Dell Technologies (NYSE:DELL) Shares Up 1.3% Following Analyst Upgrade

Dell Technologies Inc. (NYSE:DELL)’s share price shot up 1.3% on Wednesday after Morgan Stanley raised their price target on the stock from $448.00 to $477.00. Morgan Stanley currently has an equal weight rating on the stock. Dell Technologies traded as high as $440.38 and last traded at $433.5260. 6,004,819 shares traded hands during trading, a decline of 31% from the average daily volume of 8,750,578 shares. The stock had previously closed at $427.78.

Several other research firms also recently commented on DELL. Daiwa Securities Group raised their price objective on Dell Technologies from $170.00 to $465.00 and gave the stock an “outperform” rating in a report on Tuesday, June 2nd. TD Cowen upped their target price on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a report on Friday, May 29th. William Blair assumed coverage on Dell Technologies in a research report on Monday, June 1st. They set a “neutral” rating on the stock. Loop Capital raised their price target on Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Finally, Royal Bank Of Canada started coverage on Dell Technologies in a report on Friday, May 29th. They issued an “outperform” rating for the company. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $490.38.

Insider Activity at Dell Technologies

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 34,257 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $403.12, for a total transaction of $13,809,681.84. Following the sale, the director owned 91,809 shares of the company’s stock, valued at approximately $37,010,044.08. This trade represents a 27.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Silver Lake Partners V. De (Aiv sold 20,095 shares of Dell Technologies stock in a transaction on Friday, June 12th. The shares were sold at an average price of $403.12, for a total value of $8,100,696.40. Following the completion of the transaction, the director owned 50,381 shares in the company, valued at $20,309,588.72. This represents a 28.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,873,252 shares of company stock valued at $1,391,926,654 over the last 90 days. Insiders own 41.50% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Dell launched the PowerEdge XE8812 server to deepen its push into rack-scale AI, which should help it win more high-performance computing and data center orders. Dell (DELL) Launches PowerEdge XE8812 To Push Deeper Into Rack Scale AI
• Positive Sentiment: Multiple articles highlighted Dell as a top AI server stock in 2026, noting that it has outperformed peers like Super Micro and Hewlett Packard Enterprise. Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?
• Positive Sentiment: Analysts and market commentary remain constructive, pointing to strong AI demand, a record backlog, and higher price targets that suggest further upside potential. Dell Benefits From Expanding AI Portfolio: Is the Stock a Must-Have?
• Neutral Sentiment: Social media chatter after Dell’s latest results has centered on strong earnings and AI server growth, while insider selling remains a background concern for some investors. Dell Technologies Stock (DELL) Opinions on Q1 Earnings Results
• Negative Sentiment: Some coverage continues to flag concerns about whether AI spending can stay at current levels, which could create volatility even as Dell benefits from the trend. Bet on These 3 Dividend Growth Stocks Amid AI Spending Fears

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of DELL. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies during the fourth quarter valued at approximately $25,000. Rossby Financial LCC increased its position in shares of Dell Technologies by 968.4% during the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares in the last quarter. Portus Wealth Advisors LLC purchased a new stake in shares of Dell Technologies during the 1st quarter valued at $35,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Dell Technologies in the 4th quarter worth $29,000. Finally, Navalign LLC purchased a new position in Dell Technologies during the 4th quarter worth $29,000. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Dell Technologies Stock Performance

The company has a 50 day moving average of $297.73 and a two-hundred day moving average of $193.08. The stock has a market capitalization of $280.97 billion, a PE ratio of 34.43, a P/E/G ratio of 0.90 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The company 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 firm’s revenue was up 87.5% compared to the same quarter last year. During the same period last year, the business 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. As a group, research analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current fiscal year.

Dell Technologies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be given a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 20.02%.

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.