Dell Technologies Inc. (NYSE:DELL) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Dell Technologies Inc. (NYSE:DELL) has received an average rating of “Moderate Buy” from the thirty-three brokerages that are currently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, ten have assigned a hold recommendation, twenty-one have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $475.7619.

Several equities analysts have issued reports on DELL shares. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Barclays cut shares of Dell Technologies from an “overweight” rating to a “reduce” rating in a research report on Friday, May 29th. CLSA upgraded shares of Dell Technologies to an “outperform” rating in a research report on Friday, May 29th. The Goldman Sachs Group increased their price objective on shares of Dell Technologies from $230.00 to $500.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Finally, HSBC upgraded shares of Dell Technologies to a “buy” rating in a research report on Friday, May 29th.

More Dell Technologies News

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

• Positive Sentiment: Dell’s AI-server and infrastructure business is being highlighted as a key growth driver, with reports pointing to sharply higher ISG revenue, strong backlog, and continued demand from AI partnerships. DELL’s Strong Partner Network Drives ISG Growth: What’s Ahead?
• Positive Sentiment: Shares are also rising on renewed AI-order buzz, including speculation that Dell could benefit from a fresh xAI-related purchase, which supports sentiment around near-term server demand. A New xAI Purchase? Super Micro (SMCI) and Dell Stocks Rise on Order Buzz
• Positive Sentiment: Analysts and market commentary continue to frame Dell as one of the standout AI server winners, with the stock benefiting from a broader re-rating of AI hardware stocks. AI Server Earnings: Wall Street Sees One Clear Standout
• Neutral Sentiment: Dell also received a channel-partner accolade, with AHEAD named Dell Technologies North America Channel Partner of the Year, a supportive but not major stock-moving development. AHEAD Named Dell Technologies North America Channel Partner of the Year
• Negative Sentiment: Offsetting the optimism, Dell is facing fresh political and governance scrutiny after President Trump’s stock purchase and public endorsement drew conflict-of-interest concerns, which could add valuation uncertainty. Political Scrutiny Adds New Risk Layer To Dell Technologies Valuation Story
• Negative Sentiment: Recent insider and related-party selling by a Dell director and Silver Lake-linked entities may weigh on sentiment, even if the sales are not necessarily a change in the company’s fundamentals. Insider Selling: Dell Technologies (NYSE:DELL) Director Sells $3,719,018.16 in Stock

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $400.14 on Tuesday. Dell Technologies has a 52-week low of $109.17 and a 52-week high of $469.47. The firm has a 50 day moving average price of $247.27 and a two-hundred day moving average price of $171.80. The stock has a market cap of $258.39 billion, a P/E ratio of 31.78, a price-to-earnings-growth ratio of 1.16 and a beta of 1.30.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same period in the prior year, the company posted $1.55 EPS. The company’s revenue was up 87.5% on a year-over-year basis. 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. Analysts predict that Dell Technologies will post 12.93 earnings per share for the current fiscal year.

Insider Transactions at Dell Technologies

In other news, Director Spv-2 L.P. Sl sold 83,742 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $424.55, for a total transaction of $35,552,666.10. Following the completion of the sale, the director directly owned 22,545 shares in the company, valued at $9,571,479.75. This represents a 78.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Silver Lake Partners Iv, L.P. sold 78,425 shares of the stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $414.43, for a total transaction of $32,501,672.75. Following the sale, the director owned 105,342 shares of the company’s stock, valued at approximately $43,656,885.06. This trade represents a 42.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 4,094,908 shares of company stock worth $1,148,141,269 over the last three months. 41.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Dell Technologies

A number of large investors have recently bought and sold shares of DELL. Brighton Jones LLC grew its holdings in Dell Technologies by 42.7% in the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares during the period. Sivia Capital Partners LLC acquired a new stake in Dell Technologies in the second quarter worth $328,000. Marshall Wace LLP acquired a new stake in Dell Technologies in the second quarter worth $809,000. Gamco Investors INC. ET AL grew its holdings in Dell Technologies by 30.2% in the second quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after purchasing an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC grew its holdings in Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock worth $7,112,000 after purchasing an additional 34,538 shares during the period. 76.37% of the stock is currently owned by institutional investors and hedge funds.

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.