Dell Computers (DELL) Buy, Sell or Hold

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Daily Stock Opinions and Ratings

Dell Computers (DELL)

437.50

-1.84 (0.42%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

108 watching

Investor Insights

Jul 25, 2026, 12:00 am

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

Dell Computers has demonstrated strong momentum with its infrastructure services group, which is growing robustly and taking market share from competitors like Super Micro Computer. The company boasts impressive earnings growth, a significant backlog, and a favorable operational outlook which has led to raised guidance. While there are concerns over rising costs and short-term margin compression due to increased memory prices, experts agree that Dell can pass these costs onto customers due to strong demand. The stock has seen substantial price appreciation, but opinions are mixed about the sustainability of this momentum, noting that while the data center segment thrives, the PC business remains weak. Overall, the sentiment is optimistic about Dell's prospects in the evolving AI and data center landscape.

Consensus

Positive

Valuation

Fair Value

Similar

HPQ

PAST TOP PICK

(Top Pick Dec 8/11, Up 16.00%)

TOP PICK

(Top Pick Oct 27/11, Down 2.35%) Price has moved sideways but value is appreciating. 4 x earnings. Silly price for such a good and growing company.

DON'T BUY

Computer business is a dying business. People are buying tablets and smart phones. Valuation is very, very cheap and has a lot of cash. Hopefully they will make some kind of acquisition, get into some other business line or start returning cash to shareholders.

TOP PICK

Thinks they are a mover and a shaker. They changed their platform over the last couple of years and people haven’t noticed or don’t believe it. Company is buying back stock as are insiders. Values it at $28/share. Have cash on the balance sheet above their debt. In 4.5 years time the company will be all cash. It is no longer a PC company. Less than 10% is from PCs. Servers, IT services, storage, cloud computing, software, peripherals.

TOP PICK

BUY

A technology company that has been doing rather well. His model price is $19.92, 16% upside. Thinks it will move higher here, certainly to the $19.50 level.

DON'T BUY

The problem is “what’s the future?” Not that expensive. Whether they can change their product line fast enough to compete against Apple (AAPL-Q) and all the other tablets that will come out on the market, he is not so sure.

TOP PICK

Aggressively trying to transition to more of a services and software driven company. Early on but have been quite successful. Trading at less than 7X forward earnings, net of cash. Attractive Risk/Reward. A lot of insider buying also.

DON'T BUY

Have stumbled. Used to dominate in PCs, especially in enterprise, but their direct marketing model kind of got out of whack when they started to go into emerging countries. She would prefer Hewlett-Packard (HPQ-N).

BUY

(Market Call Minute.) Likes the tech sector. This one has a little more issue and more competition problems. Won't be what they wear before but thinks the whole sector is turning. Wouldn't be his top pick.

DON'T BUY

A pretty good barometer of what is happening in the US economy. Have to become more integrated and more of the service provider, which is on their radar screen. He is avoiding all US stocks now because the Cdn$ will be going higher.

HOLD

Beat their numbers by a penny. Consumer business was weak. They are not a retail computer maker and most of their business comes from corporate. When you see an uptake on corporate and gov’t spending then you will see it do better. Stock is fairly cheap.

DON'T BUY

Thinks the PC sector has had its run. Can't see this company having a better year in stock performance than it did this year.

DON'T BUY

Last earnings release had $.22 in earnings, while the Street had estimated $.28. Earnings estimates have been moving down for the next quarter and the next 12 months.

DON'T BUY

Has moved below the 50 day moving average. A lot of their products are pretty commoditized. Recently beat estimates. Prefers others such as Apple (AAPL-Q).

Showing 76 to 90 of 177 entries

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Dell Computers (DELL)