NYSE:DELL

Dell Computers (DELL)

394.95
+0.63 (0.16%)
as of Jul 2, 2026, 11:56:51 pm Market Open.
108 watching
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Investor Insights
star iconJul 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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
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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.
BUY
Has a good business model. Slowed because of slower PC sales. Should start picking up.
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