Dell Technologies Inc. (NYSE:DELL) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analysts rate Dell Technologies a “Moderate Buy”: Twenty of 32 covering firms recommend buying the stock, with an average 12-month price target of $494.33.
• Quarterly results significantly exceeded expectations: Dell reported $4.86 in adjusted EPS versus the $2.96 consensus and $43.84 billion in revenue, up 87.5% year over year, supported by strong AI-server demand.
• Shares are near record highs but carry valuation risks: Dell opened at $491.67 against a $514.00 12-month high, while insiders sold more than $1.4 billion of stock over the past 90 days; the company also pays a $0.63 quarterly dividend.

Dell Technologies Inc. (NYSE:DELL - Get Free Report) has been assigned an average rating of "Moderate Buy" from the thirty-two research firms that are covering the company, Marketbeat.com reports. One equities research analyst has rated the stock with a sell rating, ten have given a hold rating, twenty have given a buy rating and one has issued a strong buy rating on the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $494.3333.

A number of analysts recently issued reports on the company. Zacks Research raised Dell Technologies from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, April 21st. Loop Capital upped their target price on shares of Dell Technologies from $150.00 to $550.00 and gave the company a "buy" rating in a research report on Friday, May 29th. Wolfe Research cut shares of Dell Technologies from a "peer perform" rating to a "peer perform" rating in a research report on Friday, May 29th. TD Cowen boosted their price target on shares of Dell Technologies from $150.00 to $450.00 and gave the company a "hold" rating in a research note on Friday, May 29th. Finally, Jefferies Financial Group lowered shares of Dell Technologies to a "hold" rating in a report on Monday, June 1st.

Dell Technologies Trading Down 0.6%

DELL opened at $491.67 on Friday. Dell Technologies has a twelve month low of $110.22 and a twelve month high of $514.00. The firm has a market capitalization of $318.66 billion, a PE ratio of 39.05, a PEG ratio of 1.03 and a beta of 1.33. The firm's 50-day moving average price is $421.83 and its 200 day moving average price is $272.78.

Dell Technologies (NYSE:DELL - Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts' consensus estimates of $2.96 by $1.90. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.The firm had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same quarter last year, the business posted $1.55 earnings per share. The firm's 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. As a group, analysts predict that Dell Technologies will post 18.17 earnings per share for the current fiscal year.

Dell Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st were given a $0.63 dividend. The ex-dividend date of this dividend was Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.5%. Dell Technologies's payout ratio is presently 20.02%.

Insiders Place Their Bets

In related news, Director Silver Lake Partners Iv, L.P. sold 189,805 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $457.99, for a total transaction of $86,928,791.95. Following the transaction, the director owned 24,287 shares of the company's stock, valued at approximately $11,123,203.13. This represents a 88.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Spv-2 L.P. Sl sold 175,901 shares of the firm's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $457.99, for a total value of $80,560,898.99. Following the transaction, the director owned 36,659 shares of the company's stock, valued at $16,789,455.41. This trade represents a 82.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 3,434,758 shares of company stock worth $1,448,870,683 over the last 90 days. 41.50% of the stock is owned by insiders.

Institutional Trading of Dell Technologies

Several hedge funds have recently made changes to their positions in the business. Commonwealth Retirement Investments LLC acquired a new position in shares of Dell Technologies in the fourth quarter valued at approximately $25,000. Rossby Financial LCC lifted its holdings in Dell Technologies by 968.4% during the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company's stock worth $26,000 after buying an additional 184 shares in the last quarter. Navalign LLC purchased a new position in Dell Technologies in the 4th quarter valued at approximately $29,000. Kemnay Advisory Services Inc. acquired a new position in shares of Dell Technologies in the fourth quarter worth $29,000. Finally, WealthCollab LLC increased its position in shares of Dell Technologies by 82.0% during the second quarter. WealthCollab LLC now owns 253 shares of the technology company's stock worth $31,000 after acquiring an additional 114 shares during the period. Institutional investors and hedge funds own 76.37% of the company's stock.

Dell Technologies News Summary

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

• Positive Sentiment: Wells Fargo raised its Dell price target to $545 from $505, citing strong AI hardware demand and recent earnings evidence that infrastructure spending remains robust. The upgrade supports the bullish case for Dell Technologies (DELL). Earnings Prove AI Hardware Demand Is Strong. That's Good News for Dell Stock.
• Positive Sentiment: Strong results from Lenovo and Super Micro Computer reinforced expectations for sustained AI-server demand. Lenovo reportedly expanded its AI-server pipeline to approximately $54 billion, while Super Micro highlighted a record backlog, benefiting Dell as a major server supplier. Dell Rallies After Lenovo's AI Server Pipeline Hits $54 Billion
• Positive Sentiment: Analysts and market commentary continue to point to Dell’s AI-infrastructure positioning, data-center growth and reported $43 billion backlog as support for future results. Dell’s latest quarterly report also significantly exceeded consensus estimates, providing momentum heading into its next earnings report, scheduled for September 3. 3 AI Infrastructure Stocks Powering the Data Center Boom in August
• Neutral Sentiment: Articles note that Dell has nearly quadrupled in 2026 and recently reached a record high. The rally confirms strong investor enthusiasm but also raises the question of whether much of the AI-growth outlook is already reflected in the stock. Dell Stock Has Nearly Quadrupled in 2026. Is It Too Late to Buy?
• Negative Sentiment: Profit-taking and valuation concerns may be weighing on the shares after the unusually large advance. Dell trades at a relatively elevated earnings multiple, making the stock more sensitive to any slowdown in AI orders, margin pressure or disappointing guidance.
• Negative Sentiment: The U.S. announcement of a 100% tariff on Chinese drone technology could increase geopolitical and supply-chain uncertainty for technology companies, although the direct impact on Dell’s core server business is unclear. U.S. Announces 100% Tariff on Chinese Drone Technology

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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