DELL Dell Technologies Stock Outlook 2026: AI Server Boom and the ISG Growth Machine
Dell Technologies (DELL) delivered FY26 revenue of $113.5B (+19%) and adjusted free cash flow of $11.5B (+271%), validating its AI server thesis through PowerEdge XE9680 demand and the NVIDIA partnership. This analysis covers ISG vs. CSG segment dynamics, the bull and bear cases, dividend tax strategy, and what to monitor in the next 10-Q.
DELL Dell Technologies AI server