Dell Technologies Inc. (NYSE:DELL – Get Free Report)’s stock price rose 1% during mid-day trading on Friday . The stock traded as high as $408.38 and last traded at $395.5340. Approximately 6,034,678 shares were traded during mid-day trading, a decline of 31% from the average daily volume of 8,786,480 shares. The stock had previously closed at $391.45.
Dell Technologies News Summary
Here are the key news stories impacting Dell Technologies this week:
- Positive Sentiment: Multiple recent articles say Dell is gaining from faster AI infrastructure spending and stronger demand for memory and servers, reinforcing the company’s growth narrative. Everyone’s Buying NVIDIA – Here Are 2 Smarter AI Stocks for 2026
- Positive Sentiment: Coverage on Dell’s cloud infrastructure expansion says record ISG revenue and a large AI backlog suggest demand is still outpacing supply, which is supportive for the stock. DELL Benefits From Cloud Infrastructure Expansion: What Lies Ahead?
- Positive Sentiment: Truist raised its price target on Dell sharply, citing exceptionally strong demand and tight supply, which signals Wall Street remains constructive on the shares. Truist Raises DELL Price Target to $360, Keeps Hold Rating
- Neutral Sentiment: Some commentary frames Dell as one of 2026’s strongest growth stocks and compares its performance against other tech names, but this is more a reflection of past momentum than a fresh catalyst. Is Dell Technologies (DELL) Outperforming Other Computer and Technology Stocks This Year?
- Negative Sentiment: Several Silver Lake-linked directors disclosed large insider stock sales over the past few days, which can weigh on sentiment because investors may view it as reduced insider confidence. SEC insider sale filing
- Negative Sentiment: Broad market chatter also suggests high-beta AI hardware stocks have been volatile after a strong run, so some of Dell’s recent strength may be facing profit-taking pressure. Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
Analysts Set New Price Targets
DELL has been the topic of several research analyst reports. JPMorgan Chase & Co. increased their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research note on Friday, May 29th. Bank of America increased their price objective on Dell Technologies from $280.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 21st. Wolfe Research lowered Dell Technologies from a “peer perform” rating to a “peer perform” rating in a report on Friday, May 29th. Finally, Piper Sandler upped their target price on Dell Technologies from $167.00 to $497.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $475.76.
Dell Technologies Price Performance
The business has a fifty day simple moving average of $260.10 and a two-hundred day simple moving average of $177.31. The company has a market cap of $255.42 billion, a PE ratio of 31.42, a price-to-earnings-growth ratio of 0.80 and a beta of 1.30.
Dell Technologies (NYSE:DELL – Get Free Report) last posted its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The company had revenue of $43.84 billion during the quarter, compared to analyst estimates of $35.74 billion. Dell Technologies had a negative return on equity of 366.90% and a net margin of 6.28%.Dell Technologies’s revenue was up 87.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.55 earnings per share. 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, equities research analysts predict that Dell Technologies Inc. will post 17.6 EPS for the current year.
Insider Activity
In other news, Director Spv-2 L.P. Sl sold 5,025 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $404.68, for a total transaction of $2,033,517.00. Following the completion of the sale, the director owned 2,935 shares in the company, valued at approximately $1,187,735.80. This represents a 63.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Silver Lake Partners V. De (Aiv sold 2,183 shares of the stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $404.68, for a total value of $883,416.44. Following the sale, the director owned 71,609 shares of the company’s stock, valued at approximately $28,978,730.12. This represents a 2.96% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 4,708,716 shares of company stock worth $1,393,130,840. Insiders own 41.50% of the company’s stock.
Institutional Trading of Dell Technologies
Several hedge funds and other institutional investors have recently made changes to their positions in DELL. Brighton Jones LLC lifted its holdings in shares of Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after purchasing an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Dell Technologies during the 2nd quarter valued at $328,000. Marshall Wace LLP acquired a new position in shares of Dell Technologies in the 2nd quarter valued at $809,000. Gamco Investors INC. ET AL increased its position in shares of Dell Technologies by 30.2% in the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock valued at $819,000 after acquiring an additional 1,550 shares during the period. Finally, NewEdge Advisors LLC increased its position in shares of Dell Technologies by 147.2% in the 2nd quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after acquiring an additional 34,538 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.
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.
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