Hewlett Packard Enterprise

The technology sector led the stock market's gains this week, with three tech names making new highs.

Morgan Stanley raised the odds on a scenario that would send Dell far beyond its current price, yet the firm kept its rating neutral and its base case unchanged. That contradiction is exactly what buyers are betting on today.

NTAP's record Q1 revenue and surging AI and flash demand drive a sharp boost to its fiscal 2027 outlook.

In September 2026, D&H Distributing announced it had extended its U.S. distribution partnership with Hewlett Packard Enterprise, adding the full HPE Networking portfolio including HPE Juniper Networking routers and switches, while QuEra Computing revealed a collaboration with HPE to integrate neutral-atom, fault-tolerant quantum systems with HPE Cray supercomputers for on-premise hybrid quantum-classical workloads. Together, these agreements deepen HPE’s reach into the channel and...

Equity Insider News Commentary - Some of the most sensitive data intercepted today may not be read for years. The threat, known in security circles as 'harvest now, decrypt later', is that encrypted financial, government and health records captured now can simply be stored until a sufficiently capable quantum computer is able to break the public-key encryption protecting them. No quantum computer can do that today, but the prospect has already turned encryption upgrades into present-day work. Th

This company remade itself into a genuine AI infrastructure and networking powerhouse.

HPE's AI infrastructure transformation drives record growth, while Tecnoglass faces tariff, aluminum and currency pressures.

Hewlett Packard Enterprise Company (NYSE:HPE) and Super Micro Computer, Inc. (NASDAQ:SMCI) are both selling the hardware behind AI inference and training, but their valuations imply different levels of risk. HPE trades near 14 times forward earnings, while Supermicro trades below 10 times. The lower multiple is not automatically the bargain. Oracle’s decision to put HPE […]

Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom. Dell trades near 20 times forward earnings, while HPE is closer to 14 times. That roughly six-turn gap is large enough to change the portfolio decision. We recently examined why Dell and HPE posted record AI demand […]

Everpure (P) grew revenue 38% from a year earlier in fiscal Q2 2027, and management expects that pace to last for some time. The stock costs 144.1 times its past year of earnings, against 22.4 for the S&P 500. Two things must hold. Customers must keep paying far higher prices, and Everpure must keep getting parts at costs it can absorb. Is the cost of Everpure's parts already climbing.

Everpure (P) stock soared 11% on Thursday, finishing as the S&P 500's top gainer after the data-storage specialist unveiled a much stronger long-term growth outlook.

Dell Technologies' record AI orders, $95B backlog and higher server revenue outlook highlight stronger demand visibility than Hewlett Packard Enterprise.

Hewlett Packard Enterprise (NYSE:HPE) said it will integrate QuEra Computing's fault-tolerant quantum systems with its Cray supercomputers for on premises HPC environments. The collaboration targets national labs, enterprises and high performance computing centers that want quantum and classical workloads on a single infrastructure. QuEra's quantum technology is being positioned for scientific and energy research tasks that run alongside traditional Cray supercomputing jobs inside existing...

Tech stocks broke out this week as the QQQ neared record highs. Microsoft, Atlassian, and Hewlett Packard Enterprise show supportive fundamentals and technical setups that could extend gains if the sector's momentum holds.

HPE vs. AMD: Which Stock Is the Better Value Option?

Gabelli Investment Management Firm recently released its “Global Rising Income and Dividend Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 5.78% in the second quarter of 2026, trailing the MSCI World Index, which gained 13.90% as global markets rallied broadly during the period. The letter highlighted […]

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Find highly ranked--Zacks Rank #1 (Strong Buy) or #2 (Buy)--value stocks to buy now and hold with the stock market at new highs.

Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer today has to judge. Behind the growth is demand for its servers that has outrun its own supply.

Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.

One AI server stock is outrunning its closest peers by a margin that a rising technology market alone cannot explain, and the gap raises a question about whether concentrated positioning or genuine demand is driving the move.

DELL, SMCI and HPE are seeing surging AI-server demand, record backlogs and stronger guidance as data centers expand AI infrastructure.

The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success.

Hewlett Packard Enterprise (HPE) has drawn fresh attention after outperforming its Computer and Technology sector peers this year, as analysts raised earnings estimates and assigned the stock a top Zacks Rank rating. Recent trading has cooled slightly, with the share price down over the past week, although Hewlett Packard Enterprise still carries a 30-day share price return of 14.36% and a 90-day gain of 28.16% at a latest share price of $60.76. That short term momentum sits on top of a...

Hewlett Packard Enterprise has turned into a headline stock after a rapid multi‑year run, which naturally puts the focus on whether the current share price lines up with the cash it can generate over time. With fresh enthusiasm around its role in enterprise infrastructure and AI spending, the question now is whether those expectations are fully backed by the company’s underlying cash flows. Over the past 5 years, Hewlett Packard Enterprise has returned about 418.9%, which makes the gap...

Dell Technologies Inc. (NYSE:DELL)’s shares closed 1.7% higher on September 15th, the day Cramer made these remarks. The day was important for AI stocks as investors were still digesting comments made by Anthropic’s Dario Amodei. Cramer weighed in on the movement and used the stock as an example to point out that sentiment about AI […]

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.

Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.

Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.

Hewlett Packard Enterprise (NYSE:HPE) expanded its global AI infrastructure partnership with Oracle, involving HPE Juniper Networking in Oracle AI data centers. The firm also agreed to a large-scale digital modernization project with Tottenham Hotspur Football Club, focused on stadium hybrid cloud and AI infrastructure. Both collaborations highlight new client deployments for HPE across AI data centers and digitally enabled sports venues. The Oracle data center expansion and Spurs stadium...

Hewlett Packard Enterprise has rallied other technology stocks, and analysts remain moderately bullish about the stock’s outlook.

Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.

Hewlett Packard is well positioned as AI infrastructure demand accelerates, potentially creating another leg of growth ahead.

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

Chip and computer hardware stocks tied to the artificial intelligence buildout attempted a comeback Tuesday after Monday's harsh sell-off.

Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.

Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.

The three are found in the IBD Stock Screener, specifically the list of Stocks That Funds Are Buying.

The global edge computing market is projected to grow from USD 111.34 billion in 2026 to USD 317.39 billion by 2031, at a 23.3% CAGR. Growth is driven by IoT adoption, demand for low-latency applications, 5G expansion, regulatory requirements, and AI and machine learning integration. Real-time analytics will be the fastest-growing application, while regional/cloud edge will hold the largest deployment share. North America will lead the market, with Asia Pacific growing fastest. Key vendors inclu

After in-line August CPI data, Dell, HPE, Qualcomm, Apple and the iShares Ethereum Trust rallied Friday, with the Fed's Sept. 16 rate decision set to test whether these breakouts hold.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell 8.6% in the afternoon session after Evercore ISI analyst Amit Daryanani downgraded the company from Outperform to In Line. According to StreetInsider, the move shifts the firm's outlook from a bullish stance to a neutral position. An In Line rating generally indicates that the analyst expects the stock to perform in line with the broader market or industry peers, rather than outperforming them. Analyst downgrades

Evercore ISI lowered its rating on HPE stock to ‘In-Line’ from ‘Outperform.’

The tech hardware company, which targets corporate clients, was hit with an analyst downgrade.

Walmart's omnichannel strength, UnitedHealth's raised 2026 EPS outlook and Wells Fargo's asset-cap removal highlight today's reports.

The division's 15% operating margin includes traditional servers, networking and storage--not just AI systems.

Super Micro Computer's DCBBS integrates AI servers, networking, power, cooling and software to streamline data center deployment and expand its market reach.

The Dow Jones index falls on the stock market today as President Trump hits out at AI slowdown calls. Treasury Secretary Bessent makes an Iran move.

A Wall Street downgrade landed on Hewlett Packard Enterprise after a 137% year-to-date run, and it took Dell and Super Micro down with it. Now the question is whether AI hardware demand can hold the group together or whether the pacing debate just changed the math.

Investing.com -- Evercore ISI cut its rating for Hewlett Packard Enterprise to In Line from Outperform on Monday following a sharp rally in the shares, keeping its $65 price target on the stock.

Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.

Hewlett Packard Enterprise (NYSE:HPE) grew its share price by 19.4 percent week-on-week amid the growth opportunities from continued investment outpour in the artificial intelligence sector, which pushed investors to increase their exposure to its stock. Investor optimism was supported by Oracle Corp.’s indication in an earnings call last week that it will continue to pour […]

Hewlett Packard Enterprise (NYSE:HPE) CFO Marie Myers said the company’s recent quarterly results and revised fiscal 2027 framework reflect demand that continues to exceed available supply across networking, cloud and AI infrastructure. Speaking at Citi’s technology conference, Myers said HPE repor

Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027. Speaking at the Goldman S

Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms, with the others being Super Micro and Dell, that can provide hardware to build out AI servers. After the firm reported its earnings on September 2nd, the shares […]

The next AI trade may extend well beyond GPUs.

Dell stock hit a record high above $567, while HPE shares hit multi-month highs.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Hewlett Packard Enterprise's record $7.6 billion AI backlog and rising networking orders point to strong demand as AI infrastructure spending accelerates.

Stocks surged Friday after an important Consumer Price Index reading matched expectations and oil prices fell. Still, the major U.S. equities indexes closed lower for the holiday-shortened week.

Dell, HPE, and Sandisk show substantial momentum amid the AI infrastructure buildout.

HPE and Dell are giving back gains Thursday with no new catalyst in sight, while Super Micro is bucking the retreat entirely. The divergence raises a question about whether this is profit taking or something more worth watching.

Hewlett Packard Enterprise's 26% three-month gain masks a discounted valuation as AI, cloud and networking demand fuel growth and stronger profitability.

HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) has appointed Mark Volk as senior vice president, revenue at its subsidiary BUZZ High Performance Computing, as the company said combined revenue from hashrate services and GPU cloud services has surpassed $1 million per...

AI infrastructure demand drives record quarterly results and expanded guidance.

SanDisk (SNDK) shares changed hands at $70.50 a year ago. They now sit at $1,737.99. Flash prices rose over that stretch, and the whole memory group rose with them, so part of this is the cycle. The rest is what SanDisk did while it held the leverage, and that part comes with a bill.

Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle’s global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE’s routing and switching platforms to support OCI’s expanding gigawatt-scale GPU […]

Wall Street believes that the enterprise infrastructure market is expected to see a robust investment cycle. This comes amidst AI workloads, inference applications, and networking upgrades fueling demand for servers and data-center infrastructure. As a result, Hewlett Packard Enterprise Company (NYSE:HPE) continues to benefit from increased demand throughout its Cloud & AI and Networking businesses. AI […]

Hewlett Packard Enterprise Company (NYSE:HPE) reported fiscal third-quarter revenue of $12.2 billion, up 34% year over year. Cash flow from operations reached $1.641 billion, while company-defined non-GAAP free cash flow increased to $958 million from $790 million. Hewlett Packard Enterprise Company (NYSE:HPE) defines free cash flow as operating cash flow less investments in property, plant, […]

Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have become two of the most important names in enterprise infrastructure.

Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.

SanDisk (SNDK) finished fiscal 2026 with $20.2 billion in revenue, and its stock has returned roughly 2,700% over the past twelve months, while the shares still sit about 25% below their 52-week high. Anyone buying now is asking one question. What powers the next leg, when the company has already said it can only make so many more bits.

This is a cyclical-peak chapter for Seagate Technology. The company sells mass-capacity hard drives, with cloud providers' data centers now representing the vast majority of its shipments.

Dell Technologies (DELL) trades at $524.14, right at its 52-week high, after a 321.7% run over the past year. The easy read is that you are late to an AI server trade, and that the $95 billion AI backlog is the number deciding what happens next. The analysts who cover the company full-time barely used their questions on the backlog: two of the nine touched on it.

