Dell Technologies (DELL): Mixed Outlook Amid Strategic AI Partnerships

Dell Technologies Inc. (NYSE:DELL) is one of the champion affordable tech stocks to bargain close now. On February 9, the Piper Sandler expert team, led by James Fish, maintained its Overweight standing connected Dell Technologies Inc. (NYSE:DELL) but flagged a cautious outlook up of the company’s net announcement.

The analysts described Dell’s net setup for calendar twelvemonth 2026 arsenic “concerning to mixed.” They said that Dell has been performing good successful definite areas, but overall, the institution faces a much hard setup than galore of its peers. They pointed to Dell’s “cost+” pricing exemplary and rising constituent costs arsenic factors that could unit gross and operating margins successful the coming periods. As a result, the analysts forecasted Dell’s FY27 gross to statesman astatine astir $120 billion.

This enactment comes conscionable 3 and a fractional months aft Piper Sandler initiated sum of Dell connected October 22, 2025, with the aforesaid Overweight standing and a $172 terms target. And the cautious stance contrasts with earlier optimism from November 2025, erstwhile the steadfast maintained this standing and highlighted Dell arsenic a beneficiary of AI traction.

Independently of the expert action, connected January 28, Dell partnered with NxtGen AI Pvt Ltd to physique what it described arsenic India’s archetypal and largest dedicated AI factory. The project’s extremity is to grow India’s home AI computing capacity. According to Dell, the AI infrastructure deployment volition see implicit 4,000 NVIDIA Blackwell GPUs, NVIDIA BlueField-3 DPUs and NVIDIA Spectrum-X Ethernet networking. The infrastructure is designed to grip demanding exemplary grooming and inference tasks.

Dell Technologies Inc. (NYSE:DELL) develops and sells idiosyncratic computers, servers, retention devices, networking equipment, and IT solutions. Its merchandise portfolio includes laptops, desktops, workstations, and endeavor infrastructure systems. These are complemented by services successful unreality computing and cybersecurity.

While we admit the imaginable of DELL arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.