Dell Technologies (NYSE:DELL) Price Target Raised to $180.00 at Mizuho

Dell Technologies (NYSE:DELL) had its price target upped by Mizuho from $175.00 to $180.00 in a report published on Friday, Marketbeat Ratings reports. The firm currently has an outperform rating on the technology company’s stock.

A number of other equities research analysts also recently commented on the stock. Raymond James Financial increased their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research report on Friday. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. The Goldman Sachs Group initiated coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 target price for the company. Weiss Ratings reissued a “hold (c+)” rating on shares of Dell Technologies in a research note on Wednesday, January 21st. Finally, Wall Street Zen lowered Dell Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Seventeen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $160.47.

Dell Technologies Trading Up 21.8%

DELL traded up $26.44 during trading hours on Friday, hitting $147.89. 33,424,964 shares of the company’s stock were exchanged, compared to its average volume of 7,748,003. Dell Technologies has a 12-month low of $66.25 and a 12-month high of $168.08. The firm has a 50 day moving average of $121.17 and a 200 day moving average of $131.99. The firm has a market cap of $98.01 billion, a P/E ratio of 16.96, a price-to-earnings-growth ratio of 0.79 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last released its earnings results 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 negative return on equity of 229.86% and a net margin of 5.23%.The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same period last year, the business posted $2.68 earnings per share. Dell Technologies’s revenue 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. As a group, research analysts expect that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Tuesday, January 20th were issued 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 dividend payout ratio (DPR) is presently 28.00%.

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. The trade was a 5.71% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 42.00% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Dell Technologies

A number of institutional investors have recently modified their holdings of DELL. Winnow Wealth LLC acquired a new position in Dell Technologies in the second quarter worth about $25,000. Commonwealth Retirement Investments LLC bought a new position in Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC grew its position in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after acquiring an additional 184 shares in the last quarter. Westside Investment Management Inc. increased its holdings 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 acquiring an additional 100 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Dell Technologies during the 2nd quarter valued at approximately $28,000. Institutional investors and hedge funds 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.