After-Hours Movers: DELL, PANW, GTLB, CRDO, MDB, HPE, SMCI
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StreetInsider.com Top Tickers, 9/2/2026
- Wall St ends higher as stocks reclaim some shine
- Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks
- Snowflake soars 20% on earnings beat and raised guidance
- Oil settles 1% higher, as US-Iran strikes threaten supplies
- Could Appleās foldable iPhone be a $14B opportunity? Morgan Stanley weighs in
- GoPro to merge with Starman Optical in $285M recapitalization deal
- GoPro (GPRO) Halted, News Pending
- Crude Inventory Fell 4.5M Barrels Last Week - EIA
- Wall Street ends lower as higher yields, rising oil prices mark shaky start to September
- TScan cuts 75% of workforce, pivots to solid tumor cell therapy
Dell (DELL) PT Raised to $650 at Bernstein SocGen Group
September 2, 2026 7:24 AM EDTBernstein 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 EDTMorgan 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 EDTMorgan 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 EDTTD 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 EDTEvercore 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 EDTBTIG 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

