Dell Technologies (NYSE:DELL) Trading 1.7% Higher – Time to Buy?

Shares of Dell Technologies Inc. (NYSE:DELL) shot up 1.7% during mid-day trading on Thursday . The company traded as high as $472.50 and last traded at $471.55. 4,632,597 shares changed hands during trading, a decline of 43% from the average daily volume of 8,097,997 shares. The stock had previously closed at $463.82.

More Dell Technologies News

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

• Positive Sentiment: AI-server demand is driving optimism. Recent coverage says Dell is benefiting from accelerating data-center investment and the expansion of AI infrastructure. Analysts see continued demand for AI servers supporting revenue, earnings and growth beyond the upcoming quarter. Dell AI growth outlook
• Positive Sentiment: Earnings expectations remain strong. Analysts anticipate substantial year-over-year gains in second-quarter revenue and earnings, while Dell’s prior results— which significantly exceeded EPS and revenue estimates—provide a favorable comparison. A positive “beat-and-raise” report could reinforce the stock’s momentum. Dell Q2 earnings outlook
• Positive Sentiment: Analyst and momentum screens remain supportive. Mizuho identified Dell as a preferred way to participate in the AI buildout, and other coverage highlights the company’s strong price trend and potential for additional upside if earnings meet or exceed expectations. Mizuho AI stock picks
• Neutral Sentiment: Near-term volatility will center on earnings and economic data. The August jobs report and other economic releases could influence interest-rate expectations and technology valuations. Dell management is also scheduled to speak at Goldman Sachs and Citi technology conferences on September 9–10, potentially offering further demand and outlook commentary. Week ahead economic calendar
• Negative Sentiment: Valuation raises the earnings bar. After a substantial run fueled by AI enthusiasm, Dell trades near its 52-week high. Any weaker-than-expected guidance, margin pressure or signs that AI-server growth is moderating could trigger profit-taking.
• Negative Sentiment: Insider selling and industry regulatory risks remain overhangs. Director Lynn Vojvodich Radakovich sold 2,022 shares worth approximately $886,000 under a pre-arranged Rule 10b5-1 plan. Separately, scrutiny of alleged illegal AI-server exports involving another industry participant highlights potential geopolitical and export-control risks for the sector. Dell insider sale filing

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Jefferies Financial Group cut Dell Technologies to a “hold” rating in a research report on Monday, June 1st. Loop Capital upped their price target on shares of Dell Technologies from $150.00 to $550.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. The Goldman Sachs Group raised their price objective on shares of Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Susquehanna set a $289.00 price objective on shares of Dell Technologies and gave the stock a “neutral” rating in a report on Friday, May 29th. Finally, Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research report on Monday, June 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $485.24.

Dell Technologies Trading Up 1.7%

The business has a 50 day moving average of $430.62 and a 200-day moving average of $292.70. The stock has a market cap of $305.62 billion, a PE ratio of 37.45, a price-to-earnings-growth ratio of 0.94 and a beta of 1.33.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping the consensus estimate of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The company had revenue of $43.84 billion during the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter last year, the business posted $1.55 earnings per share. Dell Technologies’s revenue was up 87.5% compared to the same quarter last year. On average, equities research analysts anticipate that Dell Technologies Inc. will post 18.22 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, July 21st were paid a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.5%. Dell Technologies’s dividend payout ratio (DPR) is presently 20.02%.

Insider Buying and Selling

In other Dell Technologies news, Director Lynn Vojvodich Radakovich sold 2,022 shares of Dell Technologies stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $438.21, for a total value of $886,060.62. Following the completion of the sale, the director directly owned 25,267 shares of the company’s stock, valued at approximately $11,072,252.07. The trade was a 7.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Spv-2 L.P. Sl sold 59,492 shares of the stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $453.54, for a total value of $26,982,001.68. Following the transaction, the director directly owned 89,222 shares in the company, valued at approximately $40,465,745.88. This represents a 40.00% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 3,436,780 shares of company stock worth $1,449,756,744. 41.50% of the stock is owned by company insiders.

Hedge Funds Weigh In On Dell Technologies

Several institutional investors have recently added to or reduced their stakes in DELL. Triumph Capital Management lifted its position in Dell Technologies by 2.3% during the second quarter. Triumph Capital Management now owns 1,405 shares of the technology company’s stock valued at $606,000 after buying an additional 32 shares during the period. Accel Wealth Management raised its position in shares of Dell Technologies by 2.8% in 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 boosted its stake in Dell Technologies by 1.6% in the 1st quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after purchasing an additional 49 shares in the last quarter. Bell Investment Advisors Inc increased its stake in Dell Technologies by 19.3% during the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after purchasing an additional 52 shares in the last quarter. Finally, Vectors Research Management LLC raised its holdings in Dell Technologies by 0.4% in the first 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. 76.37% of the stock is currently owned by institutional investors and hedge funds.

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.