Dell Technologies Inc. (NYSE:DELL) Receives $461.71 Consensus PT from Analysts

Shares of Dell Technologies Inc. (NYSE:DELL) have been assigned an average rating of “Moderate Buy” from the thirty-three research firms that are currently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell rating, ten have issued a hold rating, twenty-one have given a buy rating and one has assigned a strong buy rating to the company. The average twelve-month target price among brokers that have covered the stock in the last year is $475.7619.

Several research analysts have recently commented on DELL shares. Morgan Stanley raised shares of Dell Technologies from an “underweight” rating to a “buy” rating in a research note on Friday, May 22nd. Wolfe Research lowered shares of Dell Technologies from a “peer perform” rating to a “peer perform” rating in a research note on Friday, May 29th. Zacks Research raised shares of Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. HSBC raised shares of Dell Technologies to a “buy” rating in a research note on Friday, May 29th. Finally, Roth Mkm started coverage on shares of Dell Technologies in a research note on Friday, May 29th. They issued a “buy” rating for the company.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Dell’s AI story is getting stronger: the company is among the first PC makers expected to launch premium AI PCs with Nvidia’s new RTX Spark chip, extending its AI momentum beyond servers into laptops and desktops. Article Title
• Positive Sentiment: Analysts and momentum traders remain bullish after Dell’s earnings beat and raised outlook, with coverage highlighting record AI orders, a $60 billion AI-server opportunity, and stronger earnings expectations. Article Title
• Positive Sentiment: Dell’s recent Zacks Rank #1 (Strong Buy) upgrade adds to the bullish near-term narrative and may keep buyers interested. Article Title
• Positive Sentiment: Additional coverage continues to frame Dell as an AI infrastructure winner rather than just a PC maker, reinforcing the stock’s rerating. Article Title
• Neutral Sentiment: A few headlines mentioned Dell in broader discussions about AI stocks, ETF flows, and political trading commentary, but these appear more narrative-driven than direct business catalysts. Article Title
• Negative Sentiment: Several directors affiliated with Silver Lake disclosed large stock sales, which could raise concern that insiders are cashing in after the sharp rally. Article Title

Insider Activity at Dell Technologies

In related news, Director Spv-2 L.P. Sl sold 17,932 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $458.12, for a total value of $8,215,007.84. Following the sale, the director owned 26,232 shares of the company’s stock, valued at $12,017,403.84. This trade represents a 40.60% 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 V. De (Aiv sold 74,265 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $438.91, for a total transaction of $32,595,651.15. Following the completion of the sale, the director directly owned 88,024 shares in the company, valued at approximately $38,634,613.84. This trade represents a 45.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 3,510,992 shares of company stock valued at $899,562,313 over the last 90 days. 41.50% of the stock is owned by corporate insiders.

Institutional Trading of Dell Technologies

Several hedge funds have recently added to or reduced their stakes in DELL. Providence Capital Advisors LLC acquired a new stake in Dell Technologies during the third quarter worth approximately $7,060,000. Campbell Capital Management Inc. raised its holdings 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 purchasing an additional 20,362 shares in the last quarter. 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 fourth quarter worth approximately $23,332,000. ProShare Advisors LLC raised its holdings in Dell Technologies by 10.5% during the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock worth $10,157,000 after purchasing an additional 7,642 shares in the last quarter. Finally, Prospera Financial Services Inc raised its holdings in Dell Technologies by 54.3% during the third quarter. Prospera Financial Services Inc now owns 41,492 shares of the technology company’s stock worth $5,886,000 after purchasing an additional 14,604 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies Price Performance

Shares of DELL stock opened at $421.73 on Tuesday. The firm has a market cap of $272.33 billion, a PE ratio of 33.50, a price-to-earnings-growth ratio of 1.24 and a beta of 1.30. The company has a 50-day moving average of $238.55 and a two-hundred day moving average of $167.92. Dell Technologies has a 1-year low of $109.17 and a 1-year high of $469.47.

Dell Technologies (NYSE:DELL) last announced its 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. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The company 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. Dell Technologies’s revenue 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 anticipate that Dell Technologies will post 12.93 EPS for the current fiscal year.

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.