Dell Technologies (NYSE:DELL) Given New $101.00 Price Target at Morgan Stanley

Dell Technologies (NYSE:DELL) had its target price trimmed by Morgan Stanley from $111.00 to $101.00 in a report published on Wednesday, Marketbeat.com reports. They currently have an underweight rating on the technology company’s stock.

Other analysts have also issued reports about the company. Daiwa Securities Group increased their price objective on Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Mizuho upped their target price on Dell Technologies from $170.00 to $175.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 26th. Evercore set a $180.00 price target on Dell Technologies and gave the company an “outperform” rating in a report on Monday, November 3rd. Bank of America increased their price objective on Dell Technologies from $160.00 to $163.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Finally, 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 report on Friday, November 28th. Seventeen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $160.37.

Dell Technologies Price Performance

NYSE:DELL opened at $116.81 on Wednesday. The stock has a market cap of $77.41 billion, a PE ratio of 15.57, a price-to-earnings-growth ratio of 0.67 and a beta of 1.03. Dell Technologies has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The stock’s 50-day moving average is $121.90 and its two-hundred day moving average is $132.39.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.47 by $0.12. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The business had revenue of $27.01 billion during the quarter, compared to analysts’ expectations of $27.26 billion. During the same period last year, the company posted $2.15 earnings per share. The firm’s quarterly revenue was up 10.8% compared to the same quarter last year. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. On average, equities research analysts anticipate that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Announces Dividend

The company also recently declared 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. This represents a $2.10 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Tuesday, January 20th. Dell Technologies’s dividend payout ratio is 28.00%.

Insider Activity at Dell Technologies

In other news, Director Egon Durban sold 71,000 shares of Dell Technologies stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director directly owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Brighton Jones LLC increased its position in Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after acquiring an additional 901 shares during the period. Sivia Capital Partners LLC acquired a new stake in Dell Technologies in the 2nd quarter worth $328,000. Mutual Advisors LLC bought a new position in shares of Dell Technologies during the 2nd quarter worth about $243,000. Signature Estate & Investment Advisors LLC acquired a new position in shares of Dell Technologies during the second quarter valued at about $238,000. Finally, Chicago Partners Investment Group LLC lifted its stake in shares of Dell Technologies by 16.0% in the second quarter. Chicago Partners Investment Group LLC now owns 6,837 shares of the technology company’s stock valued at $870,000 after buying an additional 941 shares during the period. 76.37% of the stock is owned by institutional investors.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell and Ooredoo announced a collaboration to advance AI innovation and deepen cooperation across cloud/edge offerings — a strategic partnership that can drive regional sales and services adoption. Dell Technologies and Ooredoo collaborate
• Positive Sentiment: Reports highlight strong AI-driven sales and “jaw-dropping” dividend news, signaling management confidence in cash flow and shareholder returns as AI demand accelerates. Dividend and AI sales coverage
• Positive Sentiment: Dell is planning an ~$8M upgrade to its Round Rock campus — modest capex but a sign of ongoing investment in infrastructure and employee-facing operations. Round Rock campus upgrade
• Positive Sentiment: McLaren Racing extended its relationship with Dell, reinforcing brand visibility and performance use-cases for Dell’s infrastructure and edge solutions. McLaren partnership
• Positive Sentiment: Independent testing (Principled Technologies) found a Dell Pro 14 outperforming HP and Lenovo AI PCs in real-world AI tasks — supports product competitiveness in AI endpoints. Principled Technologies report
• Positive Sentiment: 6WIND announced a VSR appliance built on Dell PowerEdge servers (Intel Xeon 6) — another OEM/ISV endorsement that may support server demand. 6WIND on PowerEdge
• Positive Sentiment: Dell’s CFO will present at the Morgan Stanley TMT conference in early March — provides management access to investors to discuss AI traction, margin outlook and capital allocation. Investor conference presentation
• Neutral Sentiment: Analyst and media pieces are re-assessing Dell’s valuation after recent share weakness — useful context for investors but not news-driving by itself. Valuation assessment
• Neutral Sentiment: A Zacks comparison of Dell vs. Super Micro highlights growth trade-offs: SMCI’s faster AI-driven revenue growth versus Dell’s scale and margin pressure — frames competitive dynamics. DELL vs SMCI analysis
• Negative Sentiment: Morgan Stanley cut its price target on DELL to $101 and kept an “underweight” rating — a substantive near-term headwind that could pressure sentiment and weigh on the stock. Morgan Stanley price target cut
• Negative Sentiment: Market coverage noted recent intraday weakness with the stock underperforming some market moves — a reminder investors remain sensitive to guidance, margins and analyst positioning. DELL stock sinks 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.