Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

394.39

-27.66 (6.55%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

107 watching

Investor Insights

Jun 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

Positive

Valuation

Fair Value

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Oct 18/22, Up 12.7%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with DELL has triggered its stop at $39. To remain disciplined we recommend covering the position at this time.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Oct 18/22, Up 21.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DELL is progressing well. To remain disciplined, we recommend trailing up the stop (from $33) to $39 at this time.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Oct 18/22, Up 8.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DELL is progressing well. To remain disciplined, we recommend trailing up the stop to $33.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O’Reilly Yes, computer system sales are down from previous year across the industry, but that was following sizeable pandemic led demand growth as remote working accelerated. DELL trades at only 5x book and has been prudently using some cash reserves to retire debt and buy back shares. It’s dividend is backed by a payout ratio under 25% of cash flow. We recommend placing a stop-loss at $27, looking to achieve $55 — upside potential over 59%. Yield 3.8% (Analysts’ price target is $55.21)

BUY

He's confident that PCs will continue to sell post-Covid, though sales will indeed slow down. Since Jan. 2019, shares have jumped 150% while the S&P was up 65%. Covid fuelled PC sales. 2021 fiscal saw record sales and could beat that this year. Since reopening last year, companies have been ramping up servers and storage, which Dell offers through its infrastructure division. Meanwhile, Dell spun off its VMware subsidiary that fetched $9 billion and sold their cloud business to private firms for $4 billion. All this has helped pay down a lot of debt, which was huge and deterred many investors. Love-November Fiscal 2021 saw record revenues at 21% growth and earnings growth at 17%. Client solutions and PCs were up 35% YOY. Managers offered super guidance. Their PC sales will be durable.

BUY

The CEO talks about prospects on Tuesday, now that it's spun off VMware. He'd buy before and after that meeting. The CEO has made you money for decades.

BUY

After Dell just spun-off VMware. If you already own this, buy more. It's one of the great stories of this era. The CEO doesn't get enough credit.

BUY ON WEAKNESS

It has an analyst meeting Thursday. He expects to hear them plans with VMware, a reason why the stock has been soft lately. But he believes in the CEO.

BUY

Buy VMware? Dell owns VMware, so you may as well buy Dell, because the CEO is a genius.

WAIT

It reports next Thursday. It's been rangebound. However, if it breaks out of this current channel it will rise higher--and has a lot of room to run. That said, wait till that earnings report first.

BUY

A big favourite of his that's very undervalued by 20-30%.

BUY

Last week, Dell delivered a slam-dunk quarterly report. True, their enterprise business is slower than he'd like, their sales were up plus they delivered a massive earnings beat. Also, they paid down a ton of debt. The home office market is booming during Covid. And yet, Dell stock barely moved.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Once a big player in desktop PC's, Dell fell off the radar of investors in October 2013 when it went private, then quietly returned to Wall Street in July 2018. In mid-July, Morgan Stanley upgraded Dell from $50 to $68 price, from equal- to overweight, after Dell announced it was exploring options concerning its US$50-billion, 81% holding of VMware, which gives Dell a stake in the cloud computing industry. The Morgan Stanley analyst praised Dell's market share gains, de-levering efforts, simplified ownership structure and recent peer multiple expansion. Dell plans to spin-off its stake in VMware, though not until September 2021. Dell could monetize that investment and give the spun-off entity room to grow faster. Currently trading at a reasonable 10.3x PE, Dell shares have doubled since the March 23 bottom to touch $60/share, which was its price target. Of the last four quarters, Dell beat the street three times, and barely missing its Q1 by two pennies. The stock has three strong buys, five buys and nine holds. Typical for a tech stock, Dell pays no dividend.

COMMENT

AI advacements? He likes DELL products. The stock does not have the greatest balance sheet however. He likes AI, but there are other device manufacturers that are better situated like NVDA, who is also well placed for gaming.

BUY

Certainly you should look at all high tech names, especially those with a monopoly. He prefers AMZN-Q and MSFT-Q. If Trump did not tell companies to move out of China, then certainly CoVid19 did.

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Dell Computers (DELL)

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