Dell Technologies (NYSE:DELL) Price Target Lowered to $167.00 at Piper Sandler

Dell Technologies (NYSE:DELL) had its price objective lowered by Piper Sandler from $172.00 to $167.00 in a research report report published on Friday morning, MarketBeat.com reports. Piper Sandler currently has an overweight rating on the technology company’s stock.

Other equities analysts have also recently issued research reports about the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Dell Technologies in a research note on Wednesday, January 21st. Daiwa Securities Group upped their target price on Dell Technologies from $140.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Raymond James Financial lifted their price objective on shares of Dell Technologies from $166.00 to $182.00 and gave the company an “outperform” rating in a research note on Friday. The Goldman Sachs Group assumed coverage on Dell Technologies in a report on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target on the stock. Finally, Barclays lifted their price target on Dell Technologies from $148.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $160.47.

Dell Technologies Trading Up 21.8%

Shares of DELL traded up $26.44 during midday trading on Friday, reaching $147.89. 33,424,964 shares of the company were exchanged, compared to its average volume of 7,748,003. The company has a market cap of $98.01 billion, a price-to-earnings ratio of 16.96, a P/E/G ratio of 0.79 and a beta of 1.03. The stock has a 50-day moving average price of $121.17 and a 200-day moving average price of $131.99. Dell Technologies has a 1-year low of $66.25 and a 1-year high of $168.08.

Dell Technologies (NYSE:DELL) last announced its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. The company had revenue of $33.38 billion for the quarter, compared to analyst estimates of $31.60 billion. Dell Technologies had a negative return on equity of 229.86% and a net margin of 5.23%.Dell Technologies’s quarterly revenue was up 39.5% on a year-over-year basis. During the same period in the prior year, the company posted $2.68 EPS. 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. Equities research analysts anticipate that Dell Technologies will post 6.93 earnings per share for the current year.

Dell Technologies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Tuesday, January 20th were issued a dividend of $0.525 per share. The ex-dividend date was Tuesday, January 20th. This represents a $2.10 annualized dividend and a dividend yield of 1.4%. Dell Technologies’s dividend payout ratio (DPR) is presently 28.00%.

Insider Buying and Selling

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the stock in a transaction that occurred on 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 trade represents a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. Armstrong Advisory Group Inc. raised its holdings in shares of Dell Technologies by 3.6% in the third quarter. Armstrong Advisory Group Inc. now owns 1,829 shares of the technology company’s stock valued at $259,000 after acquiring an additional 63 shares in the last quarter. Flagship Harbor Advisors LLC increased its stake in shares of Dell Technologies by 1.3% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 5,563 shares of the technology company’s stock valued at $789,000 after purchasing an additional 71 shares in the last quarter. Westside Investment Management Inc. grew its stake in Dell Technologies by 35.8% during the 3rd quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after acquiring an additional 78 shares in the last quarter. Pinnacle Associates Ltd. boosted its stake in Dell Technologies by 0.4% during the third quarter. Pinnacle Associates Ltd. now owns 21,631 shares of the technology company’s stock worth $3,067,000 after buying an additional 78 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC grew its position in Dell Technologies by 2.3% in the third quarter. Patriot Financial Group Insurance Agency LLC now owns 3,559 shares of the technology company’s stock worth $504,000 after acquiring an additional 81 shares during the period. Institutional investors own 76.37% of the company’s stock.

Key Stories Impacting Dell Technologies

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

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.