Dell Technologies (NYSE:DELL) Price Target Raised to $180.00

Dell Technologies (NYSE:DELL) had its target price increased by Mizuho from $175.00 to $180.00 in a research note issued to investors on Friday morning, MarketBeat.com reports. They currently have an outperform rating on the technology company’s stock.

Other equities analysts have also recently issued research reports about the company. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Dell Technologies in a report on Wednesday, January 21st. Citic Securities boosted their target price on shares of Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Daiwa Securities Group upped their price target on shares of Dell Technologies from $140.00 to $150.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. Finally, Morgan Stanley lifted their price target on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Friday. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $160.47.

Dell Technologies Trading Up 21.8%

DELL opened at $147.89 on Friday. The company has a market cap of $98.01 billion, a P/E ratio of 16.96, a PEG ratio of 0.97 and a beta of 0.96. The company’s 50 day moving average is $121.17 and its 200-day moving average is $131.87. Dell Technologies has a 1-year low of $66.25 and a 1-year high of $168.08.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The firm’s revenue was up 39.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.68 EPS. 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, equities analysts forecast that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

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

Insider Activity at Dell Technologies

In related news, Director Egon Durban sold 71,000 shares of the firm’s 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 completion of the sale, 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 transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 42.00% of the stock is currently owned by insiders.

Institutional Trading of Dell Technologies

Several large investors have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies during the 4th quarter valued at $25,000. Winnow Wealth LLC bought a new position in Dell Technologies during the 2nd quarter valued at approximately $25,000. Rossby Financial LCC boosted its holdings in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares in the last quarter. Westside Investment Management Inc. increased its position in shares of Dell Technologies by 84.7% during the second quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after buying an additional 100 shares during the period. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies during the 2nd quarter worth approximately $28,000. Institutional investors and hedge funds 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: 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.