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

Key Points

• Mizuho raised its price target on Dell from $215 to $260 and kept an "outperform" rating, implying roughly a 17% upside from the stock's recent ~$221.98 level; other brokers have also lifted targets but the average analyst target remains about $186.84 ("Moderate Buy").
• Dell reported a strong quarter, beating estimates with $3.89 EPS (vs. $3.53 expected) and revenue of $33.38B (up 39.5% YoY), and provided Q1 and FY 2027 EPS guidance of 2.900 and 12.900 respectively.
• Insider selling has been significant — 3,571,688 shares sold in the last 90 days valued at roughly $576.65M — a development that could temper investor enthusiasm despite analyst upgrades.

Dell Technologies (NYSE:DELL - Get Free Report) had its price target raised by research analysts at Mizuho from $215.00 to $260.00 in a research report issued on Wednesday, Marketbeat.com reports. The brokerage presently has an "outperform" rating on the technology company's stock. Mizuho's target price would suggest a potential upside of 17.13% from the company's current price.

Other equities analysts have also recently issued research reports about the company. Citigroup lifted their target price on Dell Technologies from $180.00 to $235.00 and gave the stock a "buy" rating in a report on Tuesday, April 21st. Bank of America lifted their target price on Dell Technologies from $205.00 to $246.00 in a report on Monday, April 27th. Raymond James Financial lifted their target price on Dell Technologies from $166.00 to $182.00 and gave the stock an "outperform" rating in a report on Friday, February 27th. Zacks Research upgraded Dell Technologies from a "hold" rating to a "strong-buy" rating in a report on Tuesday, April 21st. Finally, Daiwa Securities Group lifted their target price on Dell Technologies from $150.00 to $170.00 and gave the stock an "outperform" rating in a report on Friday, March 6th. 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 company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $186.84.

Dell Technologies Stock Performance

NYSE:DELL traded up $5.66 during trading hours on Wednesday, reaching $221.98. The stock had a trading volume of 1,355,339 shares, compared to its average volume of 7,981,078. Dell Technologies has a 52 week low of $92.88 and a 52 week high of $225.47. The company has a 50 day moving average price of $171.01 and a two-hundred day moving average price of $144.85. The stock has a market capitalization of $143.34 billion, a PE ratio of 25.33, a PEG ratio of 0.86 and a beta of 0.99.

Dell Technologies (NYSE:DELL - Get Free Report) last released its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 revenue was up 39.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. Equities research analysts predict that Dell Technologies will post 11.9 EPS for the current year.

Insiders Place Their Bets

In related news, Director V (Gp) L.L.C. Slta sold 510,000 shares of the business's stock in a transaction 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 transaction 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 Dell Technologies stock in a transaction 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 sale, the director directly owned 65,662 shares of the company's stock, valued at approximately $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 3,571,688 shares of company stock valued at $576,654,105. 42.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Dell Technologies

Institutional investors and hedge funds have recently bought and sold shares of the company. Commonwealth Retirement Investments LLC bought a new stake in Dell Technologies during the 4th quarter valued at $25,000. Rossby Financial LCC lifted its stake in shares of 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 purchasing an additional 184 shares during the last quarter. Navalign LLC purchased a new stake in shares of Dell Technologies during the 4th quarter worth $29,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Dell Technologies during the 4th quarter worth $29,000. Finally, WealthCollab LLC lifted its stake in shares of Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company's stock worth $31,000 after purchasing an additional 114 shares during the last quarter. 76.37% of the stock is owned by institutional investors.

Key Dell Technologies News

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)

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.

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