Fintel reports that on September 16, 2025, Bernstein initiated coverage of Dell Technologies (NYSE:DELL) with a Outperform recommendation.

Analyst Price Forecast Suggests 17.20% Upside

As of September 13, 2025, the average one-year price target for Dell Technologies is $149.66/share. The forecasts range from a low of $105.04 to a high of $189.00. The average price target represents an increase of 17.20% from its latest reported closing price of $127.69 / share.

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The projected annual revenue for Dell Technologies is 95,873MM, a decrease of 5.50%. The projected annual non-GAAP EPS is 6.41, a decrease of 20.52% from the prior forecast.

What is the Fund Sentiment?

There are 2,151 funds or institutions reporting positions in Dell Technologies. This is an increase of 37 owner(s) or 1.75% in the last quarter. Average portfolio weight of all funds dedicated to DELL is 0.26%, an increase of 8.38%. Total shares owned by institutions decreased in the last three months by 1.44% to 264,410K shares. The put/call ratio of DELL is 1.17, indicating a bearish outlook.

What are Other Shareholders Doing?

VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 9,414K shares representing 2.79% ownership of the company. In its prior filing, the firm reported owning 9,591K shares , representing a decrease of 1.88%. The firm increased its portfolio allocation in DELL by 17.79% over the last quarter.

VFINX - Vanguard 500 Index Fund Investor Shares holds 8,504K shares representing 2.52% ownership of the company. In its prior filing, the firm reported owning 8,667K shares , representing a decrease of 1.93%. The firm increased its portfolio allocation in DELL by 17.24% over the last quarter.

Jane Street Group holds 7,452K shares representing 2.21% ownership of the company. In its prior filing, the firm reported owning 3,151K shares , representing an increase of 57.71%. The firm increased its portfolio allocation in DELL by 121.30% over the last quarter.

Geode Capital Management holds 7,167K shares representing 2.13% ownership of the company. In its prior filing, the firm reported owning 7,233K shares , representing a decrease of 0.92%. The firm decreased its portfolio allocation in DELL by 37.04% over the last quarter.

Boston Partners holds 5,905K shares representing 1.75% ownership of the company. In its prior filing, the firm reported owning 5,133K shares , representing an increase of 13.07%. The firm decreased its portfolio allocation in DELL by 41.30% over the last quarter.