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]

AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.

HPE issued Oracle warrants tied to a $70 billion infrastructure deal as its networking revenue jumped 75%, even as supply chain concerns pressured shares after earnings.

NetApp's 14.8% three-month gain rides record all-flash growth, rising AI deal sizes and a higher fiscal 2027 outlook, even as margin risks build.

NetApp enters fiscal 2027 with stronger AI, flash and cloud demand, but premium valuation and margin pressure leave less room for execution missteps.

NetApp's fiscal Q1 beat and raised 2027 outlook spotlight AI storage demand, record flash and cloud sales, and the margin test ahead.

Dell and HPE both delivered record results and raised guidance, but only one showed it can turn AI-driven growth into expanding margins.

Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now.

Explore Hewlett Packard Enterprise's (HPE) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. The potential footprint includes PTX and MX routing plus QFX and EX switching, along with support and financing. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), […]

Dell reported on September 1 and jumped nearly 10% in extended trading; HPE reported a day later, finished September 3 up 5%, then gave back 4.5% on September 4. Both described record AI demand, but the market treated backlog quality, margins, and execution differently. Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) are […]

Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points to a setup where the upside and downside cases tell very different stories.

Hewlett Packard Enterprise stock has delivered a very strong 5 year run, yet the latest valuation work points to the shares still trading at a discount to an intrinsic value estimate based on a Discounted Cash Flow model and to earnings and cash flow multiples that lean cheap. Over 5 years, Hewlett Packard Enterprise has returned 315.1%, which puts the recent pullback into context as a move within a much longer period of strong gains. Strong demand for AI servers and related infrastructure...

Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.

Oracle’s AI infrastructure push and surging cloud backlog are fueling optimism, but investors will look for proof that spending is translating into durable revenue growth and cash flow.

The AI trade remains alive and well, with Hewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies (DELL) all recently posting strong quarterly results.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell 6% in the morning session after the company reported its quarterly results and an updated full-year outlook that failed to satisfy lofty market expectations. According to a company press release, Hewlett Packard Enterprise generated revenue of $12.21 billion, up 33.7% year on year, and non-GAAP earnings of $1.11 per share. The release also said management raised its full-year adjusted EPS guidance to $3.80 at the

Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server trade still has runway or whether the easy money is already gone.

Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 33.7% year on year to $12.21 billion. On top of that, next quarter’s revenue guidance ($14.35 billion at the midpoint) was surprisingly good and 10.2% above what analysts were expecting. Its non-GAAP profit of $1.11 per share was 18.4% above analysts’ consensus estimates.

HPE stock was falling on Thursday despite signs of continued demand strength as Wall Street weighed whether they think the company can overcome margin pressures and supply headwinds. HPE reported better-than-expected fiscal third-quarter financial results after the stock market closed on Wednesday. The information technology company also raised its guidance for the full year, and CEO Antonio Neri told Barron’s that demand is incredibly strong as customers continue to build out the infrastruc

Hewlett Packard Enterprise Co (NYSE:HPE, XETRA:2HP) beat analyst expectations for its fiscal third quarter and raised its full-year guidance, citing broad-based demand and record orders and backlog as the company positions itself for a surge in agentic AI spending. Management raised its FY26...

Hewlett Packard Enterprise lifts fiscal 2026 and 2027 targets as enterprise AI demand broadens and networking orders surge beyond available supply.

HPE stock fell amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

Dell just posted numbers that have analysts scrambling to reset their models, and a single metric buried in the earnings release explains why the stock could still have room to run despite already tripling this year.

HPE Stock Slides as AI Orders Soar and Supply Bottlenecks Persist

Orders grew 42% against revenue growth of 34%, reaching a record backlog level

The company posted record quarterly revenue of $12.2 billion but stock slipped after results fell short of some investor expectations

Concerns about data-center financing and Google’s deal with rival chip maker Marvell overshadow Broadcom’s solid results.

AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.

Retail sentiment on Stocktwits remained ‘bearish’ on SPY and moderated to ‘neutral’ on QQQ.

Hewlett Packard Enterprise Co (HPE) delivered record Q3 results with revenue up 34% and raised its fiscal 2027 outlook, driven by accelerating AI infrastructure demand.

HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, which was a major jump from the earnings of 44 cents per share in the prior year period and ahead of analyst estimates of 93 cents per share, according to FactSet. “We are turning what I call exceptional demand into durable, profitable growth for a company and shareholders,” CEO Antonio Neri told Barron’s on Wednesday. HPE also raised its revenue outlook for the year.

Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.

Hewlett Packard Enterprise (HPE) is back in focus after the company expanded its partnership with Tottenham Hotspur Football Club to become the club's Official Hybrid Cloud and IT Enterprise Networking Partner. Hewlett Packard Enterprise shares have pulled back over the past week, with a 7 day share price return of 4.81% and a 1 day move of 2.62% lower. The stock still shows strong momentum with a year to date share price return of 110.47% and a 1 year total shareholder return of 128.95%, as...

Hewlett Packard Enterprise (HPE) delivered earnings and revenue surprises of +16.84% and +0.99%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Although the revenue and EPS for Hewlett Packard Enterprise (HPE) give a sense of how its business performed in the quarter ended July 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.

Asking for a Trend host Josh Lipton breaks down why Hewlett Packard Enterprise (HPE), Snowflake (SNOW), and Five Below (FIVE) stocks are on the move after hours.

On Sept. 2, 2026, the infrastructure giant posted stronger-than-expected results backed by a $95 billion AI backlog, keeping investors focused on order conversion.

HOUSTON, September 02, 2026--HPE (NYSE: HPE) today announced financial results for the third quarter ended July 31, 2026.

Hewlett Packard Enterprise (NYSE:HPE) expanded its partnership with Tottenham Hotspur Football Club to modernize the club's stadium with new digital infrastructure. The agreement focuses on AI-native networking, hybrid cloud, and infrastructure solutions to support operations at one of the world's most technologically advanced stadiums. The project is structured around HPE's as-a-service model and targets efficiency, sustainability, and automation in a mission-critical venue...

Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 33.7% year on year to $12.21 billion. On top of that, next quarter’s revenue guidance ($14.35 billion at the midpoint) was surprisingly good and 10.2% above what analysts were expecting. Its non-GAAP profit of $1.11 per share was 18.4% above analysts’ consensus estimates.

Dell just posted the largest AI order quarter in enterprise hardware history, yet shareholders sent the stock lower. The reason buried in the earnings report explains everything about whether this AI boom actually pays.

Hewlett Packard Enterprise Co. (NYSE:HPE) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it clears Wall Street’s earnings bar. The bigger question may be what CEO Antonio Neri says about HPE’s AI...

HPE vs. AMD: Which Stock Is the Better Value Option?

Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.

Stocks were little changed as Treasury yields stayed elevated.

Hewlett Packard Enterprise (NYSE:HPE) shares rose 4. 7% to $53.

Today's heavy volume in out-of-the-money (OTM) options in Hewlett Packard Enterprise Co. (HPE) shows investors are bullish ahead of its Q3 earnings release tomorrow. Moreover, analysts have higher price targets.

Dell has the bigger AI growth story, but HPE's higher-margin networking business could make its growth more valuable to investors.

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) will be reporting earnings this Wednesday after market close. Here’s what to expect.

Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.

HPE and Snowflake report earnings the same night, forcing a direct choice between two very different bets on enterprise tech. For retirement-focused investors, the gap between these two stocks runs much deeper than dividends versus growth.

The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.

IOT's Q2 results can show how enterprise adoption, AI monetization and newer applications are shaping growth and profitability.

US equity investors are expected to watch Q2 earnings, with a particular focus on cybersecurity and

UNIX opportunities center on digital transformation, data centers and cybersecurity, with trends in hybrid cloud, HPC, containers, virtualization, consolidation and open-source modernization.Dublin, Aug. 31, 2026 (GLOBE NEWSWIRE) -- The "Uniplexed Information and Computing System (UNIX) Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global uniplexed information and computing system (UNIX) market continues to record steady growth as enterprises prioritize secure, rel

This week features earnings from Nvidia rival Broadcom plus reports from Dell and Hewlett Packard Enterprise.

Its five-year correlation to the broad market leaves real room for behavior of its own, but the swing that comes with it is far wider than the index's.

Hewlett Packard Enterprise's Q3 results are likely to gain from AI infrastructure, networking and hybrid cloud demand as its expanded portfolio drives growth.

GTLB heads into Q2 earnings with cloud and AI demand driving growth, while competition and restructuring risks might weigh on results.

The mean of analysts' price targets for Hewlett Packard Enterprise (HPE) points to a 25.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.

Beyond analysts' top-and-bottom-line estimates for Hewlett Packard Enterprise (HPE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.

Fresh optimism around Hewlett Packard Enterprise (HPE) is building after recent analyst reports pointed to a potential earnings beat, with upward consensus EPS revisions drawing investors’ attention to the stock.

Okta beats Q2 fiscal 2027 estimates as subscription revenues rise 12%, while stronger cash flow and backlog growth support a raised full-year outlook.

HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.

Cisco's strong hyperscaler AI orders, networking growth and expanding security portfolio give it an edge over Hewlett Packard Enterprise for long-term investors.

Hewlett Packard Enterprise (HPE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Low P/B stocks Invesco, Centene, Hewlett Packard Enterprise, Gibraltar Industries and Avnet combine value with growth potential.

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.

Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues.

A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.

Dividend-growth stocks may offer stability as investors rotate from high-valuation tech, with five names standing out on growth, cash flow and payouts.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.

OKTA's Q2 earnings are likely to benefit from AI product demand, strong RPO growth and new partnerships, offset by competition and cautious IT spending.

Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher

WDAY's AI expansion is expected to support fiscal Q2 revenue growth, while higher costs, competition and cautious enterprise spending may pressure margins.

Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit while its closest rivals barely flinch.

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

Earlier in August 2026, Netlist filed new patent infringement actions with the U.S. International Trade Commission and a California federal court targeting HPE and others over DDR5 memory modules, while HPE also presented its enterprise technology roadmap at the OCP APAC Summit in Taipei. At the same time, HPE’s recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage highlights how its unified data platform and AI-focused infrastructure are gaining traction with...

Hewlett Packard Enterprise stock has nearly quadrupled investors' money over the past five years, yet its valuation checks are pulling in different directions, with a Discounted Cash Flow (DCF) estimate pointing to a sizable gap to intrinsic value while earnings based multiples look less generous. Hewlett Packard Enterprise has returned 299.2% over five years, which puts extra focus on whether the current share price still leaves room for a reasonable margin of safety. Rising interest in...

A shrinking share count has handed Dell holders faster earnings growth than the business itself produced, and the stock's run has just made that machine much costlier to keep running.

ZM heads into Q2 with Enterprise strength and AI monetization gains, while Online softness, churn and currency remain key offsets.

HP's AI PC momentum and Windows 11 refresh cycle can lift Q3 revenues, but rising memory and transportation costs may pressure margins.

HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

For those seeking strong exposure to AI trends paired with dividend-paying traits - Analog Devices (ADI), Hewlett Packard Enterprise (HPE), and NVIDIA (NVDA) - fit the criteria. Importantly, each sports a favorable Zacks Rank.

GREENVILLE, S.C., August 20, 2026--ScanSource, Inc. (NASDAQ: SCSC), a leading technology distributor uniquely positioned to address complex technologies, today announced a definitive agreement to acquire MicroAge. MicroAge is a leading IT solutions integrator, managed services provider (MSP), and digital transformation partner, helping businesses design, implement, secure, manage, and optimize their IT environments. The acquisition strengthens ScanSource’s reach into strategic growth technologie

Rigetti Computing, Inc. reported its second-quarter 2026 results, with sales rising to US$5.14 million from US$1.80 million a year earlier while net loss increased to US$52.61 million from US$39.65 million, alongside a U.S. Department of Commerce letter of intent for up to US$100.00 million in quantum R&D support. The combination of rapid revenue growth, deeper U.S. government engagement, and new commercial system deliveries with partners such as Nvidia and HPE highlights Rigetti’s growing...

