Ticker: DELL

Dell Technologies

Software Technology Computer Hardware

Price 475.34

Reco Hold Potential 59 Risk 48 Updated 2026-10-29

Official website

Forecast impact

negative

Target +20.8% target fill 82.8%

Reaction D5 +20.15% · D10 +19.04% market trust

Impact Potential -4 · Risk +3 valid until 2026-11-13

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Dell Technologies is a multinational technology company that provides a range of products and services, including personal computers, servers, storage solutions, and IT services. Its major business segments include Client Solutions Group, Infrastructure Solutions Group, and VMware. The company generates revenue primarily from hardware sales, software solutions, and IT services, catering to both consumer and enterprise markets.

Investment Profile

Dell Technologies presents a balanced investment profile, appealing to investors seeking a mix of growth and value. The company has shown strong revenue growth and a moderate dividend yield, making it suitable for those interested in both capital appreciation and income. Its established market position and consistent performance suggest a stable investment opportunity over the medium to long term.

Category: Software Sector: Technology Industry: Computer Hardware Investment style: Balanced Horizon: Medium-term Company type: Blue Chip Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-30

EPS (TTM) — earnings per share for the last 12 months, $: 17.49
Revenue QoQ — quarter-over-quarter revenue growth: 7.1%
EPS surprise: 43.4%
20d volatility: 4.1%
Dividend yield: 0.5%
last ex-date: 2026-10-20

AI recommendation changes

Date	Before	After	Reason
2026-10-25	Sell	Hold	Mixed performance; cautious outlook amid market volatility.
2026-10-15	Buy	Sell	Negative momentum and high risk outweigh potential upside.
2026-09-04	Hold	Buy	Strong growth and positive momentum support bullish outlook.
2026-09-02	Buy	Hold	Strong fundamentals but negative momentum raises concerns.
2026-07-31	Hold	Buy	Strong growth metrics support bullish outlook despite recent volatility.
2026-07-29	Buy	Hold	High volatility and mixed momentum signal caution.
2026-07-23	Hold	Buy	Strong growth and positive momentum support bullish outlook.
2026-07-17	Buy	Hold	Strong fundamentals but high recent volatility and risk.
2026-07-01	Hold	Buy	Strong growth and positive momentum support bullish outlook.
2026-06-27	Buy	Hold	Strong fundamentals but negative short-term momentum.
2026-06-03	Hold	Buy	Strong growth and positive EPS surprise indicate bullish potential.
2026-05-24	Buy	Hold	Strong momentum and solid earnings growth support bullish outlook.
2026-05-16	Hold	Buy	Strong fundamentals but recent negative momentum raises concerns.
2026-05-08	—	Hold	Strong growth metrics and positive momentum support investment.
2026-05-03	Hold	Buy	Компания показывает сильный рост выручки и положительную динамику акций за последние 60 дней. Низкий риск и дивидендная доходность делают её привлекательной для инвестиций.
2026-04-25	Buy	Hold	Компания демонстрирует сильный рост выручки и положительные показатели EPS, что указывает на хороший потенциал для дальнейшего роста. Умеренный риск обусловлен общей волатильностью технологического сектора.
2026-04-17	Hold	Buy	Компания показывает сильный рост выручки и прибыли, а также положительную динамику акций за последние месяцы. Умеренный риск обусловлен общей волатильностью сектора технологий.
2026-04-09	Buy	Hold	Компания демонстрирует сильный рост выручки и положительные результаты по EPS, что указывает на хорошие перспективы. Текущая дивидендная доходность также привлекательна для инвесторов.
2026-04-01	Hold	Buy	Компания показывает сильный рост выручки и положительную динамику за последние 60 дней. Умеренный риск связан с недавним снижением цен, но долгосрочные перспективы выглядят многообещающе.
2026-03-25	Buy	Hold	Компания демонстрирует сильный рост выручки и положительные показатели EPS, что указывает на хорошие перспективы. Также высокая дивидендная доходность делает акцию привлекательной для инвесторов.
2026-03-01	Hold	Buy	Компания демонстрирует сильный рост выручки и прибыли, а также положительную динамику акций за последние месяцы. Низкий риск и стабильная дивидендная доходность делают её привлекательной для инвестиций.
2026-02-12	Sell	Hold	Компания показывает смешанные результаты, с падением выручки и негативной динамикой на длительных сроках, однако дивидендная доходность и краткосрочные колебания могут привлекать инвесторов.
2026-02-02	Hold	Sell	Компания демонстрирует значительное снижение цен за последние месяцы, что указывает на слабые фундаментальные показатели и высокие риски для инвесторов.
2026-01-29	Sell	Hold	Компания испытывает значительное снижение цен за последние 60 дней, что указывает на высокую волатильность и риски. Однако, недавний рост на 2.32% за день может свидетельствовать о краткосрочной коррекции.
2026-01-25	Hold	Sell	Компания демонстрирует значительное снижение цены на акцию за последние 60 дней, что указывает на негативные тенденции. Отсутствие данных о прибыли и выручке также создает неопределенность для инвесторов.
2026-01-23	Sell	Hold	Компания Dell Technologies демонстрирует значительное снижение цены на акции в последние месяцы, что указывает на высокие риски. Однако текущая цена может представлять интерес для долгосрочных инвесторов, поэтому рекомен

