Dell Technologies Inc. (DELL) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

Goldman Sachs has raised its price target on Dell Technologies to $215 from $195, reiterating a 'Buy' rating and signaling continued positive sentiment from analysts. This upward adjustment comes as Dell collaborates with Intel and Nokia to advance 5G edge infrastructure, leveraging Intel's latest Xeon 6 SoC for enhanced performance and AI capabilities. This partnership aims to deliver faster, low-latency networks and improved energy efficiency for telecom operators, potentially boosting service delivery. The focus on edge computing and AI infrastructure is a key area to watch for future growth. Separately, Nvidia's ongoing rally, fueled by robust AI hardware demand, has seen the company deny rumors of acquiring PC makers, which had briefly impacted Dell and HP shares. While Nvidia's success underscores the broader AI trend, Dell's strategic partnerships in edge computing present a distinct opportunity for its infrastructure solutions. Investors should monitor Dell's progress in deploying these advanced 5G edge solutions and any further analyst commentary on its target price.

Market Data

DELL Stock Snapshot

Dell Technologies Inc. · Technology · dell.com

Dell Technologies Inc. is a global technology provider that delivers a wide array of integrated solutions, products, and services to diverse customer segments worldwide. The company's core business revolves around two primary segments: Infrastructure Solutions Group (ISG), which offers storage, server, and networking solutions, and Client Solutions Group (CSG), which provides notebooks, desktops, and related peripherals. Dell's ISG segment helps businesses modernize their infrastructure with advanced storage and networking technologies, while the CSG segment caters to individual and business computing needs. Furthermore, the company offers comprehensive services, including financing options and support services, solidifying its position as a comprehensive technology partner for its customers. Founded in 1984, Dell Technologies Inc. is headquartered in Round Rock, Texas.

DELL is currently trading at $196.00, giving Dell Technologies Inc. a market cap of 126.92B and a P/E ratio of 21.4. Today's range spans $191.25–$197.34, with shares opening at $192.83 and moving down $0.27 (0.1%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 63/100.

Over the past year DELL has traded between $80.74 and $197.34 - the current price is +142.8% off the 52-week low and -0.7% from the high. 33 analysts cover the stock with a Buy consensus and a mean 12-month target of $176.17 (range $110.00–$220.00), implying downside of -10.1%.

The combination of bullish technicals and bullish sentiment for Dell Technologies Inc. (DELL) is the kind of setup that shows up in systematic screens before the more discretionary investors arrive. Score 95/100 (BUY), price $196.00 (near 52-week highs), sentiment 63/100. The current P/E ratio stands at 21.4. At 126.92B in Technology market cap, this large-cap name has the right size to matter to a wide range of buyers. Annual range: $80.74–$197.34.

DELL|EarningsDell Technologies Inc.

Earnings Summary

Dell Technologies Inc. is a global technology provider offering integrated solutions, products, and services across its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Operating in the Technology sector within the Computer Hardware industry, Dell's ISG segment focuses on storage, server, and networking solutions for businesses, while CSG provides notebooks, desktops, and peripherals. The company also offers financing and support services, positioning itself as a comprehensive technology partner. Dell's recent earnings performance shows a trend of beating analyst expectations in some quarters and missing in others. In Q3 2025, the company reported EPS of $2.59, exceeding the estimate of $2.48, with revenue at $27.01 billion. This followed Q2 2025, where EPS was $2.32, beating the estimate of $2.29, and revenue significantly increased to $29.78 billion. However, Q1 2025 saw an EPS miss of $1.55 against an estimate of $1.69, with revenue at $23.38 billion. The prior quarter, Q4 2024, showed an EPS beat of $2.68 against $2.52, with revenue at $23.93 billion. Historically, Dell's performance has been characterized by strong revenue figures, particularly in recent periods driven by demand for AI infrastructure, though EPS has shown more variability against estimates. Recent news highlights Dell's strategic partnerships, including being named Nutanix's Global OEM Partner of the Year and joining Comcast Business's Innovation Lab to co-develop enterprise solutions, particularly focusing on AI workloads and advanced security. Analyst sentiment remains largely positive, with Goldman Sachs and JP Morgan reiterating Buy/Overweight ratings and raising price targets, citing Dell's strong positioning in the AI server market and a substantial backlog. Investors will be watching for continued strong performance in AI infrastructure, the company's ability to meet its projected AI server revenue guidance, and its progress in strategic partnerships like those in 5G edge computing.

