Dell Technologies (NYSE:DELL) Now Covered by Truist Financial

Truist Financial initiated coverage on shares of Dell Technologies (NYSE:DELL) in a research note released on Tuesday, Marketbeat Ratings reports. The firm issued a hold rating and a $170.00 price objective on the technology company’s stock.

DELL has been the subject of a number of other research reports. Morgan Stanley boosted their target price on Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research report on Friday, February 27th. Piper Sandler lowered their price objective on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Citigroup cut 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 report on Tuesday, February 17th. Bank of America lifted their price target on shares of Dell Technologies from $155.00 to $172.00 and gave the stock a “buy” rating in a research report on Monday, March 23rd. Finally, The Goldman Sachs Group began coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective on the stock. Seventeen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $164.53.

Dell Technologies Trading Down 0.5%

DELL opened at $163.86 on Tuesday. Dell Technologies has a 1-year low of $66.25 and a 1-year high of $186.39. The firm has a 50-day moving average price of $135.98 and a two-hundred day moving average price of $136.28. The stock has a market capitalization of $105.81 billion, a PE ratio of 18.79, a PEG ratio of 0.67 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results 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. 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 posted $2.68 earnings per share. Dell Technologies’s revenue for the quarter 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. On average, research analysts predict that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Tuesday, April 21st will be issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.5%. This is an increase 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 currently 24.08%.

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Iv (Gp) L.L.C. Slta sold 74,258 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $152.28, for a total transaction of $11,308,008.24. Following the sale, the director directly owned 92 shares in the company, valued at approximately $14,009.76. This trade represents a 99.88% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CMO Jane Tunnell sold 28,529 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $152.51, for a total transaction of $4,350,957.79. Following the completion of the transaction, the chief marketing officer owned 53,373 shares of the company’s stock, valued at $8,139,916.23. This trade represents a 34.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,595,522 shares of company stock valued at $403,091,708 over the last 90 days. Insiders own 42.00% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies during the fourth quarter worth about $25,000. Rossby Financial LCC lifted its stake in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in Dell Technologies in the 2nd quarter valued at approximately $28,000. Navalign LLC bought a new position in shares of Dell Technologies during the 4th quarter worth approximately $29,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of Dell Technologies in the fourth quarter valued at approximately $29,000. 76.37% of the stock is owned by institutional investors and hedge funds.

Dell Technologies News Summary

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

• Positive Sentiment: Evercore ISI raised its price target for DELL to $205 (from $160) and kept an Outperform rating, citing AI/data‑center demand as a major growth driver — a clear bullish signal for the stock. Evercore ISI Maintains an Outperform rating on Dell Technologies Inc. (DELL)
• Positive Sentiment: Dell’s push into voice AI and enterprise voice workloads with Deepgram and Penguin (PowerEdge + NVIDIA GPUs) reinforces its positioning in high‑margin AI infrastructure — supports revenue/AI backlog growth thesis. Dell Voice AI Push With Deepgram And Penguin Targets Enterprise Workloads
• Positive Sentiment: Feature pieces highlight Dell’s rapid transformation into an AI-server powerhouse and an estimated $25B AI business — bolsters long‑term growth expectations and valuation support. How Dell reinvented itself as an AI-server powerhouse — and what its CFO is building next
• Positive Sentiment: Technical signal: DELL flashed a “golden cross” (50‑day > 200‑day SMA), which many traders view as a bullish momentum indicator. Dell Technologies (DELL) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: CEO Michael Dell will appear on Bank of America’s “View From the Top” CEO series next week — a visibility event that could offer incremental guidance color but is not itself material. Dell Technologies to Present at Bank of America’s View From the Top CEO Series
• Neutral Sentiment: Truist started coverage with a Hold and $170 target — mildly supportive of valuation but less bullish than Evercore, adding mixed analyst signals. Benzinga
• Negative Sentiment: Benzinga noted a new analyst initiation that cast DELL in a more cautious light, which helped pressure shares intraday. Dell Shares Dip Amid Cautious Analyst Coverage: What To Know
• Negative Sentiment: Insider selling was reported among top insiders (including in tech peers), which can increase short‑term pressure on sentiment. Top insiders sold shares of Nvidia, Dell Technologies and Five Below last week
• Negative Sentiment: Wider market weakness — driven by geopolitical tensions in the Middle East — pulled tech names lower, contributing to Dell’s decline today independent of company‑specific fundamentals. Jabil, CECO Environmental, Iridium, Viasat, and Dell Stocks Trade Down, What You Need To Know

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.