Super Micro's Forecast Seen as a Good Sign for Dell, HPE

Dow Jones03:19

1518 ET - Super Micro Computer's move to sharply boost its gross margin outlook isn't just a good sign for the server company, Wedbush Securities analysts say in a note. The updated guidance also offers an encouraging signal for other server players like Dell and Hewlett Packard Enterprise, the analysts say, so long as it was driven by strong AI server demand that outpaced supply. The analysts say that if Super Micro's raised forecast is in fact a result of scarce supply that allowed it to sell at higher prices, those other players should benefit from the same dynamics. Shares of Dell were recently up 9.6%, while HPE shares rise 3.5%. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

July 22, 2026 15:19 ET (19:19 GMT)

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The analysts say that if Super Micro's raised forecast is in fact a result of scarce supply that allowed it to sell at higher prices, those other players should benefit from the same dynamics. Shares of Dell were recently up 9.6%, while HPE shares rise 3.5%. 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