Jim Cramer Says Dell Faces Pricing Pressure From Storage Suppliers

1 day ago 1

Syeda Seirut Javed

Thu, January 22, 2026 astatine 8:10 AM CST 2 min read

Dell Technologies Inc. (NYSE:DELL) is 1 of the stocks Jim Cramer talked about, on with marketplace froth. Noting that the banal is down much than 30% since its precocious astir 3 months ago, a nine subordinate sought Cramer’s thoughts connected the stock. He stated:

Okay, I similar Dell precise much. Here’s the problem. They are a large purchaser of storage. They’re a purchaser of Micron. They’re a purchaser of these disk drives. They’re purchaser of each the companies that are successful choky supply, and those companies support raising prices to Dell, which means Dell has to devour it, and their margins are going to get hurt. So you person to hold till it reports, oregon you person to hold until we yet spot immoderate benignant of highest successful these antithetic lower-end retention companies, oregon similar a Micron.

Photo by Its maine Pravin connected Unsplash

Dell Technologies Inc. (NYSE:DELL) provides retention systems, servers, networking gear, and consulting services, arsenic good arsenic laptops, desktops, workstations, and accessories. During the occurrence aired connected December 19, 2025, a caller highlighted that the banal had been declining since they started a presumption successful it and asked for Cramer’s advice. The Mad Money big replied:

Alright, you’re close to interest due to the fact that a batch of radical are acrophobic that the, that their parts themselves person gone up a lot, and their earthy costs are going down. I deliberation Dell tin autumn from here. I deliberation it tin fall, but not beneath much, possibly 115, 110. And you should bargain it due to the fact that Michael Dell volition beryllium successful determination buying with you, and helium is simply a precise astute fella, and he’s not going to fto those constituent costs fuss the bottommost enactment excessively much. The banal is inactive up for the year.

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