NYSE:DELL

Dell Computers (DELL)

437.50
-1.84 (0.42%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
108 watching
0
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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HPQ
BUY ON WEAKNESS
Has been hit by drop in PC sales but has the best business model. Expect an upgrade cycle. Buy under $20
WAIT
Nervous. Great company. A cyclical and in a down fall.
DON'T BUY
Not a fan of PC's
TOP PICK
Bought in low 20's Trading at 20/25 X earnings with good growth rate
DON'T BUY
Growth rate won't be there. Close to its fair market value (or break up value!)
WAIT
Starting to see some value
WATCH
Looking at valuations. Will grow at 20/25% rate. Dell is the leader in PC's and the most efficient
WAIT
Shouldn't have too much exposurein PC's Best business model in PC sector
DON'T BUY
Still struggling PC's expected to drop in sales
WAIT
Likes. A little pricey. Passing Compaq in PC sales Wait for earnings next 1/4
BUY
Doing a good job. A earnings/revenue warning. Has to be a long term buy
BUY
Buy @ 21.75
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