Bank of America Forecasts Strong Price Appreciation for Dell Technologies (NYSE:DELL) Stock

Dell Technologies (NYSE:DELL) had its price objective boosted by analysts at Bank of America from $135.00 to $155.00 in a report released on Friday,MarketScreener reports. The firm presently has a “buy” rating on the technology company’s stock. Bank of America‘s price target points to a potential upside of 4.81% from the company’s current price.

Other research analysts have also recently issued research reports about the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Dell Technologies in a research note on Wednesday, January 21st. Mizuho raised their price objective on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research note on Friday. Barclays lifted their price objective on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday. Evercore reissued an “outperform” rating and issued a $160.00 target price on shares of Dell Technologies in a report on Thursday, February 19th. Finally, UBS Group lowered their price target on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average target price of $160.47.

Dell Technologies Price Performance

Shares of DELL opened at $147.89 on Friday. The firm has a market capitalization of $98.01 billion, a PE ratio of 16.96, a price-to-earnings-growth ratio of 0.97 and a beta of 1.03. Dell Technologies has a one year low of $66.25 and a one year high of $168.08. The company has a 50-day simple moving average of $121.17 and a two-hundred day simple moving average of $131.92.

Dell Technologies (NYSE:DELL) last released 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. Dell Technologies had a negative return on equity of 229.86% and a net margin of 5.23%.The company had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. During the same period last year, the firm posted $2.68 earnings per share. Dell Technologies’s revenue was up 39.5% compared to the same quarter last year. 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. Analysts expect that Dell Technologies will post 6.93 EPS for the current fiscal year.

Insider Activity at Dell Technologies

In other news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the sale, the director directly owned 1,172,428 shares in the company, valued at $161,935,755.36. The trade was a 5.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 42.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in DELL. Brighton Jones LLC raised its position in Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after purchasing an additional 901 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Dell Technologies during the second quarter valued at $328,000. Nisa Investment Advisors LLC grew its holdings in Dell Technologies by 748.9% during the 2nd quarter. Nisa Investment Advisors LLC now owns 8,540 shares of the technology company’s stock worth $1,047,000 after acquiring an additional 7,534 shares in the last quarter. Ashton Thomas Private Wealth LLC purchased a new position in Dell Technologies during the 2nd quarter valued at about $364,000. Finally, Bessemer Group Inc. raised its holdings in shares of Dell Technologies by 22.0% in the 2nd quarter. Bessemer Group Inc. now owns 2,179 shares of the technology company’s stock valued at $266,000 after purchasing an additional 393 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies News Summary

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.