Morgan Stanley Cuts Dell Technologies (NYSE:DELL) Price Target to $101.00

Dell Technologies (NYSE:DELL) had its price target decreased by Morgan Stanley from $111.00 to $101.00 in a report published on Wednesday, MarketBeat Ratings reports. Morgan Stanley currently has an underweight rating on the technology company’s stock.

Several other equities research analysts also recently weighed in on the company. Mizuho increased their price target on Dell Technologies from $170.00 to $175.00 and gave the stock an “outperform” rating in a report on Wednesday, November 26th. Wall Street Zen cut shares of Dell Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. JPMorgan Chase & Co. boosted their price target on shares of Dell Technologies from $165.00 to $170.00 and gave the stock an “overweight” rating in a research note on Monday, November 17th. UBS Group reduced their price objective on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating for the company in a research report on Wednesday, November 26th. Finally, Dbs Bank raised Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Seventeen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Dell Technologies has an average rating of “Moderate Buy” and an average target price of $158.53.

Dell Technologies Stock Up 2.8%

Shares of NYSE:DELL opened at $122.41 on Wednesday. Dell Technologies has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The stock has a market cap of $81.12 billion, a price-to-earnings ratio of 16.32, a price-to-earnings-growth ratio of 0.69 and a beta of 1.03. The firm’s 50 day moving average price is $121.36 and its 200 day moving average price is $132.24.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.47 by $0.12. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The business had revenue of $27.01 billion for the quarter, compared to the consensus estimate of $27.26 billion. During the same quarter in the prior year, the business posted $2.15 EPS. The business’s revenue for the quarter was up 10.8% on a year-over-year basis. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. On average, equities analysts anticipate that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Tuesday, January 20th were given a $0.525 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $2.10 annualized dividend and a dividend yield of 1.7%. Dell Technologies’s dividend payout ratio (DPR) is currently 28.00%.

Insiders Place Their Bets

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of Dell Technologies stock in a transaction on 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 transaction, the director owned 1,172,428 shares in the company, valued at $161,935,755.36. This trade represents a 5.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 42.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Dell Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in DELL. Winnow Wealth LLC purchased a new position in shares of Dell Technologies during the 2nd quarter valued at approximately $25,000. Commonwealth Retirement Investments LLC bought a new position in Dell Technologies during the 4th quarter valued at $25,000. Rossby Financial LCC grew its holdings in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after acquiring an additional 184 shares in the last quarter. Westside Investment Management Inc. increased its position in shares of Dell Technologies by 84.7% in the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock worth $27,000 after purchasing an additional 100 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Dell Technologies in the 2nd quarter valued at about $28,000. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Roundup

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

• Positive Sentiment: Q4 earnings preview highlights sustained AI momentum: analysts note record recent revenue, 24% ISG growth, a robust AI-server backlog and management guidance for Q4 revenue of $31–32B and EPS of $3.50 — supporting a bullish near-term outlook into the report. Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum
• Positive Sentiment: Dell rolled out an “AI India Blueprint” and is accelerating local content in India-made servers — moves that expand addressable market, lower supply‑chain risk and could improve margins as India becomes a manufacturing hub. This is being read as strategic revenue/GM support in a high-growth AI market. Dell Technologies Unveils ‘AI India Blueprint’ at India AI Impact Summit 2026
• Positive Sentiment: Sell‑side activity is supportive: Evercore added Dell to a “tactical outperform” list and other bullish commentary is circulating, which can amplify buying ahead of earnings. Evercore adds Dell to Tactical Outperform list ahead of earnings
• Neutral Sentiment: Dell and Ooredoo announced an AI collaboration to advance innovation in the Middle East — strategically positive but likely to have slower, incremental revenue effects. Dell Technologies and Ooredoo collaborate to advance AI innovation and deepen cooperation
• Neutral Sentiment: Local operations news — an $8M Round Rock campus upgrade and dividend coverage pieces — are supportive for corporate stability but unlikely to move near-term fundamentals materially. Dell eying $8M upgrade to Round Rock campus
• Negative Sentiment: Some analysts trimmed price targets ahead of earnings (JPMorgan lowered its PT to $155; Citigroup to $160). Although ratings were largely maintained, lower targets can cap upside and temper investor enthusiasm. JPMorgan adjusts price target on Dell Technologies to $155 from $170, maintains overweight rating Citigroup Lowers Dell Technologies Price Target to $160

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.