Dell Technologies Inc. Class C Common Stock (DELL) Stock Analysis — Latest Investor Quotes & Trade Calls

Dell After-Hours Activity Amid TikTok Investment Rumors

+14.39%current return

"Dell Technologies, that's ticker D-E-L-L. We saw a little bit of activity here in the after hours trade, pointing a little bit higher."

Dell shares edged higher by about 0.2% in after-hours trading, influenced by evolving news about TikTok and statements linking major investors like Dell to its future. The modest uptick invites investors to keep an eye on further developments.

Avoid Adding Dell (DELL) at Current Price Levels

-27.09%current return

"My model shows that at a moderate growth rate of 8% and with a multiple between 12 to 13, Dell would have a fair value of around $120. Given that Dell is currently trading in the high $120s, I’m not recommending adding it to the intrinsic value portfolio."

Based on detailed revenue growth and margin assessments, the hosts conclude that Dell (DELL) is trading near its fair value. With a fair value target of about $120 and current prices in the high $120s, coupled with concerns over slim margins in the hardware and AI server segments, the actionable recommendation is to avoid initiating a new position in Dell.