Hewlett Packard

HPE

Market cap $50.7B

Even stocks in the beleaguered software industry have been on fire.

Hewlett Packard Enterprise Company is rated a Buy, driven by surging AI/server demand and networking momentum. HPE benefits from Dell's blowout earnings and analyst upgrades, with Citi raising its price target to $39 on similar AI and server tailwinds. JPMorgan and Citi upgrades reflect a shift in market valuation for hardware makers, as AI and neocloud deployments drive sector-wide growth.

Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.

The PC and server maker's stellar first-quarter earnings lift Hewlett Packard, IBM, and Super Micro Computer.

Shares of Hewlett Packard Enterprise Co. (NYSE:HPE) jumped in Thursday's extended trading, catching a tailwind from rival Dell Technologies Inc. (NYSE:DELL) after Dell delivered a blowout first quarter.

Hewlett Packard Enterprise Co (NYSE:HPE) is set to report fiscal second-quarter earnings after the close on Monday, June 1.

HOUSTON & GLASSBORO, N.J.--(BUSINESS WIRE)--HPE and Rowan University expand a strategic partnership to advance research, enhance learning, and strengthen campus technology infrastructure.

Hewlett Packard Enterprise heads into Q2 earnings results with strong networking and AI demand, Juniper integration gains and rising enterprise modernization spending.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Hewlett Packard Enterprise (HPE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2026.

Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are up 15% in late morning trading on Friday, leading a broad rally across AI server names.