11 Best Innovative Stocks to Buy According to Analysts

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3. Dell Technologies Inc. (NYSE:DELL)

Average analysts’ upside: 46.77%

Number of Hedge Fund Holders: 63

Dell Technologies Inc. (NYSE:DELL) creates, develops, and markets a wide variety of computer hardware and software products. Its product line, which serves both individual customers and businesses, consists of personal computers, servers, storage systems, networking products, and software services. The business places a lot of emphasis on innovation, especially in the field of AI, and provides cutting-edge AI servers and infrastructure solutions that improve the capacity of different industries to process and store data. The company’s goal of becoming a market leader through innovation is backed by more than $2 billion in R&D spending in the last fiscal year.

Dell Technologies Inc. (NYSE:DELL) delivered strong FY2025 results with revenue of $95.6 billion, up 8%, and record EPS of $8.14, up 10%. The company demonstrated operational efficiency by reducing operating expenditures by 4% over the course of the year while growing revenue. In Q4, revenue grew 7% to with EPS increasing 18% to $2.68, both exceeding the street estimates. The strong growth momentum is demonstrated by $1.7 billion in AI orders and $2.1 billion in shipments in Q4 alone, leading to a $4.1 billion backlog, which has since more than doubled to approximately $9 billion. This success is attributed to continued progress in AI technology and partnerships such as with xAI, which makes DELL one of the best innovative stocks to consider now.

Dell Technologies Inc. (NYSE:DELL) has positioned itself strongly in the AI market with $15 billion in expected AI server shipments for FY2026. For FY2026, DELL expects revenue between $101 billion and $105 billion, representing 8% growth at the midpoint, with the ISG segment projected to grow in the high teens and the CSG segment expected to grow in low to mid-single digits. The company continues to demonstrate confidence in its business model through an 18% increase in its annual dividend and a $10 billion increase in share repurchase authorization.

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