Our Dell Technologies (NYSE:DELL | DELL Price Prediction) call is constructive heading into FY27.
Dell has transitioned from a cyclical to a structural AI infrastructure player, with a $43B AI backlog and $64B AI order intake. FY2027 guidance implies ~$140 billion revenue and $50 billion AI servers, with growth largely backed by committed customer demand. ISG margins reached 14.8%, while higher-margin storage, networking, and services are expected to improve the overall profitability mix.
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are having a massive year, now up just shy of 69% year to date.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Dell Technologies is rerated as a BUY, driven by robust AI infrastructure demand and a new growth cycle from AI inference workloads. ISG segment leads with 40% FY26 growth and a $43B AI backlog, while CSG remains flat and faces margin compression from memory price spikes. AI inference is shifting server configurations to higher CPU demand, positioning DELL for sustained double-digit revenue growth and market share gains.
Here is how Dell Technologies (DELL) and AXT (AXTI) have performed compared to their sector so far this year.
Dell Technologies DELL and Apple AAPL are encountering AI at different levels, with DELL focusing on enterprise AI infrastructure and hardware stack, while the latter is heavily focused on on-device AI. Both Dell and Apple are pushing for AI PCs by embedding AI capabilities directly on the device.
PARR, DELL and VLO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on April 22nd, 2026.
XOM, PARR, VLO, PLOW and DELL have been added to the Zacks Rank #1 (Strong Buy) List on April 22nd, 2026.
Dell Technologies (DELL) rose about 3% Tuesday morning after founder and Chief Executive Michael Dell (Trades, Portfolio) posted a cryptic message on social med
Dell Technologies (DELL) reached $196.55 at the closing of the latest trading day, reflecting a +1.79% change compared to its last close.
Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.