Most investors assume the biggest AI moves already happened.
But capital is still quietly flowing into select names.
See which AI stocks traders are watching here.
What’s changed is where the money is going.
This summer, investors appear to be becoming far more selective — moving away from crowded names and toward smaller companies tied to the next phase of AI infrastructure and deployment.
That’s why our research team released a new report:
The 2 Best AI Stocks to Buy Immediately for Under $15/Share
Inside, we break down two lower-priced AI stocks that traders have started paying close attention to in the current market environment.
Regards,
The Wealthiest Investor News Team
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AI Server Earnings: Wall Street Sees One Clear Standout
Author: Leo Miller. Published: 6/5/2026.
Key Points
- Dell Technologies posted the strongest quarterly results among the three, with revenue rising 88% year-over-year and AI server sales surging over 700% year-over-year.
- Super Micro Computer, Dell, and Hewlett Packard Enterprise all reported significant earnings beats, with each stock posting double-digit gains following their reports.
- Analysts see the most upside potential in HPE, with a consensus price target near $65 implying almost 20% gains from current levels.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
AI server stocks are no longer moving on hype alone.
Three of the best-known artificial intelligence (AI) server companies reported earnings over the last month—Super Micro Computer (NASDAQ: SMCI), Dell Technologies (NYSE: DELL), and Hewlett Packard Enterprise (NYSE: HPE)—and the market’s reaction was anything but muted, with each stock posting a sharp move higher after its latest report.
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Watch the urgent presentation to see this hidden stock before the IPO window closesThe rally across these three names shows that Wall Street is still willing to chase the AI infrastructure trade, but the biggest upside may belong to the companies turning AI demand into measurable earnings momentum.
Super Micro Computer Rallies as Margins Improve Despite Revenue Miss
Supermicro shares surged more than 24.5% after the company reported fiscal Q3 2026 earnings on May 5, despite a significant sales miss.
Revenue came in at $10.24 billion, skyrocketing more than 123% year over year (YOY). However, that was well below Supermicro’s own estimate of at least $12.3 billion. Meanwhile, adjusted earnings per share (EPS) of 84 cents smashed expectations of 63 cents.
Overall, investors appeared to focus on SMCI’s improved bottom line.
The company continued to show a trade-off between revenue growth and very low adjusted gross margin. While sales fell short of expectations, adjusted gross margin improved by 370 basis points to 10.1%. That improvement was encouraging, but whether it will hold up consistently over time remains questionable.
Later in May and in early June, SMCI rode the wave of other AI server stocks that posted extremely strong results. SMCI shares surged by approximately 68% in May, marking the stock’s best monthly return since February 2024, when shares rose more than 63%. Despite that recent move, SMCI shares remain down over 50% from their all-time high in early 2024.
Analysts have given SMCI a consensus Hold rating and a price target of $39, which implies nearly 17% downside potential.
Dell Destroys Estimates as AI Sales, Orders, and Backlog Spike
Dell’s fiscal Q1 2027 earnings report came on May 28 and blew estimates out of the water.
Analysts were expecting strong growth of roughly 53%, but Dell’s results cleared that high bar by a wide margin.
Revenue hit $43.84 billion, rising 88% YOY and beating estimates by a whopping $8.1 billion, as analysts had forecast growth of just 53% YOY. Adjusted EPS grew by more than 214% YOY to $4.86, far above estimates of $2.96.
Subsequently, Dell gained nearly 33% after its report was released, for a total May gain of 101%.
AI servers continued to be a major demand driver, with Dell reporting sales of $16.1 billion, rising over 700% YOY. AI server orders came in at $24.4 billion, with a solid book-to-bill ratio of 1.5x, implying that demand is strengthening. The company ended the quarter with a $51.3 billion AI server backlog and expects to generate $60 billion in AI server revenue in its full fiscal year.
Dell issued a huge $27 billion increase to its full-year revenue guidance and an even more impressive $5 increase to its adjusted EPS guidance. It now sees these figures coming in at $167 billion and $17.90, indicating expected YOY growth of 47% and 74%, respectively. This would mark Dell’s highest annual growth rate by far since returning to public markets in December 2018.
The analyst consensus price target for Dell now sits at $475.76, indicating nearly 13% upside potential.
Hewlett Packard Enterprise Booms as Financial Plan Moves 2 Years Ahead of Schedule
While Hewlett Packard Enterprise (HPE) did not release its fiscal Q2 2026 earnings report until June 1, the stock also soared in May—along with other server stocks—rising by just under 50%.
HPE posted substantial beats on both its top and bottom lines. Revenue came in at $10.68 billion, representing growth of 40% YOY and beating estimates by nearly $900 million. Analysts had forecast growth of only 28% YOY. Adjusted EPS rose by 108% YOY to 79 cents, easily topping estimates of 54 cents.
HPE booked $1.8 billion in new AI systems orders, bringing cumulative AI systems bookings to $16.4 billion, and entered Q3 with $5.9 billion in backlog.
