Dell Technologies Receives Analyst Upgrade Amid Strong AI Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 22 2026
0mins
Should l Buy DELL?
Source: Yahoo Finance
Dell Technologies Inc. shares rose 3.00% and reached a 20-day high, reflecting positive market sentiment.
The increase in stock price is attributed to Bernstein reiterating its outperform rating on Dell and raising its price target from $180 to $220, indicating strong confidence in the company's future growth, particularly in the AI sector. Analysts expect Dell's AI server revenue to reach $50 billion by fiscal year 2027, representing a year-over-year growth of 100%.
This analyst upgrade highlights Dell's robust performance in the AI market, with record AI server orders and a significant backlog, positioning the company favorably for future growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy DELL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 171.810
Low
113.00
Averages
164.85
High
180.00
Current: 171.810
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Major Executives Sell Significant Holdings, Raising Market Concerns
- Executive Sell-Off: ConocoPhillips CEO Ryan Lance sold 506,800 shares at an average price of $127.26 for a total of $64.5 million, and despite a 34% rise in stock over the past three months, this sell-off may raise concerns about future performance.
- Nvidia Executive Transaction: Nvidia Director Mark Stevens sold 221,700 shares at an average price of $173.68 for a total of $38.5 million, and with only a 1% increase in stock over the last three months, this action could be interpreted as a bearish signal for the market.
- GitLab Bulk Sale: GitLab Director Matthew Jacobson sold 1,159,900 shares at an average price of $22.72 for a total of $26.4 million, with shares down 41% over the past three months, indicating executive concerns about the company's outlook.
- Five Below Insider Selling: Five Below Director Ronald Sargent sold 20,000 shares at an average price of $231.51 for a total of $4.6 million, and although the stock rose 27% in the last three months, insider selling may still impact investor confidence.
See More
The Iran Conflict May Persist: Current Investment Opportunities for Success.
- Current Market Status: The Nasdaq is currently in a correction, having dropped over 10% from its recent highs.
- Bear Market Concerns: There are increasing fears that the Nasdaq may soon enter a bear market, defined as a decline of 20%.
- Wall Street Perspective: Despite the downturn, there is a common belief on Wall Street that opportunities for profit exist in other sectors.
- Market Sentiment: The overall sentiment reflects anxiety about the tech-heavy index's performance amidst potential further declines.
See More
Locating Profitable Stocks During the Iran War Crisis
Current Market Status: The Nasdaq Composite is currently in a correction, having fallen over 10% from its recent highs.
Bear Market Concerns: There are increasing fears that the index may soon enter a bear market, defined as a decline of 20% or more.
Wall Street Perspective: Despite the downturn, the sentiment on Wall Street remains optimistic, suggesting that there are always opportunities for gains in other sectors.
Investment Outlook: Investors are encouraged to look for potential bull markets in different areas, even amidst the current challenges faced by the tech-heavy index.
See More
2026 Stock Recommendations Show Strong Performance
- Recommendation Performance: The stock recommendations for 2026 have shown strong performance, reflecting positive market reactions that may attract more investor interest.
- Price Data: Stock prices as of the afternoon of March 27, 2026, indicate a significant upward trend, suggesting a gradual recovery in market confidence and improved investor sentiment.
- Video Release: The related video was published on March 29, 2026, further driving discussions and attention towards these stocks, which could impact trading volumes in the short term.
- Market Trends: The overall market trend is positive, and combined with the performance of the recommended stocks, this may prompt more investors to reassess their portfolios in search of higher returns.
See More
AI May Create the World's First Trillionaire
- Investment Advice: The analyst team has excluded Dell Technologies from their list of 10 best stocks, indicating potential weaknesses in the company's competitive position, which could negatively impact its future stock performance.
- Historical Returns: An investment of $1,000 in Netflix on December 17, 2004, would have grown to $503,861 today, showcasing the immense potential of early investments and reflecting market preferences for tech stocks.
- Market Performance: Stock Advisor boasts an average total return of 884%, significantly outperforming the S&P 500's 179%, indicating the platform's investment strategies have a notable edge in stock selection, attracting more investor interest.
- Community Building: Stock Advisor aims to create a community of individual investors, emphasizing the importance of collective wisdom in investment decisions, which may encourage more investors to participate and share successful experiences.
See More
Google's New Technology Triggers Turmoil in Memory Stocks
- Memory Stock Selloff: Following Google's unveiling of the new compression technology TurboQuant, memory stocks like Micron Technology and Sandisk began to decline at the end of last week, with losses accelerating this week, reflecting investor concerns about the durability of AI-driven demand.
- Technological Impact: TurboQuant could reduce memory requirements for AI large language models by sixfold, with Evercore ISI noting that this development may ease cost pressures for hardware buyers, particularly server manufacturers like Dell Technologies and Hewlett Packard Enterprise.
