NYSE:DELL

Dell Computers (DELL)

490.81
-3.70 (0.75%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 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.

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Consensus
Positive
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Valuation
Fair Value
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HewlettPackard,HP
BUY
The premier PC company in the world. Most efficient and their direct selling model works.
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.
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.
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