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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

HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is whether that gap is an opportunity or a warning sign.

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.

Dell Technologies stock is pushing new record highs following another exceptional earnings report, driven largely by the AI boom.

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 infrastructure needed to power artificial intelligence.

The HPE CEO weighs in with his outlook for AI demand.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...

Hewlett Packard Enterprise's (HPE) solid order growth backs its strong fiscal 2027 guidance, followi

Qualcomm's Japan robotics push targets edge AI growth and diversification, but margin pressure, weak estimates and Apple's modem shift cloud the outlook.

Hewlett Packard Enterprise's Q3 earnings and revenues beat estimates as AI, networking and server demand surge, driving record backlog and higher fiscal 2026 guidance

Hewlett Packard Enterprise's (HPE) 2027 estimates retain an upward bias because multi-year supply co

Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record backlog tells a more complicated story about who actually profits when customers buy AI servers.

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.

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

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

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...

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Oracle plans a multi-year deployment of HPE Juniper networking equipment across its AI data centers globally, with HPE issuing Oracle warrants to acquire HPE stock

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

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

Stock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Broadcom stock dives on earnings.

HPE Stock Slides as AI Orders Soar and Supply Bottlenecks Persist

US equity markets were mostly pointing lower before the opening bell Thursday as traders continue to

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

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.

↗️ Snowflake (SNOW): The cloud-storage company reported a narrower quarterly loss, saying AI drove its business. Its stock surged more than 20% ahead of the bell. ↘️ Broadcom (AVGO): The company was bullish about demand for its custom chips over the next two years; shares slipped premarket.

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.