- Market Reaction: Prior to this selloff, memory stocks had performed strongly, with Sandisk nearly tripling, up 170%, and Micron rising over 40%, but current market sentiment indicates worries about future demand.
- Investor Guidance: Mizuho analysts suggest that the current selloff is typical profit-taking and advise investors to remain calm, expecting memory stocks to rebound in the next three to six months, emphasizing that healthy market adjustments are necessary.
See More
Major Executives Sell Significant Holdings, Raising Market Concerns
- Executive Sell-Off: ConocoPhillips CEO Ryan Lance sold 506,800 shares at an average price of $127.26 for a total of $64.5 million, and despite a 34% rise in stock over the past three months, this sell-off may raise concerns about future performance.
- Nvidia Executive Transaction: Nvidia Director Mark Stevens sold 221,700 shares at an average price of $173.68 for a total of $38.5 million, and with only a 1% increase in stock over the last three months, this action could be interpreted as a bearish signal for the market.
- GitLab Bulk Sale: GitLab Director Matthew Jacobson sold 1,159,900 shares at an average price of $22.72 for a total of $26.4 million, with shares down 41% over the past three months, indicating executive concerns about the company's outlook.
- Five Below Insider Selling: Five Below Director Ronald Sargent sold 20,000 shares at an average price of $231.51 for a total of $4.6 million, and although the stock rose 27% in the last three months, insider selling may still impact investor confidence.
See More
The Iran Conflict May Persist: Current Investment Opportunities for Success.
- Current Market Status: The Nasdaq is currently in a correction, having dropped over 10% from its recent highs.
- Bear Market Concerns: There are increasing fears that the Nasdaq may soon enter a bear market, defined as a decline of 20%.
- Wall Street Perspective: Despite the downturn, there is a common belief on Wall Street that opportunities for profit exist in other sectors.
- Market Sentiment: The overall sentiment reflects anxiety about the tech-heavy index's performance amidst potential further declines.
See More
Locating Profitable Stocks During the Iran War Crisis
Current Market Status: The Nasdaq Composite is currently in a correction, having fallen over 10% from its recent highs.
Bear Market Concerns: There are increasing fears that the index may soon enter a bear market, defined as a decline of 20% or more.
Wall Street Perspective: Despite the downturn, the sentiment on Wall Street remains optimistic, suggesting that there are always opportunities for gains in other sectors.
Investment Outlook: Investors are encouraged to look for potential bull markets in different areas, even amidst the current challenges faced by the tech-heavy index.
See More
2026 Stock Recommendations Show Strong Performance
- Recommendation Performance: The stock recommendations for 2026 have shown strong performance, reflecting positive market reactions that may attract more investor interest.
- Price Data: Stock prices as of the afternoon of March 27, 2026, indicate a significant upward trend, suggesting a gradual recovery in market confidence and improved investor sentiment.
- Video Release: The related video was published on March 29, 2026, further driving discussions and attention towards these stocks, which could impact trading volumes in the short term.
- Market Trends: The overall market trend is positive, and combined with the performance of the recommended stocks, this may prompt more investors to reassess their portfolios in search of higher returns.
See More
AI May Create the World's First Trillionaire
- Investment Advice: The analyst team has excluded Dell Technologies from their list of 10 best stocks, indicating potential weaknesses in the company's competitive position, which could negatively impact its future stock performance.
- Historical Returns: An investment of $1,000 in Netflix on December 17, 2004, would have grown to $503,861 today, showcasing the immense potential of early investments and reflecting market preferences for tech stocks.
- Market Performance: Stock Advisor boasts an average total return of 884%, significantly outperforming the S&P 500's 179%, indicating the platform's investment strategies have a notable edge in stock selection, attracting more investor interest.
- Community Building: Stock Advisor aims to create a community of individual investors, emphasizing the importance of collective wisdom in investment decisions, which may encourage more investors to participate and share successful experiences.
See More
Google's New Technology Triggers Turmoil in Memory Stocks
- Memory Stock Selloff: Following Google's unveiling of the new compression technology TurboQuant, memory stocks like Micron Technology and Sandisk began to decline at the end of last week, with losses accelerating this week, reflecting investor concerns about the durability of AI-driven demand.
- Technological Impact: TurboQuant could reduce memory requirements for AI large language models by sixfold, with Evercore ISI noting that this development may ease cost pressures for hardware buyers, particularly server manufacturers like Dell Technologies and Hewlett Packard Enterprise.
- Market Reaction: Prior to this selloff, memory stocks had performed strongly, with Sandisk nearly tripling, up 170%, and Micron rising over 40%, but current market sentiment indicates worries about future demand.
- Investor Guidance: Mizuho analysts suggest that the current selloff is typical profit-taking and advise investors to remain calm, expecting memory stocks to rebound in the next three to six months, emphasizing that healthy market adjustments are necessary.
See More
