Piper Sandler Cuts Dell Technologies (NYSE:DELL) Price Target to $167.00

Dell Technologies (NYSE:DELL) had its price objective cut by Piper Sandler from $172.00 to $167.00 in a report released on Friday morning, Marketbeat reports. They currently have an overweight rating on the technology company’s stock.

A number of other equities analysts have also recently weighed in on the company. Bank of America boosted their price target on Dell Technologies from $160.00 to $163.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Citigroup reduced their target price on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Wall Street Zen cut shares of Dell Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research report on Monday, January 5th. Finally, Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $160.47.

Dell Technologies Trading Up 21.8%

NYSE:DELL opened at $147.89 on Friday. The company has a market capitalization of $98.01 billion, a P/E ratio of 16.96, a price-to-earnings-growth ratio of 0.97 and a beta of 0.96. The firm has a 50-day moving average price of $121.17 and a two-hundred day moving average price of $131.87. Dell Technologies has a twelve month low of $66.25 and a twelve month high of $168.08.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results 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 net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. During the same period in the prior year, the business earned $2.68 earnings per share. The company’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. On average, equities research analysts predict 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 given a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Tuesday, January 20th. Dell Technologies’s payout ratio is 24.08%.

Insider Activity at Dell Technologies

In other news, Director Egon Durban sold 71,000 shares of the firm’s 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 $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 42.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the business. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies during the fourth quarter worth about $25,000. Winnow Wealth LLC acquired a new stake in Dell Technologies during the 2nd quarter valued at approximately $25,000. Rossby Financial LCC increased its holdings in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Westside Investment Management Inc. raised its position in shares of Dell Technologies by 84.7% in the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after purchasing an additional 100 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in shares of Dell Technologies during the 2nd quarter valued at approximately $28,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

More Dell Technologies News

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.