12 Best Computer Hardware Stocks to Invest In

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5. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 54

Dell Technologies Inc. (NYSE:DELL) ranks among the best computer hardware stocks to invest in. Mizuho maintained its Outperform rating on Dell Technologies Inc. (NYSE:DELL) and increased its price target from $150 to $160 on August 13. The price target hike, which reflects higher expectations for Dell’s artificial intelligence server business, is a multiple of 14.4x Mizuho’s fiscal 2027 earnings per share projection, up from the previous multiple of 13.6x.

In contrast to consensus projections of $29.2 billion and $2.29 billion for the July quarter, Mizuho maintained its revenue and EPS estimates at $29 billion and $2.25, respectively.

Citing advantages from growing AI server deployments, such as xAI’s Colossus 2 ramp-up and expected capital expenditure increases from CRWV in the second half of 2025, the firm also raised its AI server revenue forecasts for fiscal years 2026 and 2027 to $16.6 billion and $22 billion, respectively.

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, and maintains a number of IT infrastructure products, including workstations, laptops, desktop computers, mobile devices, storage solutions, software, and cloud services.

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