Dell Technologies Inc. (NYSE:DELL) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Dell Technologies Inc. (NYSE:DELL) have been given an average recommendation of “Moderate Buy” by the thirty-two brokerages that are presently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, ten have assigned a hold recommendation, twenty have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price objective among brokerages that have updated their coverage on the stock in the last year is $490.3810.

Several brokerages have recently issued reports on DELL. Wells Fargo & Company raised their price objective on shares of Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Jefferies Financial Group downgraded shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. Melius Research set a $565.00 price target on shares of Dell Technologies in a research report on Friday, May 29th. UBS Group set a $700.00 price objective on shares of Dell Technologies in a report on Friday, May 29th. Finally, Evercore upped their price objective on shares of Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, May 29th.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell’s Infrastructure Solutions Group is still benefiting from surging AI server demand, with a $51.3 billion backlog and an ongoing infrastructure refresh cycle supporting the company’s fiscal 2027 outlook. Article Title
• Positive Sentiment: Dell is also seeing international manufacturing and local AI demand tailwinds, with reports that most servers are now made in India as demand rises in that market. Article Title
• Neutral Sentiment: Coverage from Dell Technologies World highlighted the company’s Microsoft partnership and hybrid-cloud positioning, reinforcing the long-term AI and enterprise infrastructure narrative. Article Title
• Neutral Sentiment: Some commentary says Dell has run up too far, too fast, suggesting the stock may be vulnerable after its sharp rally. Article Title
• Negative Sentiment: Several pieces point to profit-taking and a downgrade, with analysts warning that Dell’s valuation may be stretched and that investors may want to lock in gains. Article Title
• Negative Sentiment: Dell shares also fell as AI-linked stocks sold off broadly on fears that chip demand tied to the AI boom could be cooling, which weighed on the stock despite its business-specific strength. Article Title

Dell Technologies Stock Down 0.0%

Shares of NYSE:DELL opened at $394.29 on Friday. The company has a market cap of $255.54 billion, a price-to-earnings ratio of 31.32, a PEG ratio of 0.84 and a beta of 1.31. The business has a 50 day moving average price of $332.26 and a 200 day moving average price of $208.05. Dell Technologies has a twelve month low of $110.22 and a twelve month high of $469.47.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the previous year, the business posted $1.55 EPS. The company’s revenue for the quarter was up 87.5% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Analysts anticipate that Dell Technologies will post 17.74 EPS for the current year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s payout ratio is currently 20.02%.

Insider Transactions at Dell Technologies

In other news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the sale, the director directly owned 24,287 shares in the company, valued at approximately $11,123,203.13. The trade was a 88.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the transaction, the director owned 36,659 shares of the company’s stock, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 3,901,953 shares of company stock worth $1,403,598,971. Insiders own 41.50% of the company’s stock.

Institutional Investors Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently bought and sold shares of the business. Ariadne Wealth Management LP raised its stake in shares of Dell Technologies by 1.6% in the 1st quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock valued at $508,000 after buying an additional 49 shares in the last quarter. Bell Investment Advisors Inc boosted its position in shares of Dell Technologies by 19.3% during the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after acquiring an additional 52 shares in the last quarter. Vectors Research Management LLC increased its stake in Dell Technologies by 0.4% in the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after acquiring an additional 55 shares during the period. Raleigh Capital Management Inc. increased its stake in Dell Technologies by 6.9% in the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after acquiring an additional 67 shares during the period. Finally, Equitable Trust Co. raised its position in Dell Technologies by 2.9% in the first quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock worth $411,000 after purchasing an additional 71 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

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.