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

Hewlett Packard Enterprise (HPE) stock is in focus after Netlist initiated new intellectual property actions that include the company in an expedited United States International Trade Commission investigation involving DDR5-related memory modules. See our latest analysis for Hewlett Packard Enterprise. At a share price of US$55.69, Hewlett Packard Enterprise has seen strong momentum recently, with a 30 day share price return of 21.54% and a 90 day share price return of 64.76%. The 1 year...

It's been a big year so far, at least for these 15 companies.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Does Hewlett Packard Enterprise (HPE) have what it takes to be a top stock pick for momentum investors? Let's find out.

Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.

The investor day news was a day old when the analysts moved the stock, and what they were paying for was visibility.

Super Micro Computer's 67% monthly surge is backed by AI demand and a record backlog, but inventory, competition and execution risks cloud the outlook.

HPE vs. IBM: Which Stock Is the Better Value Option?

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

Morgan Stanley has adopted a more constructive stance on U. S.

Five stocks stand out as potentially undervalued by price-to-book measures, including BioMarin Pharmaceutical, Invesco and Centene.

Check out the companies making headlines yesterday:

Today, Aug. 13, 2026, the networking giant's stock tumbled 8.4% after earnings, as investors weighed hyperscaler AI orders against gross margin headwinds.

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

Hewlett Packard Enterprise (HPE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.

Morgan Stanley just upgraded HPE to Overweight after a stock run that most investors missed entirely, and the valuation argument for buying near a 52-week high is more complicated than it looks.

BioMarin, Invesco, Centene, HPE and Gibraltar Industries stand out as undervalued stocks with low price-to-book ratios.

Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.

Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.

Dell Technologies (NYSE:DELL), HP Inc. (NYSE:HPQ) and Hewlett Packard Enterprise (NYSE:HPE) shares moved sharply higher in Thursday premarket trading after strong quarterly results from Lenovo (USOTC:LNVGY) boosted sentiment across the computer hardware and enterprise technology sector.

Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. For a broader view on how experienced leadership can shape corporate direction, it is worth exploring companies in the same theme through 19 top founder-led companies. NYSE:LUMN 1-Year Stock Price...

Cisco Systems' (CSCO) shares dropped after the closing bell Wednesday as the company's fiscal fourth

Hewlett Packard Enterprise (HPE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. The firm said it had been “on the wrong side” of the enterprise hardware trade and now sees a stronger setup for HPE’s server business. Morgan Stanley’s shift rests on pricing and order strength. Hardware refresh cycles, customers pulling spending forward, and AI-related demand are supp

Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting.

The mean of analysts' price targets for Hewlett Packard Enterprise (HPE) points to a 25.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.

Super Micro Computer just delivered guidance that sent shockwaves through the entire AI server sector, but analysts are refusing to celebrate without answers to one stubborn question about margins.

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

HOUSTON, August 12, 2026--HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the third quarter of fiscal 2026, ending July 31, 2026.

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company’s growth.

RGTI's Q2 revenues surge 185% as QPU sales and technology gains boost momentum, but heavy losses and uneven demand keep caution in focus.

Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.

The reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.

Some names to play for 'chipflation'.

Information technology hardware companies in the US will likely benefit from accelerated enterprise

Hewlett Packard Enterprise has benefited greatly from the massive demand for the hardware needed to power artificial intelligence, and Morgan Stanley doesn’t think the demand will slow down soon. Morgan Stanley analyst Erik Woodring upgraded shares of HPE to Overweight from Equal-Weight on Monday while raising his price target to $71 from $69. The upgrade comes after HPE shares have soared 130% this year and 169% over the past 12 months.

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.

The bank said the market underappreciates the gap between HPE's earnings power and its valuation

AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or expose it as a one-time event, and options traders are already betting heavily on one outcome.

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

HP Enterprise (NYSE:HPE) shares climbed 5% in Monday’s pre-market trading after Morgan Stanley upgraded the enterprise technology company from “Equalweight” to “Overweight,” citing an increasingly attractive outlook for earnings, cash generation and valuation. The investment bank set a $69 price target on HPE.

Investing.com -- Morgan Stanley has turned more constructive on IT hardware, upgrading its industry view as it argued that memory "chipflation" is accelerating infrastructure demand rather than delaying it.

Morgan Stanley also upgraded its broader U.S. IT Hardware industry view to In-Line from Cautious, citing evidence that the current hardware cycle is being driven by refreshes, pull-forwards and AI demand.

Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday’s pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight."

Rigetti Computing posts a second-quarter adjusted per-share loss that meets analysts’ expectations and slightly higher revenue than expected.

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.

Rigetti Computing posts a second-quarter adjusted per-share loss that meets analysts’ expectations and slightly higher revenue than expected.

Liquid cooling will be the fastest-growing segment, while Tier 3 data centers will hold the largest share Data Center Solutions Market Data Center Solutions Market Dublin, Aug. 07, 2026 (GLOBE NEWSWIRE) -- The "Data Center Solutions Market by Infrastructure, Software - Forecast to 2031" has been added to ResearchAndMarkets.com's offering. The global data center solutions market is projected to grow from USD 535.45 billion in 2026 to USD 1.33 trillion by 2031, registering a compound annual growth

Rigetti Computing posts a second-quarter adjusted per-share loss that meets analysts’ expectations and slightly higher revenue than expected.

In late July 2026, Rigetti Computing announced it would partner with Hewlett Packard Enterprise and the Pittsburgh Supercomputing Center to build TangleLab, a hybrid quantum-classical supercomputing testbed funded by a US$5.00 million National Science Foundation grant and slated to begin construction in September 2026. HPE’s involvement in TangleLab, alongside its recent focus on AI systems and networking, underscores how the company is positioning itself at the intersection of quantum...

