Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

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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

Similar

HewlettPackard, HPE

DON'T BUY

Historically have always sold direct but are starting to get into stores. Recently acquired Pro Systems had a very huge price in order to expand into Information Services. More attractive opportunities elsewhere.

BUY

The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way.

PAST TOP PICK

(A Top Pick Dec 3/07. Down 52.55%.) Advantage that it had by being strictly online was controlling costs and running a very tight supply line and taking cash before building. You can now buy competition online as well.

DON'T BUY

Right on it’s model price of $10.60. They have other tech names, e.g. Microsoft or Oracle.

TOP PICK

Everybody hates this. The stock is under $10 and has $3 of cash, trading at 3X EBITDA. Extraordinarily cheap. Demand for computers is still going to be there when we come out of this recession and growth will emerge.

DON'T BUY

The PC business right now is very difficult. There are a lot of players. Starting to get into the notebook business. Doesn’t expect to see dramatic growth over the next few years.

TOP PICK

The low-cost manufacturer of computers and hardware servers. Extraordinarily cheap. Close to $3 in cash. Trading at an enterprise value of about 2.5 X EBITDA. Great growth in international markets with their server business. Doing much better in portable computers and laptops.

BUY

Main customers are businesses and, so far, have been maintaining their capital outlay programs. Thinks there has been some product slippage by Hewlett-Packard (HPQ-N). The technology of the PC business is the key to success and feels they maintain a strong technological advantage to Hewlett-Packard. Needs a new technological cycle to come through. Good value at this level.

TOP PICK

People are going to be buying computers around the world and they have lowest cost computers. Michael Dell himself has been buying stock himself and it will triple or quadruple over the next three or four years. They are taking costs out of the equations.

COMMENT

Their presence with the consumer and getting into the retail channel is going better than what most people had expected. Liked the fact that they were doing so well globally. Had never done very well with the US consumer. They still outgrow the PC market in China.

DON'T BUY

Has suffered in the last little while because of competition. Initially, their business model was fantastic. Consumers have now migrated back to the retailers again. Sees some positives in what they are doing, but still they are suffering.

TOP PICK

Has been beaten up. Organization has been restructured. They are making the changes that the consumer wants. Thinks they will announce a $10 billion plus share buyback in the next little while. Good price.

BUY

After it got hit today, this is a very attractive stock. Revenue growth is moving along very nicely but their costs slipped out of control. Got squeezed on profit margins that have hurt them a little. Ultimately they will get it right. Have $15 billion in cash. Thanks they will be buying back stock.

WEAK BUY

He likes it and has owned it. Company has done well in emerging market.They have had growth in Japan and China. Pushing with retail strategy and selling units through Walmart.

DON'T BUY

Can't think of a lot of reasons to own this one. It has seen its best as the company. Sales may be going up, but the growth rate is gone.

Showing 91 to 105 of 177 entries

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Dell Computers (DELL)