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

Dell Technologies Inc. (NYSE:DELL) has been assigned a consensus rating of “Moderate Buy” from the thirty-two research firms that are covering the firm, Marketbeat reports. One research analyst has rated the stock with a sell rating, ten have assigned a hold rating, twenty have issued a buy rating and one has issued a strong buy rating on the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $494.6667.

Several equities analysts have weighed in on DELL shares. HSBC raised Dell Technologies to a “buy” rating in a research report on Friday, May 29th. Citigroup raised their price objective on shares of Dell Technologies from $475.00 to $515.00 and gave the company a “buy” rating in a research note on Friday. Mizuho lifted their price objective on shares of Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a report on Monday, June 1st. Daiwa Securities Group upped their target price on shares of Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 2nd. Finally, Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th.

Dell Technologies Stock Down 8.2%

NYSE:DELL opened at $392.10 on Wednesday. Dell Technologies has a 52 week low of $110.22 and a 52 week high of $469.47. The stock’s fifty day moving average is $397.25 and its two-hundred day moving average is $243.80. The stock has a market capitalization of $254.12 billion, a price-to-earnings ratio of 31.14, a price-to-earnings-growth ratio of 0.91 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The business had revenue of $43.84 billion during the quarter, compared to analysts’ expectations 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 revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the firm posted $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, sell-side analysts expect that Dell Technologies will post 17.77 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st will be paid a $0.63 dividend. 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 dividend payout ratio (DPR) is presently 20.02%.

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 175,901 shares of Dell Technologies stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $80,560,898.99. Following the completion of the transaction, the director owned 36,659 shares in the company, valued at approximately $16,789,455.41. This trade represents a 82.75% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total value of $86,928,791.95. Following the transaction, the director directly owned 24,287 shares of the company’s stock, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 3,434,758 shares of company stock valued at $1,448,870,683. 41.50% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Dell Technologies

A number of large investors have recently modified their holdings of the company. Accel Wealth Management lifted its position in shares of Dell Technologies by 2.8% during the 2nd quarter. Accel Wealth Management now owns 1,421 shares of the technology company’s stock worth $613,000 after purchasing an additional 39 shares during the last quarter. Ariadne Wealth Management LP increased its holdings in Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock valued at $508,000 after buying an additional 49 shares during the last quarter. Bell Investment Advisors Inc raised its stake in Dell Technologies by 19.3% in the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after buying an additional 52 shares in the last quarter. Vectors Research Management LLC lifted its holdings in Dell Technologies by 0.4% during the 1st quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock worth $2,404,000 after buying an additional 55 shares during the last quarter. Finally, Raleigh Capital Management Inc. boosted its position in shares of Dell Technologies by 6.9% during the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after acquiring an additional 67 shares in the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

More Dell Technologies News

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

• Positive Sentiment: Analysts and financial commentators continue to view Dell as a major beneficiary of AI infrastructure spending. Surging AI-server demand, an expanding backlog and a lower valuation than many AI peers support the long-term growth case. Dell Technologies vs. Apple: Which AI Stock is a Better Buy?
• Positive Sentiment: Dell was included among stocks considered attractive for the second half of 2026 because of strong interest coverage, growth estimates and significant prior share-price gains—factors that suggest balance-sheet resilience and investor demand. 4 Stocks With Strong Interest Coverage Ratios to Buy in H2 2026
• Neutral Sentiment: Potential U.S. tariffs on Chinese memory chips could raise component costs for server and hardware manufacturers. Dell and other original-equipment makers are reportedly evaluating Chinese memory suppliers to offset rising prices, but regulatory and national-security restrictions could limit those options. Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
• Negative Sentiment: The immediate catalyst for the decline was an analyst warning that the AI-server boom may bring margin pressure. Investors appear concerned that intense competition, expensive components and the mix of large AI systems could reduce profitability even as revenue grows. Dell Stock Crashes as AI Server Boom Faces New Margin Concerns
• Negative Sentiment: Dell’s shares fell sharply alongside Super Micro Computer, indicating broader investor caution toward AI-server makers. The weakness followed the analyst’s comments even though Evercore ISI still described Dell as one of the largest beneficiaries of AI spending. DELL Stock Plunges Despite Position as One of the Largest Beneficiaries of AI Spending

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.