Technologies and Ooredoo collaborate
• Positive Sentiment: Reports highlight strong AI-driven sales and “jaw-dropping” dividend news, signaling management confidence in cash flow and shareholder returns as AI demand accelerates. Dividend and AI sales coverage
• Positive Sentiment: Dell is planning an ~$8M upgrade to its Round Rock campus — modest capex but a sign of ongoing investment in infrastructure and employee-facing operations. Round Rock campus upgrade
• Positive Sentiment: McLaren Racing extended its relationship with Dell, reinforcing brand visibility and performance use-cases for Dell’s infrastructure and edge solutions. McLaren partnership
• Positive Sentiment: Independent testing (Principled Technologies) found a Dell Pro 14 outperforming HP and Lenovo AI PCs in real-world AI tasks — supports product competitiveness in AI endpoints. Principled Technologies report
• Positive Sentiment: 6WIND announced a VSR appliance built on Dell PowerEdge servers (Intel Xeon 6) — another OEM/ISV endorsement that may support server demand. 6WIND on PowerEdge
• Positive Sentiment: Dell’s CFO will present at the Morgan Stanley TMT conference in early March — provides management access to investors to discuss AI traction, margin outlook and capital allocation. Investor conference presentation
• Neutral Sentiment: Analyst and media pieces are re-assessing Dell’s valuation after recent share weakness — useful context for investors but not news-driving by itself. Valuation assessment
• Neutral Sentiment: A Zacks comparison of Dell vs. Super Micro highlights growth trade-offs: SMCI’s faster AI-driven revenue growth versus Dell’s scale and margin pressure — frames competitive dynamics. DELL vs SMCI analysis
• Negative Sentiment: Morgan Stanley cut its price target on DELL to $101 and kept an “underweight” rating — a substantive near-term headwind that could pressure sentiment and weigh on the stock. Morgan Stanley price target cut
• Negative Sentiment: Market coverage noted recent intraday weakness with the stock underperforming some market moves — a reminder investors remain sensitive to guidance, margins and analyst positioning. DELL stock sinks coverage

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.