Dell Technologies Inc. (NYSE:DELL) Receives $158.53 Average Price Target from Analysts

Dell Technologies Inc. (NYSE:DELL) has earned an average recommendation of “Moderate Buy” from the twenty-four research firms that are covering the stock, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, six have given a hold recommendation and seventeen have given a buy recommendation to the company. The average twelve-month price target among brokers that have covered the stock in the last year is $158.5263.

Several brokerages have recently issued reports on DELL. UBS Group reduced their target price on Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Morgan Stanley reduced their price objective on Dell Technologies from $111.00 to $101.00 and set an “underweight” rating on the stock in a research note on Wednesday, February 18th. JPMorgan Chase & Co. decreased their price objective on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a report on Thursday, February 19th. The Goldman Sachs Group started coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 target price for the company. Finally, Raymond James Financial upped their price target on shares of Dell Technologies from $161.00 to $166.00 and gave the company an “outperform” rating in a research note on Wednesday, November 26th.

Dell Technologies Price Performance

Dell Technologies stock opened at $119.58 on Friday. Dell Technologies has a 1 year low of $66.25 and a 1 year high of $168.08. The firm’s 50 day moving average price is $120.85 and its 200-day moving average price is $132.05. The stock has a market cap of $79.25 billion, a P/E ratio of 15.94, a PEG ratio of 0.69 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last posted its earnings results on Tuesday, November 25th. The technology company reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.47 by $0.12. The company had revenue of $27.01 billion during the quarter, compared to analysts’ expectations of $27.26 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. Dell Technologies’s quarterly revenue was up 10.8% on a year-over-year basis. During the same period last year, the company posted $2.15 earnings per share. As a group, equities analysts expect that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Tuesday, January 20th were issued a $0.525 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 1.8%. Dell Technologies’s dividend payout ratio (DPR) is presently 28.00%.

Key Dell Technologies News

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

• Positive Sentiment: Nvidia is developing new Arm-based chips that will be used in laptops from Dell and others, which could boost Dell’s consumer and AI-enabled PC roadmap and margins. Nvidia Readies New Arm-Based Chips for Dell, Lenovo Laptops
• Positive Sentiment: Analysts and broker reports (Evercore, BofA, TipRanks summaries) have reiterated bullish views and Buy ratings citing structural AI-driven growth, margin durability, and upside into earnings — supporting the stock’s rally. Dell Technologies: Buy Rating Reaffirmed on Structural Growth…
• Positive Sentiment: Coverage ahead of Q4 suggests Dell is set to benefit from surging AI server demand and is expected to report double-digit revenue and EPS growth, a near-term earnings catalyst. DELL Gears Up to Report Q4 Earnings…
• Positive Sentiment: Dell rolled out an AI India Blueprint at the India AI Impact Summit and extended a visible brand/technology play with McLaren Racing — both support growth narrative and enterprise/customer engagement in key markets. Dell Taps AI India Blueprint And McLaren To Support Growth Narrative
• Neutral Sentiment: Market research forecasts rapid expansion in the system integration market (2025–2033), and Dell is listed as a key player — a long-term demand tailwind but not an immediate stock catalyst. System Integration Market Company Analysis…
• Neutral Sentiment: Regional marketing initiatives (e.g., “Tech ON Wheels” in Hyderabad) help brand and channel engagement but are unlikely to move the stock materially on their own. Dell Technologies launches ‘Tech ON Wheels’ mobile experience in Hyderabad
• Negative Sentiment: HP warned that U.S. trade regulations and rising memory-chip costs will weigh on its forecasts — similar headwinds apply to Dell and could pressure margins and guidance. HP warns US trade regulations, memory chip costs to weigh on annual forecasts
• Negative Sentiment: Recent coverage notes a steep pullback in Dell’s stock performance (reports of a ~29% drop) despite AI fundamentals — highlighting market volatility and the risk that sentiment, not fundamentals, is driving price swings ahead of earnings. Dell Stock Drops 29% Despite AI Boom…
• Negative Sentiment: Competition in AI servers (coverage of Super Micro’s aggressive pricing and land-grab tactics) may pressure Dell’s server pricing and margins in key hyperscaler deals. The AI Land Grab: Why SMCI’s Drop Is Your Gain

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the sale, the director directly owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. The trade was a 5.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the business. Winnow Wealth LLC bought a new stake in shares of Dell Technologies during the 2nd quarter worth approximately $25,000. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies in the fourth quarter worth $25,000. Rossby Financial LCC lifted its position in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Westside Investment Management Inc. boosted its stake in shares of Dell Technologies by 84.7% during the second quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after purchasing an additional 100 shares during the period. Finally, Twin Peaks Wealth Advisors LLC bought a new position in shares of Dell Technologies in the second quarter worth about $28,000. 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.