Dell Technologies Inc. (NYSE:DELL) Receives Average Rating of “Moderate Buy” from Analysts

Dell Technologies Inc. (NYSE:DELL) has been assigned a consensus rating of “Moderate Buy” from the twenty-three ratings firms that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, five have given a hold recommendation and seventeen have given a buy recommendation to the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $163.2778.

DELL has been the topic of a number of research analyst reports. Morgan Stanley increased their price objective on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday, February 27th. Piper Sandler dropped their price target on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Evercore reiterated an “outperform” rating and issued a $160.00 price target on shares of Dell Technologies in a report on Thursday, February 19th. The Goldman Sachs Group initiated coverage on Dell Technologies in a research note on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective for the company. Finally, Dbs Bank raised Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th.

Insiders Place Their Bets

In other Dell Technologies news, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jennifer D. Saavedra sold 10,200 shares of Dell Technologies stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the transaction, the insider owned 252,715 shares of the company’s stock, valued at $36,643,675. This represents a 3.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,174,964 shares of company stock worth $173,923,497. Insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

Several institutional investors and hedge funds have recently modified their holdings of the stock. Winnow Wealth LLC bought a new position in shares of Dell Technologies in the second quarter valued at approximately $25,000. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies during the fourth quarter worth $25,000. Rossby Financial LCC raised its position in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in Dell Technologies in the 2nd quarter valued at $28,000. Finally, Kemnay Advisory Services Inc. bought a new position in Dell Technologies during the 4th quarter valued at $29,000. 76.37% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell projects about $50 billion in AI revenue for fiscal 2027 (more than 100% YoY growth), reinforcing its positioning in AI infrastructure and supporting longer‑term revenue upside. Dell Stock Soars 30% In a Month: Is More Upside Coming in 2026?
• Positive Sentiment: Dell is expanding its AI Factory and adding agentic AI/data platform features for enterprise customers, which could drive higher‑margin services and recurring revenue. Dell expands AI Factory with new data platform, infrastructure and agentic AI features
• Positive Sentiment: Dell’s hardware is being embedded in partner offerings (e.g., Cognizant’s AI Factory is powered by Dell + NVIDIA infrastructure), extending Dell’s TAM via partner ecosystems. Cognizant Technology Solutions (CTSH) Announces the Launch of Cognizant AI Factory
• Positive Sentiment: Industry writeups highlight Dell as a core Big Data/AI infrastructure play alongside NVIDIA, underscoring investor interest in exposure to the AI/server market. Top Big Data Stocks for Smart Investors in a Data-Driven World
• Neutral Sentiment: Analysts and media are debating whether recent gains already price in Dell’s growth (valuation/returns analysis), which contributes to mixed near‑term sentiment. Has The Dell Technologies (DELL) Rally Left Its Valuation Story Behind?
• Negative Sentiment: Dell cut roughly 11,000 employees (≈10% headcount) in FY2026 — the third consecutive year of ~10% reductions — which signals cost discipline but raises execution and demand concerns. Dell workforce shrinks by 10% for third consecutive year
• Negative Sentiment: Multiple outlets tie the workforce reductions to a restructuring that has already pressured the stock (investors may be taking profits after the rally). Dell Stock Falls on Workforce Reduction Update
• Negative Sentiment: Reports of insider selling and ongoing headcount trimming add to near‑term selling pressure and investor caution. Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales

Dell Technologies Stock Down 2.5%

NYSE:DELL opened at $149.18 on Thursday. Dell Technologies has a twelve month low of $66.25 and a twelve month high of $168.08. The company has a fifty day moving average of $127.03 and a 200-day moving average of $133.38. The firm has a market capitalization of $98.86 billion, a P/E ratio of 17.11, a P/E/G ratio of 0.71 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. During the same period in the prior year, the firm earned $2.68 earnings per share. Dell Technologies’s revenue was up 39.5% on a year-over-year basis. 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. On average, analysts anticipate that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be paid a dividend of $0.63 per share. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.7%. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

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.