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-14	Barclays	Rating Downgraded	— → 574	572.63
2026-10-06	Mizuho Securities	Target Raised	600 → 650	552.06
2026-09-21	Morgan Stanley	Target Raised	499 → 511	570.04
2026-09-10	RBC Capital	Update	— → 640	506.68
2026-09-09	Evercore ISI	Target Raised	575 → 650	533.27
2026-09-03	Deutsche Bank	Target Raised	480 → 520	506.36
2026-09-02	US Capital Advisors	Rating Upgraded	— → 625	492
2026-09-02	Evercore ISI	Target Raised	550 → 575	450.50009
2026-09-02	Bernstein	Target Raised	500 → 650	424.68
2026-09-02	UBS	Target Raised	455 → 500	424.68
2026-09-02	Goldman Sachs	Target Raised	510 → 570	424.68
2026-09-02	Truist Financial	Target Raised	360 → 505	424.68
2026-09-02	Morgan Stanley	Target Raised	— → 499	424.68
2026-09-02	Barclays	Target Raised	550 → 603	424.68
2026-09-02	Raymond James	Target Raised	— → 617	424.68
2026-09-02	Mizuho Securities	Target Raised	— → 600	424.68
2026-08-31	Deutsche Bank	Update	— → 480	457.39
2026-08-31	Goldman Sachs	Target Raised	— → 505	455.85
2026-08-26	UBS	Target Raised	440 → 455	451.02
2026-08-24	Morgan Stanley	Target Raised	430 → 434	425.14
2026-08-19	Evercore ISI	Target Raised	— → 550	468.61
2026-08-14	Wells Fargo	Target Raised	505 → 545	494.46
2026-08-10	Morgan Stanley	Target Lowered	477 → 430	453.775
2026-07-08	Evercore ISI	Target Raised	— → 500	416.977
2026-06-01	Truist Financial	Target Raised	— → 360	458.52
2026-06-01	Goldman Sachs	Target Raised	230 → 500	421.3
2026-06-01	Mizuho Securities	Target Raised	435 → 500	421.3
2026-06-01	Morgan Stanley	Update	— → 448	421.3
2026-06-01	Bernstein	Target Raised	280 → 500	421.3
2026-05-29	Argus Research	Target Raised	200 → 460	408.38
2026-05-29	Susquehanna	Rating Upgraded	— → 289	408.84
2026-05-29	UBS	Rating Upgraded	— → 700	408.84
2026-05-29	Barclays	Target Raised	— → 550	318.01
2026-05-29	UBS	Target Raised	— → 440	318.01
2026-05-29	Melius Research	Target Raised	— → 565	318.01
2026-05-29	Piper Sandler	Target Raised	— → 497	318.01
2026-05-28	Mizuho Securities	Target Raised	300 → 350	305.0201
2026-05-22	Wells Fargo	Target Raised	180 → 270	252.86
2026-05-21	Morgan Stanley	Target Raised	— → 170	242.97
2026-05-20	Bernstein	Target Raised	— → 280	235.38
2026-05-12	Mizuho Securities	Target Raised	260 → 300	246.9
2026-05-10	UBS	Rating Downgraded	— → 243	260.31
2026-05-06	Mizuho Securities	Target Raised	215 → 260	216.39
2026-04-16	Goldman Sachs	Target Raised	195 → 215	177.33
2026-03-26	Evercore ISI	Target Raised	160 → 205	175.82
2026-02-19	Evercore ISI	Target Lowered	— → 160	116.78

News Page 2 of 6

Analysts RBC initiated coverage of Dell Technologies (DELL) with an outperform rating, boosting shares over 10%

09/11/2026, 10:36 AM business rating_growth Analysts: analysts software Qualys NuScale Power Vicor Oracle Dell Technologies RH Skyworks Solutions GameStop Shopify

Several companies experienced significant stock movements, with Dell Technologies and Vicor leading gains due to positive analyst ratings and strategic acquisitions, respectively. This reflects broader trends in the tech sector and highlights investor interest in companies positioned for growth in AI and infrastructure.

