Dell Technologies (NYSE:DELL) Upgraded at Zacks Research

Zacks Research upgraded shares of Dell Technologies (NYSE:DELL) from a hold rating to a strong-buy rating in a report issued on Tuesday,Zacks.com reports.

A number of other equities research analysts have also issued reports on DELL. Piper Sandler dropped their target price on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Citigroup raised their target price on shares of Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a research note on Tuesday. Truist Financial assumed coverage on Dell Technologies in a report on Tuesday, March 31st. They set a “hold” rating and a $170.00 target price on the stock. 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, February 27th. Finally, Bank of America lifted their price objective on Dell Technologies from $172.00 to $205.00 and gave the stock a “buy” rating in a research report on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Dell Technologies has an average rating of “Moderate Buy” and an average price target of $181.53.

Dell Technologies Stock Performance

NYSE DELL opened at $212.14 on Tuesday. The business has a fifty day moving average price of $159.82 and a 200 day moving average price of $142.53. Dell Technologies has a one year low of $86.76 and a one year high of $219.26. The company has a market cap of $136.99 billion, a P/E ratio of 24.33, a P/E/G ratio of 0.87 and a beta of 0.88.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. 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 company posted $2.68 EPS. 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. As a group, sell-side analysts predict that Dell Technologies will post 11.9 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 annualized dividend and a dividend yield of 1.2%. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is presently 28.90%.

Insider Activity at Dell Technologies

In related news, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the transaction, the director directly owned 65,662 shares in the company, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The disclosure for this sale is available in the SEC filing. Insiders sold 3,571,688 shares of company stock valued at $576,654,105 over the last quarter. 42.00% of the stock is currently owned by company insiders.

Institutional Trading of Dell Technologies

Several institutional investors and hedge funds have recently bought and sold shares of DELL. Norges Bank purchased a new stake in Dell Technologies in the 4th quarter valued at about $607,349,000. Wellington Management Group LLP raised its holdings in Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after buying an additional 2,937,137 shares during the period. Invesco Ltd. raised its holdings in Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after buying an additional 2,445,854 shares during the period. Michael & Susan Dell Foundation raised its holdings in Dell Technologies by 533.3% in the 4th quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after buying an additional 2,258,797 shares during the period. Finally, Franklin Resources Inc. raised its holdings in Dell Technologies by 541.9% in the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after buying an additional 1,685,529 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies News Summary

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

• Positive Sentiment: The company announced a $1.44 billion purchase agreement with Boost Run to supply large-scale AI compute and storage infrastructure — a material, revenue-driving enterprise order that directly validates Dell’s AI server pipeline and financing solutions. Dell Signs $1.4 Billion AI Deal
• Positive Sentiment: Analysts have been raising targets and ratings — Evercore boosted its price target to $240 (outperform) and Zacks upgraded Dell to “strong-buy” — which supports further upside and investor confidence in Dell’s AI growth opportunity. Evercore Raises Price Target
• Positive Sentiment: Market commentary highlights very large AI server orders and a sizable backlog (reported multi‑billion-dollar figures), reinforcing that Dell is a key beneficiary of enterprise AI infrastructure spending. Dell vs Apple: AI Server Orders
• Neutral Sentiment: Analyses note strong momentum and valuation re‑rating after a big run — Dell’s recent gains have been large (30‑day and 1‑year returns highlighted), prompting fresh attention on whether valuation now fully reflects AI tailwinds. Assessing Dell Valuation
• Negative Sentiment: The stock slipped amid broader-market weakness and likely short‑term profit‑taking after rapid gains; intraday weakness has outpaced the market in some reports. Dell Dips More Than Broader Market
• Negative Sentiment: Rumors of a potential strategic move in the PC/server space (reports about NVIDIA discussions with PC makers) create uncertainty about competitive dynamics and long‑term positioning for incumbents like Dell. That headline risk can pressure shares until clarity emerges. Potential NVIDIA Deal Coverage

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.