Dell Computers (DELL) Buy, Sell or Hold

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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

Sep 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.

Consensus

Positive

Valuation

Fair Value

Similar

HPQ

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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BUY

As an ESG investment, how well does Dell score? Dell is in the 96th percentile for sustainability, but they lag in the governance area, like gender diversity and taxes paid, which is common for tech companies. However, they score high in the environmental side, like e-waste/recycling

COMMENT

(Worst call ever made.) Had thought the other side of their business would pick up and make up for the week PC side. It had been growing at 8% annually and she had thought that at some point investor focus would shift. Growth rates really declined to the point where they were not growing at all.

COMMENT

Looking to privatize at $13.65. The risk in buying is the possibility that it might not go private. PC business is very weak and very competitive.

PAST TOP PICK

(Top Pick Jul 25/12, 18.67%)

HOLD

PC market has come under a lot of pressure and this company has not been able to come up with a solution. Michael Dell wants to take the company private and has made an offer of $13.65 a share. Big shareholders are asking for more. If he owned, he would probably hang on.

SELL

Going private and trading very, very close to the privatization price. If you own, he would recommend that you sell it. Very small risk that the deal won’t go through but it has to pass regulatory muster.

COMMENT

What if they take it private? You would get the share value. The deal involves them making you an offer. It will then trade up to that level. You could sell now and get out. The deal could call apart. Playing M&A is for sophisticated investors. He thinks a deal will get done here because of enough demand from insiders. He cannot predict the price the deal would close at.

HOLD

In discussion with private equity firm. It is above a resistance/support line. This is going to be a volatile stock. It could make a test here. If it breaks $12 sell.

DON'T BUY

This still remains an old technology company. We are seeing a dramatic shift from PCs towards mobility and tablets. He would go with a company that has got some momentum.

DON'T BUY

Just reported and disappointed the street. Beat earnings on the bottom line but not on the top line. PC business is in trouble. Tablet world is taking over. Companies like this are really struggling to compete.

DON'T BUY

A lot of techs are single digit multiples. Model price of $ 17.20, 45% upside. Suspects it will get down to $9.77. We will see what happens there.

TOP PICK

An IBM Junior. Still recognized as the #2 desktop operator but they are shifting the business mix over to enterprise solutions and services that have a much stronger and robust market. About $3 a share in cash. Very, very cheap. Believes it could be up 33% over the next year.

DON'T BUY

Cisco (CSCO-Q) and DELL (DELL-Q) Value investments? If he had to own one of the 2, he would prefer Cicso. This company is an assembler. Doesn't feel the dividend is sufficient reward for such a cyclical stock.

BUY

Slowly changing. PC market was slowing down and Windows 8 is not coming out until the summer. Better growth with new products coming. Cheap at these levels with a good balance sheet.

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Dell Computers (DELL)