Dell Technologies (NYSE:DELL) Trading Up 1.5% – Time to Buy?

Dell Technologies Inc. (NYSE:DELL)’s stock price shot up 1.5% during trading on Friday . The stock traded as high as $407.15 and last traded at $397.1780. 7,274,742 shares were traded during mid-day trading, a decline of 16% from the average session volume of 8,651,614 shares. The stock had previously closed at $391.38.

Dell Technologies News Summary

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

• Positive Sentiment: Dell is being viewed as a standout AI infrastructure play, with strong demand for AI servers and expanding enterprise/government adoption supporting the long-term growth story. Tech Corner: DELL’s Booming AI Server Business
• Positive Sentiment: Market commentary also singled out Dell as a favorite in the tech space and suggested its recent pullback may be creating a more attractive setup than some overextended mega-cap AI names. IBM or Dell? Bernstein Picks the Better Stock after IBM’s Earnings Warning
• Neutral Sentiment: Dell CFO Yvonne McGill received a legacy award, which is positive for corporate reputation but is unlikely to be a major stock catalyst by itself. Dell CFO Yvonne McGill honored with legacy award at 2026 Best CFOs event
• Negative Sentiment: Broader weakness in chip makers and AI-related stocks is creating headwinds for Dell’s shares, as investors rotate out of the sector amid valuation concerns and a worsening selloff. Micron, Nvidia, Netflix, SK Hynix, Intuitive Surgical, and More Stocks That Explain Today’s Market

Analysts Set New Price Targets

Several equities analysts recently issued reports on the stock. Jefferies Financial Group lowered shares of Dell Technologies to a “hold” rating in a report on Monday, June 1st. Susquehanna set a $289.00 target price on Dell Technologies and gave the stock a “neutral” rating in a report on Friday, May 29th. Mizuho increased their target price on Dell Technologies from $435.00 to $500.00 and gave the company an “outperform” rating in a research report on Monday, June 1st. Truist Financial boosted 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. Finally, Roth Capital initiated coverage on Dell Technologies in a research note on Friday, May 29th. They set a “buy” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $492.76.

Dell Technologies Price Performance

The company has a market cap of $257.42 billion, a PE ratio of 31.55, a PEG ratio of 0.88 and a beta of 1.31. The stock’s 50-day moving average is $369.95 and its 200 day moving average is $227.49.

Dell Technologies (NYSE:DELL) last released its quarterly earnings results on Thursday, May 28th. The technology company reported $4.86 earnings per share (EPS) for the quarter, topping the consensus estimate 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 business had revenue of $43.84 billion for the quarter, compared to analyst estimates of $35.74 billion. During the same period in the previous year, the company earned $1.55 earnings per share. The business’s revenue for the quarter was up 87.5% on a year-over-year basis. 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. On average, analysts expect that Dell Technologies Inc. will post 17.74 EPS for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, July 21st will be paid a $0.63 dividend. The ex-dividend date is Tuesday, July 21st. This represents a $2.52 dividend on an annualized basis and a yield of 0.6%. Dell Technologies’s dividend payout ratio (DPR) is 20.02%.

Insiders Place Their Bets

In other news, Director Spv-2 L.P. Sl sold 59,492 shares of the business’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $453.54, for a total transaction of $26,982,001.68. Following the sale, the director owned 89,222 shares in the company, valued at approximately $40,465,745.88. The trade was a 40.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the company’s stock in a transaction dated Thursday, July 9th. The shares were sold at an average price of $453.54, for a total transaction of $31,160,919.24. Following the transaction, the director owned 67,990 shares in the company, valued at approximately $30,836,184.60. This trade represents a 50.26% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 3,434,758 shares of company stock worth $1,448,870,683 in the last three months. Insiders own 41.50% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in DELL. Commonwealth Retirement Investments LLC acquired a new stake in shares of Dell Technologies during the fourth quarter worth $25,000. Rossby Financial LCC increased its position in shares of 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. Navalign LLC purchased a new position in Dell Technologies in the 4th quarter worth $29,000. Kemnay Advisory Services Inc. acquired a new stake in Dell Technologies during the 4th quarter worth about $29,000. Finally, WealthCollab LLC grew its stake in Dell Technologies by 82.0% during the 2nd quarter. WealthCollab LLC now owns 253 shares of the technology company’s stock valued at $31,000 after purchasing an additional 114 shares during the last quarter. 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.