NYSE:DELL

Dell Computers (DELL)

490.81
-3.70 (0.75%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
109 watching
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Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

Dell Computers is currently experiencing strong momentum in its business, particularly in the infrastructure services and data center segments. The company's earnings have exceeded expectations, with notable growth in revenue and guidance for future performance. This growth has been attributed to its strong market position, especially against competitors like Super Micro Computer, and a robust demand for data center solutions. Despite concerns over rising costs and short-term margin compression, experts believe Dell can navigate these challenges due to its solid fundamentals and ability to pass costs to customers. The ongoing AI narrative and free cash flow among hyperscalers are also seen as positive indicators for Dell's future growth trajectory.

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Consensus
Positive
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Valuation
Fair Value
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Similar
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TOP PICK
DON'T BUY
Fair market value is about $40 so there seems to be upside. They are diversifying out of the PC market because margins are coming under pressure. High techs are steadily weakening, so not an area he would want to be in.
DON'T BUY
Has under performed some of the frothier techs and would be OK if you like this sector. Not in favor of techs at this time.
BUY
One of the best buy's in big name tech stocks. Keeps expanding its market share. Compared to other tech stocks it looks reasonable.
DON'T BUY
Has executed extremely well in laptop and PC space. Has dominated. At a 30 X P/E while the industry is growing at about 10/15%. Starting to expand into the storage and the services side. Fully valued. Prefers in the low $20’s.
DON'T BUY
A bit expensive. Prefers in the higher $20's. $4 in cash on the balance sheet. Phenomenol company.
DON'T BUY
Valuations currently too high.
DON'T BUY
A leader in its sector. If the sector turned up, it would be good.
BUY
Likes the valuations. Good balance sheet and good earnings.
PAST TOP PICK
Was a top pick on June 27 as a "Would buy at $17". Never got down to the target price.
DON'T BUY
They have to expand. Prefers something with a more predictable cash flow.
BUY
Good long term holding.
HOLD
Has performed well recently. Could go a little higher and if you own, use a stop loss.
DON'T BUY
A replacement cycle should start by the end of this year as leases are starting to come due. Great execution. Wait for a break.
DON'T BUY
Too expensive.
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