Zacks Highlights Dell, Hewlett Packard, and Nvidia in Latest Report
Yahoo Finance ·
On September 9, 2026, Zacks Equity Research featured Dell Technologies, Hewlett Packard Enterprise, and Nvidia. Both Dell and HPE have emerged as pivotal enterprise infrastructure providers, competing aggressively in servers, data-center systems, and hybrid-cloud environments. Driven by surging AI workloads, Dell reported a fiscal Q2 revenue jump of 58% year over year to a record $46.97 billion, with adjusted EPS soaring 203% to $7.04. Consequently, Dell raised its fiscal 2027 revenue outlook to $192 billion. Meanwhile, HPE posted record fiscal Q3 results, with revenue rising 34% to $12.21 billion and adjusted EPS reaching $1.11, prompting management to lift its full-year guidance. According to Grand View Research, the global server market is projected to expand at a 14.8% compound annual growth rate from 2026 through 2033, reaching nearly $1.03 trillion. IDC data also confirmed robust sector momentum, placing Dell first in worldwide server OEM revenue share at 16.5% during Q1 2026, while HPE maintained its top-five vendor status.
AI 시장 분석
Dell and Hewlett Packard Enterprise (HPE) reported earnings that significantly beat market expectations, driven by strong AI server demand. Dell's Q2 revenue surged 58% year-over-year to $46.97 billion, and HPE also achieved strong results due to high growth in its cloud and AI segments. Both companies raised their guidance, raising expectations of benefiting from continued corporate IT investment expansion going forward.
상승 영향
- AI — Direct earnings growth has been proven by accelerated AI infrastructure investment, as Dell's AI-optimized server revenue surged 100% to $16.4 billion and its annual outlook was raised to $7.4 billion.
- Semiconductors — The explosive worldwide demand for GPU-centric AI systems and high-performance servers drove strong earnings for major OEMs like Dell and HPE, positively impacting the broader semiconductor ecosystem.
DYAX 전담 분석
Dell reported a 100% increase in AI-optimized server revenue to $16.4 billion and raised its fiscal year 2027 revenue outlook to $192 billion. HPE also raised its guidance as its server and networking segments surged, alongside the effects of the Juniper Networks acquisition. This supports the forecast that the global server market will grow at a compound annual growth rate of 14.8% through 2033, acting as a bullish factor for related companies' stock prices.
Investors should closely monitor whether hyperscalers will continue their AI infrastructure investments and the valuation appeal of each company. While a slowdown in AI server shipment growth could create downward pressure, solid order backlogs and guidance upgrades will support upward momentum in the infrastructure sector for the time being.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
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