Dell Technologies (NYSE:DELL) Stock Rating Upgraded by Dbs Bank

Dell Technologies (NYSE:DELL) was upgraded by equities researchers at Dbs Bank to a “moderate buy” rating in a note issued to investors on Monday,Zacks.com reports.

Several other research analysts also recently commented on the company. Morgan Stanley raised their price objective on Dell Technologies from $110.00 to $113.00 and gave the stock an “underweight” rating in a report on Wednesday, November 26th. Barclays cut their price target on Dell Technologies from $151.00 to $148.00 and set an “equal weight” rating on the stock in a research note on Wednesday, November 26th. TD Cowen upped their price objective on shares of Dell Technologies from $130.00 to $150.00 and gave the stock a “hold” rating in a research note on Wednesday, October 8th. Weiss Ratings reissued a “hold (c+)” rating on shares of Dell Technologies in a research report on Wednesday, October 8th. Finally, Daiwa Capital Markets boosted their price target on shares of Dell Technologies from $140.00 to $150.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Seventeen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and a consensus target price of $162.84.

Dell Technologies Trading Down 0.1%

NYSE:DELL opened at $123.93 on Monday. The company has a market cap of $82.13 billion, a price-to-earnings ratio of 16.52, a price-to-earnings-growth ratio of 0.83 and a beta of 1.03. Dell Technologies has a twelve month low of $66.25 and a twelve month high of $168.08. The stock has a fifty day simple moving average of $134.54 and a 200-day simple moving average of $134.22.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.47 by $0.12. The company had revenue of $27.01 billion for the quarter, compared to the consensus estimate of $27.26 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The firm’s revenue was up 10.8% compared to the same quarter last year. During the same quarter last year, the firm posted $2.15 EPS. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. As a group, equities research analysts predict that Dell Technologies will post 6.93 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Egon Durban sold 71,000 shares of the stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the sale, the director owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Lake Group L.L.C. Silver sold 6,617 shares of the company’s stock in a transaction on Tuesday, October 14th. The stock was sold at an average price of $151.63, for a total value of $1,003,335.71. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 157,423 shares of company stock worth $23,064,865 in the last 90 days. 42.00% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Dell Technologies

A number of large investors have recently modified their holdings of DELL. Brighton Jones LLC boosted its stake in Dell Technologies by 42.7% in the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares in the last quarter. Integrated Wealth Concepts LLC lifted its position in Dell Technologies by 25.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 8,964 shares of the technology company’s stock worth $817,000 after acquiring an additional 1,811 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Dell Technologies by 8.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 64,876 shares of the technology company’s stock valued at $5,913,000 after purchasing an additional 5,119 shares during the last quarter. Jones Financial Companies Lllp increased its holdings in shares of Dell Technologies by 567.0% in the first quarter. Jones Financial Companies Lllp now owns 75,935 shares of the technology company’s stock valued at $6,921,000 after purchasing an additional 64,551 shares during the period. Finally, Fred Alger Management LLC raised its stake in shares of Dell Technologies by 9.0% in the first quarter. Fred Alger Management LLC now owns 44,760 shares of the technology company’s stock worth $4,080,000 after purchasing an additional 3,706 shares during the last quarter. 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: Dell revived its XPS lineup at CES and framed a strategic reset for the PC business — a visible attempt to win back share after earlier missteps; this could help near‑term sales momentum and brand perception. Article Title
• Positive Sentiment: New Alienware gaming PCs and teased ultra‑slim gaming laptops expand Dell’s premium-to-mid-market gaming lineup — potentially driving higher ASPs and incremental unit sales in a lucrative segment. Article Title
• Positive Sentiment: Dell announced large UltraSharp monitors (52″ 6K Thunderbolt) that target pro and enterprise buyers — a product area that can carry higher margins and stickier corporate spend. Article Title
• Positive Sentiment: DBS Bank upgraded Dell to a “moderate buy,” signaling some analyst conviction behind the recovery narrative. Article Title
• Neutral Sentiment: Some market participants note Dell options may be unusually mispriced, which could create trading/volatility opportunities but doesn’t directly alter fundamentals. Article Title
• Neutral Sentiment: Competitive dynamics in AI servers are intensifying (Super Micro and others are scaling Rubin‑era capacity); that’s evidence of strong market demand but also a price/volume battle that could compress margins. (See Market commentary on Super Micro’s Rubin ramp.)
• Negative Sentiment: A Zacks piece highlights that DELL has fallen ~18% over three months, driven by PC softness and supply‑chain issues — a reminder that near‑term revenue and margin pressure remain real despite AI server strength and management’s refresh. Article Title
• Negative Sentiment: WSJ and other outlets report Dell’s PC unit “got off course” by over‑focusing on premium tiers; fixing that strategy may take quarters and helps explain current investor skepticism. Article Title

About Dell Technologies

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.