◆ NeutralCRWDDELLMSFTAMZN
CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?
The Motley Fool·
The article compares CrowdStrike and Dell Technologies as investment options for 2026. CrowdStrike offers cloud-native cybersecurity growth with 22% revenue growth but trades at a steep 167x forward P/E and faces reputational damage from the July 2024 IT outage. Dell Technologies, trading at a cheaper 21x forward P/E, benefits from massive AI server demand with expected 51% revenue growth and $60 billion in AI server sales projected for FY 2027. The author recommends Dell due to its stronger AI-driven growth trajectory and more attractive valuation despite CrowdStrike's competitive positioning.
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