Shares of Dell Technologies Inc. (NYSE:DELL – Get Free Report) have earned an average rating of “Moderate Buy” from the twenty-three research firms that are presently covering the company, Marketbeat reports. One research analyst has rated the stock with a sell rating, five have issued a hold rating and seventeen have assigned a buy rating to the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $163.2778.
Several equities analysts have issued reports on the stock. UBS Group decreased their price target on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research report on Wednesday, November 26th. Morgan Stanley lifted their price target on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a report on Friday, February 27th. Citigroup reduced their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Piper Sandler decreased their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Finally, The Goldman Sachs Group initiated coverage on Dell Technologies in a research report on Tuesday, January 13th. They set a “buy” rating and a $165.00 target price for the company.
View Our Latest Stock Report on DELL
Dell Technologies Trading Down 2.5%
Dell Technologies (NYSE:DELL – Get Free Report) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter last year, the business earned $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. On average, sell-side analysts predict that Dell Technologies will post 6.93 earnings per share for the current fiscal year.
Dell Technologies Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.7%. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. Dell Technologies’s dividend payout ratio is 28.90%.
Insider Buying and Selling
In related news, insider Jennifer D. Saavedra sold 10,200 shares of the company’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $145.00, for a total value of $1,479,000.00. Following the sale, the insider directly owned 252,715 shares in the company, valued at $36,643,675. This represents a 3.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the sale, the director directly owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This represents a 69.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,174,964 shares of company stock valued at $173,923,497 over the last ninety days. 42.00% of the stock is owned by company insiders.
Hedge Funds Weigh In On Dell Technologies
A number of hedge funds have recently bought and sold shares of the company. Winnow Wealth LLC acquired a new stake in Dell Technologies during the 2nd quarter worth about $25,000. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the 4th quarter valued at about $25,000. Rossby Financial LCC boosted its position in shares of Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after purchasing an additional 184 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in Dell Technologies during the second quarter worth approximately $28,000. Finally, Navalign LLC acquired a new stake in Dell Technologies during the fourth quarter worth approximately $29,000. 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: Dell projects about $50 billion in AI revenue for fiscal 2027 (more than 100% YoY growth), reinforcing its positioning in AI infrastructure and supporting longer‑term revenue upside. Dell Stock Soars 30% In a Month: Is More Upside Coming in 2026?
- Positive Sentiment: Dell is expanding its AI Factory and adding agentic AI/data platform features for enterprise customers, which could drive higher‑margin services and recurring revenue. Dell expands AI Factory with new data platform, infrastructure and agentic AI features
- Positive Sentiment: Dell’s hardware is being embedded in partner offerings (e.g., Cognizant’s AI Factory is powered by Dell + NVIDIA infrastructure), extending Dell’s TAM via partner ecosystems. Cognizant Technology Solutions (CTSH) Announces the Launch of Cognizant AI Factory
- Positive Sentiment: Industry writeups highlight Dell as a core Big Data/AI infrastructure play alongside NVIDIA, underscoring investor interest in exposure to the AI/server market. Top Big Data Stocks for Smart Investors in a Data-Driven World
- Neutral Sentiment: Analysts and media are debating whether recent gains already price in Dell’s growth (valuation/returns analysis), which contributes to mixed near‑term sentiment. Has The Dell Technologies (DELL) Rally Left Its Valuation Story Behind?
- Negative Sentiment: Dell cut roughly 11,000 employees (≈10% headcount) in FY2026 — the third consecutive year of ~10% reductions — which signals cost discipline but raises execution and demand concerns. Dell workforce shrinks by 10% for third consecutive year
- Negative Sentiment: Multiple outlets tie the workforce reductions to a restructuring that has already pressured the stock (investors may be taking profits after the rally). Dell Stock Falls on Workforce Reduction Update
- Negative Sentiment: Reports of insider selling and ongoing headcount trimming add to near‑term selling pressure and investor caution. Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales
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.
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