Dell Computers (DELL) Buy, Sell or Hold

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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

DON'T BUY

Heading into a fairly good Christmas season. Should see some fairly good numbers. Well run. Good stock for a US portfolio. Negative on the US$, so not a stock he would own in Canada.

PAST TOP PICK

(A Top Pick Aug 13/04. Up 8%.) Has had a nice little run. Wouldn't put new money in at this time.

BUY

Have the top market share. Somewhat expensive.

WEAK BUY

On company fundamentals, this is an ideal company. A low-cost producer. Likes of for the long term. On a valuation basis, it is fully priced at this point.

TOP PICK

The Wal-Mart of technology. Really good at delivering products cheaply. Can produce at lower prices and still maintain their margins.

TOP PICK

Has a competitive advantage that can't be matched. Cut out overhead and sells equipment at the lowest price. Continuing to gain market share. Should grow 15/20% over the next five years.

PAST TOP PICK

(Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them.

BUY

One of the best managed companies in the market. They are the Walmart of technologies. They are destroying their competition. Good buy in the low 30's. At 35 it is close to fair value. Should do very well over the next couple of years.

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BUY

Has done a tremendous job in taking market share. The concern in the near term is its competition Hewlett-Packard. Should be fine on a long-term basis.

DON'T BUY

Just came out with very strong earnings. This is the time of year when tech stocks don't do very well. Their cycle is from the end of September to the end of January..

BUY

The industry leader in terms of the PC market. Low operating costs.

TOP PICK

Feels there will be a mini PC boom with corporate America recycling their PCs. Have a lot of cash and very strong cash flow.

BUY

Hasn't done much in the last year. Continues to execute on an incredible business model. Continues to gain market share. Moving into higher margin products e.g. storage systems and servers.

TOP PICK

A low-cost distributor of goods. It now does that with storage and will be doing it with printers. Should continue to gain market share in the US as well as Europe and Asia.

TOP PICK

Showing 121 to 135 of 177 entries

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Dell Computers (DELL)