Dell Technologies Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 2, 2026	Citigroup	Asiya Merchant—	+14.8%	$515 → $600	Maintained	Buy
Sep 2, 2026	JP Morgan	Joseph Cardoso—	+21.5%	$565 → $635	Maintained	Overweight
Sep 2, 2026	Melius Research	Ben Reitzes—	+40.7%	$650 → $735	Maintained	Buy
Sep 2, 2026	Goldman Sachs	Katherine Murphy—	+9.1%	$510 → $570	Maintained	Buy
Sep 2, 2026	Piper Sandler	James Fish—	+6.8%	$497 → $558	Maintained	Overweight
Sep 2, 2026	Truist Securities	Matthew Niknam—	-3.3%	$360 → $505	Maintained	Hold
Sep 2, 2026	Evercore ISI Group	Amit Daryanani—	+10.1%	$550 → $575	Maintained	Outperform
Sep 2, 2026	Raymond James	Simon Leopold—	+18.1%	$500 → $617	Maintained	Outperform
Sep 2, 2026	UBS	David Vogt—	-4.3%	$455 → $500	Maintained	Neutral
Sep 2, 2026	Bernstein	Mark Newman—	+24.4%	$500 → $650	Maintained	Outperform
Sep 2, 2026	TD Cowen	Krish Sankar—	-4.3%	$450 → $500	Maintained	Hold
Sep 2, 2026	Mizuho	Vijay Rakesh—	+14.8%	$500 → $600	Maintained	Outperform
Sep 2, 2026	Barclays	Tim Long—	+15.4%	$550 → $603	Maintained	Overweight
Sep 2, 2026	Morgan Stanley	Erik Woodring—	-4.5%	$434 → $499	Maintained	Equal-Weight
Sep 2, 2026	B of A Securities	Wamsi Mohan—	+14.8%	$505 → $600	Maintained	Buy
Sep 1, 2026	Deutsche Bank	Gianmarco Conti—	-8.1%	$480	Initiate	Buy→Hold
Aug 31, 2026	B of A Securities	Wamsi Mohan—	-3.3%	$500 → $505	Maintained	Buy
Aug 26, 2026	UBS	David Vogt—	-12.9%	$440 → $455	Maintained	Neutral
Aug 24, 2026	Morgan Stanley	Erik Woodring—	-16.9%	$430 → $434	Maintained	Equal-Weight
Aug 19, 2026	Evercore ISI Group	Amit Daryanani—	+5.3%	$500 → $550	Maintained	Outperform
Aug 14, 2026	Wells Fargo	Aaron Rakers—	+4.3%	$505 → $545	Maintained	Overweight
Jul 24, 2026	Citigroup	Asiya Merchant—	-1.4%	$475 → $515	Maintained	Buy
Jul 8, 2026	Evercore ISI Group	Amit Daryanani—	-4.3%	$450 → $500	Maintained	Outperform
Jun 23, 2026	Morgan Stanley	Erik Woodring—	-8.7%	$448 → $477	Maintained	Equal-Weight
Jun 1, 2026	Goldman Sachs	Katherine Murphy—	-4.3%	$230 → $500	Maintained	Buy

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 2, 2026

Citigroup

Asiya Merchant—

+14.8%

$515 → $600

Maintained

Buy

Sep 2, 2026

JP Morgan

Joseph Cardoso—

+21.5%

$565 → $635

Maintained

Overweight

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