Dell Technologies (NYSE:DELL) Given New $110.00 Price Target at Morgan Stanley

Dell Technologies (NYSE:DELL) had its price target hoisted by research analysts at Morgan Stanley from $101.00 to $110.00 in a report issued on Friday,MarketScreener reports. The firm presently has an “underweight” rating on the technology company’s stock. Morgan Stanley’s target price suggests a potential downside of 22.34% from the company’s current price.

DELL has been the subject of a number of other research reports. Evercore reiterated an “outperform” rating and set a $160.00 price objective on shares of Dell Technologies in a research report on Thursday, February 19th. Zacks Research cut shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Citic Securities upped their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, November 28th. Raymond James Financial upped their target price on Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 26th. Finally, Daiwa Securities Group boosted their price target on Dell Technologies from $140.00 to $150.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Seventeen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $160.89.

Dell Technologies Price Performance

Dell Technologies stock traded up $20.20 during midday trading on Friday, hitting $141.65. 6,831,247 shares of the company were exchanged, compared to its average volume of 7,578,904. Dell Technologies has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The company’s fifty day moving average price is $120.74 and its 200-day moving average price is $131.92. The company has a market cap of $93.87 billion, a PE ratio of 18.89, a price-to-earnings-growth ratio of 0.80 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last posted its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The business’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period in the previous year, the company 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, analysts expect that Dell Technologies will post 6.93 EPS for the current fiscal year.

Insider Activity

In related news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the transaction, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. This represents a 5.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Winnow Wealth LLC bought a new position in shares of Dell Technologies during the second quarter worth $25,000. Commonwealth Retirement Investments LLC bought a new stake in shares of Dell Technologies in the fourth quarter worth about $25,000. Rossby Financial LCC raised its position in shares of Dell Technologies by 968.4% during the fourth 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 period. Westside Investment Management Inc. lifted its holdings in shares of Dell Technologies by 84.7% during 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 bought a new stake in Dell Technologies during the 2nd quarter worth approximately $28,000. Institutional investors and hedge funds 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: Blowout Q4 results — Dell reported record quarterly and full‑year revenue and topped EPS and revenue estimates, driving an after‑hours/pre‑market pop. The quarter was cited across outlets as a major beat that underpins the rally. Dell Technologies Stock Jumps on Strong Earnings
• Positive Sentiment: Explosive AI server growth — AI‑optimized server revenue surged ~342% year‑over‑year in the quarter (roughly $9B) and management forecast that AI server revenue will double in fiscal 2027, signaling sustained high‑margin infrastructure demand. Dell shares jump on forecast it will double AI server revenue
• Positive Sentiment: Very strong FY‑2027 guidance — Dell lifted FY guidance well above Street estimates (revenue range and EPS materially ahead of consensus), and cited a large AI server backlog, which supports revenue visibility for the year ahead. Dell Shares Soar on Explosive AI Server Growth
• Neutral Sentiment: Mixed near‑term guidance detail — while FY revenue and EPS guidance were strong, first‑quarter EPS guidance was slightly below some estimates; investors will watch how guidance cadence and margin assumptions play out. Dell forecasts fiscal 2027 revenue above estimates
• Neutral Sentiment: Operational headwinds noted — several reports flagged supply‑chain pressure and rising cost dynamics even as Dell said it has managed memory shortages better than peers; these factors could pressure near‑term margins. Q4 2026 Earnings Call Highlights
• Negative Sentiment: Legacy financial metrics remain a caution — Dell still shows a depressed return on equity and relatively modest net margins versus revenue scale; investors focused on long‑term returns may see these as risks despite top‑line momentum. DELL Earnings / Metrics

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.