Investing.com -- Dell will host its analyst day in New York on October 7, and Evercore ISI said investors’ attention will centre on five major themes ranging from growth targets to artificial intelligence. Evercore ISI expects updates on “how it plans to grow its customer base beyond neoclouds and into enterprises/sovereigns, which carry higher margins.”The fourth item is storage. The firm noted Dell “expects storage mix (less third-party and more IP) to improve in H2:FY26, helping to improve ISG margins,” adding this will be a key discussion point. Finally, Dell’s PC strategy is set for attention, according to Evercore. Related articlesDell stock: Here are the top 5 focus items into Analyst Day next weekBarclays upgrades Shoals Technologies on battery storage and data center demandHumana stock rises after Medicare star ratings update