Stock Markets February 19, 2026

Evercore Elevates Dell to Tactical Outperform Ahead of January-Quarter Results

Analyst house cites stronger near-term demand across PCs, servers and AI compute, while noting margin headwinds from prior purchase commitments

By Caleb Monroe DELL
Evercore Elevates Dell to Tactical Outperform Ahead of January-Quarter Results
DELL

Evercore has placed Dell Technologies on its Tactical Outperform list ahead of the company's January-quarter earnings, projecting revenue and EPS to exceed consensus. The firm points to robust near-term demand in traditional hardware and AI compute, favorable memory pricing trends, and gains in client share, while flagging potential gross margin pressure tied to earlier purchase orders and early memory headwinds.

Key Points

  • Evercore added Dell to its Tactical Outperform list and expects the company to beat consensus January-quarter forecasts of $31.4 billion revenue and $3.52 EPS.
  • Near-term demand is strong across PCs, traditional servers and AI compute; memory pricing trends are viewed as a short-term tailwind, and early IDC data suggests Dell gained about 100 basis points of client market share in Q4.
  • AI server momentum underpins ISG strength - Dell exited the fiscal third quarter with $12.3 billion in AI orders and an $18.4 billion AI backlog, with FY26 AI server revenue guided to $25 billion.

Evercore has added Dell Technologies (NYSE:DELL) to its Tactical Outperform roster ahead of the company's January-quarter earnings next week, forecasting results that should outpace current consensus on both revenue and earnings per share.

The broker expects Dell to surpass consensus figures of $31.4 billion in revenue and $3.52 in EPS. Evercore attributes the anticipated outperformance to "strong near-term (NT) demand trends across traditional hardware (PCs/servers) and AI compute," suggesting momentum across multiple product lines.

Memory pricing dynamics are cited as an additional near-term tailwind. Evercore noted that, amid concerns about inflation in memory costs, Dell likely benefited from a demand pull-in across PCs and traditional servers as customers sought to lock in ahead of average selling price increases.

For Dell's Infrastructure Solutions Group (ISG), AI server demand remains a primary growth driver. Evercore highlighted Dell's fiscal third-quarter position, pointing to $12.3 billion in AI orders and an AI backlog of $18.4 billion at quarter end. Management's guidance for fiscal 2026 AI server revenue of $25 billion was also referenced, and Evercore said that guidance implies a step up to more than $9 billion in January-quarter AI revenue.

On the client side, Evercore pointed to early IDC data indicating Dell gained roughly 100 basis points of market share in the fourth quarter, the firm's first share gain in more than three years.

Despite the upside in demand, Evercore warned of some January-quarter gross margin pressure as Dell fulfills prior purchase orders. Consensus estimates currently imply a roughly 90 basis point sequential decline in gross margin to 20.2%, a drop of 410 basis points year over year, a deterioration Evercore says partly reflects early memory headwinds.

To protect margins going forward, Evercore noted that Dell has already shifted to more dynamic pricing actions and implemented a shorter quote window.

Looking beyond the next quarter, Evercore expects company management to present a path to at least high-single-digit revenue growth and low-to-mid-teens EPS growth into fiscal 2027. The firm sees this advancement supported by gross profit dollar expansion, operating leverage and share repurchases.

On the AI server front, Evercore projects a "sizable step-up with Rubin ramps" that could enable $35 billion to $40 billion in revenue with stable mid-single-digit margins.

Evercore retained its Outperform rating on Dell while trimming its price target to $160.


Data and figures in this report are taken from Evercore's analysis and management guidance cited by the firm.

Risks

  • Near-term gross margin pressure as Dell fulfills prior purchase orders - consensus implies about a 90 basis point sequential margin decline to 20.2%, down 410 basis points year over year.
  • Early memory pricing headwinds could weigh on margins despite demand pull-in and favorable short-term memory trends.
  • Execution and delivery timing for AI server ramp remain observable uncertainties tied to translating backlog and guidance into quarterly revenue levels.

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