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Evercore ISI Maintains an Outperform rating on Dell Technologies Inc. (DELL)

Dell Technologies Inc. (NYSE:DELL) is one of the 7 Cheapest AI Data Center Stocks to Buy Now.

On March 26, 2026, Evercore ISI analyst Amit Daryanani raised his price objective for Dell Technologies Inc. (NYSE:DELL) to $205 from $160 while maintaining an Outperform rating on the stock. The analyst noted various market drivers, including expectations of increased CPU-driven server demand, investor positioning around anticipated Nvidia supply reallocation following DOJ-related reports on Super Micro, and a divergence between OEM and memory stocks as DRAM and NAND prices fell. He also cited Google’s TurboQuant announcement as a sign of future efficiency advancements that might lower memory intensity in AI workloads and improve cost dynamics for manufacturers.

On March 17, 2026, Reuters reported that Dell Technologies Inc. (NYSE:DELL) reduced its staff by around 10% in fiscal 2026, laying off approximately 11,000 employees and lowering its headcount to around 97,000 from 108,000 the previous year. Severance payments reached $569 million, down from $693 million the previous year, as the corporation limited external hiring to save money. The firm said its AI-optimized server business should double sales in fiscal 2027, and it announced a 20% increase in cash dividends as well as an additional $10 billion share repurchase program.

Photo from Dell website

Dell Technologies Inc. (NYSE:DELL) is a technology company. It offers customers a diverse and innovative solution portfolio to help them modernize their information technology infrastructure, address workforce transformation, and provide critical solutions that keep people and organizations connected.

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.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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