NYSE:DELL

Dell Computers (DELL)

394.95
+0.63 (0.16%)
as of Jul 2, 2026, 11:56:51 pm Market Open.
108 watching
0
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
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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