Wall Street Zen Upgrades Dell Technologies (NYSE:DELL) to “Strong-Buy”

Dell Technologies (NYSE:DELL) was upgraded by stock analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report issued on Saturday.

Other equities research analysts have also recently issued research reports about the company. UBS Group reduced their price objective on Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research note on Wednesday, November 26th. Evercore reiterated an “outperform” rating and issued a $160.00 target price on shares of Dell Technologies in a report on Thursday, February 19th. Barclays boosted their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research note on Friday, February 27th. Citigroup dropped their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Finally, Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $163.28.

Dell Technologies Stock Up 1.0%

Shares of NYSE DELL opened at $158.27 on Friday. Dell Technologies has a 12-month low of $66.25 and a 12-month high of $169.90. The firm has a market cap of $104.88 billion, a PE ratio of 18.15, a P/E/G ratio of 0.73 and a beta of 0.97. The company’s fifty day simple moving average is $128.55 and its 200 day simple moving average is $133.79.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate of $3.53 by $0.36. The firm 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 quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $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. On average, equities analysts predict that Dell Technologies will post 6.93 earnings per share for the current year.

Insider Buying and Selling

In other Dell Technologies news, CMO Jane Tunnell sold 28,529 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total value of $4,350,957.79. Following the sale, the chief marketing officer owned 53,373 shares of the company’s stock, valued at $8,139,916.23. This trade represents a 34.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Jennifer D. Saavedra sold 10,200 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $145.00, for a total value of $1,479,000.00. Following the transaction, the insider directly owned 252,715 shares of the company’s stock, valued at $36,643,675. The trade was a 3.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,540,917 shares of company stock valued at $230,215,036 in the last ninety days. 42.00% of the stock is owned by insiders.

Hedge Funds Weigh In On Dell Technologies

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Armstrong Advisory Group Inc. grew its holdings in Dell Technologies by 3.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock worth $259,000 after acquiring an additional 63 shares in the last quarter. Flagship Harbor Advisors LLC raised its holdings in shares of Dell Technologies by 1.3% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after purchasing an additional 71 shares in the last quarter. Westside Investment Management Inc. lifted its position in shares of Dell Technologies by 35.8% in the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after purchasing an additional 78 shares during the period. Pinnacle Associates Ltd. boosted its stake in shares of Dell Technologies by 0.4% during the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock valued at $3,067,000 after purchasing an additional 78 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC increased its holdings in Dell Technologies by 2.3% during the third quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock valued at $504,000 after buying an additional 81 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

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.