NYSE:DELL

Dell Computers (DELL)

490.81
-3.70 (0.75%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
109 watching
0
Investor Insights
star iconAug 14, 2026, 12:00 am

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

Dell Computers is currently experiencing strong momentum in its business, particularly in the infrastructure services and data center segments. The company's earnings have exceeded expectations, with notable growth in revenue and guidance for future performance. This growth has been attributed to its strong market position, especially against competitors like Super Micro Computer, and a robust demand for data center solutions. Despite concerns over rising costs and short-term margin compression, experts believe Dell can navigate these challenges due to its solid fundamentals and ability to pass costs to customers. The ongoing AI narrative and free cash flow among hyperscalers are also seen as positive indicators for Dell's future growth trajectory.

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Consensus
Positive
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Valuation
Fair Value
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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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