NYSE:DELL

Dell Computers (DELL)

394.39
-27.66 (6.55%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
HewlettPackard, HPE
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.
TOP PICK
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