18d agoMorningstarBULLISH 67Earnings
Dell's stock is up 235% this year - and earnings could propel it even higher, analysts say
The company faces a high bar heading into its upcoming report, but analysts think it can still exceed expectations.
Archived explainer. For the current picture see today's DELL page.
Why Is DELL TECHNOLOGIES IN C (DELL) Stock Up Today?
By the Top Tier Newswire AI Desk · August 25, 2026 at 9:48 AM ET · reviewed against 5 wire stories
DELL TECHNOLOGIES IN C (DELL) is up +4.37% in the latest session. Our newswire has captured 5 stories on DELL across 5 sources in the last 36 hours, with AI sentiment reading bullish (avg 62/100).
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DELL stock surged 4.37% to $452.11 in early trading on Thursday, driven by a combination of a strong price target increase and positive analyst sentiment. The stock opened with a 1.7% gap up and reached an intraday high of $454.12 shortly after the market opened. Analysts from Evercore ISI and Morgan Stanley raised price targets, while the broader market context suggested anticipation for strong earnings performance.
What Happened
Dell Technologies' stock climbed sharply after Morgan Stanley raised its price target to $434 from $430, and Evercore ISI reiterated an Outperform rating based on AI server demand. These moves came amid a broader narrative that Dell could exceed expectations in its upcoming earnings report. Analysts on Seeking Alpha also weighed in, with some downgrading the stock due to valuation and earnings risks, but the overall tone remained cautiously optimistic. Meanwhile, the stock's 52-week high was $514.00, and it has been trading near its recent lows after an 8-session decline of 13.6% from $501.31 to $433.19.
What The Data Shows
The intraday session showed a strong start, with the stock rising from $440.58 to a high of $454.12 within the first 90 minutes of trading. However, volume remained muted at 0.4 million shares, which is 0.0 times the 3-month daily average. The stock's fundamentals remain robust, with a trailing 12-month revenue increase of 38.6% and a P/E ratio of 34.6. Despite the recent rally, the stock is still 12.3% below its 52-week high. Over the past 90 days, insiders have sold a total of $1.5 billion worth of shares, with the most recent filing on July 24.
What To Watch
Dell Technologies will report earnings in the coming weeks, and analysts are closely watching whether the company can meet or exceed expectations. Coverage breadth and any further analyst upgrades or downgrades will also be key to watch in the near term.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
DELL by the numbers
Last: $452.11Session: +4.37%7 sessions: -8.95%Coverage: 5 stories / 5 sourcesAI sentiment: 62/100 (bullish)Mkt cap: $285.6BP/E: 34.652w: $110.22 to $514.00
The headlines behind the move
19d agoSeeking AlphaNEUTRAL 53Analyst
SA analyst upgrades/downgrades: META, ACN, DELL, MU
Seeking Alpha analyst moves: ACN and META upgraded on SaaS/cybersecurity and AI ads; DELL and MU downgraded on valuation/earnings risks.
19d agoMarketWatchBULLISH 67Earnings
Dell’s stock is up 235% this year — and earnings could propel it even higher, analysts say
The company faces a high bar heading into its upcoming report, but analysts think it can still exceed expectations.
19d agoThe FlyBULLISH 61Analyst
Dell Technologies price target raised to $434 from $430 at Morgan Stanley
20d agoInvesting.com Analyst RatingsBULLISH 63Analyst
Evercore ISI reiterates Dell stock Outperform on AI server demand
Evercore ISI reiterates Dell stock Outperform on AI server demand
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More on DELL: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier DELL move explainers: 2026-09-11 · 2026-09-04 · 2026-09-03 · 2026-09-02 · 2026-09-01 · 2026-08-31 · 2026-08-25 · 2026-08-19