Dell Technologies (DELL) stock has surged 32.2% in the past month, outperforming the Computer and Technology sector. The company’s strong demand for AI servers is driving growth, with $8.2 billion in AI server shipments in Q2 FY26.

Hewlett-Packard Enterprise (HPE) also saw a rise in server segment sales, increasing 16% YoY and 21% sequentially to $4.94 billion. Dell’s leadership in AI-optimized servers and a backlog of $11.7 billion further highlight sustained demand for its solutions.

Dell Technologies’ expanding portfolio includes the industry’s first single-server solution for edge infrastructure. Additionally, partnerships with companies like Lowe’s and NVIDIA are enhancing AI capabilities. Q3 FY26 revenue guidance of $26.5-27.5 billion suggests 11% YoY growth.

DELL stock is trading at a discount, with a Value Score of A. The company’s innovative portfolio and positive earnings outlook make it a strong investment opportunity. With a Zacks Rank #2 (Buy) and Growth Score of B, Dell Technologies is well-positioned for long-term growth.

Read more at NASDAQ.: Dell Technologies Up 32% in a Month: Should Investors Buy the Stock?