Dell Technologies (NYSE:DELL) Price Target Raised to $155.00

Dell Technologies (NYSE:DELL) had its target price boosted by Bank of America from $135.00 to $155.00 in a research report released on Friday,MarketScreener reports. Bank of America currently has a buy rating on the technology company’s stock.

Other equities analysts also recently issued reports about the company. Piper Sandler reduced their price target on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Citigroup reduced their target price on Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a report on Tuesday, February 17th. Wall Street Zen raised shares of Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Morgan Stanley raised their price objective on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research note on Friday. Seventeen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $160.47.

Dell Technologies Stock Performance

Shares of Dell Technologies stock opened at $147.89 on Friday. Dell Technologies has a one year low of $66.25 and a one year high of $168.08. The company has a market cap of $98.01 billion, a P/E ratio of 16.96, a PEG ratio of 0.97 and a beta of 0.96. The firm has a fifty day moving average of $121.17 and a two-hundred day moving average of $131.87.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (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 net margin of 5.23% and a negative return on equity of 236.90%. The business’s revenue was up 39.5% compared to the same quarter last year. During the same period in the previous year, the business 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. As a group, equities analysts predict that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th were given a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Tuesday, January 20th. Dell Technologies’s dividend payout ratio is currently 24.08%.

Insider Buying and Selling

In related news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the completion of the transaction, the director owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 42.00% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently modified their holdings of DELL. Phoenix Financial Ltd. raised its position in shares of Dell Technologies by 95.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after acquiring an additional 16,488 shares during the period. Stonegate Investment Group LLC increased its stake in Dell Technologies by 24,493.8% in the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after purchasing an additional 410,271 shares in the last quarter. Commerzbank Aktiengesellschaft FI raised its holdings in Dell Technologies by 637.3% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after purchasing an additional 16,711 shares during the period. Providence Capital Advisors LLC bought a new position in shares of Dell Technologies during the third quarter worth $7,060,000. Finally, Allspring Global Investments Holdings LLC grew its holdings in shares of Dell Technologies by 4.9% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock valued at $40,990,000 after buying an additional 12,695 shares during the period. Hedge funds and other institutional investors 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: Q4 beat and raised FY‑2027 guidance: Dell reported Q4 EPS and revenue above consensus and issued FY‑2027 revenue and EPS guidance well above street expectations, which investors see as evidence the company is capitalizing on AI demand. Article Link
• Positive Sentiment: Massive AI-server opportunity: Management projects roughly $50 billion in AI server revenue for the fiscal year and highlighted a record backlog (~$43B), signaling continued strong enterprise demand for AI infrastructure. Article Link
• Positive Sentiment: AI revenue surge this quarter: Dell disclosed AI‑optimized server revenue jumped materially year-over-year (near ~$9B for the quarter, +300%+ ranges reported), showing the business already contributing significant top-line growth. Article Link
• Positive Sentiment: Record annual results & shareholder actions: Dell posted record full‑year revenue and signaled durability in its data‑center franchise; the company also boosted its dividend, which supports investor confidence. Article Link
• Positive Sentiment: Analyst optimism: Multiple firms raised price targets and kept/raised ratings after the print (examples include Barclays, Raymond James, Mizuho), reinforcing the buy-side narrative around Dell’s AI momentum. Article Link
• Neutral Sentiment: Supply‑chain / cost note: Management acknowledged memory cost pressures and supply dynamics, but said Dell has largely managed shortages — a potential margin headwind if component costs rise further. Article Link
• Negative Sentiment: Not all analysts are uniformly bullish: some firms (e.g., Morgan Stanley) remain cautious and maintain underweight ratings with lower targets, reminding investors there is still debate on valuation and sustainability. Article Link

Dell Technologies Company Profile

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.