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Barchart
Anushka Dutta

Dell Stock Has Nearly Doubled in 2026. UBS Analysts Say It Likely Won’t Go Any Further.

Michael Dell UBS Nvidia CSG Dell Technologies

Dell Technologies (DELL) has seen its stock almost double this year amid strong demand for artificial intelligence (AI) servers. The AI infrastructure boom has reached an inflection point with agentic AI gaining popularity. AI is no longer just for generating content; it can now drive outcomes. 

Amid this, Dell’s AI-optimized servers, powered by Nvidia (NVDA) and Advanced Micro Devices (AMD) chips, have experienced explosive demand. On top of that, Dell’s rival, Super Micro (SMCI), is facing problems of its own, with one of the company’s co-founders being charged with smuggling Nvidia chips to China. 

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