Dell Technologies (NYSE:DELL) Price Target Raised to $205.00

Dell Technologies (NYSE:DELL) had its price objective raised by JPMorgan Chase & Co. from $165.00 to $205.00 in a research note published on Thursday morning,Benzinga reports. The firm currently has an overweight rating on the technology company’s stock.

Several other brokerages have also issued reports on DELL. Piper Sandler decreased their price target on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. Morgan Stanley increased their price target on shares of Dell Technologies from $101.00 to $110.00 and gave the stock an “underweight” rating in a research note on Friday, February 27th. Evercore increased their price target on shares of Dell Technologies from $160.00 to $205.00 and gave the stock an “outperform” rating in a research note on Thursday, March 26th. Wolfe Research started coverage on shares of Dell Technologies in a research note on Thursday, April 9th. They issued a “peer perform” rating for the company. Finally, Raymond James Financial increased their price target on shares of Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Seventeen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and an average target price of $175.74.

Dell Technologies Trading Up 1.7%

Shares of NYSE DELL opened at $196.46 on Thursday. Dell Technologies has a 12 month low of $80.74 and a 12 month high of $197.34. The firm has a market capitalization of $126.86 billion, a PE ratio of 22.53, a price-to-earnings-growth ratio of 0.79 and a beta of 0.88. The firm has a fifty day simple moving average of $152.65 and a two-hundred day simple moving average of $140.69.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same period in the prior year, the business earned $2.68 EPS. The company’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. On average, sell-side analysts predict that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Tuesday, April 21st will be paid a $0.63 dividend. This is a boost 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 is Tuesday, April 21st. Dell Technologies’s dividend payout ratio (DPR) is presently 24.08%.

Insider Transactions at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 382,000 shares of Dell Technologies stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.81, for a total value of $67,541,420.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO David Alan Kennedy sold 19,500 shares of Dell Technologies stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $182.53, for a total transaction of $3,559,335.00. Following the completion of the sale, the chief financial officer owned 183,097 shares of the company’s stock, valued at $33,420,695.41. This represents a 9.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 3,571,688 shares of company stock valued at $576,654,105. Company insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

Large investors have recently made changes to their positions in the stock. Norges Bank purchased a new position in shares of Dell Technologies in the fourth quarter worth approximately $607,349,000. Wellington Management Group LLP boosted its holdings in shares of Dell Technologies by 4,279.1% in the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after buying an additional 2,937,137 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the last quarter. Michael & Susan Dell Foundation boosted its holdings in shares of Dell Technologies by 533.3% in the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after buying an additional 2,258,797 shares during the last quarter. Finally, Franklin Resources Inc. boosted its holdings in shares of Dell Technologies by 541.9% in the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after buying an additional 1,685,529 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies News Roundup

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 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.