Dell Technologies (NYSE:DELL) Shares Up 4.2% – Should You Buy?

Dell Technologies Inc. (NYSE:DELL)’s share price was up 4.2% on Tuesday . The company traded as high as $457.99 and last traded at $451.3430. Approximately 3,890,922 shares traded hands during mid-day trading, a decline of 52% from the average daily volume of 8,141,750 shares. The stock had previously closed at $433.19.

More Dell Technologies News

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

• Positive Sentiment: AI infrastructure remains the main catalyst. Analysts and financial commentary describe Dell as a key beneficiary of data-center expansion and rising demand for AI servers. Mizuho included Dell among its preferred AI-buildout stocks, while other analysts see further upside if demand and order momentum remain strong. Mizuho Names AI Stocks to Own
• Positive Sentiment: Earnings expectations are elevated. Analysts project substantial year-over-year growth in second-quarter revenue and earnings, with attention focused on AI-server sales, margins, backlog and management’s outlook. Dell’s prior $4.86 EPS result, compared with a $2.96 estimate, is supporting optimism that the company can outperform again. Dell Q2 Earnings Preview
• Positive Sentiment: Analyst targets remain supportive. Several firms have raised their price targets, and bullish commentary suggests Dell’s AI momentum could continue through fiscal 2027 and beyond. These views are helping sustain investor interest after the stock’s sharp rally. Dell Earnings to Soar
• Neutral Sentiment: Upcoming economic data could influence technology valuations. Next week’s August jobs report and other indicators will shape expectations for the Federal Reserve’s September decision, potentially affecting demand for high-growth technology stocks. The Week Ahead
• Negative Sentiment: Insider selling and export risks remain overhangs. A Dell director sold approximately $886,000 of shares under a pre-arranged Rule 10b5-1 plan. Separately, Taiwan’s investigation into alleged illegal AI-server exports to China briefly pressured the broader sector, highlighting regulatory and geopolitical risks. SEC Insider Filing

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Wall Street Zen raised Dell Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 30th. JPMorgan Chase & Co. boosted their price objective on shares of Dell Technologies from $280.00 to $500.00 and gave the stock an “overweight” rating in a research 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. Argus boosted their price target on shares of Dell Technologies from $200.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Morgan Stanley upped their price objective on shares of Dell Technologies from $430.00 to $434.00 and gave the company an “equal weight” rating in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Dell Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $485.24.

Dell Technologies Stock Up 0.5%

The stock has a fifty day moving average price of $430.62 and a 200-day moving average price of $292.70. The firm has a market cap of $302.21 billion, a price-to-earnings ratio of 37.14, a price-to-earnings-growth ratio of 0.94 and a beta of 1.33.

Dell Technologies (NYSE:DELL) last released its earnings results on Thursday, May 28th. The technology company reported $4.86 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 company had revenue of $43.84 billion during the quarter, compared to analysts’ expectations of $35.74 billion. During the same quarter last year, the business earned $1.55 EPS. The business’s revenue was up 87.5% on a year-over-year basis. As a group, research analysts expect that Dell Technologies Inc. will post 18.22 earnings per share for the current year.

Dell Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Tuesday, July 21st were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, July 21st. Dell Technologies’s dividend payout ratio (DPR) is currently 20.02%.

Insiders Place Their Bets

In related news, Director Silver Lake Partners Iv, L.P. sold 68,706 shares of the firm’s stock in a transaction dated Thursday, July 9th. The shares were sold at an average price of $453.54, for a total value of $31,160,919.24. Following the completion of the sale, the director owned 67,990 shares in the company, valued at $30,836,184.60. This trade represents a 50.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Silver Lake Partners V. De (Aiv sold 34,869 shares of the company’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 $15,814,486.26. Following the transaction, the director owned 43,961 shares in the company, valued at $19,938,071.94. The trade was a 44.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,436,780 shares of company stock valued at $1,449,756,744 in the last three months. 41.50% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in DELL. ProShare Advisors LLC boosted its stake in shares of Dell Technologies by 10.5% in the fourth quarter. ProShare Advisors LLC now owns 80,686 shares of the technology company’s stock valued at $10,157,000 after buying an additional 7,642 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new position in Dell Technologies during the 4th quarter worth $23,332,000. Plato Investment Management Ltd acquired a new position in Dell Technologies in the 2nd quarter valued at $5,913,000. Gabelli Funds LLC raised its holdings in Dell Technologies by 49.0% in the 1st quarter. Gabelli Funds LLC now owns 46,094 shares of the technology company’s stock valued at $7,565,000 after acquiring an additional 15,150 shares in the last quarter. Finally, MUFG Securities EMEA plc lifted its position in shares of Dell Technologies by 112.9% during the 4th quarter. MUFG Securities EMEA plc now owns 12,356 shares of the technology company’s stock valued at $1,555,000 after acquiring an additional 6,553 shares during the period. 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.