Why this veteran tech CEO is impressed by Nvidia's Jensen Huang buying Hugging Face for $12.9 billion
A needed Nvidia deal.
Yahoo4 saat önceHPE
AI Infrastructure Demand Remains Red-Hot: HPE, AVGO, DELL Deliver
The AI trade remains alive and well, with Hewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies (DELL) all recently posting strong quarterly results.
Yahoo18 saat önceHPE
Why Hewlett Packard Enterprise (HPE) Shares Are Getting Obliterated Today
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell 6% in the morning session after the company reported its quarterly results and an updated full-year outlook that failed to satisfy lofty market expectations. According to a company press release, Hewlett Packard Enterprise generated revenue of $12.21 billion, up 33.7% year on year, and non-GAAP earnings of $1.11 per share. The release also said management raised its full-year adjusted EPS guidance to $3.80 at the
Yahoo19 saat önceHPE
Dell Is Now Up 20% in a Month: Take Profits, or Buy More?
Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server trade still has runway or whether the easy money is already gone.
Yahoo20 saat önceHPE
Could Dell Be the Next Magnificent Seven Stock?
Dell Technologies stock is pushing new record highs following another exceptional earnings report, driven largely by the AI boom.
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Hewlett Packard Enterprise Co (HPE) (Q3 2026) Earnings Call Highlights: Record Revenue and EPS ...
Hewlett Packard Enterprise Co (HPE) delivered record Q3 results with revenue up 34% and raised its fiscal 2027 outlook, driven by accelerating AI infrastructure demand.
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Hewlett Packard Enterprise Company 2026 Q3 - Results - Earnings Call Presentation
2026-09-03. The following slide deck was published by Hewlett Packard Enterprise Company in conjunction with their 2026 Q3 earnings call.
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HPE Delivers A Blowout Quarter And Raises Guidance — Shares Still Fall
Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.
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Hewlett Packard Enterprise Q3 Earnings Call Highlights
Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out
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Hewlett Packard Enterprise Co. Q3 2026 Earnings: Recap of $HPE Earnings Call, Forecast
HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.
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Hewlett Packard Enterprise (HPE) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Hewlett Packard Enterprise (HPE) give a sense of how its business performed in the quarter ended July 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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Hewlett Packard Enterprise Company (HPE) Q3 2026 Earnings Call Transcript
Hewlett Packard Enterprise Company (HPE) Q3 2026 Earnings Call September 2, 2026 4:30 PM EDTCompany ParticipantsShannon Cross - Senior VP, Chief Strategy...
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Unusual Options Volume in Hewlett Packard Enterprise Co Ahead of Earnings Shows Investors Bullish on HPE
Today's heavy volume in out-of-the-money (OTM) options in Hewlett Packard Enterprise Co. (HPE) shows investors are bullish ahead of its Q3 earnings release tomorrow. Moreover, analysts have higher price targets.
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Dell Falls 4% Ahead of Earnings as Its 266% Rally Raises the Bar, Super Micro and Hewlett Packard Enterprise Slip
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
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Dell and HPE Stocks Soared After Last Earnings. Forget the Guidance Raise. This Is What Matters Most This Time.
Dell has the bigger AI growth story, but HPE's higher-margin networking business could make its growth more valuable to investors.
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Rigetti Expands Quantum Footprint as 1,000-Qubit Roadmap Advances
RGTI expands its quantum footprint with new deployments, funding plans and a roadmap targeting 1,000-qubit systems over the next three years.
Yahoo3 gün önceHPE
Hewlett Packard Enterprise (HPE) Reports Q2: Everything You Need To Know Ahead Of Earnings
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) will be reporting earnings this Wednesday after market close. Here’s what to expect.
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Zacks Investment Ideas feature highlights: Dell, Nvidia, Hewlett Packard, Super Micro Computer and Lenovo
Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.
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Deutsche Bank Initiates Coverage On Hewlett Packard with Buy Rating, Announces Price Target of $62
Deutsche Bank analyst Gianmarco Conti initiates coverage on Hewlett Packard (NYSE:HPE) with a Buy rating and announces Price Target of $62.
Benzinga3 gün önceHPE
B of A Securities Maintains Buy on Hewlett Packard, Raises Price Target to $82
B of A Securities analyst Wamsi Mohan maintains Hewlett Packard (NYSE:HPE) with a Buy and raises the price target from $80 to $82.
Benzinga4 gün önceHPE
Stock Market: Will S&P 500 Open Up or Down Today?
Will the S&P 500 open higher? Polymarket odds plunge to 36% as Wall Street reacts to U.S.-Iran strikes, oil prices, and a crucial jobs week.
