Dell Technologies (NYSE:DELL) Upgraded to “Strong-Buy” at Zacks Research

Zacks Research upgraded shares of Dell Technologies (NYSE:DELL) from a hold rating to a strong-buy rating in a research note issued to investors on Tuesday,Zacks.com reports.

A number of other research analysts have also recently issued reports on DELL. Dbs Bank raised shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Truist Financial began coverage on Dell Technologies in a report on Tuesday, March 31st. They issued a “hold” rating and a $170.00 target price on the stock. Citigroup boosted their price target on Dell Technologies from $180.00 to $235.00 and gave the stock a “buy” rating in a report on Tuesday. Weiss Ratings upgraded Dell Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. Finally, Evercore lifted their target price on Dell Technologies from $160.00 to $205.00 and gave the company an “outperform” rating in a research report on Thursday, March 26th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $179.68.

Dell Technologies Stock Up 0.9%

Shares of NYSE:DELL opened at $214.37 on Tuesday. Dell Technologies has a 12-month low of $86.76 and a 12-month high of $217.39. The company’s 50 day moving average price is $157.84 and its two-hundred day moving average price is $142.04. The firm has a market cap of $138.43 billion, a PE ratio of 24.58, a PEG ratio of 0.86 and a beta of 0.88.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, February 26th. The technology company reported $3.89 earnings per share for the quarter, beating analysts’ consensus estimates of $3.53 by $0.36. Dell Technologies had a negative return on equity of 236.90% and a net margin of 5.23%.The firm had revenue of $33.38 billion during the quarter, compared to the consensus estimate of $31.60 billion. During the same period in the prior year, the company posted $2.68 EPS. The company’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. On average, research analysts expect that Dell Technologies will post 11.9 EPS for the current year.

Dell Technologies Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Tuesday, April 21st will be issued a $0.63 dividend. This is a boost from Dell Technologies’s previous quarterly dividend of $0.53. The ex-dividend date is Tuesday, April 21st. This represents a $2.52 dividend on an annualized basis and a yield of 1.2%. Dell Technologies’s dividend payout ratio (DPR) is 28.90%.

Insider Activity at Dell Technologies

In other news, Director Ellen Jamison Kullman sold 150,346 shares of Dell Technologies stock in a transaction on Friday, March 6th. The shares were sold at an average price of $145.13, for a total transaction of $21,819,714.98. Following the transaction, the director owned 65,662 shares in the company, valued at approximately $9,529,526.06. The trade was a 69.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director V (Gp) L.L.C. Slta sold 510,000 shares of the firm’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $146.83, for a total value of $74,883,300.00. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 3,571,688 shares of company stock valued at $576,654,105. Corporate insiders own 42.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Commonwealth Retirement Investments LLC acquired a new position in Dell Technologies in the fourth quarter valued at $25,000. Rossby Financial LCC increased its holdings in Dell Technologies by 968.4% in the fourth quarter. Rossby Financial LCC now owns 203 shares of the technology company’s stock worth $26,000 after purchasing an additional 184 shares in the last quarter. Portus Wealth Advisors LLC bought a new position in shares of Dell Technologies during the 1st quarter worth approximately $35,000. Kemnay Advisory Services Inc. bought a new stake in shares of Dell Technologies in the 4th quarter valued at $29,000. Finally, Navalign LLC acquired a new stake in Dell Technologies in the fourth quarter worth $29,000. Institutional investors and hedge funds own 76.37% of the company’s stock.

Key Headlines Impacting Dell Technologies

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

• Positive Sentiment: Signed a $1.44 billion AI infrastructure purchase agreement with Boost Run LLC to supply compute and storage (including expanded Dell Financial Services support) — a material commercial win that directly supports revenue and backlog expectations. Boost Run Announces $1.44 Billion Agreement with Dell Technologies
• Positive Sentiment: Analyst upgrades and price?target increases citing accelerating demand for Dell’s AI?optimized servers have lifted sentiment and provided short?term momentum catalysts. Why Dell (DELL) Stock Is Up Today
• Positive Sentiment: Technical momentum and market recognition: shares are at/near record highs after strong multi?month gains and inclusion on momentum/strong?buy lists, which can attract trend?following flows. Where Does Dell Stock Head Next After New Record Highs?
• Neutral Sentiment: Industry M&A chatter — reports that NVIDIA is in talks to buy a major PC maker (HP and Dell named as candidates) are drawing attention but remain unconfirmed; implications for Dell are speculative. Potential NVIDIA Deal Puts Fresh Focus On HP’s AI PC Future
• Neutral Sentiment: High?profile philanthropy from Michael & Susan Dell (a $750M gift to UT Austin) is positive PR but not an earnings driver. Michael and Susan Dell to donate $750 million to UT Austin
• Neutral Sentiment: Comparisons with Apple and coverage of Dell’s large AI server orders/backlog frame the investment thesis (enterprise AI infrastructure leader vs. on?device AI); useful context but much may already be priced in. Dell Technologies vs. Apple: Which AI Stock is a Better Buy?
• Negative Sentiment: Notable insider selling: multiple disclosures show senior executives and affiliated entities have been selling stock, including reports of the CFO trimming his stake — a governance/positioning flag that some investors view as a negative signal. Dell shares rise as analysts lift price targets on AI-server demand momentum

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.