Dell Technologies (NYSE:DELL) Given New $180.00 Price Target at Mizuho

Dell Technologies (NYSE:DELL) had its target price increased by investment analysts at Mizuho from $175.00 to $180.00 in a research report issued on Friday,MarketScreener reports. The firm currently has an “outperform” rating on the technology company’s stock. Mizuho’s price objective indicates a potential upside of 27.08% from the stock’s current price.

DELL has been the topic of a number of other research reports. The Goldman Sachs Group initiated coverage on shares of Dell Technologies in a research note on Tuesday, January 13th. They set a “buy” rating and a $165.00 price target on the stock. Bank of America increased their target price on Dell Technologies from $160.00 to $163.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Wall Street Zen lowered Dell Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Dell Technologies in a report on Wednesday, January 21st. Finally, Citic Securities raised their price target on shares of Dell Technologies from $150.00 to $160.00 and gave the company a “buy” rating in a report on Friday, November 28th. Seventeen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $160.89.

Dell Technologies Stock Performance

Dell Technologies stock traded up $20.20 during trading on Friday, hitting $141.65. The company’s stock had a trading volume of 6,831,247 shares, compared to its average volume of 7,578,904. The stock’s fifty day moving average is $120.74 and its 200 day moving average is $131.92. Dell Technologies has a 1-year low of $66.25 and a 1-year high of $168.08. The stock has a market capitalization of $93.87 billion, a price-to-earnings ratio of 18.89, a P/E/G ratio of 0.80 and a beta of 1.03.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings results on Thursday, February 26th. The technology company reported $3.89 EPS for the quarter, beating the consensus estimate of $3.53 by $0.36. The company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. Dell Technologies had a negative return on equity of 234.84% and a net margin of 5.01%.The firm’s revenue was up 39.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $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. On average, research analysts anticipate that Dell Technologies will post 6.93 EPS for the current fiscal year.

Insider Activity at Dell Technologies

In related news, Director Egon Durban sold 71,000 shares of the 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 transaction, the director owned 1,172,428 shares of the company’s stock, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new position in shares of Dell Technologies during the fourth quarter worth about $607,349,000. Wellington Management Group LLP grew its position in shares of Dell Technologies by 4,279.1% in the 3rd quarter. Wellington Management Group LLP now owns 3,005,776 shares of the technology company’s stock worth $426,129,000 after acquiring an additional 2,937,137 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Dell Technologies by 50.4% in the 4th quarter. Invesco Ltd. now owns 7,301,008 shares of the technology company’s stock valued at $919,051,000 after acquiring an additional 2,445,854 shares during the last quarter. Michael & Susan Dell Foundation lifted its stake in Dell Technologies by 533.3% during the fourth quarter. Michael & Susan Dell Foundation now owns 2,682,335 shares of the technology company’s stock worth $337,652,000 after purchasing an additional 2,258,797 shares during the last quarter. Finally, Franklin Resources Inc. increased its stake in Dell Technologies by 541.9% during the third quarter. Franklin Resources Inc. now owns 1,996,557 shares of the technology company’s stock valued at $283,052,000 after purchasing an additional 1,685,529 shares during the last quarter. 76.37% of the stock is currently owned by institutional investors.

Trending Headlines about Dell Technologies

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

• Positive Sentiment: Blowout Q4 results — Dell reported record quarterly and full‑year revenue and topped EPS and revenue estimates, driving an after‑hours/pre‑market pop. The quarter was cited across outlets as a major beat that underpins the rally. Dell Technologies Stock Jumps on Strong Earnings
• Positive Sentiment: Explosive AI server growth — AI‑optimized server revenue surged ~342% year‑over‑year in the quarter (roughly $9B) and management forecast that AI server revenue will double in fiscal 2027, signaling sustained high‑margin infrastructure demand. Dell shares jump on forecast it will double AI server revenue
• Positive Sentiment: Very strong FY‑2027 guidance — Dell lifted FY guidance well above Street estimates (revenue range and EPS materially ahead of consensus), and cited a large AI server backlog, which supports revenue visibility for the year ahead. Dell Shares Soar on Explosive AI Server Growth
• Neutral Sentiment: Mixed near‑term guidance detail — while FY revenue and EPS guidance were strong, first‑quarter EPS guidance was slightly below some estimates; investors will watch how guidance cadence and margin assumptions play out. Dell forecasts fiscal 2027 revenue above estimates
• Neutral Sentiment: Operational headwinds noted — several reports flagged supply‑chain pressure and rising cost dynamics even as Dell said it has managed memory shortages better than peers; these factors could pressure near‑term margins. Q4 2026 Earnings Call Highlights
• Negative Sentiment: Legacy financial metrics remain a caution — Dell still shows a depressed return on equity and relatively modest net margins versus revenue scale; investors focused on long‑term returns may see these as risks despite top‑line momentum. DELL Earnings / Metrics

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.