Dell Technologies (NYSE:DELL) Price Target Raised to $168.00 at Barclays

Dell Technologies (NYSE:DELL) had its target price boosted by stock analysts at Barclays from $148.00 to $168.00 in a report issued on Friday,MarketScreener reports. The brokerage currently has an “overweight” rating on the technology company’s stock. Barclays‘s price objective points to a potential upside of 18.60% from the company’s previous close.

DELL has been the topic of several other reports. Bank of America upped their price objective on shares of Dell Technologies from $160.00 to $163.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Raymond James Financial upped their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research note on Friday. The Goldman Sachs Group began coverage on Dell Technologies in a research report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 target price on the stock. Zacks Research downgraded Dell Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Wall Street Zen cut Dell Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $160.89.

Dell Technologies Stock Performance

Dell Technologies stock traded up $20.20 during midday trading on Friday, reaching $141.65. 6,831,247 shares of the company’s stock were exchanged, compared to its average volume of 7,578,904. The stock’s 50-day simple moving average is $120.74 and its 200 day simple moving average is $131.92. The firm has a market cap of $93.87 billion, a price-to-earnings ratio of 18.89, a P/E/G ratio of 0.80 and a beta of 1.03. Dell Technologies has a 52 week low of $66.25 and a 52 week high of $168.08.

Dell Technologies (NYSE:DELL) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The business’s revenue was up 39.5% on a year-over-year basis. During the same period last year, the firm posted $2.68 earnings per share. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. Research analysts forecast that Dell Technologies will post 6.93 earnings per share for the current year.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the firm’s stock in a transaction dated 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 directly owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 42.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Phoenix Financial Ltd. increased its holdings in Dell Technologies by 95.3% in the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock valued at $4,923,000 after purchasing an additional 16,488 shares during the period. Stonegate Investment Group LLC increased its stake in shares of Dell Technologies by 24,493.8% in the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after buying an additional 410,271 shares during the period. Commerzbank Aktiengesellschaft FI raised its position in shares of Dell Technologies by 637.3% during the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock worth $2,741,000 after acquiring an additional 16,711 shares during the last quarter. Providence Capital Advisors LLC bought a new stake in Dell Technologies in the third quarter valued at approximately $7,060,000. Finally, Allspring Global Investments Holdings LLC increased its position in Dell Technologies by 4.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company’s stock valued at $40,990,000 after purchasing an additional 12,695 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Summary

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

• Positive Sentiment: Blowout Q4 results — Dell reported record quarterly and full‑year revenue and topped EPS and revenue estimates, driving an after‑hours/pre‑market pop. The quarter was cited across outlets as a major beat that underpins the rally. Dell Technologies Stock Jumps on Strong Earnings
• Positive Sentiment: Explosive AI server growth — AI‑optimized server revenue surged ~342% year‑over‑year in the quarter (roughly $9B) and management forecast that AI server revenue will double in fiscal 2027, signaling sustained high‑margin infrastructure demand. Dell shares jump on forecast it will double AI server revenue
• Positive Sentiment: Very strong FY‑2027 guidance — Dell lifted FY guidance well above Street estimates (revenue range and EPS materially ahead of consensus), and cited a large AI server backlog, which supports revenue visibility for the year ahead. Dell Shares Soar on Explosive AI Server Growth
• Neutral Sentiment: Mixed near‑term guidance detail — while FY revenue and EPS guidance were strong, first‑quarter EPS guidance was slightly below some estimates; investors will watch how guidance cadence and margin assumptions play out. Dell forecasts fiscal 2027 revenue above estimates
• Neutral Sentiment: Operational headwinds noted — several reports flagged supply‑chain pressure and rising cost dynamics even as Dell said it has managed memory shortages better than peers; these factors could pressure near‑term margins. Q4 2026 Earnings Call Highlights
• Negative Sentiment: Legacy financial metrics remain a caution — Dell still shows a depressed return on equity and relatively modest net margins versus revenue scale; investors focused on long‑term returns may see these as risks despite top‑line momentum. DELL Earnings / Metrics

Dell Technologies Company Profile

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.