After-Hours Movers: DELL, PANW, GTLB, CRDO, MDB, HPE, SMCI

Dell (DELL) PT Raised to $650 at Bernstein SocGen Group

Bernstein SocGen Group analyst Mark Newman raised the price target on Dell (NYSE: DELL) to $650.00 (from $500.00) while maintaining a Outperform rating.

The analyst comments "Storage joins the party with revenues up 26% YoY and all-time high profitability in our estimates driven by market share... More

GitLab Inc (GTLB) PT Raised to $57 at Morgan Stanley

Morgan Stanley analyst Sanjit Singh raised the price target on GitLab Inc (NASDAQ: GTLB) to $57.00 (from $30.00) while maintaining a Equalweight rating.

The analyst comments "2Q27 was impressive as rev growth topped 20%+, first orders were up 100%+ and NRR improved for the first time... More

Dell (DELL) PT Raised to $499 at Morgan Stanley

Morgan Stanley analyst Erik Woodring raised the price target on Dell (NYSE: DELL) to $499.00 (from $434.00) while maintaining a Equalweight rating.

The analyst comments "DELL's results make clear that companies are significantly investing in AI across cloud, hybrid & on-prem. While we question the... More

TD Cowen on Palo Alto Networks (PANW): 'Strong Q'

TD Cowen analyst Shaul Eyal reiterated a Buy rating and $400.00 price target on Palo Alto Networks (NASDAQ: PANW).

The analyst comments "Strong Results: For F4Q26, NGS ARR rose 63% y/y to $9.1B. Revs rose 34% y/y to $3.41B, beating the Street's +32% to $3.35B. Non-GAAP EPS came in at $1.02, beating the St.'s. $0.98. PANW introduced new revenue disclosures by platform definition & classification.

Platformization Accelerating: PANW platformized 220 net new customers, surpassing its prior record. Net Rev Retention for the platformized... More

Evercore ISI Reiterates Outperform Rating on Palo Alto Networks (PANW)

Evercore ISI analyst Peter Levine reiterated an Outperform rating and $415.00 price target on Palo Alto Networks (NASDAQ: PANW).

The analyst comments "PANW delivered a solid F4Q, with results exceeding expectations across the board. F4Q NGS net new ARR came in well ahead of the $830mn bogey at $970mn. However, the stock came under pressure after-hours, likely reflecting a softer-than-expected FY27 outlook and investor concerns around the organic growth trajectory. The initial FY27 NNARR guide came in at ~$2.03bn (vs. bogey of ~$2.08bn), with mgmt expecting 60-61% of FY27 NNARR... More

GitLab Inc (GTLB) PT Raised to $60 at BTIG

BTIG analyst Gary Powell raised the price target on GitLab Inc (NASDAQ: GTLB) to $60.00 (from $52.00) while maintaining a Buy rating.

The analyst comments "21% top-line growth was impressive (~490 bps of upside; well ahead of our 19% upside case), though we were more encouraged by a... More