Dell Technologies (NYSE:DELL) Stock Price Up 1% – Here’s What Happened

Dell Technologies Inc. (NYSE:DELL) rose 1% during trading on Friday . The company traded as high as $408.38 and last traded at $395.5340. Approximately 6,034,678 shares changed hands during mid-day trading, a decline of 31% from the average daily volume of 8,786,480 shares. The stock had previously closed at $391.45.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
• Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
• Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
• Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on DELL shares. The Goldman Sachs Group raised their price objective on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Evercore raised their price objective on shares of Dell Technologies from $270.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. Citic Securities raised their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Finally, Argus raised their price objective on shares of Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

Dell Technologies Price Performance

The company’s 50 day moving average price is $264.63 and its 200 day moving average price is $178.83. The firm has a market cap of $255.42 billion, a PE ratio of 31.42, a price-to-earnings-growth ratio of 0.85 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The business had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. During the same quarter last year, the firm posted $1.55 earnings per share. The business’s revenue for the quarter 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. Sell-side analysts expect that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the transaction, the director owned 36,659 shares in the company, valued at $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of Dell Technologies stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the completion of the transaction, the director owned 24,287 shares of the company’s stock, valued at $11,123,203.13. This represents a 88.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 4,990,384 shares of company stock valued at $1,501,916,160. 41.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Parallel Advisors LLC lifted its stake in Dell Technologies by 8.8% in the first quarter. Parallel Advisors LLC now owns 6,973 shares of the technology company’s stock worth $1,145,000 after acquiring an additional 564 shares during the last quarter. Asset Dedication LLC lifted its stake in Dell Technologies by 1.7% in the first quarter. Asset Dedication LLC now owns 4,291 shares of the technology company’s stock worth $704,000 after acquiring an additional 73 shares during the last quarter. Groupama Asset Managment lifted its stake in Dell Technologies by 2.6% in the first quarter. Groupama Asset Managment now owns 2,902 shares of the technology company’s stock worth $476,000 after acquiring an additional 73 shares during the last quarter. Segall Bryant & Hamill LLC purchased a new position in Dell Technologies in the first quarter worth approximately $5,930,000. Finally, BankChampaign National Association purchased a new position in Dell Technologies in the first quarter worth approximately $595,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.