Dell Technologies (NYSE:DELL) Stock Crosses Below Two Hundred Day Moving Average – Time to Sell?

Posted by George Bondi on Nov 6th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report) crossed below its two hundred day moving average during trading on Thursday. The stock has a two hundred day moving average of $335.34 and traded as low as $315.00. Dell Technologies shares last traded at $315.8290, with a volume of 14,109,681 shares traded.

Key Dell Technologies News

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

Positive Sentiment: A Zacks article identifies Dell as a Strong Buy, citing demand for AI infrastructure and semiconductors. Another analysis argues that the selloff has eased valuation concerns despite expectations for solid growth. Zacks article Barchart analysis
Positive Sentiment: Dell’s AI server backlog and expanded cybersecurity offerings for AI workloads could strengthen its role in enterprise AI infrastructure, supporting the longer-term growth case. Yahoo Finance article
Negative Sentiment: The post-midterm selloff in AI hardware continued, with Dell among the steeply declining server stocks. Reports point to investor concern that a new political landscape and local resistance could slow data-center projects; UBS estimates that nearly a third of planned U.S. capacity for 2028 could be delayed if construction pauses spread. The Motley Fool article
Negative Sentiment: Broader weakness in chip and tech stocks added pressure. Coverage cited memory-shortage concerns and disappointing outlooks elsewhere in the semiconductor industry, though those issues were not specifically tied to data-center demand. TIKR article

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on DELL shares. Bank of America upped their target price on shares of Dell Technologies from $505.00 to $600.00 and gave the company a “buy” rating in a research note on Monday, August 31st. Barclays lowered shares of Dell Technologies from an “overweight” rating to an “equal weight” rating and reduced their price target for the stock from $603.00 to $574.00 in a research note on Wednesday, October 14th. TD Cowen boosted their price objective on shares of Dell Technologies from $500.00 to $550.00 and gave the company a “hold” rating in a report on Tuesday, September 29th. Wells Fargo & Company boosted their price objective on shares of Dell Technologies from $505.00 to $545.00 and gave the company an “overweight” rating in a report on Friday, August 14th. Finally, Cantor Fitzgerald began coverage on shares of Dell Technologies in a research report on Wednesday, September 2nd. They set an “overweight” rating on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $569.96.

Get Our Latest Stock Report on Dell Technologies

Dell Technologies Stock Down 15.2%

The company has a market cap of $200.81 billion, a P/E ratio of 18.33, a P/E/G ratio of 0.39 and a beta of 1.45. The business has a fifty day simple moving average of $507.68 and a two-hundred day simple moving average of $335.34.

Dell Technologies (NYSE:DELL – Get Free Report) last released its quarterly earnings results on Tuesday, September 1st. The technology company reported $7.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a negative return on equity of 578.85% and a net margin of 7.53%. The business had revenue of $46.97 billion during the quarter, compared to the consensus estimate of $44.89 billion. During the same period in the previous year, the company posted $1.70 EPS. The business’s quarterly revenue was up 57.7% compared to the same quarter last year. 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. On average, equities analysts predict that Dell Technologies Inc. will post 25.13 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were issued a $0.63 dividend. The ex-dividend date of this dividend was Tuesday, October 20th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 0.8%. Dell Technologies’s dividend payout ratio (DPR) is presently 14.63%.

Insider Activity at Dell Technologies

In other news, Director Egon Durban sold 1,850 shares of Dell Technologies stock in a transaction on Wednesday, September 23rd. The shares were sold at an average price of $548.40, for a total transaction of $1,014,540.00. Following the transaction, the director owned 1,405,236 shares in the company, valued at $770,631,422.40. This trade represents a 0.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Spv-2 L.P. Sl sold 44,408 shares of the business’s stock in a transaction on Friday, October 9th. The shares were sold at an average price of $582.30, for a total transaction of $25,858,778.40. Following the sale, the director directly owned 43,740 shares of the company’s stock, valued at approximately $25,469,802. The trade was a 50.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,819,650 shares of company stock valued at $991,183,596 in the last three months. Corporate insiders own 41.50% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

Institutional investors and hedge funds have recently bought and sold shares of the stock. Bank of America Corp DE lifted its position in shares of Dell Technologies by 7.6% during the 1st quarter. Bank of America Corp DE now owns 14,394,835 shares of the technology company’s stock valued at $2,362,624,000 after buying an additional 1,011,101 shares in the last quarter. Wellington Management Group LLP grew its stake 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 valued at $1,090,294,000 after acquiring an additional 1,474,347 shares during the period. Dimensional Fund Advisors LP increased its holdings in Dell Technologies by 3.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 961,675 shares of the technology company’s stock worth $157,869,000 after acquiring an additional 27,668 shares in the last quarter. Swiss National Bank increased its holdings in Dell Technologies by 4.7% in the 1st quarter. Swiss National Bank now owns 931,008 shares of the technology company’s stock worth $152,806,000 after acquiring an additional 41,700 shares in the last quarter. Finally, Amundi raised its stake in Dell Technologies by 5.8% during the 1st quarter. Amundi now owns 845,709 shares of the technology company’s stock worth $138,806,000 after acquiring an additional 46,240 shares during the period. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies Company Profile

(Get Free Report)

Dell Technologies Inc is a global technology company that develops, sells and supports information technology hardware, software and services. Its portfolio includes personal computers, workstations, monitors, peripherals and other end-user devices, as well as servers, storage systems, networking equipment and related infrastructure solutions for businesses, governments and other organizations.

The company also provides consulting, deployment, support, managed and cybersecurity services designed to help customers build and operate their technology environments.