Wells Fargo Lowers PT on Dell Technologies Inc. (DELL), Still Implies 47% Upside

SelfRugger · 2026-03-21T01:29:05+00:00

Wells Fargo analyst lowered Dell's price target to $180 but retains a Buy rating, suggesting a 47% upside. Evercore ISI also remains optimistic despite lowering their target. Dell's ISG segment shows strong growth amid AI demand.

SelfRugger

2026-03-21 01:29:05

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Wells Fargo Lowers PT on Dell Technologies Inc. (DELL), Still Implies 47% Upside

Ali Hassan

Wed, February 25, 2026 at 7:06 PM GMT+9 2 min read

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DELL

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Dell Technologies Inc. (NYSE:DELL) is one of the 12 Cheap Technology Stocks to Invest In According to Hedge Funds**.**

On February 18, Wells Fargo analyst Aaron Rakers lowered the price target on Dell Technologies Inc. (NYSE:DELL) from $200 to $180, keeping its Buy rating on the stock. The $180 price target still indicates an upside of over 47%.

Wells Fargo Lowers PT on Dell Technologies Inc. (DELL), Still Implies 47% Upside

In another development on February 19, TheFly reported that Evercore ISI added Dell Technologies to its ‘Tactical Outperform’ list ahead of Dell’s Q4 FY2026 results scheduled to be released on February 26. Amit Daryanani from Evercore lowered the price target on DELL from $180 to $160.

Despite the price adjustment, Daryanani remains positive on Dell Technologies amid the strong near-term demand trends across traditional hardware and AI compute. The analyst also expects upside to Dell’s current revenue and earnings per share expectations of $31.4 billion and $3.52 per share.

Dell is positioned to benefit from AI infrastructure growth, with the ISG segment gaining the most momentum. The ISG segment saw a 24% growth in Q3 FY2026 and recorded a robust AI server backlog, indicating a strong outlook in the segment.

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, and sells integrated solutions, products, and services worldwide. The company operates in two segments, including Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).

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: 30 Stocks That Should Double in 3 Years and **11 Hidden AI Stocks to Buy NOW

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