Dell Technologies (NYSE:DELL) Raised to Buy at Wall Street Zen

Dell Technologies (NYSE:DELL) was upgraded by Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

DELL has been the subject of several other research reports. JPMorgan Chase & Co. lowered their price objective on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research report on Thursday, February 19th. The Goldman Sachs Group started coverage on shares of Dell Technologies in a research note on Tuesday, January 13th. They issued a “buy” rating and a $165.00 target price for the company. Bank of America lifted their price target on shares of Dell Technologies from $160.00 to $163.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Evercore reiterated an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a report on Thursday, February 19th. Finally, Barclays lifted their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $160.89.

Dell Technologies Trading Up 21.8%

Shares of NYSE DELL opened at $147.89 on Friday. The stock has a fifty day moving average price of $121.17 and a 200 day moving average price of $131.99. Dell Technologies has a 12-month low of $66.25 and a 12-month high of $168.08. The company has a market cap of $98.01 billion, a P/E ratio of 16.96, a P/E/G ratio of 0.79 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 229.86% and a net margin of 5.23%.The company had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the previous year, the firm posted $2.68 earnings per share. The firm’s quarterly 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, sell-side analysts forecast that Dell Technologies will post 6.93 EPS for the current fiscal year.

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the transaction, the director owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 42.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Dell Technologies

Large investors have recently added to or reduced their stakes in the company. Armstrong Advisory Group Inc. raised its holdings in shares of Dell Technologies by 3.6% during the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock worth $259,000 after purchasing an additional 63 shares during the period. Flagship Harbor Advisors LLC grew its position in shares of Dell Technologies by 1.3% during the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after buying an additional 71 shares during the last quarter. Westside Investment Management Inc. raised its stake in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock worth $43,000 after acquiring an additional 78 shares during the period. Pinnacle Associates Ltd. lifted its holdings in Dell Technologies by 0.4% in the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after acquiring an additional 78 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC boosted its stake in Dell Technologies by 2.3% in 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 acquiring an additional 81 shares during the period. 76.37% of the stock is currently owned by institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Q4 beat and raised FY‑2027 guidance: Dell reported Q4 EPS and revenue above consensus and issued FY‑2027 revenue and EPS guidance well above street expectations, which investors see as evidence the company is capitalizing on AI demand. Article Link
• Positive Sentiment: Massive AI-server opportunity: Management projects roughly $50 billion in AI server revenue for the fiscal year and highlighted a record backlog (~$43B), signaling continued strong enterprise demand for AI infrastructure. Article Link
• Positive Sentiment: AI revenue surge this quarter: Dell disclosed AI‑optimized server revenue jumped materially year-over-year (near ~$9B for the quarter, +300%+ ranges reported), showing the business already contributing significant top-line growth. Article Link
• Positive Sentiment: Record annual results & shareholder actions: Dell posted record full‑year revenue and signaled durability in its data‑center franchise; the company also boosted its dividend, which supports investor confidence. Article Link
• Positive Sentiment: Analyst optimism: Multiple firms raised price targets and kept/raised ratings after the print (examples include Barclays, Raymond James, Mizuho), reinforcing the buy-side narrative around Dell’s AI momentum. Article Link
• Neutral Sentiment: Supply‑chain / cost note: Management acknowledged memory cost pressures and supply dynamics, but said Dell has largely managed shortages — a potential margin headwind if component costs rise further. Article Link
• Negative Sentiment: Not all analysts are uniformly bullish: some firms (e.g., Morgan Stanley) remain cautious and maintain underweight ratings with lower targets, reminding investors there is still debate on valuation and sustainability. Article Link

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.