---
title: "Dell, HPE and HP surge on AI enterprise demand and PC, server refresh"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298749461.md"
description: "Dell, HPE, and HP stocks surged over 8% driven by strong enterprise AI demand and PC/server refresh cycles. HPE benefited from Oracle's expanded partnership and $209B growth in performance obligations. RBC Capital Markets initiated coverage on Dell with an 'Outperform' rating, citing a $95bn AI server backlog and supply constraints. HP received a 'Sector Perform' rating, with analysts highlighting benefits from AI PC adoption and edge computing trends."
datetime: "2026-09-11T15:16:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298749461.md)
  - [en](https://longbridge.com/en/news/298749461.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298749461.md)
generator: "portal-rs"
---

# Dell, HPE and HP surge on AI enterprise demand and PC, server refresh


### Related Stocks

- [HPQ.US](https://longbridge.com/en/quote/HPQ.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [HPE.US](https://longbridge.com/en/quote/HPE.US.md)
- [DLLL.US](https://longbridge.com/en/quote/DLLL.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [ORCX.US](https://longbridge.com/en/quote/ORCX.US.md)
- [ORCU.US](https://longbridge.com/en/quote/ORCU.US.md)
- [ORCS.US](https://longbridge.com/en/quote/ORCS.US.md)

## Related News & Research

- [Why Is Dell Stock Rising Today, Sept. 15?](https://longbridge.com/en/news/299074374.md)
- [HP Raises Outlook as Premium AI PCs and Tariff Refunds Boost Results](https://longbridge.com/en/news/298834694.md)
- [Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue](https://longbridge.com/en/news/298817198.md)
- [European chip startup Axelera wins AI factory supply deals and launches second chip](https://longbridge.com/en/news/299047417.md)
- [Is HP (HPQ) Expensive On Its RTX Spark AI PC Launch?](https://longbridge.com/en/news/298321062.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**