15 Best AI Stocks to Invest in According to Billionaires

12. Dell Technologies Inc. (NYSE:DELL)

Dollar Value of Billionaire Holdings: $0.84 billion

Number of Billionaire Investors: 20

Dell Technologies Inc. (NYSE:DELL) is one of the best AI stocks to invest in according to billionaires. On February 27, Morgan Stanley increased its price target for Dell Technologies to $110 from $101, while maintaining an Underweight rating. Although Dell’s FY2027 EPS guidance exceeded the firm’s previous estimates by 28%, the firm expressed difficulty in projecting simultaneous growth in pricing, demand, and margins during a significant memory cycle.

A day earlier, Dell Technologies reported financial results for FY2026, with full-year revenue reaching $113.5 billion, which was a 19% increase year-over-year. FQ4 was particularly strong, with revenue jumping 39% to $33.4 billion. This performance was driven by the Infrastructure Solutions Group, which saw quarterly revenue surge 73% to $19.6 billion. A primary catalyst for this growth was the demand for AI-optimized servers, which generated $9.0 billion in quarterly revenue, a 342% increase. Additionally, full-year diluted EPS rose 36% to $8.68, while non-GAAP diluted EPS reached $10.30.

For FY2027, Dell Technologies Inc. (NYSE:DELL) expects the full-year revenue to reach ~$140 billion, representing 23% growth. The company anticipates AI-optimized server revenue to double to ~$50 billion for the year. For FQ1 2027, revenue is projected between $34.7 billion and $35.7 billion, which would be a 51% increase year-over-year. Management expects this momentum to continue driving significant value, targeting non-GAAP diluted EPS of $12.90 at the midpoint for the full year.

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services internationally. The company has two segments: Infrastructure Solutions Group and Client Solutions Group.