Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Artificial intelligence (AI) has dominated headlines in recent years, with tech giants and startups alike racing to embed AI into their products and services. And investors have eagerly chased the next big AI winner. Amid all the noise, Dell Technologies (DELL) is a name that often flies under the radar in AI infrastructure conversations. Yet, the company is seeing a powerful surge in demand for its AI-optimized servers as enterprises ramp up spending to support generative AI workloads and data center upgrades.

While Dell’s stock has faced some pressure in 2026, a major catalyst is just days away. The company is set to report its fiscal fourth-quarter 2026 results on Feb. 26, and one analyst is growing increasingly optimistic ahead of the release. Evercore ISI recently upgraded Dell to “Tactical Outperform,” signaling confidence going into earnings. Although the investment firm trimmed its price target to $160 from $180, it expects Dell to beat consensus estimates of $31.4 billion in revenue and $3.52 in EPS, driven by solid near-term demand across traditional hardware such as PCs and servers, along with continued strength in AI compute.