Benzinga4 gün önceHPE
Hewlett Packard Enterprise: AI Infrastructure And Juniper Could Unlock The Next Growth Phase
Hewlett Packard Enterprise's AI infrastructure and post-Juniper networking surge boost revenue, margins and FCF. See why I rate HPE stock a Buy.
SeekingAlpha12 gün önceHPE
Is HPE’s (HPE) Storage Leadership Enough To Offset Patent Risks In Its AI Infrastructure Strategy?
Earlier in August 2026, Netlist filed new patent infringement actions with the U.S. International Trade Commission and a California federal court targeting HPE and others over DDR5 memory modules, while HPE also presented its enterprise technology roadmap at the OCP APAC Summit in Taipei. At the same time, HPE’s recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage highlights how its unified data platform and AI-focused infrastructure are gaining traction with...
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This Stock Is Quietly Becoming an AI Powerhouse in 2026
Cisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI order numbers buried in its latest report tell a very different story.
Yahoo13 gün önceHPE
Hewlett Packard Enterprise (HPE) Stock Could Be 37% Undervalued Following AI Demand News
Hewlett Packard Enterprise stock has nearly quadrupled investors' money over the past five years, yet its valuation checks are pulling in different directions, with a Discounted Cash Flow (DCF) estimate pointing to a sizable gap to intrinsic value while earnings based multiples look less generous. Hewlett Packard Enterprise has returned 299.2% over five years, which puts extra focus on whether the current share price still leaves room for a reasonable margin of safety. Rising interest in...
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The Cheapest Part Of Dell's Compounding Machine Just Got Expensive
A shrinking share count has handed Dell holders faster earnings growth than the business itself produced, and the stock's run has just made that machine much costlier to keep running.
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Zoom Video Gears Up to Report Q2 Earnings: What's in the Cards?
ZM heads into Q2 with Enterprise strength and AI monetization gains, while Online softness, churn and currency remain key offsets.
Yahoo13 gün önceHPE
HPE Named a Leader in 2026 Gartner® Magic Quadrant™ for Enterprise Storage Platforms
HOUSTON, August 21, 2026--HPE (NYSE: HPE) today announced it was named a Leader for the 2026 Gartner® Magic Quadrant™ and recognized in the Critical Capabilities for Enterprise Storage Platforms (ESP).
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Hyperscale Data Center Market Surges to $608.54 billion at a CAGR 24.6% by 2030 | Report by MarketsandMarkets™
Delray Beach, FL , Aug. 21, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Hyperscale Data Center Market is projected to grow from USD 162.79 billion in 2024 to USD 608.54 billion by 2030, at a CAGR of 24.6% during the forecast period. The global market is experiencing rapid expansion as AI, machine learning, cloud computing, and data-intensive applications drive unprecedented demand for large-scale digital infrastructure. Enterprises and cloud providers are investing heavily in h
Yahoo14 gün önceHPE
HPQ Set to Report Q3 Earnings: What's in Store for the Stock?
HP's AI PC momentum and Windows 11 refresh cycle can lift Q3 revenues, but rising memory and transportation costs may pressure margins.
Yahoo14 gün önceHPE
Don’t Be Surprised If HP Stock Takes Off on August 26
HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.
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3 Market-Beating Stocks with Exciting Potential
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.
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Hewlett-Packard Enterprise: The Surprising Top Choice In Networking
HPE is the top networking equity pick on discounted valuation and Juniper-driven margin gains.
SeekingAlpha15 gün önceHPE
Top S&P500 movers in Wednesday's pre-market session
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
ChartMill16 gün önceHPE
Hewlett Packard Enterprise's AI Networking Is Impressive, Even After The Rally
SeekingAlpha16 gün önceHPE
Here's How Much $1000 Invested In Hewlett Packard 5 Years Ago Would Be Worth Today
Hewlett Packard (NYSE:HPE) has outperformed the market over the past 5 years by 19.22% on an annualized basis producing an average annual return of 30.65%. Currently, Hewlett Packard has a market capitalization of
Benzinga17 gün önceHPE
Is Rigetti Computing (RGTI) Fully Valued Following Grant And Quantum Progress News?
Rigetti Computing (RGTI) is back in focus after outlining a potential US$100 million U.S. government grant, reporting fresh progress on its 108 qubit Cepheus 1 108Q system, and highlighting deeper ties with Hewlett Packard Enterprise. See our latest analysis for Rigetti Computing. Rigetti Computing's recent headlines around the potential US$100 million grant and Cepheus-1-108Q progress have arrived alongside a 12.64% 7-day share price return and 15.58% 30-day share price return, although the...
