Dell Technologies (NYSE:DELL) Raised to “Strong-Buy” at Wall Street Zen

Dell Technologies (NYSE:DELL) was upgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report issued on Saturday.

DELL has been the topic of a number of other reports. UBS Group dropped their price target on Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. Citigroup reduced their price objective on Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Piper Sandler lowered their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Barclays boosted their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Dell Technologies from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. Seventeen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $163.28.

Dell Technologies Price Performance

DELL opened at $158.27 on Friday. Dell Technologies has a fifty-two week low of $66.25 and a fifty-two week high of $169.90. The firm has a market capitalization of $102.20 billion, a P/E ratio of 18.15, a PEG ratio of 0.74 and a beta of 0.96. The company’s 50-day moving average is $128.55 and its 200 day moving average is $133.95.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data 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 net margin of 5.23% and a negative return on equity of 236.90%. The firm had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter last year, the business 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, equities research analysts expect that Dell Technologies will post 6.93 earnings per share for the current year.

Insider Buying and Selling

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the business’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the transaction, the director owned 65,662 shares of the company’s stock, valued at approximately $9,529,526.06. This represents a 69.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,540,917 shares of company stock valued at $230,215,036 in the last 90 days. Corporate insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Dell Technologies by 42.7% during 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 purchased a new stake in shares of Dell Technologies in the 2nd quarter valued at about $328,000. Kingsview Wealth Management LLC boosted its position in shares of Dell Technologies by 37.0% during the 2nd quarter. Kingsview Wealth Management LLC now owns 3,416 shares of the technology company’s stock valued at $419,000 after acquiring an additional 923 shares during the last quarter. Wealthspire Advisors LLC purchased a new position in shares of Dell Technologies during the second quarter worth about $291,000. Finally, Ensign Peak Advisors Inc increased its position in shares of Dell Technologies by 347.9% in the second quarter. Ensign Peak Advisors Inc now owns 200,610 shares of the technology company’s stock worth $24,595,000 after purchasing an additional 155,816 shares during the last quarter. 76.37% of the stock is owned by institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

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.