Mizuho Issues Positive Forecast for Dell Technologies (NYSE:DELL) Stock Price

Dell Technologies (NYSE:DELL) had its target price upped by Mizuho from $600.00 to $650.00 in a research report report published on Tuesday morning, MarketBeat reports. The firm currently has an outperform rating on the technology company’s stock.

Other equities analysts also recently issued research reports about the stock. US Capital Advisors set a $625.00 price target on shares of Dell Technologies in a research note on Wednesday, September 2nd. Royal Bank Of Canada began coverage on shares of Dell Technologies in a research note on Thursday, September 10th. They set an “outperform” rating and a $640.00 price objective for the company. Fox Advisors upgraded Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $625.00 price objective for the company in a report on Wednesday, September 2nd. Melius Research increased their target price on Dell Technologies from $650.00 to $735.00 and gave the stock a “buy” rating in a research report on Wednesday, September 2nd. Finally, KeyCorp reiterated a “sector weight” rating on shares of Dell Technologies in a report on Wednesday, September 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $571.12.

Dell Technologies Trading Up 3.8%

Shares of NYSE:DELL opened at $573.31 on Tuesday. The firm has a market cap of $364.51 billion, a price-to-earnings ratio of 33.27, a PEG ratio of 0.57 and a beta of 1.37. The stock’s 50-day moving average price is $496.85 and its two-hundred day moving average price is $374.02. Dell Technologies has a 12-month low of $110.22 and a 12-month high of $595.51.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same quarter in the prior year, the company posted $1.70 EPS. The company’s quarterly revenue was up 57.7% compared to the same quarter last year. 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. As a group, research analysts forecast that Dell Technologies will post 25.13 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Tuesday, October 20th will be given a dividend of $0.63 per share. The ex-dividend date of this dividend is Tuesday, October 20th. This represents a $2.52 annualized dividend and a yield of 0.4%. Dell Technologies’s payout ratio is 14.63%.

Insider Buying and Selling

In other news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $47,176,751.94. Following the sale, the director owned 64,209 shares in the company, valued at $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Spv-2 L.P. Sl sold 83,006 shares of the firm’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $517.34, for a total transaction of $42,942,324.04. Following the sale, the director directly owned 73,185 shares of the company’s stock, valued at approximately $37,861,527.90. The trade was a 53.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,733,241 shares of company stock valued at $920,994,750. 41.50% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the business. Commonwealth Retirement Investments LLC acquired a new stake in Dell Technologies during the 4th quarter valued at approximately $25,000. Noble Wealth Management PBC raised its position in shares of Dell Technologies by 113.6% in the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company’s stock valued at $25,000 after purchasing an additional 25 shares in the last quarter. Cornerstone Financial Management LLC boosted its stake in shares of Dell Technologies by 56.1% during the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after buying an additional 23 shares during the last quarter. Premier Financial Group purchased a new position in shares of Dell Technologies during the 2nd quarter valued at approximately $34,000. Finally, Portus Wealth Advisors LLC acquired a new stake in shares of Dell Technologies during the first quarter worth approximately $35,000. 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: AI demand remains the primary catalyst. Dell’s AI-server business is expanding as customers seek more capacity for data centers, while management’s stronger outlook and large backlog suggest demand could remain elevated. Dell AI demand and guidance
• Positive Sentiment: Mizuho raised its Dell price target from $600 to $650 and maintained an “outperform” rating. The upgrade reflects confidence in AI-server growth and provides a fresh bullish signal from analysts. Mizuho raises Dell price target
• Positive Sentiment: Dell expanded its AI platform capabilities. New knowledge-graph functionality for AI agents and faster Nvidia processing could improve the appeal of Dell’s data-platform offerings and support additional enterprise orders. Dell AI data platform enhancements
• Positive Sentiment: New infrastructure partnerships broaden Dell’s opportunity. Dell is working with JERA and Rhaelm on behind-the-meter AI infrastructure in Japan, while Byos announced a Dell factory-integrated edge security product. These initiatives could expand Dell’s role in specialized AI and edge-computing deployments. Dell Japan AI infrastructure partnership
• Neutral Sentiment: Analyst sentiment has broadly improved. Dell was among the stocks receiving the most analyst attention and upgrades in September, although the range of published targets indicates some uncertainty about how much upside remains after the recent rally. Analyst upgrades for Dell
• Negative Sentiment: Valuation and target dispersion are risks. One reported average target of $569.12 is below recent trading levels, suggesting some analysts view the stock as fully valued. Investors may also take profits if AI growth expectations fail to accelerate further. Dell average price target

About Dell Technologies

Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.