Morgan Stanley Increases Dell Technologies (NYSE:DELL) Price Target to $477.00

Dell Technologies (NYSE:DELL) had its price target increased by research analysts at Morgan Stanley from $448.00 to $477.00 in a research note issued on Tuesday,MarketScreener reports. Morgan Stanley’s target price would indicate a potential upside of 15.93% from the company’s previous close.

Other equities analysts have also issued research reports about the company. Truist Financial lifted their price target on Dell Technologies from $170.00 to $360.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. Sanford C. Bernstein lifted their target price on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Raymond James Financial downgraded shares of Dell Technologies from an “outperform” rating to a “market perform” rating in a research report on Friday, May 29th. Citic Securities lifted their target price on Dell Technologies from $160.00 to $505.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Finally, Zacks Research raised Dell Technologies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $490.38.

Dell Technologies Price Performance

DELL stock traded down $7.27 during midday trading on Tuesday, hitting $411.44. The stock had a trading volume of 1,102,006 shares, compared to its average volume of 8,728,520. The firm has a market cap of $266.66 billion, a price-to-earnings ratio of 32.58, a price-to-earnings-growth ratio of 0.88 and a beta of 1.30. The business has a 50-day moving average of $292.73 and a two-hundred day moving average of $191.01. Dell Technologies has a 52-week low of $110.22 and a 52-week high of $469.47.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share for the quarter, topping analysts’ consensus estimates of $2.96 by $1.90. Dell Technologies had a net margin of 6.28% and a negative return on equity of 366.90%. The firm had revenue of $43.84 billion for the quarter, compared to the consensus estimate of $35.74 billion. During the same period in the prior year, the firm earned $1.55 EPS. The company’s revenue was up 87.5% compared to the same quarter last year. Dell Technologies has set its FY 2027 guidance at 17.900-17.900 EPS and its Q2 2027 guidance at 4.800-4.800 EPS. Research analysts predict that Dell Technologies will post 17.6 earnings per share for the current year.

Insider Activity

In related news, Director V (Gp) L.L.C. Slta sold 458,666 shares of Dell Technologies stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $177.24, for a total transaction of $81,293,961.84. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Jeffrey W. Clarke sold 116,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $182.48, for a total value of $21,167,680.00. Following the completion of the sale, the chief operating officer owned 1,687,414 shares of the company’s stock, valued at $307,919,306.72. The trade was a 6.43% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 3,873,252 shares of company stock valued at $1,391,926,654 in the last quarter. 41.50% of the stock is currently owned by company insiders.

Institutional Trading of Dell Technologies

Hedge funds have recently bought and sold shares of the stock. Ariadne Wealth Management LP raised its holdings in Dell Technologies by 1.6% in the first quarter. Ariadne Wealth Management LP now owns 3,092 shares of the technology company’s stock worth $508,000 after purchasing an additional 49 shares in the last quarter. Bell Investment Advisors Inc boosted its position in shares of Dell Technologies by 19.3% in the 1st quarter. Bell Investment Advisors Inc now owns 322 shares of the technology company’s stock worth $53,000 after purchasing an additional 52 shares in the last quarter. Vectors Research Management LLC grew its stake in Dell Technologies by 0.4% during the 1st quarter. Vectors Research Management LLC now owns 14,645 shares of the technology company’s stock worth $2,404,000 after buying an additional 55 shares during the last quarter. Raleigh Capital Management Inc. grew its stake in shares of Dell Technologies by 6.9% during the first quarter. Raleigh Capital Management Inc. now owns 1,044 shares of the technology company’s stock worth $171,000 after acquiring an additional 67 shares during the last quarter. Finally, Equitable Trust Co. raised its position in shares of Dell Technologies by 2.9% in the 1st quarter. Equitable Trust Co. now owns 2,506 shares of the technology company’s stock valued at $411,000 after purchasing an additional 71 shares during the last quarter. Hedge funds and other institutional investors own 76.37% of the company’s stock.

Key Dell Technologies News

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

• Positive Sentiment: Dell launched the PowerEdge XE8812 server, built for large-scale HPC and AI workloads, with support for NVIDIA Vera Rubin NVL4 architecture and up to 144 GPUs per rack. That strengthens the company’s AI infrastructure story and suggests more demand from enterprise and cloud customers. The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI
• Positive Sentiment: Coverage from the ISC High Performance conference highlighted Dell alongside NVIDIA and Super Micro in the Vera Rubin server rollout, which keeps Dell in the spotlight as a key supplier for next-generation AI and supercomputing systems. Nvidia in focus as Dell, Super Micro unveil new servers with Vera Rubin offerings
• Positive Sentiment: Recent market commentary says investors are still leaning into Dell’s AI server growth story after its blowout earnings report and raised outlook, helped by record AI orders and a large AI backlog. Dell gains as investors continue to lean into its AI server growth story
• Positive Sentiment: Broader coverage also noted that Dell’s recent gains reflect its valuation and growing appeal as a “pure-play” data center and AI infrastructure name, which can keep momentum traders interested. Dell Technologies (DELL) Has Gained More Than 30% Over the Past Month, Valuation Remains Cheaper Than The S&P
• Neutral Sentiment: Some recent articles are more about the broader AI-server rally than Dell alone, so they support sentiment but do not add a major new company-specific catalyst. 144 GPUs per rack: Dell launches new server for massive supercomputing tasks

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.