Analysts Set Dell Technologies Inc. (NYSE:DELL) Price Target at $494.33

Dell Technologies Inc. (NYSE:DELL) has received a consensus recommendation of “Moderate Buy” from the thirty-two brokerages that are covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, ten have given a hold rating, twenty have issued a buy rating and one has issued a strong buy rating on the company. The average 1 year target price among brokers that have covered the stock in the last year is $494.3333.

DELL has been the topic of a number of recent analyst reports. Guggenheim raised shares of Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 21st. William Blair initiated coverage on shares of Dell Technologies in a report on Monday, June 1st. They issued a “neutral” rating on the stock. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Finally, Mizuho upped their price target on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a report on Monday, June 1st.

Insiders Place Their Bets

In other news, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the company’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $15,814,486.26. Following the completion of the transaction, the director directly owned 43,961 shares in the company, valued at $19,938,071.94. The trade was a 44.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $31,160,919.24. Following the completion of the sale, the director directly owned 67,990 shares of the company’s stock, valued at $30,836,184.60. This represents a 50.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 3,434,758 shares of company stock worth $1,448,870,683 in the last 90 days. 41.50% of the stock is owned by company insiders.

Institutional Trading of Dell Technologies

Hedge funds have recently bought and sold shares of the stock. Norges Bank acquired a new stake in Dell Technologies during the fourth quarter valued at approximately $607,349,000. Wellington Management Group LLP grew its stake in shares of Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after purchasing an additional 2,937,137 shares during the period. Invesco Ltd. raised its holdings in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares in the last quarter. Michael & Susan Dell Foundation lifted its position in shares of Dell Technologies by 533.3% during the 4th quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after buying an additional 2,258,797 shares during the period. Finally, Vanguard Group Inc. lifted its position in shares of Dell Technologies by 4.5% during the 4th quarter. Vanguard Group Inc. now owns 31,441,451 shares of the technology company’s stock worth $3,957,850,000 after buying an additional 1,355,841 shares during the period. 76.37% of the stock is owned by institutional investors.

Dell Technologies Stock Performance

DELL opened at $468.60 on Friday. The company has a market cap of $303.70 billion, a PE ratio of 37.22, a price-to-earnings-growth ratio of 1.03 and a beta of 1.33. The stock has a 50-day moving average of $425.18 and a 200-day moving average of $278.93. Dell Technologies has a 52-week low of $110.22 and a 52-week high of $514.00.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same period last year, the business earned $1.55 EPS. The firm’s revenue was up 87.5% compared to the same quarter last year. 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. On average, research analysts predict that Dell Technologies will post 18.17 earnings per share for the current year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, July 21st were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, July 21st. Dell Technologies’s payout ratio is currently 20.02%.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Investor enthusiasm remains high as Dell is described as a key hardware supplier for the global AI buildout. Reports point to record AI-server orders, strong revenue growth and institutional demand; the stock has gained substantially this year and is trading near its all-time high. Dell Near All-Time Highs on Record Revenue, AI Demand
• Positive Sentiment: Analyst and momentum-oriented coverage continues to highlight Dell as a potential beneficiary of AI infrastructure spending. Dell also appeared among stocks with strong relative price-strength signals, supported by its recent performance and favorable earnings trends. Bull of the Day: Dell
• Positive Sentiment: Alienware, Dell’s gaming brand, extended its partnership with esports organization Team Liquid through 2031. The agreement reinforces Alienware’s brand visibility, though it is less financially significant than Dell’s AI-server business. Team Liquid and Alienware Extend Esports Partnership
• Neutral Sentiment: Dell will release fiscal 2027 second-quarter results before a conference call on September 1. The event is the next major catalyst, as investors will look for updates on AI-server demand, orders, margins and full-year guidance. Dell Second-Quarter Fiscal 2027 Conference Call
• Negative Sentiment: A new DDR5 patent complaint filed with the International Trade Commission has pressured AI-server manufacturers, including Dell. Although the ultimate business impact is unclear, the dispute raises potential supply-chain, legal and cost risks for server makers. DDR5 Patent Fight Hits AI Server Makers
• Negative Sentiment: After its powerful rally, Dell’s elevated valuation leaves the stock vulnerable to profit-taking or disappointment if AI growth slows. The recent pullback appears consistent with investors balancing exceptional momentum against execution and valuation risks.

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.