Dell Technologies (NYSE:DELL) Price Target Raised to $168.00

Dell Technologies (NYSE:DELL) had its price target hoisted by Barclays from $148.00 to $168.00 in a research report released on Friday, MarketBeat Ratings reports. They currently have an overweight rating on the technology company’s stock.

A number of other equities research analysts have also recently commented on the stock. Piper Sandler reiterated an “overweight” rating on shares of Dell Technologies in a research report on Wednesday, November 26th. Zacks Research cut shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Mizuho raised their target price on shares of Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday. Raymond James Financial boosted their target price on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday. Finally, UBS Group dropped their price target on Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research report on Wednesday, November 26th. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $160.47.

Dell Technologies Price Performance

Shares of Dell Technologies stock opened at $147.89 on Friday. The stock has a market capitalization of $98.01 billion, a P/E ratio of 16.96, a PEG ratio of 0.97 and a beta of 0.96. The business has a 50 day simple moving average of $121.17 and a two-hundred day simple moving average of $131.87. Dell Technologies has a 12 month low of $66.25 and a 12 month high of $168.08.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. During the same period in the previous year, the company posted $2.68 earnings per share. The business’s 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. As a group, research analysts anticipate that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Tuesday, January 20th were issued a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 1.4%. The ex-dividend date was Tuesday, January 20th. Dell Technologies’s payout ratio is 24.08%.

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the stock in a transaction dated 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 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 42.00% of the stock is owned by insiders.

Hedge Funds Weigh In On Dell Technologies

Several large investors have recently made changes to their positions in the stock. Phoenix Financial Ltd. lifted its stake in Dell Technologies by 95.3% during the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after acquiring an additional 16,488 shares in the last quarter. Stonegate Investment Group LLC increased its stake in Dell Technologies by 24,493.8% during the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock worth $58,402,000 after purchasing an additional 410,271 shares during the period. Commerzbank Aktiengesellschaft FI lifted its position in shares of Dell Technologies by 637.3% during the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after purchasing an additional 16,711 shares in the last quarter. Providence Capital Advisors LLC purchased a new position in shares of Dell Technologies in the third quarter valued at approximately $7,060,000. Finally, Allspring Global Investments Holdings LLC boosted its stake in shares of Dell Technologies by 4.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock valued at $40,990,000 after purchasing an additional 12,695 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

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

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.