Zacks.com highlights Dell Technologies with a +24% stock surge in the past 6 months, underperforming the Computer & Technology sector but showing growth in the Micro Computers industry. Dell Technologies’ AI server demand drives revenue growth, with $12.3 billion in orders in Q3 and a projected $25 billion for fiscal 2026.

Despite facing competition, Dell Technologies offers positive Q4 & FY26 guidance with revenues projected to grow by 32% and 17% respectively. Non-GAAP earnings are expected to increase by 31% for Q4 and 22% for FY26. Dell Technologies’ stock is trading cheap with a Value Score of A, showing potential for growth.

Zacks names Dell Technologies among the top 10 stocks for 2026, with impressive past performance and projected strong growth. The company’s focus on AI infrastructure and expanding partner network offer long-term potential. Investors are advised to consider the positive earnings outlook but be cautious of declining consumer PC revenue and competitive pressures.

Read more at Nasdaq: The Zacks Analyst Blog Highlights Dell Technologies, Hewlett-Packard, Cisco Systems and Super Micro Computers