NYSE:DELL

Dell Computers (DELL)

490.81
-3.70 (0.75%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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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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BUY
Prefers over Compaq. Low cost produceer and have a good business model.
BUY ON WEAKNESS
Good company, but prefers to buy in the low $20's.
DON'T BUY
A quality company, but the quality is already built into the price.
TOP PICK
Looks very good technically. Expects PC sales to pick up.
WAIT
The leader in PC's and should be a survivor, as long as they keep their costs down. Wait for an up tick.
DON'T BUY
In a big slowdown. To early to go in.
TOP PICK
Good business model. Increasing market share. At a good price.
TOP PICK
Lowest cost computer manufacturer.
BUY
Top company in PC's. Will continue to be strong.
DON'T BUY
A winner in PC business. But sales are falling.
TOP PICK
Good business model. Good inventory strategy. Expanding into other sectors.
BUY
The leader in box computers. Into price cutting.
BUY
Expects them to commodisize the server business, like they did with PC's.
BUY
PC sales are to rebound.
TOP PICK
Likes their approach in selling PC's and also going into storage. Good margins.
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