Dell Technologies (NYSE:DELL) Downgraded to “Buy” Rating by Wall Street Zen

Wall Street Zen lowered shares of Dell Technologies (NYSE:DELL) from a strong-buy rating to a buy rating in a report released on Saturday morning.

A number of other research analysts also recently issued reports on the company. Bank of America boosted their price target on Dell Technologies from $205.00 to $246.00 in a report on Monday, April 27th. Evercore boosted their price target on Dell Technologies from $205.00 to $240.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Citigroup boosted their price target on Dell Technologies from $180.00 to $235.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Barclays boosted their price target on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a report on Friday, February 27th. Finally, Daiwa Securities Group upped their target price on Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $194.79.

Dell Technologies Trading Down 2.2%

Shares of NYSE:DELL opened at $242.36 on Friday. Dell Technologies has a 12-month low of $106.38 and a 12-month high of $263.99. The company has a market capitalization of $156.51 billion, a PE ratio of 27.79, a PEG ratio of 0.98 and a beta of 0.99. The business has a 50 day moving average of $188.45 and a two-hundred day moving average of $150.05.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the previous year, the company posted $2.68 earnings per share. Dell Technologies’s revenue for the quarter 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. Equities research analysts predict that Dell Technologies will post 11.9 earnings per share for the current fiscal year.

Dell Technologies Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Tuesday, April 21st were given a dividend of $0.63 per share. The ex-dividend date was Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 annualized dividend and a dividend yield of 1.0%. Dell Technologies’s dividend payout ratio (DPR) is presently 28.90%.

Insider Activity

In related news, Director V (Gp) L.L.C. Slta sold 382,000 shares of the business’s stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.81, for a total transaction of $67,541,420.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jeffrey W. Clarke sold 116,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $182.48, for a total value of $21,167,680.00. Following the sale, the chief operating officer owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. The trade was a 6.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 3,571,688 shares of company stock valued at $576,654,105 in the last three months. Company insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

Several large investors have recently added to or reduced their stakes in DELL. Commonwealth Retirement Investments LLC purchased a new stake in Dell Technologies in the 4th quarter valued at $25,000. Rossby Financial LCC grew its holdings in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after buying an additional 184 shares in the last quarter. Navalign LLC purchased a new stake in Dell Technologies in the 4th quarter valued at $29,000. Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies in the 4th quarter valued at $29,000. Finally, WealthCollab LLC grew its holdings 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 period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: JPMorgan boosted its price target on Dell Technologies to $280 from $205 and reiterated an overweight rating, signaling confidence that AI server demand can keep driving growth. MarketScreener
• Positive Sentiment: New reports highlighted Dell as a major AI infrastructure winner, with commentary suggesting the company has room to run and may be undervalued relative to its long-term AI server opportunity. This Will Be Dell’s Stock Price in 2027
• Positive Sentiment: Dell and Kioxia unveiled a high-density 2U server capable of scaling to 9.8 petabytes of flash storage, reinforcing Dell’s positioning in next-generation AI and enterprise infrastructure. Kioxia and Dell Technologies First to Deliver High-Density Server with 9.8 PB of Flash Storage
• Positive Sentiment: Dell is drawing increased investor attention, with multiple articles describing it as one of 2026’s key AI infrastructure trades and a trending stock among Zacks users. Zacks Trending Stock Article
• Neutral Sentiment: Dell announced it will hold its first-quarter fiscal 2027 earnings conference call on May 28, which is a routine event but may set up the next catalyst for the stock. Dell Technologies to Hold Conference Call May 28 to Discuss First Quarter Fiscal 2027 Financial Results

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.