Ticker: DELL

Dell Technologies

Software Technology Computer Hardware

Price 424.16

Reco Sell Potential 39 Risk 75 Updated 2026-10-31

Official website

Forecast impact

negative

Target +35.3% target fill 73.9%

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
2026-10-31	Hold	Sell	Weak momentum and high risk; hold for now.
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 3 of 6

Dell Technologies (DELL) shares rise 10% after strong fiscal 2027 forecast driven by AI server sales

09/01/2026, 01:37 PM economy forecast ai software Dell Technologies

Dell Technologies' shares surged 10% after the company reported strong fiscal second-quarter results and raised its full-year forecast, driven by significant growth in AI-optimized server sales. This performance highlights Dell's robust position in the rapidly expanding AI infrastructure market.

Analysts highlight key stock movements as Apple prepares for new CEO John Ternus and August auto sales data approaches

08/31/2026, 05:36 PM investing review Analysts: analysts Ford Motor Company NIO Dell Technologies Honda Medtronic Palo Alto Networks Tesla Apple

The article highlights key stock movements and upcoming earnings reports, emphasizing the performance of major companies like Apple, automakers, and Medtronic, which could influence market trends for investors.

Dell Foundation to Begin Distributing $250 Grants to Eligible Trump Account Holders Starting August 31

08/31/2026, 02:37 PM business announcement Dell Technologies

The Dell Foundation is initiating a $250 grant for holders of Trump Accounts, aimed at promoting savings among lower-income children, with significant implications for financial literacy and long-term economic participation.

Josh Brown Updates Risk Management Strategies for Top Performers Amphenol Corp. (APH) and Dell Technologies Inc. (DELL)

08/31/2026, 08:36 AM investing review Dell Technologies Amphenol

Amphenol Corp. and Dell Technologies have shown significant stock performance, prompting updates on risk management strategies for investors. Both companies are experiencing strong growth, particularly in the AI sector, which is crucial for their future prospects.

G20 Meetings to Address U.S. Tariffs and Iran Sanctions Amid Market Volatility

08/31/2026, 06:36 AM economy review finance ai Dell Technologies Palo Alto Networks

Investors should be aware of the ongoing G20 meetings in North Carolina, where U.S. tariffs and international relations are key topics, alongside rising oil prices due to recent U.S.-Iran military exchanges.

Analysts Panmure Liberum warn investors may be backing the wrong future in AI, favoring device makers like Apple (AAPL) and Dell (DELL) over hyperscalers

08/26/2026, 04:36 AM research Analysts: analysts ai software Dell Technologies Apple

Investors may be misallocating funds towards large AI data centers, as a shift towards smaller AI models on personal devices could render these investments less valuable. Analyst Joachim Klement suggests that companies like Apple and Dell may emerge as unexpected beneficiaries of this trend.

Analysts Truist and Evercore raise price targets for CrowdStrike Holdings (CRWD) and Dell Technologies (DELL) amid strong growth prospects

08/23/2026, 04:31 AM investing rating_growth Analysts: analysts, Truist ai software CrowdStrike Holdings Dell Technologies Sandisk

Top Wall Street analysts are optimistic about the growth potential of CrowdStrike, Dell Technologies, and SanDisk, highlighting their strong positions in the AI and technology sectors despite current market challenges.