Analysts Set Dell Technologies Inc. (NYSE:DELL) Target Price at $556.92

Dell Technologies Inc. (NYSE:DELL) has received a consensus rating of “Moderate Buy” from the thirty-six research firms that are currently covering the stock, Marketbeat reports. Nine investment analysts have rated the stock with a hold recommendation, twenty-six have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year target price among brokerages that have issued ratings on the stock in the last year is $560.24.

A number of equities analysts recently weighed in on the stock. Loop Capital upped their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Barclays boosted their price target on shares of Dell Technologies from $550.00 to $603.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 2nd. UBS Group reissued an “outperform” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. Citigroup raised their price objective on Dell Technologies from $515.00 to $600.00 and gave the company a “buy” rating in a research report on Wednesday, September 2nd. Finally, US Capital Advisors set a $625.00 target price on Dell Technologies in a research report on Wednesday, September 2nd.

Insider Transactions at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 24,791 shares of the business’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $534.05, for a total value of $13,239,633.55. Following the sale, the director owned 46,873 shares in the company, valued at approximately $25,032,525.65. The trade was a 34.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 8,100 shares of the company’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $538.90, for a total transaction of $4,365,090.00. Following the sale, the director directly owned 1,395,650 shares in the company, valued at approximately $752,115,785. The trade was a 0.58% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,681,793 shares of company stock valued at $834,887,936 in the last ninety days. Corporate insiders own 41.50% of the company’s stock.

Institutional Trading of Dell Technologies

Several hedge funds have recently made changes to their positions in DELL. Revere Asset Management Inc purchased a new position in Dell Technologies in the second quarter worth about $5,524,000. Sequoia Financial Advisors LLC raised its position in Dell Technologies by 4.5% during the second quarter. Sequoia Financial Advisors LLC now owns 50,146 shares of the technology company’s stock valued at $21,636,000 after purchasing an additional 2,176 shares during the period. MCF Advisors LLC lifted its stake in shares of Dell Technologies by 4.4% in the 2nd quarter. MCF Advisors LLC now owns 2,377 shares of the technology company’s stock valued at $1,026,000 after purchasing an additional 100 shares during the last quarter. Archford Capital Strategies LLC purchased a new position in shares of Dell Technologies in the 2nd quarter worth approximately $1,214,000. Finally, Gemmer Asset Management LLC purchased a new position in shares of Dell Technologies in the 2nd quarter worth approximately $274,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies Trading Up 3.6%

Shares of DELL opened at $563.31 on Thursday. The business’s 50 day moving average is $459.06 and its 200 day moving average is $333.89. Dell Technologies has a 12-month low of $110.22 and a 12-month high of $576.75. The company has a market capitalization of $365.09 billion, a PE ratio of 32.69, a price-to-earnings-growth ratio of 0.56 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping the consensus estimate of $4.91 by $2.13. The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The firm’s revenue for the quarter was up 57.7% compared to the same quarter last year. During the same period in the prior year, the company posted $1.70 EPS. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Equities research analysts predict that Dell Technologies will post 25.14 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Tuesday, October 20th will be paid a $0.63 dividend. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a yield of 0.4%. Dell Technologies’s payout ratio is presently 14.63%.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Goldman Sachs raised its outlook for the global server market, projecting it could reach $1.5 trillion by 2030, supported by a 39% compound annual growth rate from 2025. The forecast reinforces expectations for sustained demand for Dell’s AI servers and data-center equipment. Why Dell Technologies stock is gaining
• Positive Sentiment: Recent coverage highlighted Dell’s record AI-optimized server revenue of $16.4 billion, a raised fiscal 2027 AI-server revenue target of $74 billion, and total revenue guidance of $192 billion. A substantial backlog and ongoing supply constraints suggest growth could remain strong. Dell’s AI server backlog
• Positive Sentiment: Dell is scheduled to enter the S&P 100 before the open on September 21, which could generate incremental buying from index-tracking funds. The company also expanded its AI ecosystem through a collaboration with Axelera AI for the Europa processing architecture. Dell AI demand and S&P 100 entry
• Neutral Sentiment: Dell subsidiaries completed a $5 billion senior-notes offering. The proceeds should support liquidity and debt refinancing, although the borrowing highlights the capital requirements of expanding AI infrastructure capacity. Dell senior-notes offering
• Negative Sentiment: Silver Lake-affiliated directors disclosed additional sales of Dell shares totaling more than $60 million on September 14, following sizable sales on September 11. The transactions create a potential supply overhang, though the affiliated entities continue to hold substantial positions. Dell insider ownership filing

Dell Technologies Company Profile

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, displays, peripherals and related accessories marketed primarily under the Dell brand.

The company also provides enterprise infrastructure solutions, including servers, storage systems, networking equipment, data protection, cybersecurity and cloud-related technologies. Dell Technologies supports organizations with consulting, deployment, managed and support services designed to help them operate data centers, hybrid cloud environments and modern workplace technology.

Michael Dell founded the company in 1984 and serves as its chairman and chief executive officer.