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 4 of 6

Jim Cramer Questions Sustainability of Big Tech Rally Amid Optimism

07/15/2026, 04:36 PM economy review software internet Micron Meta Platforms Amazon Microsoft Alphabet Dell Technologies

Jim Cramer expressed skepticism about the sustainability of the recent rally in Big Tech stocks, suggesting it may be driven more by optimism than by solid fundamentals. He highlighted specific companies and their movements, indicating a potential disconnect between market sentiment and underlying financial health.

Wells Fargo Analyst Estimates $20 Billion Inflows into U.S. Equities from Trump Accounts Program

07/06/2026, 10:38 AM investing forecast Analysts: Wells Fargo finance technology Dell Technologies

Wells Fargo estimates that the newly launched Trump Accounts could lead to nearly $20 billion in inflows into U.S. equities, primarily benefiting large-cap stocks, particularly in the technology sector.

President Donald Trump Launches 'Trump Accounts' Investment Initiative with Support from Major CEOs

07/06/2026, 06:37 AM politics announcement Robinhood Dell Technologies Visa

President Trump's ringing of the opening bell from the Oval Office marks the launch of 'Trump Accounts,' a new investment initiative aimed at providing tax-advantaged savings for children, which could significantly impact future investment behaviors among U.S. families.

Prediction Markets Suggest Mark Zuckerberg Has Best Chance to Become the Next Trillionaire After Elon Musk

06/22/2026, 10:37 AM business forecast Meta Platforms SpaceX Nvidia Dell Technologies

Elon Musk has become the world's first trillionaire following SpaceX's public debut, while prediction markets suggest Mark Zuckerberg has the highest chance of becoming the second trillionaire, albeit with low odds.

Analysts Morgan Stanley upgrade Dell Technologies (DELL) to Equal Weight and raise price target to $448 amid strong demand for CPUs

06/01/2026, 11:35 AM investing rating_growth Analysts: analysts, Morgan Stanley software Dell Technologies

The rise of 'agentic AI' is significantly boosting demand for CPUs and memory hardware, leading to a resurgence in older tech stocks like Dell and Intel, which is crucial for investors to note as it indicates a shift in market dynamics.

Stocks Surge and Decline Midday: MGM Resorts, Zoom Communications, Nvidia, and Others Report Significant Movements

06/01/2026, 10:35 AM business review software consumer Zoom Communications Microsoft Nvidia Veeva Systems Dell Technologies Viasat Humana MGM HP

Several companies experienced significant stock movements, driven by acquisition offers, earnings reports, and new product announcements, which could influence investor sentiment and market dynamics.

Stocks Making Significant Moves Premarket: Nvidia, Arm, Taylor Morrison, Qualcomm, and More

06/01/2026, 05:33 AM business review Advanced Micro Devices Microsoft Nvidia Dell Technologies HP Intel Qualcomm

Nvidia's collaboration with Microsoft on a new processor has led to significant premarket gains for both companies and their partners, while competitors faced declines. Additionally, Taylor Morrison's shares surged following Berkshire Hathaway's acquisition announcement.

Nvidia Expands into Personal Computers with New Arm-Based N1X Processor for Laptops from Microsoft, Dell, HP, and Others

05/31/2026, 10:32 PM economy announcement software hardware SpaceX Microsoft Nvidia Dell Technologies HP

Nvidia is set to disrupt the personal computer market with its new Arm-based N1X processor, which will power a fresh line of Windows laptops and desktops, challenging established players like Intel and AMD. This move highlights the growing significance of AI in computing and positions Nvidia for substantial growth in a rapidly evolving industry.

Jim Cramer Highlights Dell’s Strong Quarter as a Pivotal Moment for AI Stocks

05/29/2026, 03:32 PM economy review ai tech Dell Technologies

Dell Technologies' impressive earnings report has heightened investor interest in technology stocks, particularly those linked to artificial intelligence, as key events unfold next week that could influence market dynamics.

Analysts Piper Sandler emphasize the importance of following market momentum as Dell Technologies (DELL) reports strong earnings driven by AI spending

05/29/2026, 12:34 PM economy review Analysts: analysts, Piper Sandler ai technology Dell Technologies

Piper Sandler's strategists emphasize the importance of following market momentum, particularly in light of Dell Technologies' strong earnings driven by AI spending, suggesting that the current bullish trend is supported by fundamentals rather than speculation.