Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

Dell Computers (DELL-N) recent earnings report highlighted increasing demand for its AI servers and reported strong AI server revenues. However, the company also saw declines in other revenue segments, highlighting its mature nature. The stock saw a sharp upswing after beating earnings and is considered a conservative play due to its significant presence in data centers. While the company is seen as stable and offering a small yield, experts do not expect the same growth to be a long-term trend.

Consensus
Mixed
Valuation
Fair Value
Similar
HP, HPQ
BUY
Dell Computers
Is one of the biggest beneficiaries of partnering with Nvidia

They delivered a blow-out quarter. There's more room to run. Dell is crucial in installing Nvidia's systems.

electrical / electronic
BUY ON WEAKNESS
Dell Computers
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

DELL's forward PE is currently 16.3x and it was at about ~12x before the big jump it just had prior to its earnings release. DELL's recent earnings highlighted increasing demand for its AI servers and reported servers and networking revenue of $4.9B. DELL did see declines in other revenue segments such as the Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) which highlight the general mature nature of the company. DELL is benfitting from AI tailwinds and while it is definitely a stable option at a good valuation, we would not necessarily characterize it as a growth name. With strong recent performance and also paying a small yield of 1.38%, we like DELL as a value name, however would not expect the same growth that it has had in the last year to be a long-term trend. 
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electrical / electronic
BUY
Dell Computers

Their earnings beat surprised the market. It's also under-owned. Both account for the sharp upswing in shares today.

electrical / electronic
DON'T BUY
Dell Computers

Hitting new highs after reporting a strong beat, based on demand for AI servers. They had a good, not great quarter: good AI server revenues and their backlog jumped from $1.6 billion to $2.9 billion, but it's a $90-billion revenue company. Revenue was in line and they lowered guidance for the next quarter. This doesn't justify their market cap jumping by a third.

electrical / electronic
TOP PICK
Dell Computers

A conservative play, given that we don't know if we're going to have a recession in Q3 or Q4. Haircut and slowing growth, but 60-65% of its business is in data centres. So it's a play on generative AI, which needs data. One of the biggest suppliers of racks in data centres. Price target of $55. Yield is 3.14%.

(Analysts’ price target is $52.35)
electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Dell Computers
(A Top Pick Oct 18/22, Up 12.7%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with DELL has triggered its stop at $39.  To remain disciplined we recommend covering the position at this time.  

electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Dell Computers
(A Top Pick Oct 18/22, Up 21.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with DELL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $33) to $39 at this time.  

electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Dell Computers
(A Top Pick Oct 18/22, Up 8.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DELL is progressing well. To remain disciplined, we recommend trailing up the stop to $33.
electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Dell Computers
Stockchase Research Editor: Michael O’Reilly Yes, computer system sales are down from previous year across the industry, but that was following sizeable pandemic led demand growth as remote working accelerated. DELL trades at only 5x book and has been prudently using some cash reserves to retire debt and buy back shares. It’s dividend is backed by a payout ratio under 25% of cash flow. We recommend placing a stop-loss at $27, looking to achieve $55 — upside potential over 59%. Yield 3.8% (Analysts’ price target is $55.21)
electrical / electronic
BUY
Dell Computers
He's confident that PCs will continue to sell post-Covid, though sales will indeed slow down. Since Jan. 2019, shares have jumped 150% while the S&P was up 65%. Covid fuelled PC sales. 2021 fiscal saw record sales and could beat that this year. Since reopening last year, companies have been ramping up servers and storage, which Dell offers through its infrastructure division. Meanwhile, Dell spun off its VMware subsidiary that fetched $9 billion and sold their cloud business to private firms for $4 billion. All this has helped pay down a lot of debt, which was huge and deterred many investors. Love-November Fiscal 2021 saw record revenues at 21% growth and earnings growth at 17%. Client solutions and PCs were up 35% YOY. Managers offered super guidance. Their PC sales will be durable.
electrical / electronic
BUY
Dell Computers
The CEO talks about prospects on Tuesday, now that it's spun off VMware. He'd buy before and after that meeting. The CEO has made you money for decades.
electrical / electronic
BUY
Dell Computers
After Dell just spun-off VMware. If you already own this, buy more. It's one of the great stories of this era. The CEO doesn't get enough credit.
electrical / electronic
BUY ON WEAKNESS
Dell Computers
It has an analyst meeting Thursday. He expects to hear them plans with VMware, a reason why the stock has been soft lately. But he believes in the CEO.
electrical / electronic
BUY
Dell Computers

Buy VMware? Dell owns VMware, so you may as well buy Dell, because the CEO is a genius.

electrical / electronic
WAIT
Dell Computers
It reports next Thursday. It's been rangebound. However, if it breaks out of this current channel it will rise higher--and has a lot of room to run. That said, wait till that earnings report first.
electrical / electronic
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Dell Computers(DELL-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 5

Stockchase rating for Dell Computers is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Dell Computers(DELL-N) Frequently Asked Questions

What is Dell Computers stock symbol?

Dell Computers is a American stock, trading under the symbol DELL-N on the New York Stock Exchange (DELL). It is usually referred to as NYSE:DELL or DELL-N

Is Dell Computers a buy or a sell?

In the last year, 5 stock analysts published opinions about DELL-N. 4 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

5 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 2024-03-28, Dell Computers (DELL-N) stock closed at a price of $114.11.