DELL Dell Technologies Inc. Loading... : Bullish and Bearish Analyst Opinions
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14:40
Jul 15
Jul 15
Dell Technologies extends its decline to 13 percent, marking its largest single-day drop since April 2025.
14:39
Jul 15
Jul 15
Dell shares extend their decline to 13 percent, marking the largest single-day drop since April 2025.
14:30
Jul 15
Jul 15
SanDisk extends drop to session low of 11 percent while Dell shares quickly sink to fresh session low down 8.5 percent.
00:01
Jul 15
Jul 15
Dell and HPE better than Super Micro
Dell trades at 25x earnings with estimates too low and is taking business from IBM; both Dell and HPE are preferred over Super Micro due to suboptimal SMCI management.
MED
22:16
Jul 14
Jul 14
Enterprise spending shifts to cyber and AI hardware
IBM's revenue miss and pre-announcement reveal that enterprise IT spending is rotating away from traditional SaaS toward AI infrastructure (servers, memory, GPUs) and cybersecurity. IBM's customers are prioritizing workload security and AI hardware, benefiting cyber stocks and hardware vendors like CrowdStrike, Palo Alto Networks, and Dell, which hit new highs on the news.
HIGH
22:06
Jul 12
Jul 12
Dell resilient on server CPU demand.
Dell and other companies in the server CPU ecosystem have not broken down after their initial surge; they are holding near all-time highs, reflecting sustained demand for server infrastructure. This resilience shows that the CPU-related buildout is still intact and supportive for stocks like Dell.
MED
17:24
Jul 11
Jul 11
Avoid DELL: post argues Dell is not a good buy because rising DRAM costs pressure laptop and desktop margins, customer demand is weakening, and the prior stock pop was driven by one-time AI server revenue. Bearish view, but no explicit short, puts, or borrowed-stock position is stated.
MED
23:54
Jul 09
Jul 09
The author reflects on 2026's stock-picking market, listing past winners and losers in AI infrastructure without stating current positions or forward calls.
19:30
Jul 08
Jul 08
Author discloses core long positions held since specific entry prices and frames a new position as worth a look, signaling conviction in a tight book.
LOW
17:41
Jul 08
Jul 08
Trump endorsement boosts Dell stock
Every time Trump endorses Dell, the stock rips, creating a repeatable short-term momentum trade based on the presidential mention.
LOW
00:49
Jul 08
Jul 08
Watch as DELL benefits from on-prem AI factory builds but faces margin dilution from rising memory costs and pricing normalization.
MED
20:00
Jul 07
Jul 07
A +5 comment states “Waiting for Dell to pop off.” No other bearish or negative comments on the stock appear. Dell is relatively insulated from the chip-mania and memory sell-off, offering a potential safe-haven or rotation play if tech rotates away from pure semiconductor names. Go long DELL anticipating a breakout or bounce, possibly tied to enterprise demand or earnings catalyst not discussed. No supporting data; chip sector contagion could drag Dell down. Single voice with no consensus.
MED
19:23
Jul 07
Jul 07
Trump endorsed buying Dell, chart looks good.
Dell is one of the most direct 'Trump stocks' after the former president publicly said 'go out and buy a Dell computer'. The stock is consolidating and the chart looks pretty good over the past month. Fading Trump's stock endorsements has been hard, making a long bias attractive.
LOW
18:26
Jul 07
Jul 07
The tweet notes PENG is falling while DELL and HPE are rising, implying a market divergence but without stating a personal position or forward call.
LOW
17:08
Jul 07
Jul 07
Speaker notes AI Factory stocks (PENG, DELL, HPE) are outperforming today, no directional commitment.
LOW
00:20
Jul 07
Jul 07
Buy Micron and Dell on government support.
The Trump administration is actively supporting specific companies like Micron and Dell. These stocks are good buy-on-dip candidates as they will likely continue to benefit from government backing.
HIGH
19:40
Jul 06
Jul 06
Author argues Rosenblatt's $75 PT and 22.6x multiple on PENG are too low, predicting EPS estimate hikes will force multiple expansion toward 30x, using DELL's 25x forward earnings as a benchmark.
LOW
16:48
Jul 06
Jul 06
Trump endorsement boosts Dell shares
President Trump explicitly urged people to buy Dell computers during a White House bell-ringing event, signaling confidence in the company and potentially boosting sales.
LOW
15:37
Jul 06
Jul 06
Former President Trump publicly urged people to go out and buy a Dell computer during a recent appearance.
14:44
Jul 06
Jul 06
Dell stock surges over 8 percent adding 22 billion dollars in market cap after President Trump urges people to buy a Dell.
14:42
Jul 06
Jul 06
Dell stock surges over 8 percent adding 22 billion dollars in market cap after President Trump urges people to buy the stock.
14:38
Jul 06
Jul 06
Dell Technologies shares rise 8.3% after President Trump publicly encourages consumers to buy a Dell computer.
14:37
Jul 06
Jul 06
Dell Technologies shares rose 8.3% after President Donald Trump publicly encouraged buying Dell computers.
13:41
Jul 06
Jul 06
Dell stock surges after President Trump says Michael Dell's donation will be "repaid" and urges people to buy the stock.
13:37
Jul 06
Jul 06
Trump urges investors to buy Dell stock, causing the shares to jump after the statement.
13:37
Jul 06
Jul 06
Trump urges investors to buy Dell, says Dell donation will be repaid, and thanks Micron for support.
13:36
Jul 06
Jul 06
Former President Trump publicly urges people to go out and buy a Dell product.
13:36
Jul 06
Jul 06
Trump praises Dell for Trump Account donations and encourages people to go out and buy a Dell computer.
13:36
Jul 06
Jul 06
Former President Donald Trump praises Dell Technologies in a public statement reported by the news wire.
13:36
Jul 06
Jul 06
Former President Trump publicly urged consumers to purchase Dell products in a recent statement.
About DELL Analyst Coverage
Buzzberg tracks DELL (Dell Technologies Inc.) across 68 sources. 93 bullish vs 3 bearish calls from 98 analysts. Sentiment: predominantly bullish (30%). 296 total trade ideas tracked. Past 7 days: 2 bullish, 3 watch. Latest voices: FirstSquawk, zerohedge, Jim Cramer.