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

Shares of Dell Technologies Inc. (NYSE:DELL) have received a consensus recommendation of “Moderate Buy” from the thirty-two analysts that are presently covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, ten have given a hold recommendation, twenty have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $492.7619.

Several analysts recently weighed in on the company. Truist Financial boosted their price objective on Dell Technologies from $170.00 to $360.00 and gave the company a “hold” rating in a report on Friday, May 29th. TD Cowen increased their target price on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a report on Friday, May 29th. Piper Sandler lifted their target price on Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Citigroup started coverage on Dell Technologies in a report on Monday, June 1st. They issued an “outperform” rating for the company. Finally, JPMorgan Chase & Co. upped their price target on Dell Technologies from $280.00 to $500.00 and gave the company an “overweight” rating in a research report on Friday, May 29th.

Dell Technologies Price Performance

Shares of DELL stock opened at $403.55 on Wednesday. The firm has a fifty day moving average of $378.67 and a two-hundred day moving average of $233.13. The firm has a market cap of $261.54 billion, a P/E ratio of 32.05, a P/E/G ratio of 0.82 and a beta of 1.31. Dell Technologies has a 1-year low of $110.22 and a 1-year high of $469.47.

Dell Technologies (NYSE:DELL) last issued its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same quarter in the prior year, the business posted $1.55 EPS. The company’s revenue for the quarter was up 87.5% on a year-over-year basis. 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, sell-side analysts expect that Dell Technologies will post 17.77 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Shares moved higher after Super Micro Computer’s preliminary results showed booming margins and strong orders, which traders viewed as a positive read-through for Dell’s AI server demand. Super Micro Soars Late On Booming Margins, Orders; Dell, HP Enterprise Also Rally
• Positive Sentiment: Market commentary from Jim Cramer flagged Dell as a likely next winner after SMCI’s results, reinforcing the bullish AI-demand narrative around Dell Technologies. QUICK SPARK: Jim Cramer Flags Dell as the Next Winner After SMCI Preliminary Results
• Positive Sentiment: Analysts and market reports noted Dell was rallying alongside other AI hardware names as the Nasdaq rebounded, suggesting broad sector strength is helping support the stock. Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the Nasdaq
• Neutral Sentiment: Several articles highlighted Dell as a trending AI-PC and enterprise hardware stock, but these pieces were more commentary than fresh company-specific catalysts. Dell Technologies Inc. (DELL) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Dell also saw a prior-day pullback, with reports saying the stock underperformed the broader market, which may have set up the stronger rebound seen today. Here’s Why Dell Technologies (DELL) Fell More Than Broader Market

Insider Transactions at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the transaction, the director directly owned 36,659 shares of the company’s stock, valued at approximately $16,789,455.41. The trade was a 82.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the sale, the director directly owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 3,434,758 shares of company stock worth $1,448,870,683. Insiders own 41.50% of the company’s stock.

Institutional Trading of Dell Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in DELL. Brighton Jones LLC lifted its stake in Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after buying an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Dell Technologies during the second quarter valued at $328,000. Marshall Wace LLP acquired a new stake in shares of Dell Technologies in the 2nd quarter worth about $809,000. Gamco Investors INC. ET AL lifted its position in Dell Technologies by 30.2% in the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after purchasing an additional 1,550 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its stake in Dell Technologies by 147.2% during the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after purchasing an additional 34,538 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

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.