Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

394.95

+0.63 (0.16%)

as of Jul 2, 2026, 11:56:51 pm Market Open.

108 watching

Investor Insights

Jul 5, 2026, 12:00 am

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

Dell Computers (DELL-N) has received a positive outlook from various experts, highlighting its strong performance and momentum in the data center sector. The company benefits from robust earnings, a growing backlog, and significant market share gains, particularly against competitors like Super Micro Computer. There is widespread confidence in Dell's ability to maintain strong margins and pass on costs to customers, despite some concerns about rising memory prices. The infrastructure services segment is noted as a key growth engine, with revenues consistently increasing. However, mixed sentiments exist regarding the PC business, which has lagged, and some experts suggest caution due to potential risks associated with AI narratives and market fluctuations.

Consensus

Positive

Valuation

Fair Value

Similar

HPE, 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.

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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

Most Recent Experts

Malcolm Ethridge, Mgn. partner, Capital Area Planning Group

Capital Area Planning Group

Kevin Simpson

Capital Wealth Planning

Josh Brown, CEO, Ritholtz Wealth Management

Ritholtz Wealth Management

Michael Hakes - CFA, MBA

Murray Wealth Group

Stephanie Link, Chief investment strategist, Hightower

Hightower

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Dell Computers (DELL)