20 Best Artificial Intelligence (AI) Stocks to Buy According to Analysts

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8) Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 60

Average Upside Potential: 41.5%

Dell Technologies Inc. (NYSE:DELL) leverages its expertise in infrastructure, computing, and partnerships to empower AI applications throughout various industries. The company’s Infrastructure Solutions Group (ISG) demonstrated strong growth, mainly in AI servers. Jeff Clarke, the company’s vice chairman and chief operating officer, highlighted that Dell Technologies Inc. (NYSE:DELL) saw a combined 10 percent revenue growth in both its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) in Q3 2025, thanks to AI-related technology.

The company shipped $2.9 billion of AI servers in Q3 2025, resulting in an AI server backlog of $4.5 billion. Moving forward, the growth is expected to be aided by cloud service providers, enterprises, and national AI infrastructure initiatives. Dell Technologies Inc. (NYSE:DELL)’s strong engineering capabilities and end-to-end solutions, such as integration, design, deployment, optimization, and support services, place it well to capture market share from other original equipment manufacturers and original design manufacturers.

Dell Technologies Inc. (NYSE:DELL)’s ability to provide comprehensive AI solutions, from edge devices to data center infrastructure, provides a competitive edge and places the company to capture a significant share of the expanding AI market. Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released Q2 2024 investor letter. Here is what the fund said:

“Dell Technologies Inc. (NYSE:DELL) was a top contributor despite reporting disappointing first-quarter earnings results because investors looked through the near-term disappointment and expected strong growth from AI-related servers and personal computers. We expect Dell to participate in the growth of artificial intelligence hardware, especially as enterprises invest more aggressively. We like the company’s depth and breadth of products and services, as well as its focus on keeping costs low.”

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