Dell Technologies (NYSE:DELL) Price Target Raised to $500.00

Dell Technologies (NYSE:DELL) had its price target hoisted by UBS Group from $455.00 to $500.00 in a report issued on Wednesday, MarketBeat Ratings reports. They currently have a neutral rating on the technology company’s stock.

Several other brokerages have also weighed in on DELL. Truist Financial lifted their price objective on Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a report on Friday, May 29th. Morgan Stanley upped their price objective on shares of Dell Technologies from $434.00 to $499.00 and gave the company an “equal weight” rating in a report on Wednesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Dell Technologies in a research note on Wednesday, August 12th. Wall Street Zen raised shares of Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. Finally, William Blair began coverage on shares of Dell Technologies in a report on Monday, June 1st. They issued a “neutral” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $553.79.

Dell Technologies Trading Up 1.8%

Dell Technologies stock opened at $525.66 on Wednesday. The business’s 50 day simple moving average is $439.28 and its 200 day simple moving average is $308.94. Dell Technologies has a 12 month low of $110.22 and a 12 month high of $534.99. The company has a market cap of $340.69 billion, a price-to-earnings ratio of 30.51, a PEG ratio of 0.73 and a beta of 1.34.

Dell Technologies (NYSE:DELL) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%.The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same period last year, the business posted $1.70 earnings per share. The business’s revenue for the quarter was up 57.7% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. As a group, equities research analysts forecast that Dell Technologies will post 21.28 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be given a dividend of $0.63 per share. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio is currently 14.63%.

Insider Activity

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 shares were sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the sale, the director owned 67,990 shares of the company’s stock, valued at approximately $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 accessible through this hyperlink. Also, Director Lynn Vojvodich Radakovich sold 2,022 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $438.21, for a total transaction of $886,060.62. Following the completion of the sale, the director owned 25,267 shares in the company, valued at $11,072,252.07. This represents a 7.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,527,629 shares of company stock valued at $619,325,485. Corporate insiders own 41.50% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies during the fourth quarter worth about $25,000. Rossby Financial LCC raised its holdings in shares of Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares in the last quarter. Cornerstone Financial Management LLC boosted its position in shares of Dell Technologies by 56.1% during the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after acquiring an additional 23 shares during the last quarter. Navalign LLC bought a new stake in shares of Dell Technologies during the 4th quarter valued at about $29,000. Finally, Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies during the fourth quarter worth about $29,000. Institutional investors own 76.37% of the company’s stock.

Dell Technologies News Summary

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

• Positive Sentiment: AI demand remains the primary catalyst. Dell reported record AI-server orders and a roughly $95 billion backlog, supporting expectations for sustained data-center growth. Broad enterprise IT-refresh demand is providing an additional tailwind. DELL Stock Hits 52-Week High: Does it Have More Room to Run?
• Positive Sentiment: The latest earnings beat reset expectations higher. Dell posted quarterly revenue of $46.97 billion, up 57.7% year over year and above the $44.89 billion consensus. Adjusted earnings of $7.04 per share exceeded estimates by $2.13, while management raised its fiscal outlook. Dell Technologies Raises the Bar Again as AI Demand Fuels Another Strong Quarter
• Positive Sentiment: Analyst support strengthened. Goldman Sachs increased its price target by $60, while JPMorgan raised its target to $635. Other firms, including UBS, Morgan Stanley and TD Cowen, also expressed constructive views, reinforcing bullish sentiment around Dell’s AI-server opportunity. Goldman Sachs resets Dell stock price target by $60
• Positive Sentiment: Dell is increasingly viewed as a potential major AI beneficiary because its growth is being supported by reported customer orders and revenue rather than expectations alone. Its performance has also helped validate the broader AI infrastructure trade. Bank of America sees upside in surging AI stock
• Neutral Sentiment: Valuation and execution are becoming more important. After a sharp 2026 rally and a move near its 52-week high, investors are debating whether the backlog can translate into profitable growth at current expectations.
• Negative Sentiment: Some commentary cautions that Dell’s margins, supply availability and ability to convert the backlog into cash flow could limit further upside. The stock’s substantial gains also increase the risk of profit-taking or consolidation if future results merely meet, rather than exceed, elevated expectations. Dell Just Jumped 16% and One Strategist Says That Is the Whole Tech Argument Right Now

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.