DELL is not a POS like SMCI why the hell are you treating it like it is?Community discussions
DELL is not a POS like SMCI why the hell are you treating it like it is?
DELL Why does this stock barely get any attention in here?
DELL more callsDELL glad I bought those calls yesterday yaaayDELL The only bright spot on my day was buying back in to this, below where it started this morning when all the geniuses sold off after the ORCL news
DELL ⚡ Catalysts & News-Driven AnalysisRecent corporate developments and market news present a mixed picture for Dell's stock.
✅ Strong Positive Catalyst: Dell is a major beneficiary of the surge in AI infrastructure demand. Its Infrastructure Solutions Group (ISG) hit a record $16.8 billion in revenue in Q2 FY2026, up 44% year-over-year. The company also raised its full-year AI server shipment forecast from $15 billion to $20 billion, signaling tremendous sustained demand .
❌ Negative Headwinds: Despite strong AI performance, Dell's stock has faced pressure in 2025. Its full-year revenue forecast of $101-$105 billion fell short of some Wall Street expectations. The company also faces headwinds in its core PC market due to macroeconomic conditions and slowing consumer electronics demand . The broader data center sector has also been volatile .
📈 Market & Trader Sentiment
The mood among different types of investors and analysts is cautiously optimistic.
👔 Wall Street Analysts: The consensus analyst rating is "Moderate Buy". The average 12-month price target is approximately $151.86, suggesting an upside of about 7% from the last close . Recent actions include Bernstein initiating coverage with an "Outperform" rating and a $175 price target .
🤖 Institutional Activity: The put/call ratio for DELL is 1.17, which typically indicates a bearish outlook among options traders .
📉 Broader Market Context: The overall market "Fear & Greed Index" is at 39 (Fear) . Data center stocks, including Dell, have been among the losers in a recent 2025 market sell-off, influenced by factors like canceled data center contracts and tariff fears .
🏆 Overall Score: Cautiously Bullish
Based on a synthesis of the available data, the overall outlook for Dell Technologies (DELL) leans Bullish for the long-term trend, but with significant short-term caution.
Reasons for the Bullish Leaning:
Powerful AI Catalyst: The exceptional, quantifiable demand for AI servers is a powerful and concrete growth driver .
Attractive Valuation: The stock appears fundamentally undervalued, providing a potential margin of safety .
Analyst Confidence: The majority of Wall Street analysts maintain "Buy" or equivalent ratings with positive price targets .
Reasons for the Caution:
Near-Term Headwinds: Disappointing forward revenue guidance and PC market weakness have created negative pressure .
Bearish Options Sentiment: The high put/call ratio shows that many traders are betting against the stock in the short term .
Sector Volatility: The stock is susceptible to broader sell-offs in the tech and data center sector .
DELL Bullish for today🐃what do you think?
DELL buying Calls tomorrow if there’s a little bit of a pullback. 🚀DELL don’t u dare start selling off frDELL cmon babyyy 🚀