After-Hours Movers: DELL, PANW, GTLB, CRDO, MDB, HPE, SMCI

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Dell (DELL) PT Raised to $650 at Bernstein SocGen Group

September 2, 2026 7:24 AM EDT

Bernstein SocGen Group analyst Mark Newman raised the price target on Dell (NYSE: DELL) to $650.00 (from $500.00) while maintaining a Outperform rating.

The analyst comments "Storage joins the party with revenues up 26% YoY and all-time high profitability in our estimates driven by market share... More

GitLab Inc (GTLB) PT Raised to $57 at Morgan Stanley

September 2, 2026 6:28 AM EDT

Morgan Stanley analyst Sanjit Singh raised the price target on GitLab Inc (NASDAQ: GTLB) to $57.00 (from $30.00) while maintaining a Equalweight rating.

The analyst comments "2Q27 was impressive as rev growth topped 20%+, first orders were up 100%+ and NRR improved for the first time... More

Dell (DELL) PT Raised to $499 at Morgan Stanley

September 2, 2026 6:26 AM EDT

Morgan Stanley analyst Erik Woodring raised the price target on Dell (NYSE: DELL) to $499.00 (from $434.00) while maintaining a Equalweight rating.

The analyst comments "DELL's results make clear that companies are significantly investing in AI across cloud, hybrid & on-prem. While we question the... More

TD Cowen on Palo Alto Networks (PANW): 'Strong Q'

September 2, 2026 6:22 AM EDT

TD Cowen analyst Shaul Eyal reiterated a Buy rating and $400.00 price target on Palo Alto Networks (NASDAQ: PANW).

The analyst comments "Strong Results: For F4Q26, NGS ARR rose 63% y/y to $9.1B. Revs rose 34% y/y to $3.41B, beating the Street's +32% to $3.35B. Non-GAAP EPS came in at $1.02, beating the St.'s. $0.98. PANW introduced new revenue disclosures by platform definition & classification.

Platformization Accelerating: PANW platformized 220 net new customers, surpassing its prior record. Net Rev Retention for the platformized... More

Evercore ISI Reiterates Outperform Rating on Palo Alto Networks (PANW)

September 2, 2026 6:21 AM EDT

Evercore ISI analyst Peter Levine reiterated an Outperform rating and $415.00 price target on Palo Alto Networks (NASDAQ: PANW).

The analyst comments "PANW delivered a solid F4Q, with results exceeding expectations across the board. F4Q NGS net new ARR came in well ahead of the $830mn bogey at $970mn. However, the stock came under pressure after-hours, likely reflecting a softer-than-expected FY27 outlook and investor concerns around the organic growth trajectory. The initial FY27 NNARR guide came in at ~$2.03bn (vs. bogey of ~$2.08bn), with mgmt expecting 60-61% of FY27 NNARR... More

GitLab Inc (GTLB) PT Raised to $60 at BTIG

September 2, 2026 6:06 AM EDT

BTIG analyst Gary Powell raised the price target on GitLab Inc (NASDAQ: GTLB) to $60.00 (from $52.00) while maintaining a Buy rating.

The analyst comments "21% top-line growth was impressive (~490 bps of upside; well ahead of our 19% upside case), though we were more encouraged by a... More