Dell Technologies (NYSE:DELL) Reaches New 1-Year High – Time to Buy?

Dell Technologies Inc. (NYSE:DELL)’s stock price reached a new 52-week high on Friday . The company traded as high as $169.90 and last traded at $163.7190, with a volume of 4511707 shares changing hands. The stock had previously closed at $156.76.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Big AI-server momentum — reports cite large AI order flow and a multi‑billion backlog that underscore Dell’s server pipeline and revenue runway (Zacks: ~$64B in orders, $43B backlog). DELL’s AI Server Momentum Surges: Can It Drive Long-Term Growth?
• Positive Sentiment: GTC/NVIDIA-linked product momentum and FY27 outlook — coverage highlights new “Dell AI Factory” activity, management’s FY27 AI revenue targets (~$50B) and bigger buyback/dividend moves that support earnings growth and shareholder returns. Dell shares rise as investors focus on fresh AI infrastructure momentum
• Positive Sentiment: Momentum in the tape — recent articles note a ~30% move over the past month and renewed upside debate among strategists, reflecting strong sentiment after results and guidance. Dell Stock Soars 30% In a Month: Is More Upside Coming in 2026?
• Positive Sentiment: Product refresh — Dell revived its Precision workstation line with sleeker designs and higher performance, a positive for commercial PC revenue and enterprise workstation share. Dell revives Precision laptop line with a sleeker design and serious power boost
• Positive Sentiment: High‑profile bullish commentary — Jim Cramer and other commentators have called DELL undervalued, which can attract retail flows and support momentum. Jim Cramer on Dell Technologies
• Neutral Sentiment: Competitive product noise — benchmark pieces show Apple’s new MacBook Neo outperforms some Dell Windows laptops in specific tests; important for consumer positioning but less material than enterprise/server trends. MacBook Neo beats Dell laptop on Windows 11 benchmarks – TechRadar
• Negative Sentiment: Heavy insider/director selling — multiple mid‑March filings show large sales (hundreds of thousands of shares at ~$152–154), which can pressure sentiment despite company-level strength. V (Gp) L.L.C. Slta Sells 237,431 Shares of Dell Technologies
• Negative Sentiment: Workforce reductions — filings/reporting indicate >10% headcount cuts and ongoing facility consolidations; cost savings help margins but raise execution and product‑delivery risk. Dell Reshapes Costs And Bets On AI Voice Infrastructure Partnerships
• Negative Sentiment: Volatility/valuation debate — commentary notes the stock previously pulled back sharply (from ~$168 to ~$110), underscoring ongoing investor debate over valuation vs. fundamentals. Cramer: Dell crashed from $168 to $110 despite strong fundamentals

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. Bank of America upped their price objective on shares of Dell Technologies from $135.00 to $155.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Barclays upped their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Mizuho lifted their price objective on Dell Technologies from $175.00 to $180.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. JPMorgan Chase & Co. dropped their price objective on Dell Technologies from $170.00 to $155.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Finally, Raymond James Financial raised their target price on Dell Technologies from $166.00 to $182.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Seventeen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $163.28.

Dell Technologies Stock Performance

The business has a 50 day moving average of $127.79 and a two-hundred day moving average of $133.54. The firm has a market capitalization of $108.39 billion, a price-to-earnings ratio of 18.70, a P/E/G ratio of 0.70 and a beta of 0.97.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a net margin of 5.23% and a negative return on equity of 236.90%. The business had revenue of $33.38 billion during the quarter, compared to analyst estimates of $31.60 billion. During the same quarter in the previous year, the business posted $2.68 EPS. Dell Technologies’s quarterly revenue was up 39.5% on a year-over-year basis. 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. On average, equities analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be given a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Tuesday, April 21st. This is a positive change from Dell Technologies’s previous quarterly dividend of $0.53. Dell Technologies’s payout ratio is 24.08%.

Insider Buying and Selling

In other Dell Technologies news, insider Jennifer D. Saavedra sold 10,200 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $145.00, for a total transaction of $1,479,000.00. Following the completion of the sale, the insider directly owned 252,715 shares of the company’s stock, valued at approximately $36,643,675. The trade was a 3.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Ellen Jamison Kullman sold 150,346 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $145.13, for a total value of $21,819,714.98. Following the completion of the transaction, the director owned 65,662 shares in the company, valued at $9,529,526.06. This represents a 69.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,512,388 shares of company stock worth $225,864,078 over the last 90 days. Company insiders own 42.00% of the company’s stock.

Institutional Trading of Dell Technologies

Several institutional investors and hedge funds have recently made changes to their positions in DELL. Brighton Jones LLC increased its stake in Dell Technologies by 42.7% in the 4th quarter. Brighton Jones LLC now owns 3,011 shares of the technology company’s stock valued at $347,000 after buying an additional 901 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Dell Technologies in the 2nd quarter worth approximately $328,000. Foundations Investment Advisors LLC bought a new position in shares of Dell Technologies in the second quarter valued at approximately $313,000. Kingsview Wealth Management LLC increased its position in shares of Dell Technologies by 37.0% during the second quarter. Kingsview Wealth Management LLC now owns 3,416 shares of the technology company’s stock valued at $419,000 after acquiring an additional 923 shares during the last quarter. Finally, Rothschild Investment LLC lifted its holdings in Dell Technologies by 114.2% during the second quarter. Rothschild Investment LLC now owns 499 shares of the technology company’s stock worth $61,000 after acquiring an additional 266 shares during the period. Hedge funds and other institutional investors own 76.37% of the company’s stock.

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.