Should I Buy Dell Technologies (DELL)? Finance YouTuber Analysis

The YouTuber advises keeping Dell (DELL) in rotation, highlighting its evolution beyond just a computer company. He emphasizes its current relevance in data centers and storage, indicating a strategic pivot into next-level areas.

“Keep Dell in rotation. Ticker symbol D E L. They are more than just a computer company in 2026. Okay? Don't think about the Dell that that your computer came on with back in the day. I don't want you thinking like that. I want you to thinking data centers. I want you to thinking storage.”

The YouTuber suggests Dell as a 'sleeper' stock that is well-positioned to run once oil prices stabilize and the market recovers. He advises positioning for this future growth.

“Dell again is in position to continue to run once the oil is done at alltime highs or around its peak.”

The speaker expresses surprise at Dell's strong performance, with 88% revenue growth and 214% earnings growth driven by AI servers, exceeding expectations. However, he notes that the stock has already multiplied and questions how long this growth can be sustained, suggesting it's a stock that most private investors don't own and is now very expensive.

“Ey, wer hat schon Dell im Depot? Sorry, ne? nichts gegen Dell, aber das haben halt die gro die der Großteil der Privatanleger hat kein Dell im Depot, die haben immer noch eher reinmetall im Depot, die auch nicht mehr gut läuft und die Musik spielt bei irgendwelchen Aktien, die wir alle nicht haben.”

The YouTuber categorizes Dell as a 'high velocity tactical momentum rental' due to its low-moat, outsourced assembly model and high debt-to-equity ratio (980%). While acknowledging strong recent performance driven by AI server demand, he argues that the cyclical nature of hardware, thin margins, and potential component shortages or tariffs make it unsuitable for long-term investment, posing significant risks if the AI hardware cycle cools.

“Because of the total lack of a long-term mode and that heavy financing debt, Dell fails to meet the criteria for a core compounding holding inside my system.”

The YouTuber suggests that for 'normal buy and sell investors,' patience is key. He advises against chasing the current vertical spike and recommends waiting for a pullback or consolidation before deploying long-term capital. He notes a one-year bull target of $501 if the company continues its current execution, driven by strong AI server backlog and enterprise guidance.

“For normal buy and sell investors, the right move is patience, which means refusing to chase this vertical post-arning spike and keeping your capital parked. We want to see a pullback or consolidation before risking long-term capital.”

The YouTuber recommends buying Dell, citing its PEG ratio of 0.61, which he considers a 'bargain bin price' indicating it's trading below its growth rate. He emphasizes that these are high-quality companies with real revenue and earnings, not speculative stocks.

“AMD and Qualcomm are both sitting at a peg of 0.57. Dell's at 0.61, Micron at 0.64, and Broadcom at 0.75. And the best part is these are not speculative penny stocks.”

The YouTuber identifies Dell as an 'unexpected gem' due to its strong growth in AI-optimized servers, despite being down year-to-date. It boasts an excellent PEG ratio of 0.91 and its current stock price is 20% below its 200-day simple moving average, suggesting significant undervaluation. Analysts forecast a 48% upside.

“And get this, their PEG ratio is one of the best today at a 0.91. And they have a 200 day SMA or simple moving average of $120. That means that the stock price today is already 20% below that 200 day moving average.”

The YouTuber advises avoiding Dell, despite its data center server business, because it will continue to struggle with laptop sales. This is due to increased input costs from AI data center memory demand, which will likely lead to lower sales growth and reduced profitability for consumer electronics companies.

“So, here I would avoid any pure play consumer electronics companies until prices come down.”

Dell Technologies is considered a good buy due to a rebound in PC sales and growth in the server market. While its traditional x86 servers are not high-performance AI servers, the company is making progress with new lines like PowerEdge. It benefits from the AI supply chain buildout.

“Now, I think it's still a good buy at this price on that rebound in PC sales and the server market growth, but I'd rather own HPE and Super Micro on this AI theme.”

The analyst suggests buying Dell due to a potential rebound in PC sales, as indicated by Microsoft's recent strong performance in its Windows and Devices segment. Dell's current valuation at 0.98 times price-to-sales is considered cheap, especially if it surprises on its upcoming earnings report with stronger PC sales, which could drive the stock back to last year's high over $150 a share.

“That would make the stock cheap at a current 0.98 times price-to-sales ratio and take it back to last year's high over $150 a share.”

The analyst believes Dell is undervalued, trading at 0.98 times price-to-sales, especially given a potential rebound in PC sales as indicated by Microsoft's recent earnings. This could lead to a surprise in Dell's upcoming earnings report, pushing the stock back to last year's high of over $150 per share.

“Dell is expected to post 16 % revenue growth for the quarter and 9 % for the full year, but could surprise on this outlook if PC sales are rebounding. That would make this stock cheap at a current .98 times price -to -sales ratio and take it back to last year's high, over $150 a share.”

The YouTuber suggests Dell Technologies is a steal due to its exposure to the AI server market, benefiting from Nvidia's strong GPU sales. While its PC business is in a cyclical downturn, leading to only 8% growth this year, the data center business is growing. Its low price-to-sales ratio of 0.86x makes it very attractive, especially when PC demand recovers.

“And this stock is going to look like a steal at just 086 times price to sales ratio.”

The YouTuber likes Dell as a less risky alternative to SMCI in the server space. Despite struggles in other segments and laptop demand, its valuation is attractive at 8 times price-to-sales, and it's a player in several data center themes.

“Less risky though but not the pure play in that server space are Dell Technologies ticker D... while valuation for Dell is the lowest at just 88 times on a price to sales ratio company is still struggling under other segments especially with a Slowdown in laptop demand.”

The YouTuber is buying Dell Technologies for its potential in the data center theme. Dell is a competitor in server and data center hardware solutions, and could benefit from any issues faced by Super Micro Computer (SMCI), though its upside might be more muted due to not being a pure-play data center company.

“I am buying shares of Dell though for its potential in that data center theme but the fact that it's not that pure play in data centers that you get with smci means upside is going to be more muted”

The YouTuber is adding shares of Dell Technologies due to its upside in the data center hardware boom. While not a pure play like SMCI, Dell is a major producer in the space and is expected to benefit from increased revenue as long as SMCI's accounting issues persist.

“In that AI theme I'm also adding shares of Dell Technologies ticker Dell on its upside to the data center Hardware boom.”