Dell Technologies (NYSE:DELL) Price Target Raised to $230.00

Dell Technologies (NYSE:DELL) had its price objective increased by investment analysts at The Goldman Sachs Group from $215.00 to $230.00 in a research note issued to investors on Thursday,MarketScreener reports. The Goldman Sachs Group’s price objective would suggest a potential upside of 9.07% from the company’s current price.

Several other research firms have also recently commented on DELL. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. Wolfe Research assumed coverage on shares of Dell Technologies in a research note on Thursday, April 9th. They set a “peer perform” rating on the stock. Citigroup raised their price target on shares of Dell Technologies from $180.00 to $235.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Evercore lifted their price target on shares of Dell Technologies from $205.00 to $240.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Barclays increased their price objective on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $184.47.

Dell Technologies Price Performance

Shares of NYSE DELL opened at $210.87 on Thursday. Dell Technologies has a 1 year low of $92.53 and a 1 year high of $221.50. The firm has a 50-day moving average of $169.13 and a 200 day moving average of $144.50. The stock has a market cap of $136.17 billion, a P/E ratio of 24.23, a price-to-earnings-growth ratio of 0.84 and a beta of 0.88.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s revenue for the quarter was up 39.5% compared to the same quarter last year. During the same period in the previous year, the company 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 expect that Dell Technologies will post 11.9 earnings per share for the current fiscal year.

Insider Activity

In other Dell Technologies news, COO Jeffrey W. Clarke sold 116,000 shares of Dell Technologies stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total value of $21,167,680.00. Following the sale, the chief operating officer directly owned 1,687,414 shares in the company, valued at approximately $307,919,306.72. The trade was a 6.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider William F. Scannell sold 143,067 shares of the stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $165.00, for a total transaction of $23,606,055.00. Following the transaction, the insider directly owned 21,779 shares of the company’s stock, valued at $3,593,535. This trade represents a 86.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. Company insiders own 42.00% of the company’s stock.

Institutional Investors Weigh In On Dell Technologies

Hedge funds have recently made changes to their positions in the company. Phoenix Financial Ltd. raised its holdings in shares of Dell Technologies by 95.3% in the third quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company’s stock worth $4,923,000 after buying an additional 16,488 shares during the period. Stonegate Investment Group LLC boosted its holdings in Dell Technologies by 24,493.8% during the 3rd quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company’s stock valued at $58,402,000 after acquiring an additional 410,271 shares during the period. Commerzbank Aktiengesellschaft FI grew its position in Dell Technologies by 637.3% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company’s stock valued at $2,741,000 after acquiring an additional 16,711 shares during the last quarter. Providence Capital Advisors LLC purchased a new stake in Dell Technologies in the third quarter worth $7,060,000. Finally, Campbell Capital Management Inc. lifted its position in shares of Dell Technologies by 34.0% during the fourth quarter. Campbell Capital Management Inc. now owns 80,189 shares of the technology company’s stock worth $10,094,000 after purchasing an additional 20,362 shares during the last quarter. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Dell Technologies News

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

• Positive Sentiment: Strategic partnership with Trust3 AI to embed unified governance into Dell’s Data Lakehouse, which strengthens Dell’s stack for secure, governed, enterprise AI deployments — a commercial catalyst for server, storage and services demand. Trust3 AI and Dell Technologies Partner to Deliver Secure, Governed, AI-Ready Data Lakehouse Infrastructure
• Positive Sentiment: Street analysts are raising targets and citing an AI server boom — including a new street-high price target — which supports upside expectations and investor sentiment around sustained AI-driven revenue growth. Dell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?
• Positive Sentiment: Short-term price momentum: coverage notes Dell outpaced the market in the latest session, reflecting buy-side enthusiasm around AI product cycles and the Trust3 tie-up. That momentum can help near-term flows ahead of catalysts. Why Dell Technologies (DELL) Outpaced the Stock Market Today
• Positive Sentiment: CEO Michael Dell publicly opposed a proposed AI data-center moratorium, arguing overregulation could hand advantages to rivals — a pro-growth stance that investors may view as supportive of ongoing AI investment and sales. Dell Technologies Inc. (DELL) CEO Speaks on AI Data Center Moratorium Proposal
• Neutral Sentiment: Competitive/industry context — Bank of America raised HPE’s target citing agentic AI opportunity; stronger peers can validate sector demand but also intensify competition for enterprise spend. Bank of America Lifts Hewlett Packard Enterprise (HPE) Target, Sees Upside from Agentic AI Shift
• Neutral Sentiment: Near-term catalyst: commentary and coverage note momentum “ahead of earnings”; investors will watch upcoming results and guidance for signs that AI demand sustains higher server/storage bookings. What’s Going With Dell Stock Today?
• Negative Sentiment: Competitive technology risk from rapid product cycles at peers (e.g., Nvidia’s new model/hardware launches) could pressure ASPs and margins in AI servers; investors should watch margin trajectory and component cost trends. As Nvidia Launches Nemotron 3 Nano Omni Model, Should You Buy, Sell, or Hold NVDA 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.