Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

490.81

-3.70 (0.75%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

109 watching

Investor Insights

Aug 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.

Consensus

Positive

Valuation

Fair Value

Similar

HewlettPackard,HP

TOP PICK

A conservative play, given that we don't know if we're going to have a recession in Q3 or Q4. Haircut and slowing growth, but 60-65% of its business is in data centres. So it's a play on generative AI, which needs data. One of the biggest suppliers of racks in data centres. Price target of $55. Yield is 3.14%.

(Analysts’ price target is $52.35)

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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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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.

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Dell Computers (DELL)