Mizuho Boosts Dell Technologies (NYSE:DELL) Price Target to $260.00

Dell Technologies (NYSE:DELL) had its price objective upped by analysts at Mizuho from $215.00 to $260.00 in a report issued on Wednesday, MarketBeat Ratings reports. The firm presently has an “outperform” rating on the technology company’s stock. Mizuho’s target price suggests a potential upside of 17.13% from the stock’s current price.

Other analysts also recently issued research reports about the company. Bank of America upped their target price on Dell Technologies from $205.00 to $246.00 in a research note on Monday, April 27th. 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 upped their target price on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research note on Friday, February 27th. Daiwa Securities Group upped their target price on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, Truist Financial began coverage on Dell Technologies in a research note on Tuesday, March 31st. They issued a “hold” rating and a $170.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $186.84.

Dell Technologies Price Performance

Dell Technologies stock traded up $5.66 during trading hours on Wednesday, hitting $221.98. 1,355,339 shares of the stock traded hands, compared to its average volume of 7,981,078. The firm’s 50 day moving average price is $171.01 and its 200-day moving average price is $144.85. The stock has a market capitalization of $143.34 billion, a price-to-earnings ratio of 25.33, a P/E/G ratio of 0.86 and a beta of 0.99. Dell Technologies has a 1 year low of $92.88 and a 1 year high of $225.47.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.68 EPS. 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. Research analysts forecast that Dell Technologies will post 11.9 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the stock in a transaction that occurred 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Ellen Jamison Kullman sold 150,346 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total value of $21,819,714.98. Following the transaction, the director directly owned 65,662 shares of the company’s stock, valued at $9,529,526.06. The trade was a 69.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 3,571,688 shares of company stock worth $576,654,105 in the last quarter. 42.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Dell Technologies

A number of hedge funds have recently made changes to their positions in the company. Financiere des Professionnels Fonds d investissement inc. raised its holdings in shares of Dell Technologies by 5.4% during the first quarter. Financiere des Professionnels Fonds d investissement inc. now owns 18,460 shares of the technology company’s stock valued at $3,030,000 after acquiring an additional 938 shares during the last quarter. Independent Financial Group LLC acquired a new position in shares of Dell Technologies during the first quarter valued at approximately $776,000. Vectors Research Management LLC raised its holdings 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. Wealthfront Advisers LLC raised its holdings in shares of Dell Technologies by 14.3% during the first quarter. Wealthfront Advisers LLC now owns 60,425 shares of the technology company’s stock valued at $9,918,000 after acquiring an additional 7,539 shares during the last quarter. Finally, D.A. Davidson & CO. raised its holdings in shares of Dell Technologies by 2.1% during the first quarter. D.A. Davidson & CO. now owns 19,427 shares of the technology company’s stock valued at $3,189,000 after acquiring an additional 392 shares during the last quarter. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Stories Impacting Dell Technologies

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

• Positive Sentiment: TotalEnergies selected Dell (with NVIDIA) to build Pangea 5, a next‑gen AI supercomputer that will multiply computing power sixfold — a direct revenue and product-reference opportunity for Dell’s server, storage and services businesses. TotalEnergies Develops Pangea 5, a Next-Generation Supercomputer That Will Increase its Computing Power Sixfold
• Positive Sentiment: Dell expanded its regulated‑AI push by integrating Trust3’s governance into Dell storage/data lakehouse offerings — strengthens Dell’s position in high‑value, regulated verticals (healthcare, finance, government) where customers pay premium for compliant AI infrastructure. Dell Targets Regulated AI Growth With Trust3 Data Governance Integration
• Positive Sentiment: Jim Cramer named Dell among AI/data‑center “winners,” which can amplify investor interest and momentum as the market re-rates infrastructure names on AI adoption. Cramer’s AI Winners List: From Nvidia To Dell, These Stocks Are Cashing In Big
• Neutral Sentiment: The Dell board unanimously recommended re‑domiciling from Delaware to Texas and will seek shareholder approval at the June meeting — a strategic/legal move that may lower regulatory friction and reflect management preference, but timing/impact on taxes/corporate governance remains to be fully assessed. Dell Technologies Board Unanimously Recommends Redomestication to Texas
• Neutral Sentiment: Ongoing analyst coverage and buy/sell/hold debate keeps expectations mixed — Wall Street remains cautiously optimistic but valuations and AI execution are under scrutiny. Dell Technologies Stock: Analyst Estimates & Ratings
• Negative Sentiment: Dell granted COO Tom Clarke performance‑linked options worth ~$132M — large executive awards can be viewed as potential dilution and raise governance questions if investors worry about pay vs. performance. Dell grants COO Clarke performance options worth $132 million
• Negative Sentiment: Reports show insider selling activity in April — insider sales can temper investor enthusiasm if interpreted as executives or directors cashing out. Leading Insider Sales: April Activity Ramps in These Stocks (DELL)

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.