Dell Technologies (NYSE:DELL) Stock Price Up 5.9% – Should You Buy?

Dell Technologies Inc. (NYSE:DELL) shares rose 5.9% on Thursday . The stock traded as high as $394.31 and last traded at $391.6860. Approximately 7,803,278 shares traded hands during trading, a decline of 11% from the average daily volume of 8,810,532 shares. The stock had previously closed at $369.83.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Analysts and market commentary continue to emphasize Dell’s strong position in AI servers, cloud infrastructure, and enterprise hardware demand, which is reinforcing optimism around future revenue growth. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
• Positive Sentiment: Dell was highlighted as one of the stocks with attractive interest coverage ratios, a sign that investors view its balance-sheet strength and debt-paying ability favorably. 4 Stocks That Stand Out on Attractive Interest Coverage Ratios
• Positive Sentiment: Truist raised its price target on Dell to $360, reflecting continued confidence in strong demand and limited supply conditions, even while keeping a Hold rating. Truist Raises DELL Price Target to $360, Keeps Hold Rating
• Neutral Sentiment: Dell received partner recognition at Dell Technologies World, including awards tied to its ecosystem and channel relationships, which supports the company’s brand but is not a major standalone catalyst. Unisys Earns 2026 Global Alliances Americas Data Center Partner of the Year from Dell Technologies
• Negative Sentiment: Several recent insider sales by Silver Lake-linked directors may be weighing on sentiment, as large disposals can signal reduced insider confidence and add selling pressure. SEC insider sale filing
• Negative Sentiment: Dell has also been caught in a broader rotation out of high-beta AI hardware names after a sharp run-up, which can create short-term volatility even when the fundamentals remain strong. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

Wall Street Analysts Forecast Growth

DELL has been the subject of a number of recent research reports. Wells Fargo & Company increased their price objective on Dell Technologies from $270.00 to $505.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. Weiss Ratings raised shares of Dell Technologies from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 15th. The Goldman Sachs Group raised their target price on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Bank of America boosted their price target on shares of Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Finally, William Blair started coverage on Dell Technologies in a report on Monday, June 1st. They issued a “neutral” rating on the stock. 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, Dell Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $475.76.

Dell Technologies Stock Performance

The firm has a market cap of $252.93 billion, a PE ratio of 31.11, a P/E/G ratio of 0.82 and a beta of 1.30. The stock’s fifty day moving average price is $255.55 and its 200-day moving average price is $175.41.

Dell Technologies (NYSE:DELL) last issued its 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 net margin of 6.28% and a negative return on equity of 366.90%. The company had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the prior year, the business posted $1.55 earnings per share. The firm’s revenue for the quarter 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. Sell-side analysts forecast that Dell Technologies Inc. will post 17.6 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Dell Technologies news, Director Spv-2 L.P. Sl sold 175,901 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $80,560,898.99. Following the sale, the director directly owned 36,659 shares in the company, valued at approximately $16,789,455.41. The trade was a 82.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director V (Gp) L.L.C. Slta sold 459,999 shares of the firm’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $162.25, for a total value of $74,634,837.75. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 4,678,255 shares of company stock valued at $1,381,169,398. 41.50% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. Ariadne Wealth Management LP raised its position in shares of Dell Technologies by 1.6% during 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 during the last quarter. Bell Investment Advisors Inc lifted its position in shares of Dell Technologies by 19.3% in the first quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock valued at $53,000 after acquiring an additional 52 shares in the last quarter. Vectors Research Management LLC boosted its stake in shares of Dell Technologies by 0.4% during the first quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock valued at $2,404,000 after acquiring an additional 55 shares during the last quarter. Raleigh Capital Management Inc. raised its stake in Dell Technologies by 6.9% in the 1st quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock valued at $171,000 after purchasing an additional 67 shares during the last quarter. Finally, Equitable Trust Co. raised its stake in Dell Technologies by 2.9% in 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 during the last quarter. 76.37% of the stock is owned by hedge funds and other institutional investors.

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.