Dell Technologies (NYSE:DELL) Stock Price Expected to Rise, Mizuho Analyst Says

Posted by Brenda Bartman on Oct 8th, 2026

Dell Technologies logo Dell Technologies (NYSE:DELL – Get Free Report) had its price target lifted by equities researchers at Mizuho from $600.00 to $650.00 in a report issued on Tuesday, Marketbeat Ratings reports. The brokerage presently has an “outperform” rating on the technology company’s stock. Mizuho’s price target indicates a potential upside of 12.37% from the company’s previous close.

Several other research firms also recently weighed in on DELL. Truist Financial upped their price target on shares of Dell Technologies from $360.00 to $505.00 and gave the stock a “hold” rating in a research report on Wednesday, September 2nd. Barclays lifted their price objective on Dell Technologies from $550.00 to $603.00 and gave the stock an “overweight” rating in a report on Wednesday, September 2nd. JPMorgan Chase & Co. boosted their price objective on Dell Technologies from $565.00 to $635.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 2nd. Cantor Fitzgerald assumed coverage on Dell Technologies in a research report on Wednesday, September 2nd. They issued an “overweight” rating on the stock. Finally, TD Cowen lifted their price target on Dell Technologies from $500.00 to $550.00 and gave the stock a “hold” rating in a research note on Tuesday, September 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, Dell Technologies has a consensus rating of “Moderate Buy” and an average price target of $571.12.

Read Our Latest Analysis on Dell Technologies

Dell Technologies Stock Performance

Dell Technologies stock opened at $578.45 on Tuesday. The company’s fifty day moving average price is $501.03 and its 200 day moving average price is $376.99. Dell Technologies has a 1 year low of $110.22 and a 1 year high of $595.51. The stock has a market capitalization of $367.79 billion, a P/E ratio of 33.57, a P/E/G ratio of 0.59 and a beta of 1.37.

Dell Technologies (NYSE:DELL – Get Free Report) last posted its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. The company had revenue of $46.97 billion during the quarter, compared to analysts’ expectations of $44.89 billion. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The firm’s revenue for the quarter was up 57.7% on a year-over-year basis. During the same period in the prior year, the business posted $1.70 earnings per share. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. Sell-side analysts predict that Dell Technologies will post 25.13 EPS for the current year.

Insider Activity at Dell Technologies

In related news, Director Silver Lake Partners Iv, L.P. sold 91,191 shares of the stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $47,176,751.94. Following the completion of the sale, the director owned 64,209 shares of the company’s stock, valued at approximately $33,217,884.06. This trade represents a 58.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Spv-2 L.P. Sl sold 83,006 shares of Dell Technologies stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $517.34, for a total value of $42,942,324.04. Following the transaction, the director owned 73,185 shares in the company, valued at approximately $37,861,527.90. The trade was a 53.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,570,174 shares of company stock worth $847,037,343. Insiders own 41.50% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of DELL. Bank of America Corp DE raised its stake in Dell Technologies by 7.6% during the first quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock worth $2,362,624,000 after purchasing an additional 1,011,101 shares during the period. Deutsche Bank AG grew its stake in shares of Dell Technologies by 24.6% in the 4th quarter. Deutsche Bank AG now owns 5,517,070 shares of the technology company’s stock valued at $694,489,000 after buying an additional 1,090,336 shares during the period. Wellington Management Group LLP increased its holdings in shares of Dell Technologies by 140.1% during the 2nd quarter. Wellington Management Group LLP now owns 2,526,987 shares of the technology company’s stock worth $1,090,294,000 after buying an additional 1,474,347 shares during the last quarter. Epoch Investment Partners Inc. increased its holdings in shares of Dell Technologies by 3.5% during the 4th quarter. Epoch Investment Partners Inc. now owns 975,336 shares of the technology company’s stock worth $122,775,000 after buying an additional 33,234 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its position in shares of Dell Technologies by 3.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock valued at $157,869,000 after buying an additional 27,668 shares during the period. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Stories Impacting Dell Technologies

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

Positive Sentiment: Mizuho raised its price target to $650 from $600 while maintaining an Outperform rating. The move followed reports of $60.9 billion in AI-server orders, $16.4 billion in AI-server revenue and a $95 billion backlog, reinforcing the view that Dell’s AI growth has significant visibility. Why Dell Stock Is Trading Up Today
Positive Sentiment: Dell announced new Windows PCs and workstations designed for “agentic AI,” including an XPS 16 Creator Edition and an AI workstation using NVIDIA technology. The products expand Dell’s opportunity beyond data-center servers into AI-enabled development and content creation. Dell Technologies Drives the Agentic AI Era
Positive Sentiment: Recent analyst coverage highlighted Dell’s 32% three-month advance, record AI-server demand, stronger profitability and sharply increased fiscal 2027 guidance. Jim Cramer also described Dell as the better operator versus Hewlett Packard Enterprise, potentially supporting investor preference for DELL. DELL Jumps 32% in 3 Months
Neutral Sentiment: CEO Michael Dell is scheduled to receive a medal from President Trump at a science summit alongside other technology executives. The recognition raises visibility but has limited direct implications for revenue or earnings. Trump Awarding Medals to Tech Executives
Negative Sentiment: After soaring roughly 347% year to date and trading near its 12-month high, Dell may be vulnerable to profit-taking or mean reversion if AI orders, margins or guidance fail to exceed elevated expectations. Dell Stock Is on a Strong Bull Run

Dell Technologies Company Profile

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Dell Technologies Inc (NYSE: DELL) is a global technology company that develops, sells and supports information technology hardware, software and services. Its offerings include personal computers, workstations, monitors, accessories and other client devices, as well as enterprise infrastructure products such as servers, storage systems, networking equipment and data protection solutions.

The company also provides technology consulting, support, managed services and infrastructure solutions designed to help organizations operate data centers, private and hybrid clouds, artificial intelligence workloads and digital workplaces.