Dell Technologies Inc. (NYSE:DELL) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Dell Technologies Inc. (NYSE:DELL) have received an average rating of “Moderate Buy” from the thirty-two analysts that are presently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, ten have assigned a hold recommendation, twenty have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price target among analysts that have covered the stock in the last year is $494.6667.

Several research firms have commented on DELL. Argus upped their price objective on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Wells Fargo & Company lifted their price target on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Weiss Ratings raised Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Guggenheim raised Dell Technologies to a “buy” rating in a research note on Monday, June 1st. Finally, Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st.

Insider Transactions at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the company’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $31,160,919.24. Following the sale, the director owned 67,990 shares in the company, valued at $30,836,184.60. This represents a 50.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Spv-2 L.P. Sl sold 59,492 shares of the company’s stock in a transaction dated Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the completion of the sale, 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 position. The SEC filing for this sale provides additional information. Insiders sold 3,434,758 shares of company stock worth $1,448,870,683 over the last quarter. Insiders own 41.50% of the company’s stock.

Institutional Trading of Dell Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in DELL. Byrne Asset Management LLC bought a new stake in shares of Dell Technologies during the 2nd quarter worth about $38,000. Atwood & Palmer Inc. increased its holdings in Dell Technologies by 860.0% in the second quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company’s stock worth $41,000 after buying an additional 86 shares during the last quarter. Allied Private Wealth LLC acquired a new position in Dell Technologies during the second quarter worth $63,000. Elevation Wealth Partners LLC lifted its holdings in Dell Technologies by 5,900.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 180 shares of the technology company’s stock worth $78,000 after purchasing an additional 177 shares during the last quarter. Finally, Commonwealth Retirement Investments LLC acquired a new position in Dell Technologies during the 4th quarter worth $25,000. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell was selected by Texas A&M Engineering Experiment Station to build the IGNITE secure AI and high-performance computing platform, a contract that adds to Dell’s AI/HPC momentum and highlights its role in national research infrastructure. Texas A&M Engineering Experiment Station Selects Dell Technologies to Build a Secure AI Platform for National Research
• Positive Sentiment: Investor optimism around AI servers is spreading across the sector, with reports pointing to Dell’s exposure to Nvidia-powered AI server demand as a key reason the stock has been moving higher. Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
• Positive Sentiment: Analyst commentary is also leaning bullish, with several forecasts suggesting Dell still has room to run as AI server growth remains a major theme for the stock. Dell To Rally More Than 17%? Here Are 10 Top Analyst Forecasts For Friday
• Neutral Sentiment: Some market coverage notes that Dell’s AI story is improving, but also flags new risks, suggesting investors are still weighing upside from AI demand against margin and execution concerns. Dell’s AI Story Gains Traction but New Risks Are Emerging
• Negative Sentiment: One concern for Dell remains margin pressure tied to the AI server buildout, which could limit how much of the AI demand boom translates into profits. Prediction: Dell Technologies Stock Could Be 30% Higher by This Time Next Year

Dell Technologies Price Performance

DELL stock opened at $436.43 on Wednesday. Dell Technologies has a 1-year low of $110.22 and a 1-year high of $469.47. The business has a 50-day moving average price of $390.33 and a 200 day moving average price of $239.74. The company has a market capitalization of $282.85 billion, a P/E ratio of 34.66, a PEG ratio of 0.93 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company’s quarterly revenue was up 87.5% on a year-over-year basis. During the same quarter last year, the company earned $1.55 earnings per share. 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. On average, analysts anticipate that Dell Technologies will post 17.77 earnings per share for the current fiscal year.

Dell Technologies Dividend Announcement

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

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.