NYSE:DELL

Dell Computers (DELL)

394.39
-27.66 (6.55%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
107 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

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

Experts generally view Dell Computers as a strong player in the data center market, particularly due to its robust infrastructure services group, which is experiencing significant growth. The company's earnings have shown surprising strength, allowing it to capture market share from competitors like Super Micro Computer (SMCI). Despite some concerns over short-term margin compression related to rising memory prices, analysts feel confident about Dell's long-term prospects, especially given the growth in data centers and AI integration. Additionally, the share buyback program and a solid management team under the CEO further bolster investor optimism. However, some analysts express caution due to recent performance and have noted the challenges in the PC segment. Overall, sentiment around the stock remains positive, with expectations for continued revenue growth, supported by a favorable economic environment for infrastructure services.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
HewlettPackard, HPE
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