RGTI joins HPE and PSC on a $5 million NSF-backed hybrid quantum-classical testbed set to begin construction in September 2026.

PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.

The AI infrastructure boom, Juniper acquisition, and Elliott Management's growing role at the company have been driving gains for HPE stock.

Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?

NCR Voyix (VYX) delivered earnings and revenue surprises of +13.33% and +1.95%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Why the Hewlett Packard Enterprise stock is back in focus Hewlett Packard Enterprise (HPE) is drawing fresh attention after presenting at the Future of Memory and Storage 2026 conference, where it highlighted its high performance computing storage and IP hardware capabilities to a specialized technology audience. See our latest analysis for Hewlett Packard Enterprise. Hewlett Packard Enterprise has been in the spotlight not only for its AI systems and high performance computing work, but also...

Hewlett Packard Enterprise stock has delivered very strong returns over the past few years, yet the valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade below fair value while earnings based multiples lean the other way. Hewlett Packard Enterprise has returned 307.1% over the past 5 years, which puts extra focus on whether the current price still offers a margin of safety. Expectations around the...

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.

IQM Quantum Computers (NASDAQ:IQMX) reported its first results as a public company, outlining a growing order backlog, a second-half-weighted revenue outlook and continued investment in superconducting quantum systems for high-performance computing environments. The company began trading on the Nas

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

Amid the AI-driven Nasdaq correction, Datadog, HPE, Dell, NetApp, and Cisco have shown relative technical strength, with most trading near highs ahead of earnings due within six weeks.

HCLTech (NSE: HCLTECH) (BSE: HCLTECH), a leading global technology company, announced the successful completion of the purchase of HPE's Telco Solutions business. Announced in December 2025, the acquisition further strengthens HCLTech's industry leadership through AI- and engineering-led telecom solutions.

Rigetti Computing announced in July 2026 that it will partner with HPE and the Pittsburgh Supercomputing Center to build TangleLab, a hybrid supercomputing testbed funded by a US$5 million National Science Foundation grant and powered by a 9-qubit Novera quantum system integrated with classical high-performance computing. This collaboration reinforces Rigetti’s role in government-backed quantum research infrastructure, giving its Novera hardware a practical foothold in academic and public...

HPE vs. SIMO: Which Stock Is the Better Value Option?

HPE vs. SIMO: Which Stock Is the Better Value Option?

Hewlett Packard Enterprise has rallied the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, together […]

ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.

Beneath the surface of its recent run, the market is pricing a notably wide range of outcomes for the networking giant, a risk you carry whether you trade options or not.

Harmony Biosciences leads a screen of undervalued price-to-book stocks, highlighting companies with low valuations and projected long-term earnings growth.

The market has priced a notably wide range of outcomes for the memory chip maker, a risk every shareholder already carries whether they trade options or not.

Harmony Biosciences, Invesco, GM, HPE and Quanex made the screen of low price-to-book stocks that also met multiple value metrics.

Rigetti Computing, Hewlett Packard Enterprise and the Pittsburgh Supercomputing Center are teaming up to build TangleLab, a new hybrid quantum classical supercomputer. The system is being developed under a U.S. National Science Foundation grant and is planned as an open testbed for researchers and educators. The collaboration extends Rigetti Computing's existing work with HPE and embeds its hardware into a major academic and government backed computing project. Rigetti Computing...

Hewlett Packard Enterprise will release its third-quarter earnings soon, and analysts anticipate a triple-digit bottom-line growth.

Micron, SanDisk, NVIDIA and Hewlett Packard Enterprise pair strong AI infrastructure growth with below-sector valuations.

Rigetti will deliver a 9-qubit Novera™ quantum computing system to the new Pittsburgh Supercomputing Center testbed, which is being funded by a $5 million National Science Foundation grant. This builds on Rigetti’s existing strategic collaboration with HPE to commercialize quantum-enabled high-performance computing systems. BERKELEY, Calif., July 27, 2026 (GLOBE NEWSWIRE) -- Rigetti Computing, Inc. (Nasdaq: RGTI) (“Rigetti” or the “Company”), a pioneer in full-stack quantum-classical computing,

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]

Elliott Management's latest 13F filing exposes five positions spanning gold streamers to AI infrastructure, but not all of them still make sense to buy. One has already tripled expectations while another has aged past the thesis entirely.

Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.

You might think a stock jumps on its own news, but Wednesday's surge was a lesson in how the AI hardware frenzy is lifting all boats.

Hewlett Packard Enterprise's diversified AI, networking and private cloud strategy makes it a better choice than Super Micro Computer at present.

Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.

Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...

MSA Safety (NYSE:MSA) has elected Octavio Marquez to its Board of Directors. Marquez brings leadership experience from Diebold Nixdorf, Dell EMC, Hewlett Packard Enterprise, IBM, and NCR. The appointment introduces additional banking and technology sector expertise to the company’s board. MSA Safety, trading at $169.99, has seen the stock decline 2.4% over the past year, while showing a 5.0% return over three years and 11.2% over five years. For investors tracking longer term governance and...

You just saw a memory stock act like it killed the memory cycle. Here's how it used the AI frenzy to try.

The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

Super Micro Computer Inc. was the S&P 500’s top performer, jumping 19.8% after it doubled previous guidance for gross margins for the fiscal fourth quarter.

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.

Super Micro Computer surged on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett Packard Enterprise also rose.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Bridging the gap between modern development environments and enterprise EDA data management. The post Bringing Design Data Management into the Developer Workflow appeared first on Semiconductor Engineering.

Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.

Hewlett Packard Enterprise (HPE) stock is in focus after GTT Communications expanded its global partnership with HPE to offer managed SASE and LAN/WLAN services using HPE Aruba Central. See our latest analysis for Hewlett Packard Enterprise. Against this backdrop, Hewlett Packard Enterprise’s 1 day share price return of 4.85% stands out. This is despite the 7 day share price return declining 5.73% and the 30 day share price return being slightly negative, while the 90 day share price return...

Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ

Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.

IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best low priced technology stocks to invest in. On June 30, ScanSource, a technology distributor and channel services provider, announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE) that now includes HPE Juniper Networking. The expansion broadens the distributor’s networking, cybersecurity, and AI-native enterprise solutions […]

Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.

The stock's price tag looks steep today, but the real question is what you are paying for the earnings expected two years from now.

Let’s dig into the relative performance of Hewlett Packard Enterprise (NYSE:HPE) and its peers as we unravel the now-completed Q1 hardware & infrastructure earnings season.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.

HPE vs. AMD: Which Stock Is the Better Value Option?

Hewlett Packard Enterprise is capitalizing on AI infrastructure demand, strong server upgrades and networking momentum as expanding enterprise adoption fuels growth.

IBM warns AI infrastructure spending is reshaping enterprise tech budgets, triggering a historic stock selloff and raising questions about software demand.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On June 17, Hewlett Packard Enterprise Company (NYSE:HPE) CEO Antonio Neri told CNBC that quantum computing has “tremendous potential.” He announced a Quantum Scaling Alliance with six quantum technology companies to speed up […]

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 Best Low-Priced AI Stocks to Buy Right Now. Hewlett Packard Enterprise Company (NYSE:HPE), featuring significant analyst and hedge fund interest, is one of the best low-priced AI stocks to buy right now. Wall Street continues to point to the Juniper Networks integration as a key […]

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

Five low price-to-book stocks pass our value screens with low P/B, P/S and PEG metrics, highlighting their earnings growth potential.

Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.

These leveraged ETFs posted outsized gains last week as Alibaba, HPE and AI stocks rallied, while Rocket Lab's slump boosted an inverse leveraged ETF.

Hewlett Packard Enterprise (NYSE:HPE) has released its 11th annual Living Progress Report, highlighting progress in sustainability and energy efficiency. The report focuses on how HPE is addressing energy use and emissions from compute intensive workloads such as AI and data center operations. HPE outlines the role of next generation servers and expanded liquid cooling solutions in reducing data center footprints and environmental impact. Hewlett Packard Enterprise enters this update with...

SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.

HOUSTON, July 13, 2026--HPE (NYSE: HPE) today announced the publication of its 11th annual Living Progress Report, detailing the company’s Fiscal Year 2025 (FY25) progress against its Living Progress strategy. The report highlights how HPE enables customers to operate effectively as rising demand for compute-intensive workloads like AI place greater pressure on energy, resources, regulation, and trust.

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

The company's stock climbed less on the sales it made and more on the mountain of orders it couldn't yet fill.

Management went beyond raising the bar, claiming to have rebuilt the entire business model.

In recent months, Hewlett Packard Enterprise completed its acquisition of Juniper Networks and reported a record-breaking second quarter, with networking revenue growing much faster than the rest of the business and management highlighting higher-than-expected profitability and stronger free cash flow. This combination is reshaping HPE into an AI-focused infrastructure provider, as the Juniper deal broadens its integrated compute, networking, and storage offerings while supporting...

The DCIM software market is poised for growth driven by booming data center expansion, cloud computing, AI adoption, and the need for real-time infrastructure management. Key opportunities include AI-enhanced optimization for energy efficiency, supporting scalable, hybrid IT architectures, and addressing sustainability mandates despite integration challenges and deployment costs. Data Center Infrastructure Management (DCIM) Software Market Data Center Infrastructure Management (DCIM) Software Ma

Hewlett Packard Enterprise stock has surged over the past few years, yet the current checks show a more measured picture, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable discount to the market price while the broader valuation score is only mixed. Hewlett Packard Enterprise has returned 302.0% over the past 5 years, which puts extra focus on whether the current share price still lines up with underlying value. Recent AI focused partnerships and data center...

Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?

AI Infra Summit, the world's only full-stack AI Infrastructure conference, has expanded its roster of speakers to over 400. The conference will feature senior speakers from world-leading AI pioneers, as they set out their AI Roadmaps for 2027 and beyond. These now include Google, Meta, Amazon, Intel, NVIDIA, US Bank, Oracle, HPE, Liquid AI, Digital Realty, Agility Robotics and Philips.

The AI infrastructure build-out has entered a new phase, as more companies seek control over their own systems.

Amazon, Alphabet, and Hewlett-Packard Enterprise benefit from the AI infrastructure spending boom as demand for data centers, cloud expansion, and AI hardware continues to accelerate.

Hewlett Packard Enterprise Co (NYSE:HPE) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. HPE stock has gained more than 80% year-to-date and more than doubled over the past year. Analysts see more upside potential in the stock, projecting a 50% rise from the current level. Some 58 hedge […]

The company is telling a powerful story about leaving its volatile past behind, but one figure reveals just how much of the business is still exposed to the old risks.

While the market debates the company's growth prospects, its unusual cash flow mechanics are quietly compounding value for owners.

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Hewlett Packard Enterprise (HPE) stock is drawing fresh attention after Qblox announced a collaboration with the company to build hybrid classical and quantum computing testbeds tied to high-performance computing and AI infrastructure. See our latest analysis for Hewlett Packard Enterprise. For context, Hewlett Packard Enterprise shares closed at US$43.15 after a 4.7% daily gain, even though the 30 day share price return is down 12.3%. The 90 day share price return of 75.2% and 1 year total...

MU is among four technology solutions stocks highlighted as industry tailwinds in AI, cloud and integrated systems support growth despite ongoing supply challenges.

Hewlett Packard Enterprise (NYSE:HPE) has entered a collaboration with Qblox to connect quantum processors with classical high-performance and AI systems. The partnership focuses on integrating scalable quantum control hardware into HPE’s high-performance computing environments. The goal is to support hybrid classical quantum workflows for scientific and industrial users as quantum systems move closer to production use. Hewlett Packard Enterprise comes into this collaboration with Qblox...

