Dell Technologies (NYSE:DELL) Rating Increased to Strong-Buy at Zacks Research

Dell Technologies (NYSE:DELL) was upgraded by Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Tuesday,Zacks.com reports.

A number of other research analysts have also commented on DELL. Truist Financial started coverage on Dell Technologies in a report on Tuesday, March 31st. They set a “hold” rating and a $170.00 price objective on the stock. Barclays increased their price objective on Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a report on Friday, February 27th. Citigroup increased their target price on Dell Technologies from $180.00 to $235.00 and gave the company a “buy” rating in a research note on Tuesday. Mizuho increased their target price on Dell Technologies from $180.00 to $215.00 and gave the company an “outperform” rating in a research note on Monday, April 6th. Finally, Piper Sandler decreased their target price on Dell Technologies from $172.00 to $167.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $179.68.

Dell Technologies Stock Performance

Shares of NYSE DELL opened at $214.37 on Tuesday. The firm has a market cap of $138.43 billion, a price-to-earnings ratio of 24.58, a P/E/G ratio of 0.86 and a beta of 0.88. The business’s 50-day simple moving average is $157.84 and its 200-day simple moving average is $142.04. Dell Technologies has a 52 week low of $86.76 and a 52 week high of $217.39.

Dell Technologies (NYSE:DELL) last issued its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The business had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm’s revenue for the quarter was up 39.5% on a year-over-year basis. During the same quarter in the prior 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. As a group, equities research analysts forecast that Dell Technologies will post 11.9 earnings per share for the current year.

Insider Buying and Selling

In other Dell Technologies news, CFO David Alan Kennedy sold 19,500 shares of the firm’s stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $182.53, for a total value of $3,559,335.00. Following the completion of the sale, the chief financial officer owned 183,097 shares in the company, valued at approximately $33,420,695.41. This trade represents a 9.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Richard Troy Sharp sold 1,538 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief accounting officer owned 8,030 shares of the company’s stock, valued at $1,198,557.80. This represents a 16.07% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 3,571,688 shares of company stock worth $576,654,105. 42.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Dell Technologies

Several hedge funds and other institutional investors have recently modified their holdings of DELL. Pinnacle Bancorp Inc. lifted its holdings in shares of Dell Technologies by 29.1% during the first quarter. Pinnacle Bancorp Inc. now owns 493 shares of the technology company’s stock valued at $81,000 after acquiring an additional 111 shares during the period. Portus Wealth Advisors LLC bought a new stake in shares of Dell Technologies in the 1st quarter worth about $35,000. Apollon Wealth Management LLC increased its position in shares of Dell Technologies by 775.9% during the 1st quarter. Apollon Wealth Management LLC now owns 70,608 shares of the technology company’s stock worth $11,589,000 after purchasing an additional 62,547 shares in the last quarter. Riverbend Wealth Management LLC increased its position in shares of Dell Technologies by 5.5% during the 1st quarter. Riverbend Wealth Management LLC now owns 6,791 shares of the technology company’s stock worth $1,115,000 after purchasing an additional 353 shares in the last quarter. Finally, Red Door Wealth Management LLC increased its position in shares of Dell Technologies by 1.3% during the 1st quarter. Red Door Wealth Management LLC now owns 104,452 shares of the technology company’s stock worth $17,144,000 after purchasing an additional 1,376 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

More Dell Technologies News

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

• Positive Sentiment: Signed a $1.44 billion AI infrastructure purchase agreement with Boost Run LLC to supply compute and storage (including expanded Dell Financial Services support) — a material commercial win that directly supports revenue and backlog expectations. Boost Run Announces $1.44 Billion Agreement with Dell Technologies
• Positive Sentiment: Analyst upgrades and price‑target increases citing accelerating demand for Dell’s AI‑optimized servers have lifted sentiment and provided short‑term momentum catalysts. Why Dell (DELL) Stock Is Up Today
• Positive Sentiment: Technical momentum and market recognition: shares are at/near record highs after strong multi‑month gains and inclusion on momentum/strong‑buy lists, which can attract trend‑following flows. Where Does Dell Stock Head Next After New Record Highs?
• Neutral Sentiment: Industry M&A chatter — reports that NVIDIA is in talks to buy a major PC maker (HP and Dell named as candidates) are drawing attention but remain unconfirmed; implications for Dell are speculative. Potential NVIDIA Deal Puts Fresh Focus On HP’s AI PC Future
• Neutral Sentiment: High‑profile philanthropy from Michael & Susan Dell (a $750M gift to UT Austin) is positive PR but not an earnings driver. Michael and Susan Dell to donate $750 million to UT Austin
• Neutral Sentiment: Comparisons with Apple and coverage of Dell’s large AI server orders/backlog frame the investment thesis (enterprise AI infrastructure leader vs. on‑device AI); useful context but much may already be priced in. Dell Technologies vs. Apple: Which AI Stock is a Better Buy?
• Negative Sentiment: Notable insider selling: multiple disclosures show senior executives and affiliated entities have been selling stock, including reports of the CFO trimming his stake — a governance/positioning flag that some investors view as a negative signal. Dell shares rise as analysts lift price targets on AI-server demand momentum

About Dell Technologies

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.