NYSE:DELL

Dell Computers (DELL)

394.39
-27.66 (6.55%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
107 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

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

Experts generally view Dell Computers as a strong player in the data center market, particularly due to its robust infrastructure services group, which is experiencing significant growth. The company's earnings have shown surprising strength, allowing it to capture market share from competitors like Super Micro Computer (SMCI). Despite some concerns over short-term margin compression related to rising memory prices, analysts feel confident about Dell's long-term prospects, especially given the growth in data centers and AI integration. Additionally, the share buyback program and a solid management team under the CEO further bolster investor optimism. However, some analysts express caution due to recent performance and have noted the challenges in the PC segment. Overall, sentiment around the stock remains positive, with expectations for continued revenue growth, supported by a favorable economic environment for infrastructure services.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
HewlettPackard, HPE
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.
Showing 151 to 165 of 177 entries