A number of stocks jumped in the afternoon session after the ISM Services PMI Report showed the business services sector continued to expand in June.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enterprise Company (NYSE:HPE) announced that Vultr had selected the company and NVIDIA to build Vultr’s next-generation AI data center infrastructure. Vultr is the world’s largest privately held […]

If you hold shares in this networking giant, you are already exposed to a notably large potential swing in its value over the next year.

Dell Technologies' AI server boom and expanding customer base support prospects, but supply constraints, margin pressure and competition loom.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Amid supply-chain woes, Computer - Integrated Systems players like MU, STX, HPE and AGYS benefit from the demand for integrated solutions and multi-cloud model adoption.

Hewlett Packard Enterprise's AI and traditional server demand, record backlog, improving margins and rising free cash flow support the case for investors to accumulate shares.

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking. The expanded HPE Networking portfolio is meant to help ScanSource connect networking and […]

DELL's ISG is powering growth as AI server demand, a $51.3B backlog and infrastructure refresh cycle reinforce its fiscal 2027 outlook.

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

Wall Street is drooling over Hewlett Packard Enterprise (NYSE:HPE) because the Juniper Networks deal detonated a 148.2% Networking revenue surge in the most recent quarter and management just yanked FY26 EPS guidance to $3.35 to $3.45 from a prior $2.25 to $2.45. But here’s what you should actually be watching. The HPE Story Is a ... Forget Hewlett Packard Enterprise: 1 Dividend-Rich Tech Giant to Buy Hand Over Fist on the Structural Pivot

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the Top 10 Hot Stocks with the Highest Upside Potential. On June 16, Hewlett Packard Enterprise Company (NYSE:HPE) announced that it has been selected by Siemens Energy to help Siemens Energy improve its engineering operations with AI as global demand for power continues to rise. According to […]

Hewlett Packard Enterprise (HPE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Hard Krypton Exclusive: Shanghai Jiao Tong University - Affiliated Enterprise Secures 100 - million - yuan Seed Round Financing in 4 Months, Proposes New All - Optical Interconnection Architecture  36 Kr

Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 AI Stocks That Are Surging. Hewlett Packard Enterprise Company (NYSE:HPE) has seen some bullish analyst activity recently, with Susquehanna revising its target price upward from $21 to $65 and keeping a Neutral rating on the stock. This is in continuation of the general trend since […]

HPE vs. AMD: Which Stock Is the Better Value Option?

The consensus price target hints at a 54.9% upside potential for Hewlett Packard Enterprise (HPE). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

International Business Machines Corporation (NYSE:IBM) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 23, Morgan Stanley lifted its price objective on the company’s stock to $267 from $225, and maintained an “Equal Weight” rating on the shares. As per the analyst, Dell and HPE earnings demonstrate that the enterprise server demand […]

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best future stocks to buy and hold for 10 years. On June 17, Citrix, an American multinational cloud computing and virtualization technology company, and HPE are expanding their strategic partnership to advance private cloud and virtualization solutions. The collaboration focuses on integrating Citrix Desktop-as-a-Service/DaaS with GreenLake […]

Dell Technologies Inc. (NYSE:DELL) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 26, 2026, Dell Technologies Inc. (NYSE:DELL) is ending its decade-long distribution relationship with Arrow Electronics’s (ARW) ECS unit after a formal review and RFP process for its North American distribution business, CRN’s Joseph […]

The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade. While semiconductor companies remain at ... The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today

After a strong run, it’s natural for any Cisco Systems (CSCO) shareholder to feel confident. The stock is up 72% over the last year, powered by a story of transformation. The company is capturing surging AI demand, raising its forecast for AI infrastructure orders to $9 billion for the fiscal year. But when a stock has priced in this much success, the risks change. The question is no longer just about whether the company can grow, but whether it can grow in a way that justifies the new, higher e

UI's Q3 fiscal 2026 revenues jump 18.7% as Enterprise Technology demand accelerated. Can product innovation and expansion sustain the momentum?

Hewlett Packard Enterprise (NYSE:HPE) announced a new collaboration with Qblox to advance hybrid classical quantum computing for scientific and industrial workloads. The partnership focuses on integrating quantum technologies with high performance computing and AI infrastructure for potential future enterprise use cases. The move is intended to support scalable, production ready hybrid classical quantum environments in data centers. Hewlett Packard Enterprise is adding this quantum...

Hewlett Packard Enterprise Company (NYSE:HPE) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 3, Argus increased its price target for Hewlett Packard Enterprise Company (NYSE:HPE) to $70 from $30 while retaining a Buy rating on the company’s shares, emphasizing AI momentum and solid quarterly results. Analyst […]

How Hewlett Packard Enterprise’s Valuation Score Stacks Up With Hewlett Packard Enterprise currently in focus for many investors, the key question is whether the recent share price levels make sense when stacked against its underlying value. The company’s stock has recorded returns of 1.1% over the past week, 29.7% over the past month, 101.7% year to date, 169.1% over the past year, 222.0% over three years, and 285.1% over five years. This puts valuation front and center for anyone...

MU's fiscal Q3 earnings and revenues crushed estimates as AI-led memory demand, record business-unit sales and tight supply fueled momentum.

Super Micro is capitalizing on advanced liquid-cooling blueprints alongside NVIDIA to revolutionize accelerated data center efficiency for global hyperscalers.

AVAH, NEXA, HPE and LNVGY stand out as GARP stock picks with attractive PEG ratios, value metrics and solid growth potential.

Even before its explosive growth, the company was already so swamped by demand it was warning investors it couldn't keep up.

The company's revenue exploded, but the physical volume it shipped barely budged, revealing a pricing power the market may still be underestimating.

There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second and Super Micro Computer (NASDAQ:SMCI) a distant third. The gap between the three is striking, given that all three are riding the same AI infrastructure wave. As ... Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?

Amid AI spending fears and market volatility, DELL stands out among the three dividend-growth stocks highlighted for income and growth.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?  SemiAnalysis