Dell Technologies (NYSE:DELL) Trading Up 1.5% – Here’s What Happened

Dell Technologies Inc. (NYSE:DELL) was up 1.5% during trading on Monday . The company traded as high as $406.50 and last traded at $400.1410. Approximately 8,436,361 shares traded hands during trading, a decline of 4% from the average daily volume of 8,799,104 shares. The stock had previously closed at $394.39.

Key Dell Technologies News

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

• Positive Sentiment: Dell continues to be highlighted as a leading AI infrastructure beneficiary, with articles pointing to strong server demand, record backlog, and revenue growth that helped it beat earnings expectations. MU and DELL: 2 AI Infrastructure Stocks Crushing NVDA in 2026
• Positive Sentiment: Wall Street commentary remains constructive on Dell’s AI and enterprise demand outlook, with analysts still citing meaningful upside from current levels and favorable price targets. Wall Street Analysts Believe Dell Technologies Could Rally 27.29%
• Positive Sentiment: Dell was also featured in growth-stock and AI-infrastructure coverage, reinforcing the view that it is one of the year’s strongest large-cap technology performers. 5 Best Performing Growth Stocks So Far in 2026
• Neutral Sentiment: Several reports compare Dell favorably with peers like Super Micro, but much of the discussion is already reflected in the stock’s sharp year-to-date rally. Super Micro Computer vs Dell Technologies: The Better Stock For 2026
• Negative Sentiment: Large recent insider sales by Silver Lake-linked directors are the main near-term overhang, with multiple filings showing tens of millions of dollars in stock sold after earnings. SEC insider sale filing
• Negative Sentiment: DELL has also been caught in a broader selloff in high-beta AI hardware names as investors rotate out of the sector and take profits after a strong run. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
• Negative Sentiment: Some coverage also notes governance and political scrutiny around Dell’s stock ownership and endorsements, adding a layer of uncertainty for investors. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story

Analysts Set New Price Targets

A number of research firms recently issued reports on DELL. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. Argus upped their price target on shares of Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Evercore upped their price target on shares of Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Melius Research set a $565.00 price target on shares of Dell Technologies in a research note on Friday, May 29th. Finally, Royal Bank Of Canada began coverage on shares of Dell Technologies in a research note on Friday, May 29th. They set an “outperform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Dell Technologies presently has a consensus rating of “Moderate Buy” and an average target price of $475.76.

Dell Technologies Price Performance

The company has a market capitalization of $238.84 billion, a P/E ratio of 29.38, a P/E/G ratio of 0.89 and a beta of 1.30. The business has a 50-day moving average of $251.44 and a 200-day moving average of $173.64.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company 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%.Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same period 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. Sell-side analysts predict that Dell Technologies Inc. will post 17.05 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Silver Lake Partners V. De (Aiv sold 36,736 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $403.00, for a total value of $14,804,608.00. Following the completion of the sale, the director directly owned 43,384 shares in the company, valued at $17,483,752. This trade represents a 45.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 89,648 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $403.01, for a total value of $36,129,040.48. Following the completion of the sale, the director owned 5,544 shares of the company’s stock, valued at approximately $2,234,287.44. This represents a 94.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 4,305,875 shares of company stock worth $1,233,161,867 over the last three months. 41.50% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies in the 4th quarter worth about $25,000. Rossby Financial LCC increased its stake in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after buying an additional 184 shares during the period. Portus Wealth Advisors LLC purchased a new position in Dell Technologies in the 1st quarter worth about $35,000. Kemnay Advisory Services Inc. purchased a new position in Dell Technologies in the 4th quarter worth about $29,000. Finally, Navalign LLC purchased a new position in Dell Technologies in the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies Company Profile

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.