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Home/News Feed/HPE stock jumps 36% after Q2 beat, lifting Dell and SMCI on AI infrastructure demand surge
HPE
$47.07
-$0.33 -0.70%

HPE stock jumps 36% after Q2 beat, lifting Dell and SMCI on AI infrastructure demand surge

Market News
01 Jun 2026
Erica Kollmann
View Source
Bullish
pluang ai news

Hewlett Packard Enterprise (HPE) shares soared 36.4% after hours following a strong Q2 report that beat earnings and revenue estimates, driven by robust demand for AI infrastructure and expanded networking products. CEO Antonio Neri highlighted record-breaking revenue and projected fiscal 2026 revenue growth of 29% to 33%, with continued growth expected in 2027. This optimism boosted related server makers, with Dell rising 2.9% after hours and Super Micro Computer (SMCI) up 6%, reflecting sector-wide confidence in AI-driven data center investments. The market views this as a broad trend benefiting enterprise infrastructure providers into late 2026.

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