Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs

Dell Technologies Inc. (NYSE:DELL) is one of the most undervalued AI stocks to buy now. With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, Dell Technologies Inc. (NYSE:DELL) secures a spot on our list of the most undervalued AI stocks to buy now. With memory costs rising to record highs,…


Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs
Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs

Dell Technologies Inc. (NYSE:DELL) is one of the most undervalued AI stocks to buy now.

With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, Dell Technologies Inc. (NYSE:DELL) secures a spot on our list of the most undervalued AI stocks to buy now.

With memory costs rising to record highs, analysts remain mixed on Dell Technologies Inc. (NYSE:DELL). Yet BofA remains confident that the companyโ€™s supply chain discipline and structural cost controls may help it sail more smoothly than its competitors.

Shedding light on the upcoming fourth-quarter earnings release on February 26, 2026, analysts at BofA expect the quarter to reflect a strong performance apart from rising costs. After incorporating the uncertainty tied to the future trajectory of costs, the firm adjusted its target, revising it downward from $150 to $135. In the stockโ€™s valuation model, the firm reduced its FY27 EPS estimate by $0.86 to $10.00.

Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs
Analysts Mixed on Dell Technologies (DELL) Amid Rising Memory Costs

As of February 23, 2026, BofA keeps a โ€˜Buyโ€™ rating on Dell Technologies Inc. (NYSE:DELL). The firm remains constructive on the stock as the company tackles memory headwinds.

In response, Dell Technologies Inc. (NYSE:DELL) is engaging Chinaโ€™s ChangXin Memory Technologies to test and approve DRAM chips, as reported byย Nikkei Asiaย on February 4, 2026. Amid a global shortage, market observers are projecting memory prices to remain at elevated levels this year. At a time like this, Dell Technologies Inc. (NYSE:DELL)โ€™s move to diversify its suppliers becomes critical amid its push to ease near-term margin pressure.

Dell Technologies Inc. (NYSE:DELL) focuses on delivering end-to-end IT infrastructure, alongside client computing solutions. The company serves both enterprise and consumer markets worldwide.

While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analystsย andย 7 Most Volatile Stocks Under $5 for Day Trading.

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