HPE
NYSE · Technology
Hewlett Packard Enterprise
$31.35
+1.65 (+5.56%)
HPE News25 articles
Dell Stock Soars 13% on Trump Endorsement; AI Server Demand Takes Center Stage
Dell Technologies stock surged 13% on Friday after President Trump endorsed the company. The bigger story remains Dell's booming AI server business, with $64 billion in orders.
Dell Surges on AI Server Demand, Texas Move Vote Looms
Dell shares surged 10% as AI server demand drives rally. Company seeks shareholder approval to move legal home to Texas at June 25 annual meeting.
Super Micro surges 19% on AI server outlook despite revenue miss
Super Micro Computer shares surged 19% after forecasting stronger-than-expected Q4 revenue and profit, driven by AI server demand, though revenue missed estimates due to delays.
Arista Networks Stock Tumbles Despite Strong Q1 as AI Guidance Fails to Impress
Arista Networks beat Q1 earnings estimates but saw shares drop 5.8% after hours as Q2 guidance met, not exceeded, expectations and gross margin fell.
Super Micro Soars on Margin Recovery, Strong AI Server Demand Outlook
Super Micro Computer forecast Q4 revenue and profit above estimates, sending shares up 17%. Gross margin recovered to 9.9% from 6.3% last quarter, signaling improving profitability.
Micron Rises on AI Memory Demand, Analyst Sets $1,000 Target
Micron Technology shares climbed to $584.58, fueled by AI-driven memory demand. D.A. Davidson issued a $1,000 target, as fiscal Q2 revenue hit $23.86 billion.
Super Micro Q3 Earnings: AI Demand Meets Margin Squeeze
Super Micro Computer reports fiscal Q3 earnings May 5, with options pricing a 12.55% swing. Investors focus on margins, cash flow, and export-control risks amid surging AI server demand.
Arista Networks Faces Pivotal AI Earnings Test After Morgan Stanley Price Target Hike
Morgan Stanley raised its Arista Networks price target to $180 ahead of Q1 earnings on May 5. Revenue consensus is $2.62 billion with AI data center spending in focus.
Extreme Networks Soars 28% on Strong Q3 Earnings and Upbeat Forecast
Extreme Networks shares surged 28% after reporting fiscal Q3 revenue of $316.9 million and non-GAAP EPS of 26 cents, beating estimates. Q4 revenue guidance of $330-$335 million also topped expectations.
Super Micro Stock Gains Ahead of Earnings Amid High Volatility Expectations
Super Micro Computer shares advanced Wednesday as traders positioned for the company's upcoming quarterly results, with options markets implying significant volatility. The report follows recent legal challenges and margin pressures.
Supermicro Expands Edge AI Portfolio Amid Margin Pressure and Legal Scrutiny
Super Micro Computer unveiled new compact edge AI systems using AMD chips, aiming to diversify beyond data centers. The launch follows a quarter where revenue soared past $12.6 billion but gross margin fell to 6.3%.
Cocoa, Coffee, and Sugar Rally Amid Supply Shocks and Dollar Weakness
Commodity markets saw significant moves with cocoa, coffee, and sugar prices climbing due to supply constraints and a weaker dollar. Equities in India and Hong Kong rallied on easing geopolitical tensions.
Super Micro Board Probe into China Server Diversion Tests Investor Confidence
Super Micro Computer is under a board-driven investigation into claims servers were diverted to China, as U.S. prosecutors allege former associates funneled $2.5B in AI technology. Shareholders will vote on directors at an April 15 meeting.
Nokia Secures Fifth Consecutive Leadership Spot in Data Center Switching Report
Nokia has been recognized as a Leader and Outperformer in GigaOm's 2026 data center switching evaluation for the fifth straight year. The company's shares declined 1.05% in Helsinki trading ahead of its annual general meeting.
StockStory Backs HPE, Progressive; Warns on GoDaddy, Caterpillar, eBay, Molson Coors
StockStory's latest analysis highlights HPE and Progressive as bullish picks due to robust financials, while flagging concerns for GoDaddy, Caterpillar, eBay, and Molson Coors. The assessments come amid a sharp market pullback and significant weekly inflows into U.S. equity funds.
HPE Holds Gains After Analyst Target Hike, AI Backlog Tops $5B
Hewlett Packard Enterprise shares consolidated near weekly highs following a price target increase from Evercore ISI to $30. The firm highlighted robust CPU-driven server demand and a growing AI backlog exceeding $5 billion.
Super Micro Faces Shareholder Lawsuit Amid Export Control Scrutiny
Super Micro Computer stock rose 8.3% as investors weighed a new shareholder lawsuit tied to alleged export control violations. The legal action follows criminal charges against individuals linked to the company.
Super Micro Rises on AI Server Focus Amid Margin Pressure
Super Micro Computer's stock advanced as Nvidia's GTC conference highlighted AI server demand, though the company faces margin compression and negative operating cash flow.
Futures Climb as Oil Plunge Lifts Travel Stocks Ahead of Key Data
U.S. equity futures advanced Tuesday, buoyed by a sharp drop in crude oil prices following geopolitical comments. Airline stocks gained premarket, while energy shares declined.
Dell Stock Drops on Silver Lake Filing, Broader Tech Pressure
Dell Technologies shares declined 5.4% in extended trading Tuesday after Silver Lake filed to sell shares, with broader market pressures from rising yields and oil adding to the downward momentum.
Data Center Stocks Split as Nvidia Dips, Dell and Arista Gain Ahead of Key Data
Data center stocks showed mixed performance Friday, with Nvidia declining 2.2% while Dell and Arista Networks gained over 4%. Markets await Walmart earnings and critical economic data.
Arista Networks Surges on Strong Q4 Results, Upbeat AI Outlook
Arista Networks shares rallied in after-hours trading following better-than-expected fourth-quarter results and strong forward guidance, reinforcing confidence in AI-driven data center spending.
Dell Shares Retreat Amid Private Cloud Expansion and Upcoming Earnings
Dell Technologies stock declined 2.3% to $123.12, partially reversing Tuesday's gains. Investors are focused on the company's upcoming fiscal Q4 results and its push into enterprise AI servers.
Cisco Reaches Record High Before Earnings, JPMorgan Boosts Target on AI Prospects
Cisco shares closed at a record $86.78 ahead of its February 11 earnings report. JPMorgan raised its price target to $95, citing AI potential, while options imply a 6% post-earnings swing.
Super Micro's Margin Pressure Weighs on Shares Despite AI Demand Surge
Super Micro Computer shares declined as investors focused on shrinking profit margins, overshadowing strong revenue growth tied to AI server demand.