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Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.
Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.
AI infrastructure demand drives record quarterly results and expanded guidance.
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 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 (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.
AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.
Hewlett Packard Enterprise Co (HPE) delivered record Q3 results with revenue up 34% and raised its fiscal 2027 outlook, driven by accelerating AI infrastructure demand.
Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.
Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out
HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.
HPE lifted its long-term growth targets after revenue gains across both of its segments. The technology company now expects revenue to rise between 34% and 37% in the current fiscal year, up from a previous range of 29% to 33%.
HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.
HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, which was a major jump from the earnings of 44 cents per share in the prior year period and ahead of analyst estimates of 93 cents per share, according to FactSet. “We are turning what I call exceptional demand into durable, profitable growth for a company and shareholders,” CEO Antonio Neri told Barron’s on Wednesday. HPE also raised its revenue outlook for the year.
Hewlett Packard Enterprise Co. (NYSE:HPE) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it clears Wall Street’s earnings bar. The bigger question may be what CEO Antonio Neri says about HPE’s AI...
Today's heavy volume in out-of-the-money (OTM) options in Hewlett Packard Enterprise Co. (HPE) shows investors are bullish ahead of its Q3 earnings release tomorrow. Moreover, analysts have higher price targets.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Dell has the bigger AI growth story, but HPE's higher-margin networking business could make its growth more valuable to investors.
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) will be reporting earnings this Wednesday after market close. Here’s what to expect.
The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.
Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.
MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.
HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.
Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.
Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher
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