Analysts Piper Sandler initiate coverage of Q2 Holdings (QTWO) as overweight, citing strong growth potential

09/11/2026, 05:36 AM investing recommendation Analysts: analysts, Piper Sandler SpaceX Q2 Holdings Palantir Technologies Oracle Nvidia Dell Technologies International Paper Tesla Shopify Rocket Lab

Several Wall Street firms have initiated or reiterated coverage on key companies, highlighting strong growth potential in sectors like AI, biotech, and cloud infrastructure, which could influence investor sentiment and stock performance.

Jim Cramer: Investors Are Not Abandoning Tech Stocks, Just Seeking Cheaper Valuations

09/02/2026, 04:36 PM review ai software Nvidia Dell Technologies MongoDB

Investors are not abandoning technology and AI stocks, but are instead shifting away from high-priced stocks in favor of more reasonably valued options, according to Jim Cramer. This trend highlights a selective approach to investment as bond yields rise.

Dell (DELL) Stock Surges After Strong Earnings Report, Influencing AI Trade Sentiment

09/02/2026, 08:36 AM economy review ai software Dell Technologies

Dell's recent earnings report has significant implications for the AI sector, as its stock performance could influence investor sentiment and valuations in the market.

Dell Technologies (DELL) Surpasses Analyst Expectations, Shares Rise Nearly 9% Ahead of Market Open

09/02/2026, 06:36 AM economy rating_growth Analysts software GoPro Dell Technologies Palo Alto Networks

GoPro's shares surged 40% following its announcement of a merger and plans to enter the data center and defense markets, highlighting a significant shift towards artificial intelligence. This move reflects broader trends in the tech sector as companies adapt to evolving market demands.

Analysts Bank of America raised Dell (DELL) target price to $600 following earnings report

09/02/2026, 05:37 AM investing rating_growth Analysts: analysts, Bank of America SpaceX Nvidia JPMorgan Dell Technologies Planet Labs Deutsche Bank Tesla Morgan Stanley Apple Rocket Lab

Recent analyst calls highlight significant upgrades and initiations across various sectors, indicating potential growth opportunities for investors in companies like Dell, SpaceX, and Nvidia.

Stocks Making Significant Moves Premarket: Vertiv, Sirius, Dell, MongoDB, and More

09/02/2026, 05:37 AM business review Credo Technology Dell Technologies SIRI Palo Alto Networks Vertiv MongoDB

Several companies are experiencing significant stock movements in premarket trading, driven by earnings reports and strategic acquisitions, which could influence investor sentiment and market dynamics.

Analysts Citi and Bank of America raised Dell Technologies (DELL) target price to $600, expecting 41% upside amid strong AI demand

09/02/2026, 04:36 AM investing rating_growth Analysts: analysts, Bank of America, Citi ai software Dell Technologies

Dell Technologies continues to thrive amid strong demand for hardware driven by artificial intelligence, with analysts projecting further stock growth following a positive earnings report and raised guidance.

Dell Technologies (DELL) shares surge nearly 9% after strong earnings and raised fiscal 2027 forecast, while MongoDB (MDB) shares drop 12% despite better-than-expected results

09/01/2026, 04:37 PM review ai Credo Technology Dell Technologies MongoDB

After-hours trading saw significant movements in several stocks, with Dell Technologies experiencing a notable rise following strong earnings and an optimistic forecast, while MongoDB's shares fell despite exceeding earnings expectations.

Stocks Making Significant Moves After Hours: Dell, MongoDB, GitLab, and More

09/01/2026, 02:36 PM business review Credo Technology Dell Technologies GitLab Palo Alto Networks MongoDB

After-hours trading saw significant movements in several tech stocks, with Dell Technologies and GitLab posting strong earnings that exceeded expectations, while MongoDB's shares fell despite a positive earnings report.