These Stocks Could Be Ready for Their Next Big Move

2 weeks ago 14

Vandita Jadeja

Mon, August 10, 2026 astatine 11:30 AM CDT 3 min read

Quick Read

Micron and Dell crushed estimates, with MU gross up 346% twelvemonth implicit twelvemonth and Dell's AI-optimized server gross surging 757% successful Q1 FY27.
Super Micro trades 33% beneath its year-ago terms contempt 123% gross maturation and implicit $13 cardinal successful Blackwell Ultra orders already connected the books.
Micron's guardant P/E of conscionable 5 makes it the astir compelling worth of the three, with Wall Street statement astatine $1,508 and bulls targeting $1,600.
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The AI infrastructure commercialized has minted caller leaders successful 2026, and 3 names beryllium close successful the mediate of the buildout: memory, servers, and the systems integrator stitching it each together.

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Below, I laic retired however Micron Technology (NASDAQ:MU), Super Micro Computer (NASDAQ:SMCI), and Dell Technologies (NYSE:DELL) could support moving into 2027.

Micron: A Path to $1,600

Micron shares are up 207.67% twelvemonth to day to $877.57, powered by an HBM rhythm CEO Sanjay Mehrotra says reflects "the strategical worth of representation successful the AI era."

Fiscal Q3 gross deed $41.46 billion, up 345.7% twelvemonth implicit year, with non-GAAP EPS of $25.11 extending the bushed streak to 7 consecutive quarters. Guidance calls for $50 cardinal successful Q4 revenue. At a guardant P/E of 5, Micron is priced for a highest that HBM4 measurement shipments and 2027 HBM4E ramps could propulsion retired further.

Wall Street's statement people sits astatine $1,507.79. A agelong to $1,600 would correspond meaningful upside from here, achievable if the multi-year Strategic Customer Agreements clasp pricing done the adjacent node transition.

Super Micro: A Path to $50

Super Micro is the chaotic card. Shares commercialized astatine $31.13, up conscionable 6.35% YTD aft a brutal 33.3% one-year drawdown tied to the export-control review.

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Yet Q3 FY26 gross inactive grew 122.7% to $10.24 billion, and GAAP gross borderline rebounded to 9.9% from 6.3%. CEO Charles Liang calls the displacement into a "total datacenter infrastructure provider" the halfway thesis, backed by much than $13 cardinal successful Blackwell Ultra orders and full-year FY26 guidance of $38.9 cardinal to $40.4 billion.

Wall Street's people is $37.81. At a guardant P/E adjacent 9, a re-rating toward $50 is achievable with clearance of the audit overhang and continued DCBBS traction.