Dell Technologies (NYSE:DELL) Price Target Raised to $182.00

Dell Technologies (NYSE:DELL) had its price target raised by Raymond James Financial from $166.00 to $182.00 in a report issued on Friday,MarketScreener reports. The firm currently has an outperform rating on the technology company’s stock.

Other research analysts also recently issued research reports about the company. The Goldman Sachs Group initiated coverage on Dell Technologies in a research note on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target on the stock. Citic Securities raised their price objective on shares of Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Evercore reissued an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a research note on Thursday, February 19th. Wall Street Zen lowered shares of Dell Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Citigroup dropped their target price on Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Seventeen equities research 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. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $160.47.

Dell Technologies Stock Performance

Shares of Dell Technologies stock opened at $147.89 on Friday. The business has a 50-day simple moving average of $121.17 and a 200-day simple moving average of $131.87. The company has a market cap of $98.01 billion, a PE ratio of 16.96, a P/E/G ratio of 0.97 and a beta of 0.96. Dell Technologies has a one year low of $66.25 and a one year high of $168.08.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter in the previous year, the business posted $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, sell-side analysts predict that Dell Technologies will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

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

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the stock in a transaction 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 transaction, the director directly owned 1,172,428 shares in the company, valued at $161,935,755.36. This represents a 5.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 42.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of DELL. Phoenix Financial Ltd. increased its position in Dell Technologies by 95.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after acquiring an additional 16,488 shares during the period. Stonegate Investment Group LLC grew its stake in shares of Dell Technologies by 24,493.8% in the 3rd 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 last quarter. Commerzbank Aktiengesellschaft FI lifted its position in shares of Dell Technologies by 637.3% during the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after acquiring an additional 16,711 shares during the last quarter. Providence Capital Advisors LLC acquired a new position in shares of Dell Technologies in the 3rd quarter valued at $7,060,000. Finally, Allspring Global Investments Holdings LLC raised its holdings in shares of Dell Technologies by 4.9% during 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 acquiring an additional 12,695 shares during the period. Institutional investors own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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.