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

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.

TOP PICK

Have had some problems but as more bad news comes in, the stock has not gone down further. The most cost effective managers in that space. At the bottom and ready to turn around.

BUY

Valuation is attractive. Not as risky as some other high-tech stocks.

PAST TOP PICK

(A Top Pick Oct 27/05. Down 25.2%.) Feels there's upside beyond where it was a year ago. Substantially undervalued. Continuing to add to his position.

TOP PICK

(A Top Pick Oct 27/05. Down 29.9%.) Has been adding to his position. Good management team. They will re-establish themselves as the key leader.

DON'T BUY

Started dropping when IBM sold their personal PCs to a Chinese company, which started giving them stronger competition. They are still losing share and have to stabilize.

DON'T BUY

Would wait for the mess to clear. They are losing business. A great business model, but as people graduate from desktop to laptop they are not as well positioned.

WAIT

Has been a fantastic company over a long time, but the world changed. Their cost advantage has slipped away. Under heavy competition from Hewlett-Packard (HPQ-N). In the low $20’s, it will be hard to ignore. Would wait for it to stop going down before buying.

BUY ON WEAKNESS

Cheap at 14 X next year's earnings. Near-term risk is their decision to cut prices to gain market share. Could lead to a price war and they may not get the market share they were hoping for. In the long run, it is a great business model. Would buy a few $’s lower from here.

HOLD

Cheap enough not to worry about it right here. Getting some price competition.

TOP PICK

The theme in the Top Picks tonight are based on Large Cap Tech as there's great value to be had. Has been some negative sentiment lately. Haven't used AMD chips which have been doing fairly well.

DON'T BUY

Growth rate is slowing.

DON'T BUY

The best computer company in the world. The best run, the best growth but the growth seems to be slowing down. Valuation is still fairly rich.

BUY

Dell (DELL-Q) versus HP (HPQ-N)? A tough question. Would stick with Dell, because of its history. New management. Has a proven growth strategy over a longer term basis.

DON'T BUY

A great company, but way over priced. Model price is $28.

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Dell Computers (DELL)