TD Cowen Forecasts Strong Price Appreciation for Dell Technologies (NYSE:DELL) Stock

Posted by George Bondi on May 29th, 2026

Dell Technologies logo Dell Technologies (NYSE:DELL – Get Free Report) had its price target boosted by research analysts at TD Cowen from $150.00 to $450.00 in a report released on Friday,MarketScreener reports. The brokerage currently has a “hold” rating on the technology company’s stock. TD Cowen’s target price indicates a potential upside of 5.85% from the stock’s current price.

A number of other equities analysts have also issued reports on the stock. Sanford C. Bernstein raised their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday. Evercore increased their price target on shares of Dell Technologies from $240.00 to $270.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 19th. Bank of America reissued a “buy” rating on shares of Dell Technologies in a research report on Friday. Mizuho upped their target price on shares of Dell Technologies from $215.00 to $260.00 and gave the company an “outperform” rating in a report on Wednesday, May 6th. Finally, JPMorgan Chase & Co. increased their target price on shares of Dell Technologies from $205.00 to $280.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $324.45.

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Dell Technologies Price Performance

NYSE DELL opened at $425.13 on Friday. The company has a fifty day moving average of $211.39 and a two-hundred day moving average of $157.54. Dell Technologies has a 1 year low of $106.38 and a 1 year high of $428.68. The company has a market capitalization of $274.53 billion, a PE ratio of 48.45, a P/E/G ratio of 1.12 and a beta of 0.99.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.96 by $1.90. The firm had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The business’s revenue was up 87.5% on a year-over-year basis. During the same period in the prior year, the firm earned $1.55 EPS. 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. On average, research analysts expect that Dell Technologies will post 12.21 earnings per share for the current year.

Insider Activity at Dell Technologies

In related news, insider William F. Scannell sold 143,067 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $165.00, for a total value of $23,606,055.00. Following the completion of the transaction, the insider directly owned 21,779 shares of the company’s stock, valued at $3,593,535. This trade represents a 86.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Richard Troy Sharp sold 1,538 shares of the business’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $149.26, for a total value of $229,561.88. Following the sale, the chief accounting officer owned 8,030 shares in the company, valued at approximately $1,198,557.80. The trade was a 16.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 3,571,688 shares of company stock worth $576,654,105. 41.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC purchased a new position in Dell Technologies during the 4th quarter valued at about $25,000. Rossby Financial LCC lifted its holdings in shares of Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after purchasing an additional 184 shares in the last quarter. Portus Wealth Advisors LLC acquired a new stake in shares of Dell Technologies in the first quarter valued at approximately $35,000. Kemnay Advisory Services Inc. purchased a new position in shares of Dell Technologies during the 4th quarter worth approximately $29,000. Finally, Navalign LLC acquired a new position in shares of Dell Technologies during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds 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: Dell posted fiscal Q1 revenue of $43.8 billion, up 88% year over year, while adjusted EPS of $4.86 easily beat estimates; management also raised full-year revenue guidance to $165 billion-$169 billion and said AI-optimized server revenue could reach about $60 billion in FY2027. Article Title
Positive Sentiment: The company also won a roughly $9.7 billion Pentagon software contract, adding another catalyst and reinforcing confidence in Dell’s enterprise and government business. Article Title
Positive Sentiment: Analysts turned more constructive after the report, with Susquehanna upgrading Dell to “positive” and other firms lifting price targets as they cited stronger AI demand and a long runway for growth. Article Title
Neutral Sentiment: Management said demand is not the main constraint — supply is — as chip and memory shortages continue to limit how quickly Dell can fulfill AI server orders. Article Title

Dell Technologies Company Profile

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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.