Dell Technologies Stock Predictions: Analysts See Upside Despite Q1 Miss

Dell Technologies has a market cap of $88.4 billion and operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The stock has outpaced the broader market over the past 52 weeks, returning 27.3% compared to the S&P 500 Index's 18.4%. Analysts expect EPS to grow 14.4% YoY to $8.56 for FY22, with a consensus rating of "Strong Buy" based on 14 "Strong Buys," two "Moderate Buy" ratings, and four "Holds."

Dell Technologies Inc. (DELL) has shown strong performance in recent weeks, with its stock outpacing the broader market over the past 52 weeks. The company's shares have returned 27.3%, compared to the S&P 500 Index's 18.4% gain. This robust performance is driven by a combination of factors, including the company's diverse business segments and positive analyst sentiment.

Dell Technologies operates through two main segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). ISG focuses on providing infrastructure solutions, while CSG caters to client solutions. The company's diversified business model helps it to navigate various market conditions effectively.

Analysts have been bullish on Dell Technologies, with a consensus rating of "Strong Buy" based on 14 "Strong Buys," two "Moderate Buys," and four "Holds." For the fiscal year ending in January 2026, analysts expect the company's EPS to grow 14.4% year-over-year to $8.56 [2].

The company's recent earnings report highlighted its strong performance. Despite reporting better-than-expected Q1 2026 revenue of $23.4 billion, shares fell 2.1% the next day due to its adjusted EPS of $1.55 missing Wall Street estimates. However, the company raised its annual adjusted EPS forecast to $9.40 and posted $12.1 billion in AI server orders with a $14.4 billion backlog [2].

Dell Technologies' stock has been trading below the mean price target of $140.16, but the Street-high price target of $165 implies a potential upside of 26.7% from the current price levels [2]. Analysts like JPMorgan's Samik Chatterjee have raised the price target to $145 and maintained an "Overweight" rating, citing expected upside from robust cloud spending in the second half of 2025 [2].

The company's fundamentals have also been praised by industry experts. On CNBC's "Halftime Report Final Trades," Bryn Talkington, Managing Partner of Requisite Capital Management, said Dell Technologies has strong fundamentals. Additionally, BofA Securities analyst Wamsi Mohan maintained Dell Technologies with a Buy and raised the price target from $155 to $165 [3].

In conclusion, Dell Technologies' stock has shown strong performance and has received positive analyst sentiment. The company's diversified business model, robust earnings, and positive analyst ratings make it an attractive investment option for investors.

References:
[1] https://www.nasdaq.com/articles/dell-technologies-dell-rises-higher-market-key-facts
[2] https://finance.yahoo.com/news/wall-street-analysts-predicting-dell-114514674.html
[3] https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46753462/dell-alphabet-and-a-financial-stock-on-cnbcs-final-trades