StreetInsider.com News Articles

Dell Technologies, HPE Trade Higher in Sympathy with Super Micro Computer Following Margin Beat

Tue, 21 Jul 2026 16:21:26 -0400

(Updated - July 21, 2026 4:21 PM EDT)

Dell Technologies (NYSE: DELL) Trades Higher in Sympathy with Super Micro Computer (NASDAQ: SMCI) Following Margin Beat

Dell Up 5%
SMCI Up 20%

Hewlett Packard Enterprise (NYSE: HPE) also gained, Up 4.5%

Revenues for the fourth quarter of fiscal year 2026 are estimated to be near the low end of our guidance of $11.0 billion to $12.5 billion.
GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17% which is significantly higher than our guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix.

Dell Technologies, HPE Trade Higher in Sympathy with Super Micro Computer Following Margin Beat

Tue, 21 Jul 2026 16:21:26 -0400

(Updated - July 21, 2026 4:21 PM EDT)

Dell Technologies (NYSE: DELL) Trades Higher in Sympathy with Super Micro Computer (NASDAQ: SMCI) Following Margin Beat

Dell Up 5%
SMCI Up 20%

Hewlett Packard Enterprise (NYSE: HPE) also gained, Up 4.5%

Revenues for the fourth quarter of fiscal year 2026 are estimated to be near the low end of our guidance of $11.0 billion to $12.5 billion.
GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17% which is significantly higher than our guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix.

Dell Technologies, HPE Trade Higher in Sympathy with Super Micro Computer Following Margin Beat

Tue, 21 Jul 2026 16:21:26 -0400

(Updated - July 21, 2026 4:21 PM EDT)

Dell Technologies (NYSE: DELL) Trades Higher in Sympathy with Super Micro Computer (NASDAQ: SMCI) Following Margin Beat

Dell Up 5%
SMCI Up 20%

Hewlett Packard Enterprise (NYSE: HPE) also gained, Up 4.5%

Revenues for the fourth quarter of fiscal year 2026 are estimated to be near the low end of our guidance of $11.0 billion to $12.5 billion.
GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17% which is significantly higher than our guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix.

Dell leads broader AI hardware selloff as shares tumble 14%

Wed, 15 Jul 2026 13:06:06 -0400

Investing.com - Dell Technologies stock is trading down roughly 14% Wednesday, its steepest intraday drop in months, as a broad reversal sweeps through AI server hardware stocks and investors reassess whether stretched valuations can survive a more cautious macro backdrop. No confirmed can be attributed to Wednesday's move.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

The selling follows a UBS

Dell leads broader AI hardware selloff as shares tumble 14%

Wed, 15 Jul 2026 13:06:06 -0400

The selling follows a UBS

Dell leads broader AI hardware selloff as shares tumble 14%

Wed, 15 Jul 2026 13:06:06 -0400

The selling follows a UBS

Dell leads broader AI hardware selloff as shares tumble 14%

Wed, 15 Jul 2026 13:06:06 -0400

The selling follows a UBS

Dell leads broader AI hardware selloff as shares tumble 14%

Wed, 15 Jul 2026 13:06:06 -0400

The selling follows a UBS

Dell leads broader AI hardware selloff as shares tumble 14%

Wed, 15 Jul 2026 13:06:06 -0400

The selling follows a UBS

Evercore ISI defending Dell (DELL) amid 14% drop

Wed, 15 Jul 2026 12:28:36 -0400