Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

506.62

-28.63 (5.35%)

as of Sep 10, 2026, 8:00:00 pm Market Open.

109 watching

Investor Insights

Sep 10, 2026, 12:00 am

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

Dell Computers (DELL-N) is currently experiencing a robust performance driven by its data center infrastructure services, which have shown explosive growth, with revenues increasing by 27%. Analysts have noted strong earnings results and a commitment to share buybacks, indicating confidence in future growth. The company's partnership with Nvidia enhances its positioning in the AI sector, particularly benefiting its infrastructure solutions group, which is critical for data center expansion. While concerns about margin compression due to rising memory prices have been raised, experts remain optimistic about Dell's ability to capture market share from competitors like Super Micro Computer. With a solid business foundation bolstered by data center demand and strategic investments, Dell appears poised for continued momentum in the coming years.

Consensus

Positive

Valuation

Fair Value

Similar

HPQ

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.

Showing 136 to 150 of 178 entries

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Dell Computers (DELL)