10 Best Jim Cramer Stocks to Buy According to Analysts

3. Dell Technologies Inc. (NYSE:DELL)

Average Price Target Upside: 26.37%

Number of Hedge Fund Holders: 60

Before Dell Technologies Inc. (NYSE:DELL) reported its earnings, Cramer highlighted its partnership with Nvidia and praised its CEO.

“After the close, we have some big tech names reporting, including some that we own for the Charitable Trust. CrowdStrike, Dell Technologies, Workday. I think we might see these go 3, 4, 3… Dell is the best partner of Nvidia when it comes to [the] implementation of Blackwell, which is the new generation of AI chips. I buy some now and then I buy some after it pulls back and hey, if the stock doesn’t come in after, well then you still got a good position on. I am a huge believer in Michael Dell and I think we’re lucky to be able to invest alongside him.”

Dell Technologies (NYSE:DELL) is recognized for its cutting-edge solutions in AI servers, unstructured data storage, AI PCs, and networking. In partnership with NVIDIA, it has created the Dell AI Factory, a comprehensive solution that integrates servers, storage, networking, workstations, services, and validated solutions to help businesses fully leverage artificial intelligence.

The company reported its third-quarter results for fiscal 2025 on November 26, showing a 10% increase in revenue to $24.4 billion. The company also saw a 14% rise in adjusted earnings per share, reaching $2.15. While these figures reflect strong growth, they slightly missed analyst expectations. A key factor behind the shortfall was the slower-than-anticipated recovery in the PC market, which impacted the company’s performance.

Dell Technologies (NYSE:DELL) attributed the weaker-than-expected guidance to the timing of the PC refresh cycle, which it believes has shifted into 2025. As a result, the company’s Client Solutions Group (CSG) business may take longer to gain momentum. However, the company remains optimistic about a rebound in the consumer PC market. It noted several factors that could drive recovery, including an aging install base, AI-driven hardware improvements like longer battery life, and the end of support for Windows 10, which could create further demand for new devices.