Dell Stock Jumps 4% Amid Positive Analyst Sentiment

Dell's (DELL) shares jumped 4% after several analysts raised their price targets, boosting investor confidence despite a mixed earnings report. TD Cowen increased its target to $125, while Bank of America lifted its target to $165 with a "buy" rating. The company also declared a quarterly dividend of $0.525 per share. Dell's shares are volatile, but the market considers this news meaningful, indicating a positive sentiment from Wall Street analysts.

Dell Technologies Inc. (DELL) shares experienced a 4% jump in the afternoon session on July 2, 2025, following several Wall Street analysts' optimistic price target increases. The company's stock price surged to $133.72, nearing its 52-week high of $144.21 from November 2024.

Analysts at TD Cowen raised their price target on Dell to $125.00, while Bank of America lifted its target to $165.00 with a "buy" rating. These positive sentiments from Wall Street analysts significantly bolstered investor confidence. Additionally, the company declared a quarterly dividend of $0.525 per share, further contributing to the positive market sentiment.

Despite a recent mixed earnings report where earnings per share missed estimates, revenue saw a slight year-over-year increase. The stock maintained a "Moderate Buy" consensus rating from sixteen analysts. The market considers this news meaningful but not fundamentally altering its perception of the business.

Dell Technologies operates through two main segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG), serving a wide range of customers from consumers to large enterprises worldwide. The company reported better-than-expected Q1 2026 revenue of $23.4 billion on May 29, although its adjusted EPS of $1.55 missed Wall Street estimates [1]. For the fiscal year ending in January 2026, analysts expect DELL's EPS to grow 14.4% year-over-year to $8.56 [1].

The company's earnings surprise history is mixed, with the consensus rating being a "Strong Buy" based on 14 "Strong Buys," two "Moderate Buy" ratings, and four "Holds" [1]. Despite these mixed results, the stock's performance over the past 52 weeks has been impressive, returning 27.3% compared to the S&P 500 Index's 18.4% rise [1].

References:
[1] https://finance.yahoo.com/news/wall-street-analysts-predicting-dell-114514674.html
[2] https://finance.yahoo.com/news/dells-quarterly-earnings-preview-know-112433186.html
[3] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TX3XC:0-optimizerx-corp-expected-to-post-earnings-of-2-cents-a-share-earnings-preview/
[4] https://stockstory.org/us/stocks/nyse/dell/news/why-up-down/dell-dell-stock-trades-up-here-is-why