The consensus mark for CSG is pegged at $12.074 billion, suggesting 3.1% year-over-year growth.DELL Shares Underperform SectorYear to date, Dell's shares have declined 0.7%, underperforming the broader Zacks Computer & Technology sector's return of 2.1%.Year-to-Date Performance Chart DELL stock is overvalued, as the Value Score of C suggests.Can Strong AI Demand Push the DELL Stock Higher?Strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI (GenAI) applications, is a key catalyst. In the third quarter of fiscal 2025, Dell Technologies shipped $2.9 billion of AI servers, and the AI server backlog was $4.5 billion, exiting the reported quarter.AI server pipeline is expanding across Tier-2 CSPs and enterprise customers. Dell expects strong top-line growth for the second half of fiscal 2025, driven by robust AI demand.