Dell Technologies (NYSE:DELL) Price Target Raised to $170.00 at Daiwa Securities Group

Dell Technologies (NYSE:DELL) had its target price lifted by investment analysts at Daiwa Securities Group from $150.00 to $170.00 in a research report issued on Friday,MarketScreener reports. The brokerage presently has an “outperform” rating on the technology company’s stock. Daiwa Securities Group’s target price would indicate a potential upside of 17.57% from the company’s current price.

Other research analysts have also issued research reports about the company. Dbs Bank upgraded Dell Technologies to a “moderate buy” rating in a report on Monday, January 5th. Wall Street Zen raised shares of Dell Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Barclays increased their price target on shares of Dell Technologies from $148.00 to $168.00 and gave the company an “overweight” rating in a research note on Friday, February 27th. Zacks Research lowered shares of Dell Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Finally, Evercore reiterated an “outperform” rating and issued a $160.00 price objective on shares of Dell Technologies in a research report on Thursday, February 19th. Sixteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $163.28.

Dell Technologies Stock Performance

Shares of NYSE DELL traded down $1.93 during mid-day trading on Friday, reaching $144.59. The company’s stock had a trading volume of 817,980 shares, compared to its average volume of 8,432,960. The stock has a market capitalization of $95.82 billion, a P/E ratio of 16.58, a P/E/G ratio of 0.67 and a beta of 0.97. Dell Technologies has a 1-year low of $66.25 and a 1-year high of $168.08. The stock has a 50-day moving average of $122.78 and a two-hundred day moving average of $132.22.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Thursday, February 26th. The technology company reported $3.89 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $33.38 billion during the quarter, compared to analysts’ expectations of $31.60 billion. During the same quarter in the prior year, the company earned $2.68 EPS. Dell Technologies’s revenue was up 39.5% compared to the same quarter last year. 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. Analysts predict that Dell Technologies will post 6.93 EPS for the current fiscal year.

Insider Transactions at Dell Technologies

In other Dell Technologies news, Director V (Gp) L.L.C. Slta sold 277,567 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $149.43, for a total transaction of $41,476,836.81. Following the completion of the transaction, the director owned 796 shares in the company, valued at $118,946.28. The trade was a 99.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 transaction of $9,806,520.00. Following the completion of the sale, the director directly owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 571,001 shares of company stock valued at $84,899,807. Corporate insiders own 42.00% of the company’s stock.

Hedge Funds Weigh In On Dell Technologies

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

Dell Technologies News Roundup

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

• Positive Sentiment: Record quarterly results, strong AI server demand and expanded capital returns — Dell reported record revenue and EPS, highlighted booming AI server sales, announced a larger dividend and an expanded buyback program (supporting shareholder returns). Dell Earnings Highlight AI Server Growth Capital Returns And Edge Expansion
• Positive Sentiment: Data center / ISG momentum: Infrastructure Solutions Group delivered very strong growth with a multi?billion dollar AI backlog and management projecting substantial AI revenue expansion into FY27 — a key driver of forward revenue and margin expectations. Dell’s ISG Revenue Growth Strengthens: Will the Momentum Continue?
• Positive Sentiment: Product & edge expansion: Dell launched the rugged PowerEdge XR9700 edge AI/5G server targeting telecom and industrial use cases, strengthening the firm’s addressable market for on?prem and edge AI compute. Dell’s Rugged PowerEdge XR9700 Targets Edge AI And 5G Growth
• Positive Sentiment: Analyst and media praise: Multiple outlets and commentators (including Jim Cramer, Zacks and MarketBeat pieces) are highlighting Dell’s improving margins, exceptional free cash flow from AI demand, and long?term value case—supporting buy?side sentiment. Jim Cramer Highlights Dell Technologies’ Success
• Neutral Sentiment: Industry recognition and reports place Dell among AI?ready data center leaders (with Broadcom, HPE), underscoring competitive positioning but not changing near?term fundamentals. Data Center Solutions Company Evaluation Report 2025
• Neutral Sentiment: Broader tech news (e.g., Apple lowering Macbook price) raises competitive narrative in PCs but is a secondary influence versus Dell’s data?center/AI story. Cheaper iPhones and a $599 MacBook? Apple Is All About Affordability Now.
• Negative Sentiment: Large director share sales disclosed: Two filings show substantial sales by Director V (Gp) L.L.C. earlier this week (hundreds of thousands of shares, ~$70M+ combined), which can spur short?term selling pressure and signal insiders reducing exposure. SEC filing: Director V (Gp) L.L.C. sale

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.