Dell Technologies (NYSE:DELL) Given New $170.00 Price Target at Daiwa Securities Group

Dell Technologies (NYSE:DELL) had its price objective raised by stock analysts at Daiwa Securities Group from $150.00 to $170.00 in a research note issued on Friday,MarketScreener reports. The firm currently has an “outperform” rating on the technology company’s stock. Daiwa Securities Group’s target price suggests a potential upside of 17.57% from the stock’s current price.

A number of other equities research analysts have also weighed in on the stock. Citigroup dropped their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Piper Sandler lowered their price target 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. Mizuho increased their price objective on Dell Technologies from $175.00 to $180.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Evercore reaffirmed an “outperform” rating and set a $160.00 target price on shares of Dell Technologies in a report on Thursday, February 19th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Dell Technologies in a report on Wednesday, January 21st. Sixteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $163.28.

Dell Technologies Trading Down 1.3%

Shares of DELL stock traded down $1.93 during trading hours on Friday, reaching $144.59. 817,980 shares of the company’s stock were exchanged, compared to its average volume of 8,432,960. Dell Technologies has a 1 year low of $66.25 and a 1 year high of $168.08. The stock has a market cap of $95.82 billion, a PE ratio of 16.58, a PEG ratio of 0.67 and a beta of 0.97. The stock’s fifty day moving average price is $122.78 and its two-hundred day moving average price is $132.22.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. Dell Technologies’s revenue was up 39.5% on a year-over-year basis. 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 expect that Dell Technologies will post 6.93 EPS for the current fiscal year.

Insider Buying and Selling at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 277,567 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $149.43, for a total transaction of $41,476,836.81. Following the sale, the director directly owned 796 shares in the company, valued at $118,946.28. This trade represents a 99.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Egon Durban sold 71,000 shares of Dell Technologies stock in a transaction dated 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 completion of the transaction, the director owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 571,001 shares of company stock worth $84,899,807. 42.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Winnow Wealth LLC purchased a new position in Dell Technologies during the second quarter valued at $25,000. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies during the 4th 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 buying an additional 184 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in Dell Technologies in the 2nd quarter worth about $28,000. Finally, Navalign LLC purchased a new stake in Dell Technologies during the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors 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: Record quarterly results, strong AI server demand and expanded capital returns — Dell reported record revenue and EPS, highlighted booming AI server sales, announced a larger dividend and an expanded buyback program (supporting shareholder returns). Dell Earnings Highlight AI Server Growth Capital Returns And Edge Expansion
• Positive Sentiment: Data center / ISG momentum: Infrastructure Solutions Group delivered very strong growth with a multi‑billion dollar AI backlog and management projecting substantial AI revenue expansion into FY27 — a key driver of forward revenue and margin expectations. Dell’s ISG Revenue Growth Strengthens: Will the Momentum Continue?
• Positive Sentiment: Product & edge expansion: Dell launched the rugged PowerEdge XR9700 edge AI/5G server targeting telecom and industrial use cases, strengthening the firm’s addressable market for on‑prem and edge AI compute. Dell’s Rugged PowerEdge XR9700 Targets Edge AI And 5G Growth
• Positive Sentiment: Analyst and media praise: Multiple outlets and commentators (including Jim Cramer, Zacks and MarketBeat pieces) are highlighting Dell’s improving margins, exceptional free cash flow from AI demand, and long‑term value case—supporting buy‑side sentiment. Jim Cramer Highlights Dell Technologies’ Success
• Neutral Sentiment: Industry recognition and reports place Dell among AI‑ready data center leaders (with Broadcom, HPE), underscoring competitive positioning but not changing near‑term fundamentals. Data Center Solutions Company Evaluation Report 2025
• Neutral Sentiment: Broader tech news (e.g., Apple lowering Macbook price) raises competitive narrative in PCs but is a secondary influence versus Dell’s data‑center/AI story. Cheaper iPhones and a $599 MacBook? Apple Is All About Affordability Now.
• Negative Sentiment: Large director share sales disclosed: Two filings show substantial sales by Director V (Gp) L.L.C. earlier this week (hundreds of thousands of shares, ~$70M+ combined), which can spur short‑term selling pressure and signal insiders reducing exposure. SEC filing: Director V (Gp) L.L.C. sale

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.