NYSE:DELL
Dell Computers (DELL)
Financials 
Technical Analysis 
Jun 6, 2026, 12:00 amThis 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.
Earnings are surprisingly strong. Dell is clearly taking share from Super Micro Computer as the data centre build-out takes shape. Their backlog grew, raised guidance, and infrastructure services grew 181% over a year. Also, there's a huge share buyback, but we're still in early days. Earnings and margins will continue to be strong with these data centre names. Revenues have been growing 20% annually consistently. Demand is strong and will endure.
Bryn TalkingtonThe 30x forward PE is justified, given strong earnings. He doesn't know how long this momentum will last, but he wouldn't jump off the ship today. The hyperscalers have so much free cash flow to keep buying. If the ROI doesn't emerge later, then this momentum could come to a stop, but he expects this to keep momentum to keep going for a few years.
The only reason to own this is for its infrastructure services group, which is key to the data centre build-out. Is growing 25% annually. Their PC business is anemic in past years, but is priced into shares. Are buying back shares, great CEO/founder, and important to data centres. Expect 15-20% return if the AI narrative is positive, but if negative, this will slide with the cohort.
Bryn TalkingtonLikes it for trading in and out. Recently got back in. 12-month price target of $164. Between its screens and networking, it's a good play within the whole AI infrastructure and networking space.
Kim BoltonGross margins are down 1.4% but operating margins rose because of cost-cutting. Shares rose after earnings because they increased guidance. The infrastructure solutions group is the data centre-AI play, and is growing revenues by 27%. The PC area is anemic.
Bryn TalkingtonWas downgraded today on the basis of short-term margin compression, which she feels is likely due to the sharp increase in memory prices. But she thinks Dell is taking market share from SMCI in data centres (Dell's infrastructure services group, specifically) and will continue to. Earnings next week should provide clarity and potentially a buy.
Bryn TalkingtonSold most of her holding. Dell's growth engine is their infrastructure services. Are taking strong market share from SMCI. But she felt the high-$130s was a temporary top, so she sold some shares. She would get back in the low-$100s.
Bryn TalkingtonIt's disappointed. It's well-positioned in tech, including semis, but hasn't executed. It missed earnings a few times. It has rebounded a lot from his early April lows. He sold it. But it should benefit from what's happening in tech. There are better names out there.
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Dell Computers (DELL) Frequently Asked Questions
What is Dell Computers stock symbol?
Dell Computers is a American stock, trading under the symbol DELL (previously DELL-N on Stockchase) on the New York Stock Exchange (DELL). It is usually referred to as NYSE:DELL or DELL
Is Dell Computers a buy or a sell?
In the last year, 12 stock analysts published opinions about DELL (previously DELL-N on Stockchase). 10 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Dell Computers.
Is Dell Computers a good investment or a top pick?
Dell Computers was recommended as a Top Pick by Jim Cramer - Mad Money on 2025-03-31. Read the latest stock experts ratings for Dell Computers.
Why is Dell Computers stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.
Is Dell Computers worth watching?
12 stock analysts on Stockchase covered Dell Computers in the last year. It is a trending stock that is worth watching.
What is Dell Computers stock price?
On 2026-06-05, Dell Computers (DELL) stock closed at a price of $394.39.
