Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

394.95

+0.63 (0.16%)

as of Jul 2, 2026, 11:56:51 pm Market Open.

108 watching

Investor Insights

Jul 5, 2026, 12:00 am

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

Dell Computers (DELL-N) has received a positive outlook from various experts, highlighting its strong performance and momentum in the data center sector. The company benefits from robust earnings, a growing backlog, and significant market share gains, particularly against competitors like Super Micro Computer. There is widespread confidence in Dell's ability to maintain strong margins and pass on costs to customers, despite some concerns about rising memory prices. The infrastructure services segment is noted as a key growth engine, with revenues consistently increasing. However, mixed sentiments exist regarding the PC business, which has lagged, and some experts suggest caution due to potential risks associated with AI narratives and market fluctuations.

Consensus

Positive

Valuation

Fair Value

Similar

HPE, HPE

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

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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.

PAST TOP PICK

(A Top Pick Dec 8/11. Up 7.06%.)

Showing 61 to 75 of 177 entries

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Dell Computers (DELL)