Raymond James Financial Forecasts Strong Price Appreciation for Dell Technologies (NYSE:DELL) Stock

Dell Technologies (NYSE:DELL) had its price objective lifted by equities research analysts at Raymond James Financial from $166.00 to $182.00 in a report released on Friday,MarketScreener reports. The brokerage presently has an “outperform” rating on the technology company’s stock. Raymond James Financial’s price objective points to a potential upside of 23.06% from the stock’s previous close.

DELL has been the topic of a number of other research reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dell Technologies in a research note on Wednesday, January 21st. Wall Street Zen lowered Dell Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Mizuho boosted their price target on Dell Technologies from $170.00 to $175.00 and gave the company an “outperform” rating in a research report on Wednesday, November 26th. The Goldman Sachs Group assumed coverage on Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective on the stock. Finally, UBS Group reduced their price objective on Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a research note on Wednesday, November 26th. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $160.47.

Dell Technologies Trading Up 21.8%

NYSE DELL opened at $147.89 on Friday. The business’s 50-day moving average price is $121.17 and its 200 day moving average price is $131.92. Dell Technologies has a twelve month low of $66.25 and a twelve month high of $168.08. The company has a market capitalization of $98.01 billion, a PE ratio of 16.96, a price-to-earnings-growth ratio of 0.97 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 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 229.86%. The company had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same quarter in the prior year, the company posted $2.68 EPS. The company’s quarterly 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. Equities analysts predict that Dell Technologies will post 6.93 EPS for the current year.

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 Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Winnow Wealth LLC purchased a new stake in Dell Technologies during the 2nd quarter worth approximately $25,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies during the fourth quarter worth approximately $25,000. Rossby Financial LCC increased its stake in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares during the last quarter. Westside Investment Management Inc. raised its holdings in Dell Technologies by 84.7% in the second 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 in the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new position in Dell Technologies during the 2nd quarter valued at $28,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

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.