Yahoo21 gün önceHPE
Arista Networks Stock Is Priced For Its Peak Margin
Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.
Yahoo21 gün önceHPE
The Number Cisco Stopped Leading With Explains What You Now Own
The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.
Yahoo21 gün önceHPE
Stock Market Today, Aug. 13: Cisco Falls on Margin Concerns Despite Record Revenue and AI Demand
Today, Aug. 13, 2026, the networking giant's stock tumbled 8.4% after earnings, as investors weighed hyperscaler AI orders against gross margin headwinds.
Yahoo21 gün önceHPE
Stocks making big moves yesterday: Everpure, Palo Alto Networks, Ridgepost Capital, Nabors Industries, and Hewlett Packard Enterprise
Check out the companies making headlines yesterday:
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Make Your STX Shares Pay You 26% Per Year While You Hold Them
Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.
Yahoo21 gün önceHPE
Super Micro Stock Extends Rally After Blockbuster Earnings
Super Micro shares jump as $60 billion AI backlog powers stock rally
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What To Do After Lenovo Posted Q1 Earnings And Jumped By Nearly 20%
Lenovo Group delivered Q1 FY2027 revenue up 43.1% Y/Y to $26.94B and adjusted net income up 176% Y/Y to $1.1B. Read the latest analysis on the stock here.
SeekingAlpha21 gün önceHPE
Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%
Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.
Yahoo21 gün önceHPE
Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market
Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. Cisco Systems fell 9.4% even after the tech hardware company beat earnings and revenue estimates for its fiscal fourth quarter.
Yahoo21 gün önceHPE
Super Micro, Dell, and HP Jump After Strong Lenovo Earnings
Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.
Yahoo21 gün önceHPE
What Does Hewlett Packard Enterprise (HPE) Risk From The New DDR5 ITC Case?
Netlist has filed new patent infringement proceedings at the US International Trade Commission targeting Hewlett Packard Enterprise (NYSE:HPE) and other companies over DDR5 memory modules. The complaint seeks exclusion orders that could limit imports of certain high performance memory products used in HPE systems. Netlist is also pursuing cease and desist orders that may affect the sale and distribution of accused DDR5 modules in the US market. The ITC process introduces legal and...
Yahoo21 gün önceHPE
Jim Cramer Told Club Members to Check Their Inbox for “Multiple Moves”: What Retail Investors Should Know
Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.
Yahoo21 gün önceHPE
Why Hewlett Packard Enterprise (HPE) is Poised to Beat Earnings Estimates Again
Hewlett Packard Enterprise (HPE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Yahoo21 gün önceHPE
HPE Stock Hits a 52-Week High: Is It Too Late to Buy After the Morgan Stanley Upgrade?
Morgan Stanley just upgraded HPE to Overweight after a stock run that most investors missed entirely, and the valuation argument for buying near a 52-week high is more complicated than it looks.
Yahoo22 gün önceHPE
Why Rigetti Computing (RGTI) Is Up 5.7% After Landing NSF-Funded TangleLab Quantum Testbed Deal
Rigetti Computing announced in July 2026 that it will partner with HPE and the Pittsburgh Supercomputing Center to build TangleLab, a hybrid supercomputing testbed funded by a US$5 million National Science Foundation grant and powered by a 9-qubit Novera quantum system integrated with classical high-performance computing. This collaboration reinforces Rigetti’s role in government-backed quantum research infrastructure, giving its Novera hardware a practical foothold in academic and public...
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HPE or SIMO: Which Is the Better Value Stock Right Now?
HPE vs. SIMO: Which Stock Is the Better Value Option?
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Undercovered Dozen: Kayne Anderson, Franco-Nevada, Oracle And More
Discover Seeking Alphaâs Undercovered Dozen: 12 under-the-radar stocks offering fresh investment ideas.
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Investors’ Confidence Boosted Hewlett Packard Enterprise Company (HPE)
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, together […]
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Best Growth Stocks to Buy for July 30th
FIVE, CRDO and HPE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 30, 2026.
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Hewlett Packard Enterprise Stock Outlook: Is Wall Street Bullish or Bearish?
Hewlett Packard Enterprise has rallied the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.
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Jim Cramer: Eli Lilly Is A 'Good Company,' But Doesn't 'Really Care For' This Quantum Stock
CNBC's Mad Money Lightning Round: Cramer says Astera Labs (ALAB) is a buy, but doesn't care for Rigetti Computing (RGTI). Eli Lilly (LLY) is a classic own, don't trade. MakeMyTrip (MMYT) coverage initiated with Buy rating.
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Arista Stock Before Q2 Earnings: Is it a Smart Buy or Risky Move?
ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.
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