Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

1 hour ago 2

Eric Bleeker

Thu, August 13, 2026 astatine 11:33 AM CDT 5 min read

Quick Read

SMCI surged 10% and DELL neared $500 aft Lenovo's AI server pipeline jumped 157% sequentially, validating wide end-market AI demand.
Super Micro guided FY27 gross to $72B, beating Wall Street's $53B estimation by astir $20B, though antagonistic operating currency travel remains a reddish flag.
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Shares of AI server and PC hardware makers are rallying astatine midday Thursday. Super Micro Computer (NASDAQ:SMCI) leads the group, up 10% to $41. Dell Technologies (NYSE:DELL) is tracking toward $500 for the archetypal time, up 3%. Hewlett Packard Enterprise (NYSE:HPE) is higher by 5%, and HP Inc. (NYSE:HPQ) has added 3%.

A close-up, high-angle changeable of a greenish and bluish toned circuit board, featuring integrated circuits and galore physics components. Overlaid connected the circuit committee is simply a translucent, glowing achromatic enactment graph showing an upward trend, culminating successful an upward-pointing arrow connected the right. Below the enactment graph, determination is simply a barroom illustration with expanding heights, besides indicating affirmative growth. The inheritance is softly blurred with bokeh lights, creating a consciousness of extent and absorption connected the foreground elements.

Lenovo Earnings Fuel a Read-Through Rally

The catalyst for today's moves crossed server companies is simply a blowout 4th from Chinese adjacent Lenovo. For the April to June period, Lenovo reported gross of $26.94 billion, up 43% twelvemonth implicit year, versus Wall Street expectations of $22.44 billion. Adjusted nett income roseate 176% twelvemonth implicit twelvemonth to $1.1 billion, topping the $1 cardinal people for the archetypal time.

AI-related gross climbed 60% to $9.3 billion, accounting for 35% of full revenue. The fig investors zeroed successful on: the AI server pipeline surged to $54 billion, up 157% sequentially.

CEO Yuanqing Yang said AI is emerging arsenic a wide maturation motor crossed each concern group. Because Lenovo competes straight with each sanction connected this list, a bushed of that magnitude signals genuine end-market request crossed the group. Strength spanned AI infrastructure and PCs, which is wherefore the determination reaches HPQ arsenic good arsenic the server names. Lenovo trades successful Hong Kong and is not a US-listed idea. Its 215% twelvemonth to day determination connected the LNVGY ADR shows however the marketplace is repricing this cycle.

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Super Micro Extends Its Post-Earnings Run

Super Micro is layering the Lenovo read-through onto its ain guide. On Aug. 11, the institution reported Q4 FY26 gross of $11.12 cardinal (up 93.2% YoY) and non-GAAP EPS of $1.70, with gross borderline expanding to 17.5%. CEO Charles Liang cited much than $60 cardinal successful caller orders and a grounds backlog. The header fig for Wall Street was FY27 gross guidance of $65 cardinal to $72 billion, versus Wall Street expectations of $53.3 billion. Analyst absorption has been mixed, with respective notes flagging borderline volatility adjacent arsenic the top-line usher reset the trajectory.

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