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Dell Technologies (DELL) closed at $494.51 in the latest trading session, marking a +2.07% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.65%. Elsewhere, the Dow saw an upswing of 0.13%, while the tech-heavy Nasdaq appreciated by 0.81%. Coming into today, shares of the computer and technology services provider …
Chronological news
External headlines link to their original source. Market context comes from stored weekly company data, not from an opinion about the article.
This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 3% on Thursday after Lenovo Group (LNVGY) reported strong fiscal first-quarter results, highlighting continued demand for AI infrastructure. Lenovo generated $26.94 billion in quarterly revenue, up 43.1% from a year earlier. Its …
Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …
Sharemaestro market context Trend signal active 52 weeks +224.9% · Next-week setup positive 58.2%If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Dell Technologies (DELL). This company, which is in the Zacks …
Key Points Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July. Management guided fiscal …
This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI), the AI-server powerhouse sitting right in the middle of the data-center spending boom, forecast fiscal 2027 revenue of $65 billion to $72 billion, and Wall Street took notice. Shares jumped roughly 13.6% Wednesday afternoon. …
Key Points Super Micro's sales nearly doubled in Q4. Its gross profit and net income also showed significant improvements from a year ago. The stock continues to trade at a low earnings multiple.10 stocks we like better than Super Micro Computer › Shares of …
AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not …
Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading
This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 5% Wednesday as investors reacted to a stronger-than-expected outlook from Super Micro Computer, adding to optimism around demand for AI servers. Super Micro Computer (SMCI) projected fiscal 2027 revenue of $65 billion …
Key Points Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.10 stocks we like better than Super Micro Computer › Super Micro Computer …
Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year …
Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading
Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution …
For Immediate Release Chicago, IL – August 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …
CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …
Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …
Sharemaestro market context Trend signal active 52 weeks +224.9% · Next-week setup positive 58.2%Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65–$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday. Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy …
28-year Dell Technologies veteran, most recently leading services sustainability strategy, joins to own end-to-end program execution as illumynt scales its AI hardware lifecycle business BURLINGTON, Mass., August 12, 2026--(BUSINESS WIRE)--illumynt, a technology-driven leader in AI hardware lifecycle recovery and IT asset disposition (ITAD), today …
By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after upbeat forecasts from the two AI infrastructure companies reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more than 18%, with peer …
Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q4 fiscal 2026 MANAGEMENT VIEW * "Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26." (Founder, …
Super Micro Computer (SMCI) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents …
Investing.com -- Super Micro Computer Inc. (NASDAQ: SMCI) sent shares rallying 9% after reporting robust fourth-quarter profits and issuing aggressive forward guidance that blew past Wall Street consensus. The blowout outlook served as a sharp positive surprise for investors, who had braced for headwind …
Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting. Continue Reading
Server solutions provider Super Micro (NASDAQ:SMCI) missed Wall Street's revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter's outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% …
[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) shares rose 8% in extended trading on Tuesday after the artificial intelligence server maker offered up guidance for the coming fiscal first quarter that was well above Wall Street's forecast. For …
* Super Micro Computer press release [https://seekingalpha.com/pr/20615668-supermicro-announces-fourth-quarter-and-full-fiscal-year-2026-financial-results] (SMCI [https://seekingalpha.com/symbol/SMCI]): Q4 Non-GAAP EPS of $1.70 beats by $0.74. * Revenue of $11.12B (+91.7% Y/Y) misses by $440M. * As of June 30, 2026, total cash and cash equivalents was $7.5 billion and total bank debt …
Dell Technologies DELL shares are trading at a premium, as suggested by a Value Score of C. In terms of the forward 12-month price/earnings (P/E), DELL is trading at 21.92X, higher than the broader Zacks Computer and Technology sector's 21.59X. Dell is trading at …
(RTTNews) - Super Micro Computer Inc. (SMCI) will host a conference call at 5:00 PM ET on August 11, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://ir.supermicro.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views …
Key Points Supermicro's July 21 preliminary update put fiscal fourth-quarter revenue near the low end of its $11.0 billion to $12.5 billion guidance. Preliminary gross margin of 15% to 17% is roughly double the 8.2% to 8.4% management guided for the quarter. The company …
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate …
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …
This article first appeared on GuruFocus. Super Micro Computer Inc. (SMCI, Financials), the AI server maker, heads into earnings with investors weighing softer revenue against a much stronger profit picture. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Is SMCI fairly valued? Test …
Quick Read SMCI rose 4% ahead of earnings, dragging HPE up 4% and Dell up 3%, yet SMCI still sits 27% below year-ago levels. IYW's flat close confirms a server-specific rotation, while NVDA's push into integrated AI systems raises supply-chain dependency questions for SMCI. …
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