Dell Technologies (DELL) News Today

Dell Technologies (NYSE:DELL) shares moved today amid a mix of bullish analyst actions and AI-driven growth signals countered by profit-taking and insider selling. Key catalysts for the move include:

• Positive Sentiment: Argus Research raised its price target to $200 and reiterated a “Buy” rating, citing strong AI server demand and upside into upcoming earnings. Argus Price Target Raise
• Positive Sentiment: Dell doubled its long-term revenue growth forecast to 7–9%, driving a premarket 7% uptick in shares. Yahoo Finance Growth Forecast
• Positive Sentiment: Goldman Sachs and JPMorgan raised targets to $175 and $165, respectively, maintaining bullish ratings after Dell’s AI hardware outlook. Benzinga Price Target Updates
• Positive Sentiment: Major institutions—led by Jane Street (+127.9%) and Goldman Sachs (+108.3%)—added large DELL positions in Q2, signaling confidence in AI-driven growth. Quiver Quant Institutional Activity
• Positive Sentiment: Dell launched Pro Essential laptops in India to broaden its client solutions segment. Moneycontrol Laptop Launch
• Neutral Sentiment: Dell’s Financial Playbook article outlines its AI infrastructure strategy, margin expansion plans, and shareholder return proposals. Seeking Alpha Playbook
• Neutral Sentiment: TD Cowen and Weiss Ratings reaffirmed “Hold” stances with $150 and “C+” ratings, reflecting mixed near-term views. TD Cowen Hold Rating
• Neutral Sentiment: Congressional trading in DELL was balanced, with one sale and one purchase over the past six months. Quiver Quant Congressional Trades
• Negative Sentiment: Shares slid 5.2%, underperforming the market as traders locked in recent gains. Zacks Market Fall
• Negative Sentiment: Insiders, notably Director V (GP) L.L.C., sold over 500,000 shares this week, raising questions about near-term valuation. MarketBeat Insider Selling
• Negative Sentiment: Technical indicators signal DELL is overbought, increasing the risk of a pullback after its rally. Benzinga Overbought
• Negative Sentiment: A Forbes piece argued investors should prefer Western Digital (WDC) over DELL based on valuation and growth metrics. Forbes WDC vs DELL