Dell Technologies: Jim Cramer's Bullish Outlook

Jim Cramer recommends buying Dell Technologies Inc. (NYSE:DELL), stating that the company is a buy and Michael Dell is the "real deal." Cramer suggests waiting for a price break before investing, but notes that Dell is a great investment with strong potential.

Jim Cramer, a prominent financial analyst and host of CNBC's "Mad Money," recently recommended buying Dell Technologies Inc. (NYSE:DELL). In a recent episode, Cramer highlighted the company's potential and praised Michael Dell, the company's CEO, as "the real deal." While Cramer suggested waiting for a price break before investing, he emphasized Dell's strong investment potential.

Dell Technologies Inc. provides integrated technology solutions, including storage systems, servers, networking products, PCs, and peripherals, along with related software, services, and financing options. The company has seen significant growth, particularly in its AI-related business. According to a recent report, Dell's shares have gained 23% year to date, outperforming the broader Zacks Computer and Technology sector's increase of 14.6% [2].

The company's expanding portfolio and rich partner base have been key drivers of growth. Dell Technologies recently announced updates to its AI Data Platform, which includes a new unstructured data engine built with Elastic and GPU acceleration for faster performance. This platform, paired with Dell's PowerEdge R7725 and R770 servers featuring NVIDIA NVDA RTX PRO 6000 GPUs, offers a ready-to-use, high-performance AI solution [2].

Dell's AI-related revenues are expected to reach more than $15 billion in 2025, with a growing pipeline. The company's expanding clientele includes Lowe's Companies, NVIDIA, Microsoft, and Meta Platforms, among others. These partnerships have driven innovation and efficiency across various sectors, including retail and technology [2].

For the second quarter of fiscal 2026, Dell Technologies expects revenues between $28.5 billion and $29.5 billion, indicating 16% year-over-year growth. Non-GAAP earnings are expected to be $2.25 per share, suggesting 15% growth. Despite these positive indicators, Dell faces stiff competition from companies like Hewlett-Packard and Super Micro Computers [2].

Jim Cramer's recommendation comes ahead of Dell's earnings report, which is expected to be released soon. Cramer's advice to wait for a price break suggests a cautious approach, considering the challenging macroeconomic environment and tariff-related uncertainties. However, the strong fundamentals and growth potential of Dell Technologies make it an attractive investment for long-term investors [3].

References:
[1] https://finance.yahoo.com/news/citi-raises-dell-dell-price-182752039.html
[2] https://www.nasdaq.com/articles/dell-technologies-stock-surges-23-year-date-how-play
[3] https://finance.yahoo.com/news/jim-cramer-says-dell-buy-065338028.html