Dell Technologies (DELL) Rated Outperform After Strong Earnings Beat

Dell Technologies Inc. (NYSE:DELL) ranks among the best most active stocks to buy right now. Following the company’s fourth-quarter fiscal year 2026 results, Bernstein SocGen Group reiterated an Outperform rating on Dell Technologies Inc. (NYSE:DELL) with a $180 price target. The company reported earnings per share of $3.89, beating the expected $3.52, and revenue of $33.4 billion, exceeding the projected $31.41 billion.

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As the company gained market share in the recently tight memory environment, PC revenues also unexpectedly increased. According to analyst Mark Newman, Dell’s strong performance and dominant position as the top AI server OEM continue to propel growth that exceeds expectations.

Evercore ISI, on the other hand, pulled Dell Technologies Inc. (NYSE:DELL) from its TAP Outperform list following the results beat but kept its Outperform rating with a $160 price target, noting memory as an ongoing concern. That said, the firm continues to rank Dell Technologies Inc. (NYSE:DELL) as one of its top picks for calendar year 2026.

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.

While we acknowledge the risk and potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DELL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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