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# Dell: It's Not Too Late To Buy (Archive)
- URL: https://www.huntingalphas.com/dell-its-not-too-late-to-buy-archive/
- Published: 2025-05-30T14:17:00.000Z
- Updated: 2026-02-28T17:23:14.000Z
- Description: Dell’s AI server boom and PC refresh tailwinds can drive further growth despite valuation risk.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, DELL, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- I added Dell to my portfolio early last month and have already enjoyed a >50% return. Q1 results tell me there's probably more to come.
- Dell is set for a meaningful growth acceleration, driven by a large AI server backlog and pipeline, which has led to a strong Q2 FY26 revenue guidance beat.
- The company is well positioned to gain PC market share amid the Windows 11 refresh, due to its industry-leading position in AI PC offerings.
- While gross margins took a hit, upcoming AI PC launches and the PC refresh cycle should drive sequential improvement.
- There is some valuation risk as DELL stock is trading at a higher than usual premium vs. peers. But I think this is worth accepting given the promising FY26 growth outlook ahead and a bottoming of gross margins.

Read the full article [here](https://seekingalpha.com/article/4791204-dell-its-not-too-late-to-buy?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*