DELLTechnology · Computer HardwareThe 29 Wall Street analysts covering Dell Technologies, Inc. hold a median 12-month price target of $600 — +3.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 95 of 100 as at 7 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Dell Technologies, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (100): The shares have been drifting up relative to others.
Accruals (24): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on DELL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +3.6% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Sept 2026 | TD Cowen | Maintains | Hold | $500 → $550 |
| 21 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $499 → $511 |
| 21 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 10 Sept 2026 | RBC Capital | Initiates | Outperform | — |
| 10 Sept 2026 | RBC Capital | Initiates | Outperform | $640 |
| 9 Sept 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 9 Sept 2026 | Evercore ISI Group | Maintains | Outperform | $575 → $650 |
| 2 Sept 2026 | B of A Securities | Maintains | Buy | $505 → $600 |
| 2 Sept 2026 | B of A Securities | Maintains | Buy | — |
| 2 Sept 2026 | Barclays | Maintains | Overweight | $550 → $603 |
| 2 Sept 2026 | Barclays | Maintains | Overweight | — |
| 2 Sept 2026 | Bernstein | Maintains | Outperform | — |
| 2 Sept 2026 | Bernstein | Maintains | Outperform | $500 → $650 |
| 2 Sept 2026 | Citigroup | Maintains | Buy | — |
| 2 Sept 2026 | Citigroup | Maintains | Buy | $515 → $600 |
| 2 Sept 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 2 Sept 2026 | Evercore ISI Group | Maintains | Outperform | $550 → $575 |
| 2 Sept 2026 | Goldman Sachs | Maintains | Buy | — |
| 2 Sept 2026 | Goldman Sachs | Maintains | Buy | $510 → $570 |
| 2 Sept 2026 | JP Morgan | Maintains | Overweight | $565 → $635 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DELL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, Dell Technologies, Inc. returned +288.6% against +17.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 23% of US stocks
Cheaper than 47% of US stocks
Cheaper than 99% of US stocks
Cheaper than 13% of US stocks
Higher than 88% of US stocks
Higher than 92% of US stocks
Higher than 22% of US stocks
Higher than 67% of US stocks
Higher than 65% of US stocks
Higher than 6% of US stocks
Higher than 90% of US stocks
Higher than 65% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Dell Technologies, Inc. has a market value of $365.0B and an enterprise value of $388.7B.
Revenue in the twelve months to 31 July 2026: $151.2B. The latest quarter grew 57.7% year on year.
Net income over the same four quarters: $11.4B, a 7.5% net margin.
Diluted earnings per share, trailing twelve months: $17.23.
Free cash flow in the twelve months to 31 July 2026: $8.6B, after $3.6B of capital spending.
Dell Technologies, Inc. spent $9.1B on share buybacks and $1.6B on dividends in the twelve months to 31 July 2026.
Trailing P/E: 33.4×; forward P/E: 19.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.44%, paying out 13% of earnings.
Dell Technologies, Inc. employs 97,000 people — $1.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Dell Technologies, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The article says Dell shifted from struggling PC maker to an AI-server-focused business, and that a $1,000 investment held for five years grew to $11,641, outperforming the S&P 500 despite two steep drawdowns.
Why it matters — The account highlights Dell’s AI server business as a key factor behind its reported five-year investment returns.
President Trump is awarding medals to several technology executives at a science summit on Thursday. Dell CEO Michael Dell is among those slated to receive an award, along with Elon Musk, Satya Nadella and Sergey Brin.
Why it matters — The recognition places Dell’s CEO among technology leaders being honored at the summit.
Dell Technologies announced an expanded portfolio of Windows PCs and workstations designed for agentic AI, developed with NVIDIA and Microsoft. The lineup spans creator laptops and desktops as well as an AI workstation, and brings NVIDIA RTX Spark to the XPS and Dell lineup for the first time.
Why it matters — The announcement highlights Dell's expansion of its Windows product portfolio around agentic AI and creative and development workflows.
Dell Technologies stock has rallied 347% this year, making it one of the S&P 500’s top gainers and lifting its market capitalization above $365 billion. The excerpt also notes that Michael Dell’s net worth rose to $266 billion.
Why it matters — The sharp rally and the headline’s question about a possible mean reversion are relevant context for DELL watchers assessing the stock’s recent performance.
The S&P 500 technology sector returned approximately 5.1% in September, the only one of the 11 sectors to post a positive performance. The headline refers to three stocks receiving the most analyst attention, but the excerpt does not identify them.
Why it matters — The sector's positive September performance offers context for DELL watchers, though the excerpt provides no company-specific analyst details.
The 29 Wall Street analysts covering Dell Technologies, Inc. have a median 12-month price target of $600, with estimates ranging from $480 to $735. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering Dell Technologies, Inc., 20 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Dell Technologies, Inc. 95 out of 100 across roughly 4,600 US stocks as at 7 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 7 Oct 2026, Dell Technologies, Inc. ranks 95 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (100 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies +3.6% from the last close, and Ticker Nerd's factor model ranks Dell Technologies, Inc. 95 out of 100 as at 7 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Dell Technologies, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DELL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $480 to $735 over the next 12 months.
Dell Technologies, Inc. returned +288.6% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Dell Technologies Inc. Class C Common Stock represents ownership in Dell Technologies, a global technology company focused on personal computing and enterprise IT infrastructure.
The most recent item we track (24/7 Wall Street, 8 Oct 2026): "Dell Turned $1,000 Into $11,641 in Five Years as AI Servers Crushed the S&P 500". The article says Dell shifted from struggling PC maker to an AI-server-focused business, and that a $1,000 investment held for five years grew to $11,641, outperforming the S&P 500 despite two steep drawdowns.
Dell Technologies Inc. Class C Common Stock represents ownership in Dell Technologies, a global technology company focused on personal computing and enterprise IT infrastructure. The company designs, manufactures, and sells a broad range of products and services for consumers, businesses, and public-sector organizations. Its offerings include notebooks, desktops, workstations, monitors, and peripherals, alongside servers, storage systems, networking equipment, and related software. Dell Technologies also provides infrastructure solutions, IT services, deployment support, and financing options that help customers manage and modernize their technology environments. The company serves a wide mix of industries, including commercial, government, education, and data-center markets, making it an important participant in the global hardware and enterprise solutions landscape.
CEO Mr. Michael Saul Dell · 97,000 employees · United States · https://www.dell.com
