Dell Technologies Inc. (NYSE:DELL) Given Consensus Rating of “Moderate Buy” by Analysts

Dell Technologies Inc. (NYSE:DELL) has been given an average rating of “Moderate Buy” by the twenty-four ratings firms that are covering the stock, Marketbeat.com reports. One analyst has rated the stock with a sell rating, six have assigned a hold rating and seventeen have given a buy rating to the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $158.5263.

A number of equities research analysts have weighed in on the stock. Piper Sandler reiterated an “overweight” rating on shares of Dell Technologies in a research note on Wednesday, November 26th. Mizuho upped their price objective on Dell Technologies from $170.00 to $175.00 and gave the company an “outperform” rating in a research report on Wednesday, November 26th. Citic Securities increased their target price on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Bank of America boosted their price target on Dell Technologies from $160.00 to $163.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Finally, Evercore reiterated an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a research note on Thursday.

Dell Technologies News Roundup

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

• Positive Sentiment: Q4 earnings preview highlights sustained AI momentum: analysts note record recent revenue, 24% ISG growth, a robust AI-server backlog and management guidance for Q4 revenue of $31–32B and EPS of $3.50 — supporting a bullish near-term outlook into the report. Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
• Positive Sentiment: Dell rolled out an “AI India Blueprint” and is accelerating local content in India-made servers — moves that expand addressable market, lower supply‑chain risk and could improve margins as India becomes a manufacturing hub. This is being read as strategic revenue/GM support in a high-growth AI market. Dell Technologies Unveils ‘AI India Blueprint’ at India AI Impact Summit 2026
• Positive Sentiment: Sell‑side activity is supportive: Evercore added Dell to a “tactical outperform” list and other bullish commentary is circulating, which can amplify buying ahead of earnings. Evercore adds Dell to Tactical Outperform list ahead of earnings
• Neutral Sentiment: Dell and Ooredoo announced an AI collaboration to advance innovation in the Middle East — strategically positive but likely to have slower, incremental revenue effects. Dell Technologies and Ooredoo collaborate to advance AI innovation and deepen cooperation
• Neutral Sentiment: Local operations news — an $8M Round Rock campus upgrade and dividend coverage pieces — are supportive for corporate stability but unlikely to move near-term fundamentals materially. Dell eying $8M upgrade to Round Rock campus
• Negative Sentiment: Some analysts trimmed price targets ahead of earnings (JPMorgan lowered its PT to $155; Citigroup to $160). Although ratings were largely maintained, lower targets can cap upside and temper investor enthusiasm. JPMorgan adjusts price target on Dell Technologies to $155 from $170, maintains overweight rating Citigroup Lowers Dell Technologies Price Target to $160

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total value of $9,806,520.00. Following the completion of the sale, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Corporate insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Winnow Wealth LLC bought a new position in shares of Dell Technologies in the second quarter worth approximately $25,000. Commonwealth Retirement Investments LLC purchased a new position in shares of Dell Technologies during the 4th quarter valued at $25,000. Rossby Financial LCC boosted its holdings in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares during the period. Westside Investment Management Inc. increased its stake in Dell Technologies by 84.7% in the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock worth $27,000 after buying an additional 100 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in Dell Technologies during the second quarter valued at about $28,000. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Stock Performance

Shares of NYSE:DELL opened at $122.41 on Friday. The firm has a market cap of $81.12 billion, a price-to-earnings ratio of 16.32, a price-to-earnings-growth ratio of 0.71 and a beta of 1.03. The business has a 50-day simple moving average of $121.36 and a two-hundred day simple moving average of $132.26. Dell Technologies has a fifty-two week low of $66.25 and a fifty-two week high of $168.08.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12. The firm had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The business’s revenue for the quarter was up 10.8% on a year-over-year basis. During the same period in the previous year, the business 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, research analysts predict that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Tuesday, January 20th were issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Tuesday, January 20th. Dell Technologies’s dividend payout ratio (DPR) is currently 28.00%.

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.