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'27	$2.94	-	-
Q3'25	$2.48	$2.59	+4.6%
Q2'25	$2.29	$2.32	+1.2%
Q1'25	$1.69	$1.55	-8.4%
Q4'24	$2.52	$2.68	+6.4%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'27	$35.6B	-	-
Q3'25	-	$27.0B	-
Q2'25	-	$29.8B	-
Q1'25	-	$23.4B	-
Q4'24	-	$23.9B	-

Technical Score (1D)

BUY

News Sentiment

BULLISH

Market Data

DELL Stock Snapshot

Dell Technologies Inc. · Technology · dell.com

News Sentiment Analysis

Sentiment gathered from recent headlines

63/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Reports indicate NVIDIA is considering a significant acquisition within the PC sector, with Dell Technologies (DELL) emerging as a focal point of market speculation. While unconfirmed, the potential scale of such a transaction is capturing investor attention. This development is significant given Dell's position in PC hardware and data center infrastructure, areas where NVIDIA holds substantial influence, particularly in AI computing.

What did this article say?

Dell Technologies (DELL) demonstrated robust performance, closing at $196.55 and outperforming the S&P 500, Dow, and Nasdaq. This upward momentum follows a significant 23.18% gain over the past month, substantially exceeding sector and market averages. Investors are anticipating strong financial results, with analysts projecting a substantial year-over-year increase in both EPS and revenue for the upcoming earnings disclosure.

What did this article say?

A Prowess Consulting brief highlights Dell's AI Data Platform, suggesting its open and modular design offers superior scalability for enterprise AI compared to closed, storage-embedded systems. The research indicates Dell's approach simplifies integration and accelerates analytics, crucial for moving AI initiatives from pilot to production. This positions Dell's architecture as a key enabler for organizations scaling their AI deployments.

What did this article say?

Dell Technologies (DELL) is being evaluated for its suitability as a momentum stock pick, with the article referencing its 'A' Momentum Style Score. This score is influenced by factors like price change and earnings estimate revisions, key metrics for momentum traders. The analysis suggests DELL's current trajectory may appeal to investors focused on capturing upward price trends.

What did this article say?

Nutanix recognized Dell Technologies as its 2026 Global OEM Partner of the Year, signaling a strong collaborative relationship. This acknowledgment comes as Nutanix is positioned to gain from customer migrations away from VMware. The partnership highlights Dell's role in Nutanix's expanding ecosystem and its strategic importance in the hybrid multicloud space.

What did this article say?

Comcast Business has launched an Innovation Lab, featuring collaborations with key technology partners including Dell Technologies. This initiative aims to accelerate the co-development, testing, and scaling of next-generation enterprise solutions. The lab's inaugural programs will focus on areas critical for modern enterprises, such as AI workloads and robust security environments.

What did this article say?

Dell Technologies reported a substantial $43 billion backlog at the close of the last quarter. Management provided guidance projecting approximately $50 billion in AI server revenue by FY2027. This outlook suggests significant growth potential in the AI infrastructure segment, positioning the company for future expansion.

What did this article say?

JP Morgan analyst Samik Chatterjee has reiterated an Overweight rating on Dell Technologies and increased the price target from $165 to $205. This analyst action signals continued confidence in DELL's performance and future prospects. Traders should monitor DELL's response to this elevated target.

What did this article say?

Dell Technologies (DELL) sees its price target elevated by Goldman Sachs to $215, up from $195, with the firm reiterating a Buy rating. This adjustment underscores Wall Street's belief in DELL's ongoing momentum, particularly within the AI server sector. The revised target suggests further upside potential for investors.

What did this article say?

Zacks Equity Research highlights Dell Technologies (DELL) as a compelling value stock for long-term investors. The analysis points to the company's strong fundamentals and attractive valuation as key drivers for this designation. This perspective suggests a positive outlook on DELL's sustained performance and market position.

DELL|EarningsDell Technologies Inc.

Earnings Summary

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'27	$2.94	-	-
Q3'25	$2.48	$2.59	+4.6%
Q2'25	$2.29	$2.32	+1.2%
Q1'25	$1.69	$1.55	-8.4%
Q4'24	$2.52	$2.68	+6.4%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'27	$35.6B	-	-
Q3'25	-	$27.0B	-
Q2'25	-	$29.8B	-
Q1'25	-	$23.4B	-
Q4'24	-	$23.9B	-

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

DELL·Dell Technologies Inc.

DELL Stock Snapshot

Earnings | EPS

Revenue

DELL·Dell Technologies Inc.

DELL Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

News Sentiment Analysis

Recent News Coverage

DELL·Dell Technologies Inc.

DELL Stock Snapshot

Earnings | EPS

Revenue

DELL·Dell Technologies Inc.

DELL Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

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News Sentiment Analysis

Recent News Coverage

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