Dell Technologies (NYSE:DELL) Stock Price Up 3.5% – Time to Buy?

Dell Technologies Inc. (NYSE:DELL)’s share price traded up 3.5% during mid-day trading on Wednesday . The company traded as high as $449.45 and last traded at $431.97. Approximately 9,651,803 shares traded hands during mid-day trading, an increase of 11% from the average daily volume of 8,720,580 shares. The stock had previously closed at $417.28.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: Analyst optimism is supporting the stock, with Evercore raising its price target on Dell on expectations that AI infrastructure demand will stay strong. Why Is Dell Technologies Stock Surging Thursday?
• Positive Sentiment: Investor chatter remains upbeat around Dell’s role in the AI boom, with multiple articles citing share gains, expanded partnerships, and strong fundamentals as drivers. Dell Stock Is Likely to Continue to Be a Big Beneficiary of the AI Boom for the Foreseeable Future
• Positive Sentiment: Trump’s public “buy Dell” comments gave the stock an extra momentum boost, increasing visibility and reinforcing the bullish narrative. Dell Stock Gets Trump Bump. But Here Are The Real Reasons It Is Strong As It Eyes New Entry.
• Positive Sentiment: Dell’s latest earnings and guidance continue to support the bullish case, after the company posted better-than-expected revenue and EPS and raised outlook tied to server demand. Dell Technologies stock page
• Neutral Sentiment: Several Silver Lake-linked directors sold shares this week, including a large reduction in ownership, which may create some caution but does not by itself change Dell’s business outlook. SEC filing
• Neutral Sentiment: Dell was also mentioned in broader market and AI-stock coverage, keeping it on traders’ radar even as sector headlines remain mixed. Stock Market Today: Dow Builds Gains Amid U.S.-Iran News; Arm, Dell Lead Upside (Live Coverage)
• Negative Sentiment: Large insider sales can pressure sentiment near term, especially after directors sold meaningful blocks at around $410.52 per share. SEC filing

Wall Street Analyst Weigh In

Several brokerages have weighed in on DELL. Roth Capital began coverage on shares of Dell Technologies in a research note on Friday, May 29th. They issued a “buy” rating for the company. Wells Fargo & Company upped their price target on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Bank of America raised their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. TD Cowen boosted their target price on Dell Technologies from $150.00 to $450.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. Finally, Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $492.76.

Dell Technologies Price Performance

The stock’s fifty day simple moving average is $349.48 and its 200-day simple moving average is $217.04. The firm has a market cap of $282.02 billion, a PE ratio of 34.56, a PEG ratio of 0.92 and a beta of 1.31.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the previous year, the company earned $1.55 earnings per share. The business’s quarterly revenue was up 87.5% compared to the same quarter last year. 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. Analysts expect that Dell Technologies Inc. will post 17.74 earnings per share for the current year.

Dell Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, July 21st will be issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, July 21st. Dell Technologies’s dividend payout ratio is 20.02%.

Insider Buying and Selling at Dell Technologies

In other news, Director Silver Lake Partners V. De (Aiv sold 36,982 shares of the stock in a transaction on Monday, July 6th. The shares were sold at an average price of $410.52, for a total value of $15,181,850.64. Following the sale, the director owned 14,901 shares in the company, valued at $6,117,158.52. This represents a 71.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Spv-2 L.P. Sl sold 63,204 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $410.52, for a total transaction of $25,946,506.08. Following the transaction, the director directly owned 30,167 shares of the company’s stock, valued at approximately $12,384,156.84. This trade represents a 67.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 4,055,405 shares of company stock worth $1,471,039,891. Corporate insiders own 41.50% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

Institutional investors and hedge funds have recently modified their holdings of the stock. Ariadne Wealth Management LP raised its position 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 valued at $508,000 after acquiring an additional 49 shares in the last quarter. Bell Investment Advisors Inc boosted its position in Dell Technologies by 19.3% in the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after purchasing an additional 52 shares in the last quarter. Vectors Research Management LLC grew its stake in shares of Dell Technologies by 0.4% during the 1st quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock worth $2,404,000 after purchasing an additional 55 shares during the period. Raleigh Capital Management Inc. grew its stake in shares of Dell Technologies by 6.9% during the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after purchasing an additional 67 shares during the period. Finally, Equitable Trust Co. increased its holdings in shares of Dell Technologies by 2.9% during the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock valued at $411,000 after purchasing an additional 71 shares in the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

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.