HPE
NYSE · Technology
Hewlett Packard Enterprise
$61.03
-0.72 (-1.17%)
HPE News30 articles
HPE Retreats 9% After Evercore Flags Valuation Risk Post-158% Rally
HPE shares dropped 8.6% after Evercore ISI downgraded the stock to In Line, citing valuation after a 158.5% YTD rally. The $65 price target was unchanged.
HPE Surges 10.6% on Oracle Cloud Boom: AI Networking Demand Fuels Rally
Hewlett Packard Enterprise shares jumped 10.6% to $61.06 after Oracle's explosive AI cloud growth signaled strong demand for HPE's networking gear. But valuation concerns loom.
HPE Shares Flat After Record Quarter as AI Margins Face Squeeze
HPE stock ended flat after a volatile two-day swing. Record revenue from AI and networking was offset by guidance for lower cloud and AI margins (~13% in FY2027) and a sharp inventory buildup.
Zscaler's Rally Fades as Fed Rate-Cut Bets Cool; Nasdaq Gains 1.4%
Zscaler's early 12% jump faded to a 2.9% gain, while the Nasdaq rose 1.4% as traders trimmed September rate-hike bets to 50.4%.
Tech Stocks Rally as Treasury Yields Ease, Offsetting Oil Spike
The Nasdaq climbed 1.4% as lower bond yields buoyed tech stocks, offsetting pressure from $91 oil. S&P 500 and Dow also rose.
Oil Rebounds Above $91; Tech Futures Cede Early Gains
Oil rebounded above $91, while tech futures gave up early gains. Snowflake surged 23% on raised outlook, but Broadcom and HPE declined on guidance concerns.
Dow Futures Edge Higher as Snowflake Soars, Broadcom Slips
Dow futures led U.S. equity markets higher in early trading, with Snowflake soaring on raised guidance and Broadcom slipping despite record results. Oil prices firmed amid geopolitical tensions.
Broadcom Forecast Misses, Tech Futures Flat, Oil Dips
Broadcom's softer forecast weighs on tech futures, while oil prices ease. S&P 500 and Nasdaq futures hold steady, gold rises 1.29%.
Dell Stock Soars 15.8% on Raised Profit Forecast, AI Server Demand Drives Rally
Dell Technologies (DELL) surged 15.8% to $492.20 after boosting its fiscal 2027 adjusted EPS outlook by 42.5% to $25.50, driven by AI server demand and a $95 billion backlog.
Small Caps Lead Market Rebound as Wall Street Breaks Losing Streak
Wall Street rebounded Wednesday, ending a three-day losing streak. The Russell 2000 led gains, rising 1.1%, while Snowflake surged 22% in after-hours trading.
HPE Stock Slips Despite Record Revenue and Raised Guidance
HPE's record Q3 revenue and raised guidance couldn't prevent a 3.7% after-hours dip. Networking and AI segments surge, but investors eye margins.
Dell Surges 8% on Record AI Server Backlog, Raised Guidance
Dell shares rose 8.3% premarket as AI server backlog hit $95B and revenue guidance was lifted to $192B, signaling strong demand and margin expansion.
HPE Stock Surges 3.3% After Hours Ahead of Q3 Earnings
HPE shares climbed 3.3% after hours ahead of its $11.8B Q3 earnings report. Investors eye networking growth and margin sustainability.
Dell Stock Slips as AI Server Push Raises Margin Concerns
Dell shares dropped 3.5% as its ambitious $60 billion AI server revenue goal puts pressure on profit margins. Q2 earnings are due after the market close.
Dell Nears Q2 Earnings: AI Server Push Fuels 10% Options Swing
Dell (DELL) shares advanced 0.96% to $460.64 ahead of fiscal Q2 results, with options pricing a 10% move. The company's $60B AI-server revenue target remains a key focus.
Super Micro Jumps 9% as Cisco AI Factory Partnership Takes Shape
Super Micro (SMCI) shares rose 9.35% after Cisco unveiled plans to include Supermicro compute in its Secure AI Factory, adding $2.13 billion to its market cap.
SMCI Rally Fades as Cash Burn Overshadows Clean Governance Review
SMCI shares reversed a $1.3 billion intraday gain as a clean governance review failed to offset concerns about heavy cash consumption and ballooning inventory.
SMCI's Margin Guidance Clouds $68.5B Revenue Forecast
Super Micro's $68.5B fiscal 2027 revenue forecast beat estimates, but Q1 margin guidance signals a profit squeeze, overshadowing the sales outlook.
HPE Surges 6% on Morgan Stanley Upgrade; $71 Target Signals More Upside
HPE shares climbed 5.97% to $62.30 after Morgan Stanley upgraded the stock to Overweight and raised its price target to $71, citing robust AI infrastructure demand.
SMCI Stock Holds Steady as $60B Backlog Raises Cash Flow Concerns
Super Micro Computer (SMCI) shares remained unchanged ahead of its Q4 earnings report, as the company's $60B order backlog raises cash conversion concerns. Analysts expect revenue of $11.56B and EPS of $0.96.
S&P 500 Steadies Near Record as Oil Rally Highlights Funding Gap
U.S. stocks held near record highs Monday as oil jumped on Hormuz concerns, but a funding divide emerged between cash-rich firms and those issuing new equity.
SMCI Stock Gains as Preliminary Margins Signal Major Profit Boost
SMCI shares jumped 3.4% premarket after preliminary Q4 gross margins of 15%-17% nearly doubled earlier guidance, potentially adding $847M in gross profit.
SMCI's $60B Order Backlog Faces Cash Conversion Test Ahead of Q4 Report
Super Micro (SMCI) climbs 5.96% to $31.13 ahead of Q4 earnings, but focus shifts from demand to cash conversion as $60B in orders raises execution questions.
Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?
Cisco Systems (CSCO) has rallied 57.6% this year, but investors now question its ability to convert $9B in AI orders into sustained revenue growth ahead of Wednesday's earnings.
Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog
SMCI shares climbed 6% on Friday ahead of Tuesday's earnings, as investors weigh a $60B order backlog against margin recovery and revenue conversion risks.
Rigetti's Q2 Revenue Soars 185% but Client Concentration and Rising Losses Weigh on Shares
Rigetti Computing's Q2 revenue jumped 185% to $5.14M, led by quantum system sales, yet investor sentiment cooled as operating losses widened and revenue remained concentrated among a few customers.
Dell's AI Backlog Hits $51.3B, But Margin Concerns Loom
Dell's AI backlog of $51.3B covers 117% of the revenue needed to hit FY27 targets, but concerns about margins and competition weigh on the stock.
Super Micro Stock Climbs on Strong Margin Outlook Ahead of Earnings
Super Micro (SMCI) shares gained 4.2% after preliminary calculations indicated a 73% rise in gross profit, driven by improved margins and strong demand, ahead of its fiscal Q4 report.
Supermicro Stock Wavers as Cash Flow Worries Overshadow Margin Gains
Supermicro's Q4 margin recovery to 15-17% is overshadowed by a $6.6B operating cash outflow and rising debt, prompting investor caution amid a 5.65% weekly stock decline.
Rigetti Gears Up for Q2 Report with Cash Reserves and Revenue Quality in Focus
Rigetti Computing heads into Q2 earnings with a $5.01B market cap, $569M cash, and revenue quality under scrutiny. Analysts expect revenue of $5.1M-$5.3M.