Dell Technologies Inc. (NYSE:DELL) Receives $170.47 Consensus Target Price from Analysts

Dell Technologies Inc. (NYSE:DELL) has been assigned an average recommendation of “Moderate Buy” from the twenty-five research firms that are covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell rating, seven have given a hold rating and seventeen have issued a buy rating on the company. The average 1-year target price among analysts that have updated their coverage on the stock in the last year is $175.7368.

Several equities analysts have issued reports on DELL shares. Citigroup dropped their price objective on Dell Technologies from $165.00 to $160.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Barclays raised their price objective on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Raymond James Financial raised their price objective on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Evercore raised their price objective on Dell Technologies from $160.00 to $205.00 and gave the stock an “outperform” rating in a report on Thursday, March 26th. Finally, Bank of America raised their price target on Dell Technologies from $172.00 to $205.00 and gave the stock a “buy” rating in a report on Wednesday, April 8th.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Goldman Sachs raised its price target to $215 and kept a Buy rating, reinforcing the bullish AI/server narrative that investors are rewarding. Goldman Sachs Raises Dell Price Target to $215
• Positive Sentiment: JPMorgan bumped its price target to $205 and assigned an Overweight rating, adding institutional support to the rally. JPMorgan Raises DELL Price Target
• Positive Sentiment: Elevated bullish derivatives flow: unusually high call option volume was reported (roughly 47,955 calls), consistent with speculative/leveraged positioning ahead of continued AI/server optimism.
• Positive Sentiment: Media/analyst coverage highlights momentum and all‑time highs (Goldman commentary, press stories), which can attract momentum and flows into the stock. Dell stock hits all-time high – Goldman Sachs sees further growth
• Positive Sentiment: CEO Michael Dell publicly supported continued AI data‑center builds (rejecting a moratorium), reinforcing the company’s positioning in AI infrastructure demand. Michael Dell on proposed data center moratorium
• Neutral Sentiment: Long‑form pieces (Seeking Alpha, Zacks, Benzinga) profile Dell as a value/AI play — useful for context but not immediate catalysts. Dell: A Value Stock Multiple On An AI Growth Business
• Negative Sentiment: COO Jeffrey W. Clarke sold 116,000 shares under a pre‑arranged Rule 10b5‑1 plan (≈$21.2M at ~$182.48). While disclosed as a scheduled trade, large insider selling can create short‑term selling pressure and prompts investor questions on timing. SEC Filing – Clarke Form 4
• Negative Sentiment: Director V (Gp) L.L.C. disclosed two large sales on April 15–16 totaling ~840,666 shares (~$148.8M combined at ~$177–$177.24 average). Large block sales from a director/affiliate are a notable offset to bullish headlines and could weigh on near‑term supply. SEC Filing – Director V sale (382,000) SEC Filing – Director V sale (458,666)

Dell Technologies Stock Performance

Shares of DELL stock opened at $196.46 on Monday. The stock’s 50-day moving average is $152.65 and its two-hundred day moving average is $140.70. The firm has a market cap of $126.86 billion, a price-to-earnings ratio of 22.53, a PEG ratio of 0.79 and a beta of 0.88. Dell Technologies has a 1 year low of $80.74 and a 1 year high of $197.34.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s quarterly revenue was up 39.5% compared to the same quarter last year. During the same quarter last year, the company posted $2.68 earnings per share. 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. As a group, research analysts predict that Dell Technologies will post 6.93 EPS for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a dividend of $0.63 per share. This is an increase from Dell Technologies’s previous quarterly dividend of $0.53. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Tuesday, April 21st. Dell Technologies’s dividend payout ratio is 24.08%.

Insider Transactions at Dell Technologies

In related news, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the transaction, the director owned 65,662 shares of the company’s stock, valued at $9,529,526.06. This trade represents a 69.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 3,571,688 shares of company stock worth $576,654,105. Corporate insiders own 42.00% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in DELL. Brighton Jones LLC grew its holdings in shares of Dell Technologies by 42.7% during the fourth quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after buying an additional 901 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in Dell Technologies in the second quarter valued at about $328,000. Marshall Wace LLP acquired a new stake in Dell Technologies in the second quarter valued at about $809,000. Gamco Investors INC. ET AL lifted its position 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 valued at $819,000 after purchasing an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC lifted its position in Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after purchasing an additional 34,538 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.