Dell Technologies Inc. (NYSE:DELL) Stock Has Average Price Target of $569.12 According to Analysts

Key Points

• Analysts remain broadly bullish: Thirty-six analysts give Dell Technologies a “Moderate Buy” consensus, with 27 buy ratings and an average 12-month price target of $569.12.
• AI demand is driving strong results: Dell reported quarterly EPS of $7.04 versus the $4.91 consensus and revenue of $46.97 billion, up 57.7% year over year, supported by continued AI-server and data-center demand.
• Insider selling is a potential sentiment concern: Insiders sold approximately $994.9 million of shares during the last quarter, although institutional investors still own 76.37% of the company.

Shares of Dell Technologies Inc. (NYSE:DELL - Get Free Report) have been assigned an average recommendation of "Moderate Buy" from the thirty-six analysts that are currently covering the stock, MarketBeat.com reports. Eight analysts have rated the stock with a hold recommendation, twenty-seven have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $569.12.

Several equities research analysts have recently weighed in on the company. Citigroup raised their price objective on Dell Technologies from $515.00 to $600.00 and gave the stock a "buy" rating in a research note on Wednesday, September 2nd. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Dell Technologies in a report on Wednesday, August 12th. Morgan Stanley increased their price target on Dell Technologies from $499.00 to $511.00 and gave the company an "equal weight" rating in a research report on Monday, September 21st. Barclays lifted their price target on Dell Technologies from $550.00 to $603.00 and gave the stock an "overweight" rating in a research note on Wednesday, September 2nd. Finally, The Goldman Sachs Group boosted their price objective on Dell Technologies from $510.00 to $570.00 and gave the stock a "buy" rating in a report on Wednesday, September 2nd.

Insiders Place Their Bets

In related news, Director Lynn Vojvodich Radakovich sold 2,022 shares of the firm's stock in a transaction that occurred on Tuesday, September 22nd. The shares were sold at an average price of $565.28, for a total value of $1,142,996.16. Following the completion of the transaction, the director owned 25,267 shares of the company's stock, valued at approximately $14,282,929.76. This trade represents a 7.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Spv-2 L.P. Sl sold 46,253 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $585.91, for a total transaction of $27,100,095.23. Following the transaction, the director owned 114,714 shares in the company, valued at approximately $67,212,079.74. The trade was a 28.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,906,193 shares of company stock worth $994,871,197 in the last quarter. Corporate insiders own 41.50% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. Noble Wealth Management PBC boosted its position in Dell Technologies by 113.6% during the 3rd quarter. Noble Wealth Management PBC now owns 47 shares of the technology company's stock worth $25,000 after acquiring an additional 25 shares during the period. Cornerstone Financial Management LLC increased its holdings in shares of Dell Technologies by 56.1% in the 2nd quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company's stock valued at $28,000 after purchasing an additional 23 shares during the period. Premier Financial Group purchased a new stake in shares of Dell Technologies in the second quarter worth approximately $34,000. Byrne Asset Management LLC purchased a new stake in shares of Dell Technologies in the second quarter worth approximately $38,000. Finally, Atwood & Palmer Inc. boosted its holdings in shares of Dell Technologies by 860.0% during the second quarter. Atwood & Palmer Inc. now owns 96 shares of the technology company's stock worth $41,000 after purchasing an additional 86 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

More Dell Technologies News

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

• Positive Sentiment: Japan AI data-center partnership: Dell is joining Japan’s JERA and U.K.-based RHAELM in a more than $15 billion AI infrastructure project. The initiative is intended to address power constraints and accelerate data-center development, potentially creating additional demand for Dell’s servers and related infrastructure. JERA teams up with Dell and RHAELM on AI infrastructure development in Japan
• Positive Sentiment: AI server momentum remains strong: Recent earnings showed $60.9 billion in AI-server orders, $16.4 billion in AI-server revenue and a $95 billion ending backlog. Investors view these figures as evidence that enterprise AI spending is translating into substantial demand for Dell’s infrastructure products. Dell climbs on AI server backlog
• Positive Sentiment: Raised outlook supports confidence: Management lifted fiscal 2027 revenue guidance to approximately $192 billion, reinforcing expectations for continued growth from AI servers and data-center infrastructure. Wall Street price-target increases and Dell’s recent addition to the S&P 100 are also supporting visibility and institutional demand. Dell gains as AI server momentum and recent index inclusion support sentiment
• Positive Sentiment: Strong earnings performance: Dell’s latest quarterly results exceeded consensus expectations, with revenue up 57.7% year over year and earnings per share well above estimates. The results strengthened the market’s view that AI-related demand is accelerating the company’s growth.
• Neutral Sentiment: Dell also introduced new Pro Rugged laptops for field and industrial users. The product expansion broadens the portfolio but is likely less significant to the stock than the company’s AI-server business. Dell Pro Rugged line introduces new laptops
• Negative Sentiment: Quiver data shows extensive insider selling, including transactions by senior executives and affiliated investment entities, with no reported insider purchases over the past six months. Such sales may be planned or liquidity-related, but they can weigh on sentiment, particularly after the stock’s substantial run-up.

Dell Technologies Trading Down 0.1%

NYSE:DELL opened at $562.03 on Monday. The company has a 50-day moving average of $490.74 and a 200-day moving average of $368.22. The firm has a market cap of $357.35 billion, a price-to-earnings ratio of 32.62, a price-to-earnings-growth ratio of 0.58 and a beta of 1.37. Dell Technologies has a twelve month low of $110.22 and a twelve month high of $595.51.

Dell Technologies (NYSE:DELL - Get Free Report) last released its earnings results on Tuesday, September 1st. The technology company reported $7.04 EPS for the quarter, beating the consensus estimate of $4.91 by $2.13. The business had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The business's quarterly revenue was up 57.7% on a year-over-year basis. During the same period in the prior year, the business earned $1.70 earnings per share. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, research analysts forecast that Dell Technologies will post 25.13 earnings per share for the current year.

Dell Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Tuesday, October 20th will be issued a dividend of $0.63 per share. The ex-dividend date is Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.4%. Dell Technologies's payout ratio is currently 14.63%.

Dell Technologies Company Profile

Dell Technologies Inc NYSE: DELL is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.

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