Total sales in its Cloud and AI segment rose by 23% YOY. Based on its strong results, HPE significantly raised its full-year guidance, now expecting adjusted EPS of $3.40 at the midpoint. This marks a full $1 increase compared with previous estimates of $2.40.
The firm is now two years ahead of schedule in reaching its financial targets, as HPE previously expected to hit adjusted EPS of $3.40 in 2028. That makes it no surprise that HPE soared 19.5% after its earnings report.
After these results and the subsequent price target updates, Wall Street analysts are projecting the most upside potential in HPE. The MarketBeat consensus price target sits near $65, implying almost 20% upside, as price targets moved up substantially after the company's earnings report. The average of updated targets sits near $69 per share, implying more than 20% upside.
Samsara Just Answered The AI Question—Is Wall Street Ready To Listen?
Author: Sam Quirke. Published: 6/6/2026.
Key Points
- Samsara delivered another strong earnings report, reinforcing its status as one of the most consistent execution stories in software over the past year.
- The company’s AI strategy appears additive rather than disruptive, setting it apart from many SaaS peers still grappling with the implications of AI.
- Despite improving fundamentals and rising analyst confidence, the stock remains significantly below its all-time highs, suggesting the turnaround may still be underappreciated.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Shares of Samsara Inc (NYSE: IOT) were trading around $36 early Friday as the market continued to digest the company’s Q1 earnings, released Thursday night. The stock has spent much of the past year trying to convince investors that it's not just another victim of the AI-driven SaaSpocalypse.
"SaaSpocalypse" refers to fears that artificial intelligence could disrupt the traditional software-as-a-service (SaaS) space. Those concerns triggered steep sell-offs in stocks previously viewed as long-term home runs. Samsara was no exception, with shares falling more than 50% from last December through early February.
A tiny supplier at the center of Elon's AI infrastructure (Ad)
The upcoming SpaceX IPO - reported for June 12 - is valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong move.
There's a tiny supplier, just 1/60th the size of SpaceX, sitting at the center of what he calls Elon Musk's 'tollbooth' plan for AI infrastructure. Once SpaceX goes public, Wall Street could expose this under-the-radar vendor to a much wider audience.
Watch the urgent presentation to see this hidden stock before the IPO window closesHowever, Samsara isn’t a typical SaaS name, and it’s clear the market is starting to recognize that. Thursday's report may be the clearest signal yet that this is the case.
Another Quarter, Another Strong Print
At first glance, Thursday's report looked strong. The company once again delivered a top- and bottom-line beat while also raising forward guidance, reinforcing the bullish case that demand for Samsara’s platform remains solid.
Much of the company’s growth continues to be driven by enterprise adoption, with larger customers playing an increasingly important role in the overall revenue mix. This is an important signal for investors, as it suggests Samsara is not only expanding its footprint but doing so in a way that supports larger new business contracts, greater expansion opportunities, and better long-term revenue visibility.
Profitability and cash flow trends also remained solid, a notable development in a market where many high-growth software companies are still struggling to balance expansion with financial discipline. Samsara is standing out by doing both, and it is increasingly separating itself from peers facing greater pressure.
AI Looks Like a Tailwind, Not a Threat
There was also a key update in the one area that matters most for software companies right now: AI. For many software companies, AI introduces uncertainty around pricing power, product relevance, and long-term demand. That has been a major driver of the multiple compression seen across the sector in recent months.
However, as the market has also seen with HubSpot Inc (NYSE: HUBS) and Snowflake Inc (NYSE: SNOW) recently, Samsara appears to be threading the needle. Rather than competing with AI, it is integrating it directly into its platform, using its large and growing dataset of real-world operational data to deliver more value to customers.
This creates a dynamic where AI enhances the product and makes it more attractive to customers rather than threatening its necessity. In practical terms, more data yields better insights, which in turn drive greater customer usage and deeper engagement. All of this translates well to the topline revenue number.
Why the Market May Still Be Missing the Story
Even so, despite what appears to be impressive execution and solid AI positioning, Samsara’s stock barely moved after the results. That suggests there is still a high degree of skepticism or caution among investors, and possibly both.
It could be that the stock ran a little too hot into Thursday's report, and that the numbers just about justify those gains, but no more, at least in the near term. It is also possible that Samsara shares are getting caught up in the broader cooling of sentiment toward tech stocks in recent weeks.
Weighing Up the Opportunity
Still, for those of us on the sidelines, this is a company that continues to grow and is gaining momentum with its AI initiatives. The analyst community is leaning bullish, which counts for a lot.
The team at Wells Fargo & Company, for example, reiterated its Buy rating on the stock after Thursday’s report, along with a $50 price target. That echoed a bullish stance from TD Cowen last month, and the current consensus price target points to a solid 35% upside from current levels.
Investors should be watching closely from here. The setup is starting to look increasingly compelling, even if the market is not fully convinced yet. At the end of the day, that is often where the greatest opportunity lies.
If Samsara can continue delivering at this pace while showing incremental progress in monetizing its AI capabilities, it will not take much for sentiment to shift more decisively.
For now, the stock looks stuck between skepticism and optimism, but if the balance tips, the upside from current levels could come quickly.
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