Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

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โดย 247wallst.com·US·Read original
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Super Micro Computer shares are rising 6% to $40 midday Thursday, extending a rally that began after Tuesday afternoon's fiscal Q4 report. Peer AI server names are climbing alongside it, with Dell Technologies stock up 3% to $498 and Hewlett Packard Enterprise shares gaining 3% to $60.50. The continuation is driven by external read-across, not a fresh Super Micro catalyst, after Hong Kong-listed Lenovo reported April-June revenue up 43% year over year to $26.94 billion and an AI server pipeline swelling to $54 billion, up 157% sequentially. Morgan Stanley upgraded its U.S. IT hardware industry view to In-Line from Cautious, while Goldman Sachs named Dell, Hewlett Packard Enterprise, and NetApp its top U.S. hardware picks. Super Micro's fiscal Q4 revenue of $11.12 billion was up 93.2% year over year, with adjusted EPS of $1.70 versus $1.59 expected, and the company guided full-year fiscal 2027 revenue to $65 billion to $72 billion versus roughly $53.3 billion expected.

Impact on stocks 8

Artificial Intelligence▲ · 5 stocks
Dell Technologies Inc
DELL
▲ PositiveDemandrelevance

Goldman Sachs names Dell a top U.S. hardware pick amid strong AI server demand from Lenovo's pipeline.

Financials▲ · 2 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
NetApp Inc
NTAP
▲ PositiveDemandrelevance

Goldman Sachs names NetApp a top U.S. hardware pick amid strong AI server demand from Lenovo's pipeline.

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