Dell Technologies (NYSE:DELL) Price Target Raised to $110.00

Dell Technologies (NYSE:DELL) had its price target boosted by Morgan Stanley from $101.00 to $110.00 in a research report sent to investors on Friday,MarketScreener reports. They currently have an underweight rating on the technology company’s stock.

DELL has been the subject of several other research reports. Wall Street Zen lowered shares of Dell Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Barclays raised shares of Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $148.00 price target for the company in a report on Thursday, January 15th. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Evercore reissued an “outperform” rating and set a $160.00 price objective on shares of Dell Technologies in a report on Thursday, February 19th. Finally, Piper Sandler reissued an “overweight” rating on shares of Dell Technologies in a research note on Wednesday, November 26th. 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 stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $160.47.

Dell Technologies Trading Up 21.8%

Shares of DELL stock 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 0.96. Dell Technologies has a 12 month low of $66.25 and a 12 month high of $168.08. The firm has a fifty day simple moving average of $121.17 and a two-hundred day simple moving average of $131.87.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data 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 firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same period in the prior year, the business posted $2.68 earnings per share. 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 predict that Dell Technologies will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Tuesday, January 20th were paid a $0.525 dividend. The ex-dividend date was Tuesday, January 20th. This represents a $2.10 dividend on an annualized basis and a yield of 1.4%. Dell Technologies’s payout ratio is presently 24.08%.

Insiders Place Their Bets

In related news, Director Egon Durban sold 71,000 shares of the company’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 value of $9,806,520.00. Following the transaction, the director directly owned 1,172,428 shares of the company’s stock, valued at approximately $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 can be accessed through this hyperlink. 42.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Dell Technologies

Large investors have recently made changes to their positions in the company. Norges Bank purchased a new stake in Dell Technologies during the fourth quarter valued at approximately $607,349,000. Wellington Management Group LLP increased its stake in shares of 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 worth $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. 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 worth $919,051,000 after purchasing 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 worth $337,652,000 after purchasing an additional 2,258,797 shares during the period. Finally, Franklin Resources Inc. lifted its position in Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after purchasing an additional 1,685,529 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors.

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

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.