Dell Technologies (NYSE:DELL) Trading 1.5% Higher – Time to Buy?

Dell Technologies Inc. (NYSE:DELL)’s share price shot up 1.5% on Friday . The company traded as high as $407.15 and last traded at $397.1780. 7,274,742 shares were traded during trading, a decline of 16% from the average session volume of 8,651,614 shares. The stock had previously closed at $391.38.

Key Dell Technologies News

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

• Positive Sentiment: Dell is being highlighted as a strong AI hardware name with booming demand for AI-optimized servers, a large backlog, and a growing role in enterprise and government data-center builds. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary continues to frame Dell as attractively valued versus some AI and cloud peers, with strong free cash flow and a much lower forward multiple than higher-flying competitors. CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
• Positive Sentiment: Analysts and market-watchers continue to point to Dell as a relative winner within technology, with some reports calling it one of the better-performing computer and tech stocks this year. Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
• Neutral Sentiment: Dell CFO Yvonne McGill was honored at a local business awards event, which is positive for the company’s profile but unlikely to materially affect the stock. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader tech weakness is weighing on Dell along with other chip and AI-related stocks, as investors continue to rotate out of the sector. AMD, Dell, Intel, Netflix, SpaceX, and More Stocks That Explain Today’s Market
• Negative Sentiment: Several articles note that Dell has stalled since its recent highs, with concerns about valuation and lingering AI-sector volatility keeping some investors cautious. Dell stock has stalled since May: will it pop or crash?

Wall Street Analysts Forecast Growth

Several brokerages have commented on DELL. UBS Group set a $700.00 price objective on shares of Dell Technologies in a research report on Friday, May 29th. William Blair assumed coverage on Dell Technologies in a research note on Monday, June 1st. They issued a “neutral” rating on the stock. TD Cowen boosted their price target on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a report on Friday, May 29th. Wolfe Research downgraded Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research report on Friday, May 29th. Finally, Barclays cut Dell Technologies from an “overweight” rating to a “reduce” rating in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $492.76.

Dell Technologies Stock Up 1.5%

The stock has a market capitalization of $257.42 billion, a price-to-earnings ratio of 31.55, a price-to-earnings-growth ratio of 0.85 and a beta of 1.31. The stock has a 50 day moving average price of $372.69 and a 200 day moving average price of $228.67.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business earned $1.55 EPS. The firm’s quarterly revenue was up 87.5% on a year-over-year basis. 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 forecast that Dell Technologies Inc. will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s payout ratio is 20.02%.

Insider Buying and Selling at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 59,492 shares of the firm’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the completion of the transaction, the director directly owned 89,222 shares in the company, valued at $40,465,745.88. This trade represents a 40.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lake Group L.L.C. Silver sold 16,679 shares of Dell Technologies stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $396.37, for a total value of $6,611,055.23. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 3,434,758 shares of company stock worth $1,448,870,683. Company insiders own 41.50% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the company. Campbell Capital Management Inc. raised its stake in 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 buying an additional 20,362 shares during the last quarter. ProShare Advisors LLC grew its holdings in Dell Technologies by 10.5% during the 4th quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after acquiring an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in Dell Technologies during the 4th quarter worth about $23,332,000. Tectonic Advisors LLC bought a new position in shares of Dell Technologies in the 4th quarter worth about $5,620,000. Finally, Nordea Investment Management AB raised its position in shares of Dell Technologies by 437.4% in the 4th quarter. Nordea Investment Management AB now owns 775,652 shares of the technology company’s stock worth $98,578,000 after acquiring an additional 631,315 shares in the last quarter. 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.