Dell Technologies (NYSE:DELL) Price Target Lowered to $155.00 at JPMorgan Chase & Co.

Dell Technologies (NYSE:DELL) had its price objective decreased by JPMorgan Chase & Co. from $170.00 to $155.00 in a research report released on Thursday morning,MarketScreener reports. JPMorgan Chase & Co. currently has an overweight rating on the technology company’s stock.

DELL has been the topic of several other research reports. Zacks Research downgraded Dell Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. UBS Group cut their target price on shares of Dell Technologies from $186.00 to $167.00 and set a “buy” rating on the stock in a research note on Wednesday, November 26th. Raymond James Financial boosted their price target on shares of Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a report on Wednesday, November 26th. Citigroup decreased 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 report on Tuesday. Finally, The Goldman Sachs Group started coverage on Dell Technologies in a report on Tuesday, January 13th. They issued a “buy” rating and a $165.00 target price on the stock. Seventeen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $158.53.

Dell Technologies Stock Up 1.8%

Shares of DELL opened at $118.92 on Thursday. The company has a market cap of $78.81 billion, a P/E ratio of 15.86, a PEG ratio of 0.67 and a beta of 1.03. Dell Technologies has a fifty-two week low of $66.25 and a fifty-two week high of $168.08. The firm’s 50 day moving average price is $121.50 and its 200 day moving average price is $132.30.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.47 by $0.12. The business had revenue of $27.01 billion during the quarter, compared to the consensus estimate of $27.26 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 10.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.15 earnings per share. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. Research analysts forecast that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 1.8%. The ex-dividend date was Tuesday, January 20th. Dell Technologies’s dividend payout ratio is currently 28.00%.

Insider Activity at Dell Technologies

In other news, Director Egon Durban sold 71,000 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $138.12, for a total value 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 approximately $161,935,755.36. The trade was 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. Company insiders own 42.00% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

A number of hedge funds have recently modified their holdings of the business. Winnow Wealth LLC purchased a new position in Dell Technologies during the 2nd quarter worth $25,000. Commonwealth Retirement Investments LLC purchased a new position in shares of Dell Technologies during the fourth quarter worth about $25,000. Rossby Financial LCC increased its position in Dell Technologies by 968.4% in the 4th quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock valued at $26,000 after acquiring an additional 184 shares during the period. Westside Investment Management Inc. raised its stake in Dell Technologies by 84.7% during the 2nd quarter. Westside Investment Management Inc. now owns 218 shares of the technology company’s stock valued at $27,000 after acquiring an additional 100 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in Dell Technologies during the 2nd quarter worth approximately $28,000. 76.37% of the stock is currently owned by hedge funds and other institutional investors.

Dell Technologies News Roundup

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

• Positive Sentiment: Evercore added DELL to its “Tactical Outperform” list ahead of earnings, a near-term buy signal that can attract momentum traders and institutional interest. Evercore adds Dell to Tactical Outperform list ahead of earnings
• Positive Sentiment: Dell announced a commercial collaboration with Ooredoo to advance AI solutions — a revenue/portfolio positive move that highlights demand for Dell’s AI infrastructure. Dell Technologies and Ooredoo collaborate to advance AI innovation and deepen cooperation
• Positive Sentiment: Corporate actions and capital allocation headlines (campus upgrade, dividend coverage in press) reinforce a shareholder-friendly narrative that may support multiple expansion if AI revenue momentum continues. Dell eying $8M upgrade to Round Rock campus
• Positive Sentiment: Dell will present at the Morgan Stanley TMT conference (CFO fireside chat on Mar 4), giving management an opportunity to reiterate guidance and AI growth metrics to investors. Dell Technologies to Present at Investor Conference in March
• Positive Sentiment: Bullish research and commentary (e.g., a Seeking Alpha piece arguing margins are misunderstood and suggesting upside) can drive retail interest and contrarian positioning. Stop Reading Dell’s Margin Story Wrong, The Math Says 50% Upside
• Neutral Sentiment: Benzinga highlights that DELL is trading higher today, summarizing market action without attributing a single catalyst — useful for short‑term traders tracking momentum. What’s Going On With The Gain In Dell Stock?
• Neutral Sentiment: Zacks previews Dell’s upcoming report and notes mixed signals — earnings are expected to grow but the firm may lack the two key ingredients Zacks uses to flag likely beats, so results could be a catalyst in either direction. Dell Technologies (DELL) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Analyst comparisons vs. AI-server peer SMCI raise the competitive and margin narrative — investors should watch AI-server market share and gross-margin trends. DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
• Negative Sentiment: Morgan Stanley cut its price target from $111 to $101 and kept an underweight rating — a clear negative signal that can pressure shares, especially among institutional holders. Morgan Stanley price-target cut coverage
• Negative Sentiment: JPMorgan trimmed its target to $155 (still overweight) and Citigroup lowered its target to $160 — multiple downward PT revisions compress headline upside and may cap short‑term gains despite bullish operational news. JPMorgan adjusts price target on Dell Technologies to $155 from $170

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.