NEW YORK — Dell Technologies continues to attract strong investor interest in 2026 as robust demand for AI-optimized servers drives exceptional revenue growth and raises expectations for sustained performance. With shares trading near $420 following a period of volatility, the majority of Wall Street analysts maintain a Buy rating and see further upside potential.

Dell reported standout first-quarter fiscal 2027 results in late May, with total revenue reaching $43.8 billion, up 88% year-over-year. AI server revenue surged 757% to $16.1 billion, while the company booked $24.4 billion in new AI orders and built a substantial backlog. These figures highlight Dell's successful positioning in the artificial intelligence infrastructure boom, benefiting from partnerships with NVIDIA and hyperscale customers.

Analysts have responded positively, with multiple firms raising price targets in early June. Consensus 12-month price targets cluster around $475 to $500, implying 13-20% upside from current levels. Ratings lean heavily toward Buy, with strong support for the company's AI-driven transformation.

Strong AI Infrastructure Demand Dell's Infrastructure Solutions Group has become a primary growth engine. Servers and........

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