$HPE

Everpure shares rose 9.7% after Susquehanna upgraded the stock to Positive and raised its price target to $120 from $85, citing higher demand for flash storage from cloud and AI clients. Palo Alto Networks gained 4.3% on reports of AI agents tied to hacking. HPE climbed 3.9% after Morgan Stanley upgraded to Overweight and set a $69 target. Nabors rose 6.8% with Brent holding above $80. Ridgepost fell 4.7% as Barclays cut its target to $11 from $12.

Netlist (NLST) shares rose up to 9% to a three-year high after the company filed a new U.S. ITC patent infringement action seeking exclusion and cease-and-desist orders against Micron (MU), Super Micro Computer (SMCI), HPE and Lenovo. Roth Capital raised its NLST price target to $15 from $10, citing potential licensing or settlement.

Super Micro Computer (SMCI) shares rose about 7% after the company reported FY2027 guidance of $65 to $72 billion, above a $53 billion consensus, and record backlog. Dell (DELL) and Hewlett Packard Enterprise (HPE) also gained on AI server read-across. Lenovo reported April-June revenue up 43% and an AI server pipeline of $54 billion.

After Lenovo reported strong AI server demand, shares of AI hardware makers rose. Lenovo revenue grew 43% YoY to $26.94B, AI revenue rose 60% to $9.3B, and its AI server pipeline jumped 157% sequentially to $54B. Super Micro guided FY27 revenue $65B-$72B; Dell, HPE, and HPQ also gained.

Hewlett Packard Enterprise (HPE) shares hit a 52-week high of $58.79 on Aug. 12, 2026 and opened up 4.38% to $61.37. Morgan Stanley upgraded HPE to Overweight with a $69 target, citing AI-driven hardware demand. The article cites raised FY26 non-GAAP EPS guidance of $3.35 to $3.45 and Q2 FY26 revenue of $10.68B.

Hewlett Packard Enterprise (HPE) shares rose over 8% after Lenovo reported $26.9B quarterly revenue, up 43% year over year. Analysts cited HPE’s own results: $0.79 EPS and $10.68B revenue, beating estimates. Goldman kept Buy at $75 and Morgan Stanley raised to Overweight at $69; consensus target $69.80.

Dell, HP and HPE shares rose in premarket after Lenovo reported stronger-than-expected first-quarter results. Lenovo revenue was $26.94B, up 43% vs a $22.42B forecast. Infrastructure solutions revenue nearly doubled to $8.51B, and AI-related revenue rose 60% to 35% of sales. Gross margin improved to 16.5%.

Hewlett Packard Enterprise shares rose about 4.3% in pre-open trading after Lenovo reported record results. Lenovo said total revenue rose 43% YoY to $26.9B and its infrastructure solutions segment nearly doubled, boosting expectations for enterprise AI hardware demand. Analysts at Goldman Sachs (Buy, $75 target) and Morgan Stanley (Overweight, $69) supported sentiment.

Dell Technologies shares rose about 4% premarket and HP Inc. gained about 6.5%, with HP Enterprise up about 3.5%, after Lenovo reported strong quarterly results. Lenovo said Q1 revenue was $26.94B, up 43% YoY, and infrastructure solutions revenue rose 98% to $8.51B. AI-related revenue rose 60% YoY to 35% of total, with gross margin at 16.5%.

Investing.com reports stocks rose as traders pared rate-hike bets after July CPI. It highlights Yubico (STO:YUBICO) after a blowout earnings move, citing Q2 EBIT margin rising to 14.4% from 4.2%, net income to SEK 61.5m from SEK 8.9m, and subscription net sales up 27% YoY. It also notes Hewlett Packard Enterprise (NYSE:HPE) after a Morgan Stanley upgrade to Overweight with a $71 target.