Dell Technologies (NYSE:DELL) Upgraded to “Buy” at Wall Street Zen

Wall Street Zen upgraded shares of Dell Technologies (NYSE:DELL) from a hold rating to a buy rating in a research report sent to investors on Saturday morning.

DELL has been the topic of several other reports. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Daiwa Securities Group increased their price target on shares of Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. JPMorgan Chase & Co. decreased their price objective on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Bank of America boosted their price objective on shares of Dell Technologies from $160.00 to $163.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. Finally, Morgan Stanley raised their target price on Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a report on Friday. Seventeen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $160.47.

Dell Technologies Price Performance

Shares of NYSE:DELL opened at $147.89 on Friday. The business’s 50 day simple moving average is $121.17 and its 200 day simple moving average is $131.92. Dell Technologies has a 1 year low of $66.25 and a 1 year high of $168.08. The company has a market capitalization of $98.01 billion, a P/E ratio of 16.96, a P/E/G ratio of 0.97 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 229.86% and a net margin of 5.23%.The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the prior year, the company posted $2.68 EPS. The company’s revenue was up 39.5% compared to the same quarter last year. Dell Technologies has set its Q1 2027 guidance at 2.900-2.900 EPS and its FY 2027 guidance at 12.900-12.900 EPS. On average, sell-side analysts anticipate that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th were issued a dividend of $0.525 per share. The ex-dividend date was Tuesday, January 20th. This represents a $2.10 annualized dividend and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio is 24.08%.

Insider Activity at Dell Technologies

In related news, Director Egon Durban sold 71,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the sale, the director owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This trade represents a 5.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 42.00% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

Several large investors have recently bought and sold shares of DELL. Brighton Jones LLC increased its stake in shares of Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after buying an additional 901 shares during the period. Sivia Capital Partners LLC bought a new stake in Dell Technologies during the 2nd quarter worth approximately $328,000. Nisa Investment Advisors LLC increased its position in Dell Technologies by 748.9% in the 2nd quarter. Nisa Investment Advisors LLC now owns 8,540 shares of the technology company’s stock valued at $1,047,000 after acquiring an additional 7,534 shares during the period. Ashton Thomas Private Wealth LLC bought a new position in shares of Dell Technologies during the second quarter valued at $364,000. Finally, Bessemer Group Inc. lifted its holdings in shares of Dell Technologies by 22.0% during the second quarter. Bessemer Group Inc. now owns 2,179 shares of the technology company’s stock worth $266,000 after purchasing an additional 393 shares during the period. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Q4 beat and raised FY‑2027 guidance: Dell reported Q4 EPS and revenue above consensus and issued FY‑2027 revenue and EPS guidance well above street expectations, which investors see as evidence the company is capitalizing on AI demand. Article Link
• Positive Sentiment: Massive AI-server opportunity: Management projects roughly $50 billion in AI server revenue for the fiscal year and highlighted a record backlog (~$43B), signaling continued strong enterprise demand for AI infrastructure. Article Link
• Positive Sentiment: AI revenue surge this quarter: Dell disclosed AI‑optimized server revenue jumped materially year-over-year (near ~$9B for the quarter, +300%+ ranges reported), showing the business already contributing significant top-line growth. Article Link
• Positive Sentiment: Record annual results & shareholder actions: Dell posted record full‑year revenue and signaled durability in its data‑center franchise; the company also boosted its dividend, which supports investor confidence. Article Link
• Positive Sentiment: Analyst optimism: Multiple firms raised price targets and kept/raised ratings after the print (examples include Barclays, Raymond James, Mizuho), reinforcing the buy-side narrative around Dell’s AI momentum. Article Link
• Neutral Sentiment: Supply‑chain / cost note: Management acknowledged memory cost pressures and supply dynamics, but said Dell has largely managed shortages — a potential margin headwind if component costs rise further. Article Link
• Negative Sentiment: Not all analysts are uniformly bullish: some firms (e.g., Morgan Stanley) remain cautious and maintain underweight ratings with lower targets, reminding investors there is still debate on valuation and sustainability. Article Link

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.