NYSE:DELL

Dell Computers (DELL)

437.50
-1.84 (0.42%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 25, 2026, 12:00 am

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

Dell Computers has demonstrated strong momentum with its infrastructure services group, which is growing robustly and taking market share from competitors like Super Micro Computer. The company boasts impressive earnings growth, a significant backlog, and a favorable operational outlook which has led to raised guidance. While there are concerns over rising costs and short-term margin compression due to increased memory prices, experts agree that Dell can pass these costs onto customers due to strong demand. The stock has seen substantial price appreciation, but opinions are mixed about the sustainability of this momentum, noting that while the data center segment thrives, the PC business remains weak. Overall, the sentiment is optimistic about Dell's prospects in the evolving AI and data center landscape.

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Consensus
Positive
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Valuation
Fair Value
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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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