Early Bird Prime for January 18, 2026
With a 9.93% rise in the past year, Dell Technologies $DELL ( ▲ 0.73% ) has been transitioning from a humble PC vendor to a major player in the AI infrastructure arena.
Just a few days ago, analysts at Barclays upgraded Dell’s stock to an "Overweight" rating. They praised Dell's commanding position in AI server infrastructure, calling its operational discipline “best in class.”
Dell has got a few aces up its sleeve right now. The company boasts a visible revenue pipeline, thanks to its AI server backlog and guidance.
However, this backlog for fiscal 2026 is very publicized, raising the risk that all this optimism is already reflected in the stock price.
Even the man himself, Michael Dell, has issued a warning. He suggests that the AI data-center buildout might eventually hit a “too many” point, implying an eventual correction once capacity overshoots demand.
Should you buy Dell’s stock right now in 2026 or avoid it? Here’s the answer…
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