NYSE:DELL

Dell Computers (DELL)

506.62
-28.63 (5.35%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 10, 2026, 12:00 am

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

Dell Computers (DELL-N) is currently experiencing a robust performance driven by its data center infrastructure services, which have shown explosive growth, with revenues increasing by 27%. Analysts have noted strong earnings results and a commitment to share buybacks, indicating confidence in future growth. The company's partnership with Nvidia enhances its positioning in the AI sector, particularly benefiting its infrastructure solutions group, which is critical for data center expansion. While concerns about margin compression due to rising memory prices have been raised, experts remain optimistic about Dell's ability to capture market share from competitors like Super Micro Computer. With a solid business foundation bolstered by data center demand and strategic investments, Dell appears poised for continued momentum in the coming years.

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