Most Active Stocks After Hours on October 20, 2025: SOFI, AMZN, KMI, AUR, NU, OKLO, HPE, LRN, KVUE, QQQ, HOOD, NVDA
NASDAQ 100 After Hours Performance: The NASDAQ 100 After Hours Indicator is up 4.16 to 25,145.18, with a total after-hours volume of 131,009,346 shares traded.
Active Stocks Overview: SoFi Technologies (SOFI) is up 0.06 at $28.74, while Amazon (AMZN), Kinder Morgan (KMI), and others remain unchanged. Notably, SOFI's last sale is significantly above its target price.
Earnings Reports and Forecasts: Kinder Morgan is set to report earnings on 10/22/2025, with a forecasted EPS increase of 25% year-over-year. Robinhood Markets (HOOD) has seen upward revisions in earnings forecasts for the same quarter.
Stock Recommendations: Several stocks, including Nu Holdings (NU), Stride (LRN), and NVIDIA (NVDA), are currently in the "buy range" according to Zacks, indicating positive market sentiment.
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- Stock Decline: DXC Technology's stock closed at an all-time low of $11.32 per share on April 30, reflecting significant challenges in its transformation process, with an average annual decline of 17.7% since its IPO in 2017.
- Restructuring Plan: Two years ago, DXC initiated a restructuring plan aimed at reducing costs, downsizing infrastructure, and selling off real estate to achieve sustainable free cash flow by fiscal 2026, indicating a strong focus on future profitability.
- AI Transition Strategy: DXC's management rolled out a two-track solution, with the core track enhancing legacy business and the fast track focusing on developing 'AI native or highly AI-infused solutions,' aiming for these to comprise 10% of its business within 36 months.
- Financial Performance Improvement: Despite a 1% revenue decline in the latest fiscal quarter, adjusted earnings rose by 4%, and GAAP earnings surged by 96%, with free cash flow reaching $266 million, demonstrating effectiveness in cost-cutting and warranting attention for future prospects.
- Strong Earnings Growth: The latest earnings reports indicate that overall market earnings growth exceeds 15%, which allows the market to maintain an upward trend despite geopolitical pressures, reflecting strong economic resilience and investor confidence.
- AI Trade Remains Stable: Microsoft and Google's backlog exceeds $1 trillion, indicating robust demand in the AI sector that supports growth potential for related companies like Broadcom and Marvell, further solidifying market confidence in the AI trade.
- Optimistic Outlook for Dell: Dell is projected to achieve 25% earnings growth by 2027, with a current P/E ratio of 12, indicating that its stock remains attractive despite a 60% price increase this year, driven by rising server demand.
- Clear Supply Chain Advantage: Dell has a competitive edge in selling servers to tier two cloud service providers and enterprise customers, particularly in materials and supply chain management, which will further enhance its market position and competitiveness.
- Surge in AI Demand: Analysts at Bank of America highlight that the rise of agentic AI will drive increased demand for servers and storage from Dell and HPE, with expectations of improved sales momentum for traditional servers over the coming years, thereby solidifying their market positions.
- Price Target Increases: Dell's price target has been raised from $205 to $246, while HPE's target has been lifted from $32 to $38, reflecting growing market confidence in their capabilities within the AI sector.
- Market Share Growth: Dell is projected to capture a 12% share of the AI server market by 2026, valued at $496 billion, while HPE is also expected to benefit from its premium AI server offerings, estimating $6.5 billion in revenue by 2026.
- Increased Infrastructure Spending: The evolution of agentic AI is anticipated to significantly boost corporate spending on AI servers, storage, and infrastructure, enhancing both Dell's and HPE's shares in the traditional server market and further strengthening their competitive edge.
- Order Cancellation Impact: Oracle's cancellation of an order for 300 to 400 Super Micro GB300 NVL72 server racks has led to a 7.6% drop in Super Micro's stock by 10:30 a.m., indicating strained relations with a key customer that could affect future sales and market confidence.
- Potential Scandal Risk: Analysts suggest that Oracle's move may be an attempt to distance itself from allegations against Super Micro co-founder Yih-Shyan 'Wally' Liaw regarding illicit sales of Nvidia chips to China, which could lead to further contract losses and exacerbate Super Micro's market challenges.
- Sales Decline Trend: Super Micro is also experiencing sales losses to xAI, which may not be directly related to SpaceX's IPO; however, SpaceX's refusal to purchase Super Micro's older B200 GPU chips in favor of faster products from Dell and Hewlett Packard Enterprise could result in inventory backlog for Super Micro.
- Market Valuation Drop: Despite an 18.5% decline in stock price over the past year, Super Micro's current price-to-earnings ratio stands at 21, and analysts project a 26% growth in earnings over the next five years, suggesting that the investment value of Super Micro may be emerging as risks are priced in.

Stock Sale Announcement: Antonio F. Neri plans to sell 150,000 shares of his common stock in Hewlett Packard Enterprise (HPE) on April 17, with an estimated market value of approximately $3.88 million.
Reduction in Shareholding: Neri has reduced his shareholding in HPE by 264,430 shares since March 25, 2026, amounting to a total value of around $6.66 million.
- Oil Price Surge Impacts Market: Following President Trump's order to blockade the Strait of Hormuz, crude oil prices surged over 5%, putting pressure on the stock market, particularly affecting airline and cruise line stocks, indicating potential threats to corporate profits from oil price volatility.
- Software Stocks Rebound: Oracle's stock jumped over 8%, leading a rebound in software stocks, suggesting a positive market response to its newly launched utilities industry solutions, which may enhance the company's position in a competitive market.
- Weak Economic Data: March existing home sales in the US fell 3.6% month-over-month to a nine-month low of 3.98 million, below the expected 4.05 million, indicating weakness in the housing market that could negatively impact overall economic growth.
- Earnings Season Outlook: Q1 earnings for the S&P 500 are projected to rise 12% year-over-year, but excluding the technology sector, the increase is only 3%, the lowest in two years, reflecting cautious market sentiment regarding future profitability.










