Hewlett Packard Enterprise (HPE) stock fell 9% following a Wall Street downgrade after a 137% gain this year, triggering declines in Dell and Super Micro shares as well. Despite strong AI-driven revenue growth and raised earnings guidance, concerns about demand sustainability and upcoming Federal Reserve decisions are weighing on the sector. The downgrade reflects caution over whether AI hardware demand can maintain momentum amid broader market volatility. Investors will watch if HPE stabilizes above key support levels and how the AI hardware group responds post-Fed meeting.
Hewlett Packard Enterprise shares dropped 9.88% to USD 55.95 on Pluang as of Sep 14, 2026 21:21 WIB, reflecting the downgrade impact. Dell shares also fell 5.39%, trading at USD 536.59, while Super Micro Computer declined 6.13% to USD 37.64. These movements highlight ongoing volatility in the AI hardware sector despite recent strong revenue growth and guidance upgrades.
Super Micro Computer forecasted first-quarter revenue between $18.5 billion and $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion, driven by strong demand for AI infrastructure. The company also expects improv...
Super Micro Computer reported preliminary revenue of at least $18.5 billion for Q1 FY2027, surpassing its own forecast due to strong AI server demand. This caused its shares to surge 12%, outperforming Dell and Hewlett Packard Enterprise, which also ...
Hewlett Packard Enterprise (HPE) shares fell 20.56% in a single week after an analyst downgrade questioned the sustainability of its AI-driven growth, despite the company reporting a 32.7% revenue increase and record backlog. The stock trades at a lo...
AI server stocks, including Super Micro Computer, Hewlett Packard Enterprise, and Dell Technologies, rallied strongly following a steep selloff last week. Super Micro led the gains with a 4% rise, supported by strong revenue growth and a new CFO focu...
