Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

437.50

-1.84 (0.42%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

108 watching

Investor Insights

Jul 25, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Dell Computers has demonstrated strong momentum with its infrastructure services group, which is growing robustly and taking market share from competitors like Super Micro Computer. The company boasts impressive earnings growth, a significant backlog, and a favorable operational outlook which has led to raised guidance. While there are concerns over rising costs and short-term margin compression due to increased memory prices, experts agree that Dell can pass these costs onto customers due to strong demand. The stock has seen substantial price appreciation, but opinions are mixed about the sustainability of this momentum, noting that while the data center segment thrives, the PC business remains weak. Overall, the sentiment is optimistic about Dell's prospects in the evolving AI and data center landscape.

Consensus

Positive

Valuation

Fair Value

Similar

HPQ

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.

BUY

Prefers over Compaq. Low cost produceer and have a good business model.

Showing 136 to 150 of 177 entries

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Dell Computers (DELL)