Dell Technologies (NYSE:DELL) Price Target Raised to $168.00 at Barclays

Dell Technologies (NYSE:DELL) had its target price hoisted by Barclays from $148.00 to $168.00 in a research report released on Friday morning, MarketBeat.com reports. They currently have an overweight rating on the technology company’s stock.

A number of other research analysts have also recently commented on the stock. JPMorgan Chase & Co. cut their price target on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. Raymond James Financial upped their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research note on Friday. Wall Street Zen lowered Dell Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. UBS Group decreased their price target on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a research note on Wednesday, November 26th. Finally, Zacks Research lowered Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Seventeen 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. Based on data from MarketBeat, Dell Technologies currently has an average rating of “Moderate Buy” and an average price target of $160.47.

Dell Technologies Price Performance

DELL traded up $26.44 during midday trading on Friday, hitting $147.89. 33,424,964 shares of the company’s stock traded hands, compared to its average volume of 7,748,003. The company has a market cap of $98.01 billion, a PE ratio of 16.96, a price-to-earnings-growth ratio of 0.79 and a beta of 1.03. The stock’s fifty day simple moving average is $121.17 and its 200-day simple moving average is $131.99. Dell Technologies has a one year low of $66.25 and a one year high of $168.08.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate 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 analysts’ expectations of $31.60 billion. During the same quarter in the prior year, the firm posted $2.68 EPS. The company’s revenue for the quarter was up 39.5% on a year-over-year basis. 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, research analysts expect that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were issued a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Tuesday, January 20th. Dell Technologies’s payout ratio is currently 28.00%.

Insider Buying and Selling at Dell Technologies

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

Hedge Funds Weigh In On Dell Technologies

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

More Dell Technologies News

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.