Bank of America Boosts Dell Technologies (NYSE:DELL) Price Target to $205.00

Dell Technologies (NYSE:DELL) had its price target lifted by investment analysts at Bank of America from $172.00 to $205.00 in a report issued on Wednesday,MarketScreener reports. The firm presently has a “buy” rating on the technology company’s stock. Bank of America‘s price target indicates a potential upside of 11.20% from the stock’s current price.

Several other analysts have also issued reports on the stock. Morgan Stanley boosted their target price on shares of Dell Technologies from $101.00 to $110.00 and gave the company an “underweight” rating in a research report on Friday, February 27th. Daiwa Securities Group lifted their price target on shares of Dell Technologies from $150.00 to $170.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Wolfe Research started coverage on shares of Dell Technologies in a research report on Thursday. They set a “peer perform” rating for the company. Weiss Ratings cut Dell Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, April 1st. Finally, Wall Street Zen upgraded Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 21st. Sixteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $170.47.

Dell Technologies Stock Down 0.6%

DELL stock opened at $184.35 on Wednesday. The business has a 50 day moving average of $143.18 and a 200 day moving average of $138.16. The firm has a market cap of $119.04 billion, a PE ratio of 21.18, a price-to-earnings-growth ratio of 0.71 and a beta of 0.88. Dell Technologies has a twelve month low of $75.94 and a twelve month high of $189.75.

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

Insider Activity at Dell Technologies

In other Dell Technologies news, insider William F. Scannell sold 143,067 shares of Dell Technologies stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $165.00, for a total value of $23,606,055.00. Following the sale, the insider directly owned 21,779 shares in the company, valued at approximately $3,593,535. The trade was a 86.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the business’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total transaction of $74,883,300.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 2,595,522 shares of company stock valued at $403,091,708. Insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

A number of large investors have recently added to or reduced their stakes in DELL. Commonwealth Retirement Investments LLC purchased a new stake in shares of Dell Technologies during the 4th quarter worth approximately $25,000. Rossby Financial LCC increased its position in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares during the last quarter. Navalign LLC bought a new stake in Dell Technologies in the fourth quarter worth $29,000. Kemnay Advisory Services Inc. purchased a new stake in Dell Technologies during the fourth quarter valued at $29,000. Finally, WealthCollab LLC grew its stake in shares of Dell Technologies by 82.0% in the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock worth $31,000 after buying an additional 114 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Bank of America and other analysts say Dell is well-positioned to capture enterprise AI spending given scale, supplier relationships and secured supply through 2027 — supporting higher revenue and multiple expansion. Article Title
• Positive Sentiment: Analysts have raised price targets (Mizuho to $215, others to the $200+ range) after Dell’s recent breakout and strong AI server demand, which is a direct catalyst for upward share revisions. Article Title
• Positive Sentiment: Dell struck a partnership with HIVE to deploy NVIDIA’s next‑generation AI GPUs and announced enterprise/government AI MoUs (Sharjah), boosting its addressable AI infrastructure pipeline. These deals reinforce revenue visibility from AI workloads. Article Title
• Positive Sentiment: Dell pledged to grow its dividend roughly 10% per year through 2030 (recent 20% raise), which supports income investors and signals confidence in cash flow. Article Title
• Neutral Sentiment: Coverage pieces note Dell recently hit an all‑time stock high and benefited from record revenue; momentum can attract flows but may also invite short‑term profit‑taking. Article Title
• Neutral Sentiment: Coverage suggests the Super Micro (SMCI) regulatory/investigation fallout could redirect share gains to Dell in servers, but this is contingent on competitor disruption and Dell execution. Article Title
• Negative Sentiment: Management and media have highlighted workforce reductions tied to an AI shift; while layoffs cut costs, they raise near‑term execution and morale risks and could weigh on sentiment. Article Title
• Negative Sentiment: Dell’s CEO warned about an industry “nightmarish” scenario where AI consumes massive RAM for years — a comment that can stoke investor concerns about escalating hardware costs and infrastructure constraints. Article Title

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.