Dell Technologies (DELL) is already benefiting from tremendous demand for its AI servers, and that trend is likely to continue to intensify for the foreseeable future. Further, despite the huge rally of DELL stock at 89% so far in 2026, the shares' valuation is still quite attractive. And finally, one of the company's key challenges is reportedly easing, while both Citi and JPMorgan recently issued very bullish notes on DELL stock.
In light of all of these points, value investors should consider buying the shares before May 28, when the venerable IT firm is slated to unveil its fiscal first-quarter results. The firm's Q1 ended on April 30.