Dell Computers (DELL) Buy, Sell or Hold

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Dell Computers (DELL)

506.62

-28.63 (5.35%)

as of Sep 10, 2026, 8:00:00 pm Market Open.

109 watching

Investor Insights

Sep 10, 2026, 12:00 am

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

Dell Computers (DELL-N) is currently experiencing a robust performance driven by its data center infrastructure services, which have shown explosive growth, with revenues increasing by 27%. Analysts have noted strong earnings results and a commitment to share buybacks, indicating confidence in future growth. The company's partnership with Nvidia enhances its positioning in the AI sector, particularly benefiting its infrastructure solutions group, which is critical for data center expansion. While concerns about margin compression due to rising memory prices have been raised, experts remain optimistic about Dell's ability to capture market share from competitors like Super Micro Computer. With a solid business foundation bolstered by data center demand and strategic investments, Dell appears poised for continued momentum in the coming years.

Consensus

Positive

Valuation

Fair Value

Similar

HPQ

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.

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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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Dell Computers (DELL)