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

Dell Technologies Inc. (NYSE:DELL) has been assigned an average rating of “Moderate Buy” from the thirty-three research firms that are presently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, ten have given a hold rating, twenty-one have assigned a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price target among brokerages that have covered the stock in the last year is $461.7143.

A number of equities analysts recently issued reports on the stock. Loop Capital upped their price objective on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research report on Friday. Barclays cut shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research report on Friday. Evercore increased their price objective on shares of Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday. Truist Financial increased their price objective on shares of Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research report on Friday. Finally, Mizuho increased their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the stock an “outperform” rating in a research report on Monday.

Key Dell Technologies News

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

• Positive Sentiment: Hewlett Packard Enterprise’s strong earnings helped lift sentiment across AI infrastructure names, with Dell catching a bid as investors interpreted the results as further evidence of robust demand for enterprise hardware and AI servers. SMCI, Dell Catch A Bid After Hours As HPE Stock Soars After Q2 Report
• Positive Sentiment: Analysts became more bullish, including price-target hikes from Bernstein, Goldman Sachs, and Citic Securities, reflecting confidence that Dell’s AI backlog and margin expansion can support more upside. Dell Stock Soars After Bernstein Lifts Price Target to Street-High $500 on AI Boom
• Positive Sentiment: Dell unveiled a new $699 XPS 13 laptop aimed at competing with Apple’s MacBook Neo, adding a fresh consumer-product catalyst on top of its AI-driven momentum. Dell unveils $699 XPS 13 laptop in challenge to Apple’s MacBook Neo
• Positive Sentiment: The company’s recent quarterly results showed explosive revenue growth, especially in AI servers, and management raised guidance, strengthening the view that Dell is capturing a meaningful share of AI spending. Dell Stock Surges on AI-Led Earnings, Upbeat Outlook: ETFs to Gain
• Positive Sentiment: News that Nvidia’s next PC chips will appear in Dell laptops added another AI-PC growth angle, suggesting Dell could benefit from a broader upgrade cycle in both consumer and enterprise devices. Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP
• Neutral Sentiment: Some commentary also warned that Dell’s huge year-to-date run has made valuation look stretched, which could limit upside if growth expectations cool. Analyst Says Dell’s Momentum Is Real, But Valuation Is Risky with Stock Up 250% YTD

Insider Activity at Dell Technologies

In other Dell Technologies news, insider William F. Scannell sold 143,067 shares of the firm’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the transaction, the insider directly owned 21,779 shares of the company’s stock, valued at approximately $3,593,535. This trade represents a 86.79% 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, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $146.83, for a total transaction of $74,883,300.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,071,687 shares of company stock valued at $501,560,818 in the last ninety days. Insiders own 41.50% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC bought a new position in shares of Dell Technologies during the fourth quarter valued at about $25,000. Rossby Financial LCC increased its stake in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares in the last quarter. Navalign LLC purchased a new position in shares of Dell Technologies in the fourth quarter worth about $29,000. Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies in the fourth quarter worth about $29,000. Finally, WealthCollab LLC increased its stake in shares of Dell Technologies by 82.0% in the second quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after purchasing an additional 114 shares in the last quarter. 76.37% of the stock is owned by institutional investors.

Dell Technologies Price Performance

DELL stock opened at $466.44 on Tuesday. The company has a 50 day simple moving average of $223.02 and a 200 day simple moving average of $161.80. The stock has a market cap of $301.20 billion, a price-to-earnings ratio of 37.05, a P/E/G ratio of 1.55 and a beta of 1.30. Dell Technologies has a 1 year low of $106.38 and a 1 year high of $469.47.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same period in the prior year, the company earned $1.55 EPS. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. On average, equities research analysts anticipate that Dell Technologies will post 12.21 EPS for the current fiscal year.

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.