Dell Technologies (NYSE:DELL) Director Silver Lake Partners De (Aiv Sells 35,437 Shares

Dell Technologies Inc. (NYSE:DELL) Director Silver Lake Partners De (Aiv sold 35,437 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $422.98, for a total value of $14,989,142.26. Following the sale, the director owned 94,207 shares of the company’s stock, valued at approximately $39,847,676.86. This trade represents a 27.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

Dell Technologies Trading Down 6.2%

NYSE:DELL opened at $395.72 on Friday. Dell Technologies Inc. has a 12 month low of $109.17 and a 12 month high of $469.47. The stock has a 50 day moving average of $242.78 and a two-hundred day moving average of $169.51. The firm has a market cap of $255.53 billion, a P/E ratio of 31.43, a price-to-earnings-growth ratio of 1.24 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping the consensus estimate of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s quarterly revenue was up 87.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.55 EPS. 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, research analysts forecast that Dell Technologies Inc. will post 12.93 earnings per share for the current year.

Dell Technologies News Summary

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

• Positive Sentiment: Analysts and market commentators continue to raise expectations for Dell after its strong earnings beat, with several reports saying the company is benefiting from booming AI infrastructure spending. Article Title
• Positive Sentiment: Bernstein raised its price target on Dell to $500 and maintained an Outperform rating, reinforcing the view that Wall Street sees more upside after the company’s record AI quarter. Article Title
• Positive Sentiment: Dell’s partnership with Nvidia on new AI PCs, including the XPS 16 Creator Edition powered by RTX Spark, expands the AI growth story beyond servers into the PC market. Article Title
• Positive Sentiment: Multiple articles framed Dell as a major AI infrastructure winner, with investors betting the company can keep compounding growth as AI server orders and margins expand. Article Title

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on DELL. Evercore upped their price target on Dell Technologies from $270.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. The Goldman Sachs Group upped their price target on Dell Technologies from $230.00 to $500.00 and gave the company a “buy” rating in a research report on Monday, June 1st. TD Cowen upped their price target on Dell Technologies from $150.00 to $450.00 and gave the company a “hold” rating in a research report on Friday, May 29th. Susquehanna set a $289.00 price target on Dell Technologies and gave the company a “neutral” rating in a research report on Friday, May 29th. Finally, Loop Capital upped their price target on Dell Technologies from $150.00 to $550.00 and gave the company a “buy” rating in a research report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Dell Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.

Institutional Investors Weigh In On Dell Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Ariadne Wealth Management LP increased its stake in Dell Technologies by 1.6% during the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after acquiring an additional 49 shares during the last quarter. Bell Investment Advisors Inc increased its stake in Dell Technologies by 19.3% during the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after acquiring an additional 52 shares during the last quarter. Vectors Research Management LLC increased its stake in Dell Technologies by 0.4% during the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock worth $2,404,000 after acquiring an additional 55 shares during the last quarter. Raleigh Capital Management Inc. increased its stake in Dell Technologies by 6.9% during the first 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 during the last quarter. Finally, Flagship Harbor Advisors LLC increased its stake in Dell Technologies by 1.3% during the third quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock worth $789,000 after acquiring an additional 71 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

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.