Dell Technologies (NYSE:DELL) Trading 4.2% Higher – What’s Next?

Posted by Geri Gentry on Aug 25th, 2026

Dell Technologies logo Dell Technologies Inc. (NYSE:DELL – Get Free Report)’s share price rose 4.2% during mid-day trading on Tuesday . The company traded as high as $457.99 and last traded at $451.3430. Approximately 3,890,922 shares traded hands during mid-day trading, a decline of 52% from the average daily volume of 8,141,750 shares. The stock had previously closed at $433.19.

Key Headlines Impacting Dell Technologies

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

Positive Sentiment: AI server demand remains the primary catalyst. Investors are positioning for another potential earnings beat and raised outlook, with Evercore highlighting continued strength in AI server demand and a possible “beat-and-raise” quarter. Dell previously cited a customer base of roughly 5,000 and expanding AI-related pipelines. Dell’s AI Rally Is About to Face Its Next Big Test
Positive Sentiment: New product and partnership developments reinforced the growth narrative. Coverage pointed to Dell’s hybrid-AI strategy, improving enterprise PC trends and high-performance technology partnerships, supporting expectations for demand across data-center and commercial-computing markets. What’s Going On With Dell Technologies Stock Tuesday?
Positive Sentiment: Broader AI-server sentiment improved. Dell rebounded alongside Super Micro Computer after reports that Taiwanese prosecutors targeted individual employees rather than the companies themselves in an alleged AI-server export scheme. This reduced immediate concerns about broader corporate exposure. Super Micro Surges 8% as Taiwan Indicts Employees but Not the Company, Dell Climbs 4%
Neutral Sentiment: The upcoming earnings report is a major near-term test. Analysts expect earnings growth, but Dell’s stock has already rallied sharply this year, creating a high bar for revenue, margins and forward guidance. Even strong results could prompt volatility if they fail to exceed elevated expectations. Dell’s stock is up 235% this year — and earnings could propel it even higher, analysts say
Negative Sentiment: Insider selling is a potential caution signal. Recent disclosures show substantial sales by executives and affiliated holders, with no reported insider purchases during the referenced six-month period. These transactions do not necessarily indicate deteriorating fundamentals, but they may concern investors after the stock’s strong advance.

Analysts Set New Price Targets

Several equities research analysts have weighed in on DELL shares. Citic Securities raised their price objective on shares of Dell Technologies from $160.00 to $505.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Melius Research set a $565.00 target price on shares of Dell Technologies in a research report on Friday, May 29th. Raymond James Financial lowered shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a report on Friday, May 29th. Guggenheim upgraded shares of Dell Technologies to a “buy” rating in a research report on Monday, June 1st. Finally, Argus upped their price objective on Dell Technologies from $200.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $496.90.

Read Our Latest Report on DELL

Dell Technologies Stock Performance

The firm’s 50-day simple moving average is $428.79 and its 200 day simple moving average is $287.92. The company has a market cap of $292.52 billion, a P/E ratio of 35.85, a PEG ratio of 0.92 and a beta of 1.33.

Dell Technologies (NYSE:DELL – Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The technology company reported $4.86 EPS for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. The business 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 366.90% and a net margin of 6.28%.The firm’s quarterly revenue was up 87.5% compared to the same quarter last year. During the same period in the previous year, the firm 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. As a group, research analysts forecast that Dell Technologies Inc. will post 18.17 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, July 21st. Dell Technologies’s payout ratio is presently 20.02%.

Insider Activity

In related news, Director Lake Group L.L.C. Silver sold 16,679 shares of Dell Technologies stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $396.37, for a total transaction of $6,611,055.23. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the company’s stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the completion of the sale, the director directly owned 67,990 shares of the company’s stock, valued at $30,836,184.60. The trade was a 50.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,434,758 shares of company stock valued at $1,448,870,683. Insiders own 41.50% of the company’s stock.

Institutional Investors Weigh In On Dell Technologies

Several large investors have recently modified their holdings of DELL. Brighton Jones LLC increased its holdings in Dell Technologies by 42.7% during the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock worth $347,000 after purchasing an additional 901 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Dell Technologies in the second quarter valued at about $328,000. Marshall Wace LLP acquired a new position in Dell Technologies during the 2nd quarter worth approximately $809,000. Gamco Investors INC. ET AL grew its stake in shares of Dell Technologies by 30.2% during the 2nd quarter. Gamco Investors INC. ET AL now owns 6,680 shares of the technology company’s stock worth $819,000 after acquiring an additional 1,550 shares in the last quarter. Finally, NewEdge Advisors LLC raised its holdings in shares of Dell Technologies by 147.2% in the second quarter. NewEdge Advisors LLC now owns 58,009 shares of the technology company’s stock valued at $7,112,000 after purchasing an additional 34,538 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Dell Technologies Company Profile

(Get Free Report)

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.