Dell

DELL

Market cap $103B

Dell Technologies NYSE: DELL might not be the most exciting stock regarding tech investing, but shares have been performing very well in 2025. Year-to-date, Dell shares have provided a total return of approximately 35%.

DELL's AI server boom and expanding edge portfolio give it a strong lead over HPE in the fast-growing AI infrastructure market.

U.S. stocks settled lower on Friday, with the Nasdaq Composite falling more than 800 points during the session after President Donald Trump threatened a sweeping increase in tariffs on Chinese imports.

TipRanks' ranking service discusses three stocks, including Snowflake and Advanced Micro Devices, favored by Wall Street.

Dell's AI server momentum, record backlogs, and enterprise demand highlight a durable growth cycle, supporting revenue visibility and leadership in next-gen infrastructure amid accelerating AI adoption. Margin gains stem from AI-optimized mix, recurring services, and supply chain diversification, offsetting tariff risks while sustaining profitability despite elevated R&D and competitive intensity. Rerating outpaced earnings upgrades; backlog strength and pipeline growth suggest further revenue and EPS beats, keeping upside potential despite valuation stretch.

Dell Technologies is rated a buy, positioned to benefit from the global AI infrastructure buildout and robust long-term growth prospects. DELL's AI server revenue is projected to grow from $1.6B in FY24 to $20B by FY26, fueling a 20–25% revenue CAGR through FY30. The company's engineering expertise and modernization of traditional infrastructure support its competitive edge and incremental revenue opportunities as AI adoption accelerates.

The demand for artificial intelligence (AI) compute infrastructure has been growing at a breathtaking pace as organizations and governments across the world are looking to build, customize, train, and deploy AI models to enhance productivity.

The Computer - Micro Computers industry participants like AAPL and DELL are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.

Dell Technologies (DELL -3.20%) stock may be emerging as the next artificial intelligence (AI) investor favorite. Shares soared as much as 17% this week after the company held its latest analyst meeting.

Dell Technologies (DELL) stock fell 5.2% in one day. The shares currently appear to be fairly priced, but historical trends indicate that purchasing during dips may be advantageous.