Dell Technologies (NYSE:DELL) Price Target Raised to $180.00 at Mizuho

Dell Technologies (NYSE:DELL) had its price target raised by stock analysts at Mizuho from $175.00 to $180.00 in a research report issued on Friday,MarketScreener reports. The firm presently has an “outperform” rating on the technology company’s stock. Mizuho’s target price indicates a potential upside of 27.08% from the company’s current price.

A number of other equities research analysts have also recently weighed in on DELL. Citic Securities lifted their price target on Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Barclays raised Dell Technologies from an “equal weight” rating to an “overweight” rating and set a $148.00 price target for the company in a research note on Thursday, January 15th. Evercore reaffirmed an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a report on Thursday, February 19th. Bank of America raised their target price on shares of Dell Technologies from $160.00 to $163.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Finally, The Goldman Sachs Group assumed coverage on shares of Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price objective for the company. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $160.89.

Dell Technologies Trading Up 16.6%

DELL traded up $20.20 during trading on Friday, reaching $141.65. 6,831,247 shares of the company were exchanged, compared to its average volume of 7,578,904. The stock has a market cap of $93.87 billion, a P/E ratio of 18.89, a PEG ratio of 0.80 and a beta of 1.03. Dell Technologies has a 52 week low of $66.25 and a 52 week high of $168.08. The firm has a 50 day moving average of $120.74 and a 200 day moving average of $131.92.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, topping the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The company’s quarterly revenue was up 39.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.68 earnings per share. 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, analysts forecast that Dell Technologies will post 6.93 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total transaction of $9,806,520.00. Following the completion of the sale, the director directly owned 1,172,428 shares of the company’s stock, valued at $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 42.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Norges Bank acquired a new position in Dell Technologies in the 4th quarter worth approximately $607,349,000. Wellington Management Group LLP lifted its holdings in shares of Dell Technologies by 4,279.1% in the third quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock valued at $426,129,000 after purchasing an additional 2,937,137 shares in the last quarter. Invesco Ltd. boosted its position in shares of Dell Technologies by 50.4% in the fourth quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock worth $919,051,000 after buying an additional 2,445,854 shares during the period. Michael & Susan Dell Foundation grew its holdings in shares of Dell Technologies by 533.3% during the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock valued at $337,652,000 after buying an additional 2,258,797 shares in the last quarter. Finally, Franklin Resources Inc. lifted its stake in Dell Technologies by 541.9% in the 3rd quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock worth $283,052,000 after acquiring an additional 1,685,529 shares in the last quarter. 76.37% of the stock is currently owned by institutional investors and hedge funds.

Dell Technologies News Roundup

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

• Positive Sentiment: Blowout Q4 results — Dell reported record quarterly and full‑year revenue and topped EPS and revenue estimates, driving an after‑hours/pre‑market pop. The quarter was cited across outlets as a major beat that underpins the rally. Dell Technologies Stock Jumps on Strong Earnings
• Positive Sentiment: Explosive AI server growth — AI‑optimized server revenue surged ~342% year‑over‑year in the quarter (roughly $9B) and management forecast that AI server revenue will double in fiscal 2027, signaling sustained high‑margin infrastructure demand. Dell shares jump on forecast it will double AI server revenue
• Positive Sentiment: Very strong FY‑2027 guidance — Dell lifted FY guidance well above Street estimates (revenue range and EPS materially ahead of consensus), and cited a large AI server backlog, which supports revenue visibility for the year ahead. Dell Shares Soar on Explosive AI Server Growth
• Neutral Sentiment: Mixed near‑term guidance detail — while FY revenue and EPS guidance were strong, first‑quarter EPS guidance was slightly below some estimates; investors will watch how guidance cadence and margin assumptions play out. Dell forecasts fiscal 2027 revenue above estimates
• Neutral Sentiment: Operational headwinds noted — several reports flagged supply‑chain pressure and rising cost dynamics even as Dell said it has managed memory shortages better than peers; these factors could pressure near‑term margins. Q4 2026 Earnings Call Highlights
• Negative Sentiment: Legacy financial metrics remain a caution — Dell still shows a depressed return on equity and relatively modest net margins versus revenue scale; investors focused on long‑term returns may see these as risks despite top‑line momentum. DELL Earnings / Metrics

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.