Dell Technologies (NYSE:DELL) Reaches New 1-Year High – Should You Buy?

Dell Technologies Inc. (NYSE:DELL)’s stock price reached a new 52-week high during mid-day trading on Thursday . The stock traded as high as $184.86 and last traded at $184.1130, with a volume of 11307565 shares trading hands. The stock had previously closed at $176.91.

Key Dell Technologies News

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

• Positive Sentiment: Analyst support: Bank of America raised its price target to $172 and several brokerages (Bernstein, Mizuho, Daiwa) have reiterated/upgraded coverage, reinforcing buy-side conviction. Bank of America Boosts Dell Price Target
• Positive Sentiment: Macro/AI momentum and analyst notes pointing to strong enterprise AI/server demand have driven renewed investor interest in Dell as a primary beneficiary of AI infrastructure spending. Dell Hasn’t Given Up on AI PCs
• Positive Sentiment: Product catalysts: Dell unveiled a refreshed commercial PC lineup (sleeker, AI-capable designs) and expanded cybersecurity/resilience offerings for AI deployments — moves that support near‑term revenue and enterprise wallet share. Dell Reimagines Commercial PCs
• Positive Sentiment: Dividend raise: Dell increased its quarterly dividend to $0.63 (annualized $2.52), signaling cash-return discipline that can attract income‑oriented investors. Dividend Increase Coverage
• Positive Sentiment: Institutional interest: Large buys and position increases from funds (e.g., Norges Bank, Wellington, Invesco) suggest sustained institutional allocation to Dell. Institutional Holdings Summary
• Neutral Sentiment: Broader market and sector dynamics — easing memory pressures, renewed CPU demand and a favorable tape for defensive tech names — are helping server/PC stocks generally, including Dell. MarketWatch: Server Makers Move
• Neutral Sentiment: Competitive context: Competitors like HP are also pushing AI‑PC strategies; this validates demand but increases execution/market‑share competition. HP AI-PC Positioning
• Negative Sentiment: Large insider selling: Multiple filings show significant disposals (William F. Scannell, Director V (Gp) L.L.C., CAO Richard Sharp and others) in recent days — high dollar insider sales can create investor caution even if not linked to company fundamentals. William F. Scannell Sale
• Negative Sentiment: Valuation/execution caution: A contrarian analysis warns that a large AI backlog doesn’t eliminate execution risk and that valuation could be vulnerable if demand or margins disappoint. Contrarian Seeking Alpha Piece

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. JPMorgan Chase & Co. decreased their target price on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Raymond James Financial lifted their price target on Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. The Goldman Sachs Group started coverage on shares of Dell Technologies in a research report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective on the stock. Citigroup lowered their target price 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. Finally, Wall Street Zen upgraded shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 21st. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $164.22.

Dell Technologies Trading Up 4.1%

The stock has a market capitalization of $118.89 billion, a PE ratio of 21.11, a PEG ratio of 0.72 and a beta of 0.97. The business has a fifty day moving average price of $131.89 and a 200-day moving average price of $134.93.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.Dell Technologies’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period last year, the firm posted $2.68 EPS. 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 anticipate that Dell Technologies Inc. will post 6.93 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

Insider Buying and Selling

In other Dell Technologies news, CAO Richard Troy Sharp sold 1,538 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $149.26, for a total value of $229,561.88. Following the completion of the sale, the chief accounting officer directly owned 8,030 shares of the company’s stock, valued at $1,198,557.80. The trade was a 16.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $162.25, for a total transaction of $74,634,837.75. The SEC filing for this sale provides additional information. Insiders have sold 2,595,522 shares of company stock worth $403,091,708 in the last ninety days. 42.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Dell Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of DELL. Old North State Trust LLC bought a new position in Dell Technologies during the 4th quarter worth approximately $630,000. Rockefeller Capital Management L.P. lifted its position in Dell Technologies by 27.1% in the fourth quarter. Rockefeller Capital Management L.P. now owns 263,564 shares of the technology company’s stock valued at $33,178,000 after purchasing an additional 56,203 shares during the last quarter. World Investment Advisors boosted its stake in shares of Dell Technologies by 18.2% during the fourth quarter. World Investment Advisors now owns 12,179 shares of the technology company’s stock valued at $1,533,000 after purchasing an additional 1,874 shares during the period. Corient Private Wealth LLC boosted its stake in shares of Dell Technologies by 7.2% during the fourth quarter. Corient Private Wealth LLC now owns 119,018 shares of the technology company’s stock valued at $15,050,000 after purchasing an additional 7,957 shares during the period. Finally, Auto Owners Insurance Co grew its holdings in shares of Dell Technologies by 12,488.0% in the fourth quarter. Auto Owners Insurance Co now owns 522,024 shares of the technology company’s stock worth $6,571,000 after purchasing an additional 517,877 shares during the last quarter. Institutional investors own 76.37% of the company’s stock.

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.