Dell Technologies (NYSE:DELL) Raised to “Buy” at Wall Street Zen

Dell Technologies (NYSE:DELL) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

Several other brokerages also recently issued reports on DELL. Piper Sandler lowered their price objective on shares of Dell Technologies from $172.00 to $167.00 and set an “overweight” rating on the stock in a research report on Friday. Dbs Bank raised Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Daiwa Securities Group upped their price target on Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Bank of America upped their price target on shares of Dell Technologies from $160.00 to $163.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Finally, Citigroup reduced their price objective on shares of Dell Technologies from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Seventeen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $160.47.

Dell Technologies Stock Up 21.8%

Shares of NYSE DELL opened at $147.89 on Friday. The stock has a market cap of $98.01 billion, a PE ratio of 16.96, a price-to-earnings-growth ratio of 0.97 and a beta of 0.96. Dell Technologies has a 52-week low of $66.25 and a 52-week high of $168.08. The business has a 50-day moving average price of $121.17 and a 200 day moving average price of $131.87.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating the consensus estimate of $3.53 by $0.36. The business had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The company’s revenue was up 39.5% compared to the same quarter last year. During the same period in the prior year, the company 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. Sell-side analysts anticipate that Dell Technologies will post 6.93 earnings per share for the current year.

Insiders Place Their Bets

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director directly owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

A number of hedge funds have recently bought and sold shares of the company. BDFS Capital LLC acquired a new stake in shares of Dell Technologies during the fourth quarter worth $445,000. Banque Transatlantique SA acquired a new stake in shares of Dell Technologies in the fourth quarter valued at about $506,000. Sit Investment Associates Inc. purchased a new stake in shares of Dell Technologies during the 4th quarter valued at about $2,159,000. MidFirst Bank acquired a new position in Dell Technologies during the 4th quarter worth approximately $378,000. Finally, Titan Investment Management LLC purchased a new position in Dell Technologies in the 4th quarter worth approximately $3,237,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Dell Technologies News Roundup

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

• Positive Sentiment: Q4 beat and raised FY‑2027 guidance: Dell reported Q4 EPS and revenue above consensus and issued FY‑2027 revenue and EPS guidance well above street expectations, which investors see as evidence the company is capitalizing on AI demand. Article Link
• Positive Sentiment: Massive AI-server opportunity: Management projects roughly $50 billion in AI server revenue for the fiscal year and highlighted a record backlog (~$43B), signaling continued strong enterprise demand for AI infrastructure. Article Link
• Positive Sentiment: AI revenue surge this quarter: Dell disclosed AI‑optimized server revenue jumped materially year-over-year (near ~$9B for the quarter, +300%+ ranges reported), showing the business already contributing significant top-line growth. Article Link
• Positive Sentiment: Record annual results & shareholder actions: Dell posted record full‑year revenue and signaled durability in its data‑center franchise; the company also boosted its dividend, which supports investor confidence. Article Link
• Positive Sentiment: Analyst optimism: Multiple firms raised price targets and kept/raised ratings after the print (examples include Barclays, Raymond James, Mizuho), reinforcing the buy-side narrative around Dell’s AI momentum. Article Link
• Neutral Sentiment: Supply‑chain / cost note: Management acknowledged memory cost pressures and supply dynamics, but said Dell has largely managed shortages — a potential margin headwind if component costs rise further. Article Link
• Negative Sentiment: Not all analysts are uniformly bullish: some firms (e.g., Morgan Stanley) remain cautious and maintain underweight ratings with lower targets, reminding investors there is still debate on valuation and sustainability. Article Link

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.