NYSE:DELL

Dell Computers (DELL)

506.62
-28.63 (5.35%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 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.

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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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