Dell Technologies (NYSE:DELL) Upgraded by Wall Street Zen to "Strong-Buy" Rating

Key Points

• Wall Street Zen upgraded Dell from a "buy" to a Strong-Buy, while MarketBeat shows 17 analysts with Buy ratings and an average price target of $163.28 (consensus "Moderate Buy").
• Dell beat expectations on Feb. 26 with EPS of $3.89 vs. $3.53 estimated and revenue of $33.38B vs. $31.6B (revenue +39.5% YoY), and issued FY27 guidance of 12.90 EPS.
• Investor sentiment is supported by strong AI‑server demand and Silver Lake's disclosed ~13.6% stake, but large insider/director selling (~1.54M shares worth ~$230M) and reported >10% workforce cuts pose near‑term risks.

Dell Technologies (NYSE:DELL - Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a "buy" rating to a "strong-buy" rating in a report issued on Saturday.

Other analysts also recently issued research reports about the company. Citigroup lowered their target price on Dell Technologies from $165.00 to $160.00 and set a "buy" rating on the stock in a research report on Tuesday, February 17th. Dbs Bank raised Dell Technologies to a "moderate buy" rating in a research report on Monday, January 5th. Mizuho upped their price objective on Dell Technologies from $175.00 to $180.00 and gave the stock an "outperform" rating in a research note on Friday, February 27th. Piper Sandler decreased their target price on shares of Dell Technologies from $172.00 to $167.00 and set an "overweight" rating for the company in a research note on Friday, February 27th. Finally, JPMorgan Chase & Co. lowered their target price on shares of Dell Technologies from $170.00 to $155.00 and set an "overweight" rating on the stock in a report on Thursday, February 19th. Seventeen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $163.28.

Dell Technologies Stock Up 1.0%

Shares of DELL opened at $158.27 on Friday. The company has a 50 day moving average of $128.55 and a 200-day moving average of $133.79. The stock has a market capitalization of $104.88 billion, a P/E ratio of 18.15, a P/E/G ratio of 0.73 and a beta of 0.97. Dell Technologies has a twelve month low of $66.25 and a twelve month high of $169.90.

Dell Technologies (NYSE:DELL - Get Free Report) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion during the quarter, compared to analysts' expectations of $31.60 billion. During the same quarter in the prior year, the company posted $2.68 earnings per share. The firm's revenue was up 39.5% on a year-over-year basis. 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. On average, sell-side analysts anticipate that Dell Technologies will post 6.93 earnings per share for the current fiscal year.

Insider Activity at Dell Technologies

In other news, insider Jennifer D. Saavedra sold 10,200 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $145.00, for a total value of $1,479,000.00. Following the completion of the transaction, the insider directly owned 252,715 shares in the company, valued at approximately $36,643,675. This represents a 3.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CMO Jane Tunnell sold 28,529 shares of the business's stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $152.51, for a total value of $4,350,957.79. Following the sale, the chief marketing officer owned 53,373 shares in the company, valued at $8,139,916.23. This represents a 34.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,540,917 shares of company stock valued at $230,215,036. 42.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Dell Technologies

Several hedge funds have recently added to or reduced their stakes in DELL. Phoenix Financial Ltd. lifted its position in shares of Dell Technologies by 95.3% in the 3rd quarter. Phoenix Financial Ltd. now owns 33,792 shares of the technology company's stock worth $4,923,000 after purchasing an additional 16,488 shares during the period. Stonegate Investment Group LLC raised its stake in Dell Technologies by 24,493.8% during the third quarter. Stonegate Investment Group LLC now owns 411,946 shares of the technology company's stock worth $58,402,000 after buying an additional 410,271 shares during the last quarter. Commerzbank Aktiengesellschaft FI lifted its holdings in Dell Technologies by 637.3% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 19,333 shares of the technology company's stock valued at $2,741,000 after buying an additional 16,711 shares during the period. Providence Capital Advisors LLC bought a new stake in Dell Technologies during the third quarter valued at $7,060,000. Finally, Allspring Global Investments Holdings LLC grew its holdings in Dell Technologies by 4.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 273,850 shares of the technology company's stock worth $40,990,000 after acquiring an additional 12,695 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Investors rotated into Dell after U.S. charges against Super Micro executives rattled the AI‑server group, pushing buyers toward Dell as a safer, larger AI‑infrastructure play. Dell Technologies stock rises as rival Super Micro tumbles
• Positive Sentiment: Strategic investor interest: Silver Lake disclosed a meaningful stake (reported ~13.6%), a development that can lift demand and sentiment for the stock. Silver Lake Discloses Stake In Dell Technologies — Shares Climb
• Positive Sentiment: AI server momentum and capital returns underpin valuation optimism: recent commentary highlights large AI server orders/backlog and management’s FY27 AI revenue targets plus bigger buybacks/dividend increases — supporting upside expectations. A Look At Dell Technologies (DELL) Valuation After Strong AI Server Demand And Capital Return Moves
• Neutral Sentiment: Product refresh: Dell revived the Precision workstation line with updated designs and performance — positive for PC/enterprise positioning but less immediately material to AI/server momentum. Dell revives Precision laptop line with a sleeker design and serious power boost
• Negative Sentiment: Insider/director selling: SEC filings show large mid‑March sales by director vehicles (hundreds of thousands of shares), which can create short‑term selling pressure or unsettle investors despite company fundamentals. Director sale disclosure (SEC)
• Negative Sentiment: Workforce reductions: reporting indicates Dell trimmed >10% of its global workforce as part of cost programs — saves expense but raises execution and delivery risks during heavy AI sales cycles. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships

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.

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.