BofA bullish on Hewlett-Packard Enterprise on AI opportunities

Investing.com

01-15

Investing.com -- Bank of America maintained its "buy" rating on Hewlett Packard Enterprise Co (NYSE:HPE) with a price target of $26, given a strong AI demand and favourable IT spending outlook for 2025.

BofA noted robust AI pipelines, with enterprises running proof-of-concepts to refine use cases. Partnerships with system integrators like Deloitte aim to accelerate AI solution deployment.

Following investor meetings with HPE executives, BofA analyst said “we walked away bullish on bullish on the opportunity around better topline growth, improving margins and solid position to fulfill enterprise and sovereign AI demand”

Management expects the Juniper Networks (NYSE:JNPR) deal to close in early 2025, with at least $450 million in synergies. BofA anticipates greater savings due to past success by CFO Marie Myers in delivering cost efficiencies.

HPE's shift to higher-margin Gen 11 servers and a competitive AI server market are improving profitability. However, storage demand has yet to reflect AI-driven benefits.

The brokerage views 2025 as a turning point for IT spending, supported by enterprise interest in generative AI transformation. HPE remains well-positioned to capitalize on these trends.

Related Articles

BofA bullish on Hewlett-Packard Enterprise on AI opportunities

Velan to sell French subsidiaries to EDF's Framatome for $198.4M; Shares rally

Piper Sandler sees significant upside in Bitcoin miners pursuing AI/HPC

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2503900621"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2503900621\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2503900621?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-15 23:04","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2503900621","market":"us","top_or_hot":-1,"title":"BofA bullish on Hewlett-Packard Enterprise on AI opportunities","media":"Investing.com","content":"<html><body><p>Investing.com -- Bank of America maintained its \"buy\" rating on Hewlett Packard Enterprise Co (NYSE:HPE) with a price target of $26, given a strong AI demand and favourable IT spending outlook for 2025.</p>\n<p>BofA noted robust AI pipelines, with enterprises running proof-of-concepts to refine use cases. Partnerships with system integrators like Deloitte aim to accelerate AI solution deployment.</p>\n<p>Following investor meetings with HPE executives, BofA analyst said “we walked away bullish on bullish on the opportunity around better topline growth, improving margins and solid position to fulfill enterprise and sovereign AI demand”</p>\n<p>Management expects the Juniper Networks (NYSE:JNPR) deal to close in early 2025, with at least $450 million in synergies. BofA anticipates greater savings due to past success by CFO Marie Myers in delivering cost efficiencies.</p>\n<p>HPE's shift to higher-margin Gen 11 servers and a competitive AI server market are improving profitability. However, storage demand has yet to reflect AI-driven benefits.</p>\n<p>The brokerage views 2025 as a turning point for IT spending, supported by enterprise interest in generative AI transformation. HPE remains well-positioned to capitalize on these trends.</p>\n<p>Related Articles</p>\n<p>BofA bullish on Hewlett-Packard Enterprise on AI opportunities</p>\n<p>Velan to sell French subsidiaries to EDF's Framatome for $198.4M; Shares rally</p>\n<p>Piper Sandler sees significant upside in Bitcoin miners pursuing AI/HPC</p>\n</body></html>","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA bullish on Hewlett-Packard Enterprise on AI opportunities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBofA bullish on Hewlett-Packard Enterprise on AI opportunities\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investing.com</strong><span class=\"h-time small\">2025-01-15 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><p>Investing.com -- Bank of America maintained its \"buy\" rating on Hewlett Packard Enterprise Co (NYSE:HPE) with a price target of $26, given a strong AI demand and favourable IT spending outlook for 2025.</p>\n<p>BofA noted robust AI pipelines, with enterprises running proof-of-concepts to refine use cases. Partnerships with system integrators like Deloitte aim to accelerate AI solution deployment.</p>\n<p>Following investor meetings with HPE executives, BofA analyst said “we walked away bullish on bullish on the opportunity around better topline growth, improving margins and solid position to fulfill enterprise and sovereign AI demand”</p>\n<p>Management expects the Juniper Networks (NYSE:JNPR) deal to close in early 2025, with at least $450 million in synergies. BofA anticipates greater savings due to past success by CFO Marie Myers in delivering cost efficiencies.</p>\n<p>HPE's shift to higher-margin Gen 11 servers and a competitive AI server market are improving profitability. However, storage demand has yet to reflect AI-driven benefits.</p>\n<p>The brokerage views 2025 as a turning point for IT spending, supported by enterprise interest in generative AI transformation. HPE remains well-positioned to capitalize on these trends.</p>\n<p>Related Articles</p>\n<p>BofA bullish on Hewlett-Packard Enterprise on AI opportunities</p>\n<p>Velan to sell French subsidiaries to EDF's Framatome for $198.4M; Shares rally</p>\n<p>Piper Sandler sees significant upside in Bitcoin miners pursuing AI/HPC</p>\n</body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.yahoo.com/news/bofa-bullish-hewlett-packard-enterprise-150456588.html\">Investing.com</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.yahoo.com/news/bofa-bullish-hewlett-packard-enterprise-150456588.html","article_id":"2503900621","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2503900621","pubTimestamp":1736953496,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --Bank of America maintained its \"buy\" rating on Hewlett Packard Enterprise Co  with a price target of $26, given a strong AI demand and favourable IT spending outlook for 2025.BofA noted robust AI pipelines, with enterprises running proof-of-concepts to refine use cases. Partnerships with system integrators like Deloitte aim to accelerate AI solution deployment.Following investor meetings with HPE executives, BofA analyst said “we walked away bullish on bullish on the opportunity around better topline growth, improving margins and solid position to fulfill enterprise and sovereign AI demand”。Management expects the Juniper Networks  deal to close in early 2025, with at least $450 million in synergies. BofA anticipates greater savings due to past success by CFO Marie Myers in delivering cost efficiencies.HPE's shift to higher-margin Gen 11 servers and a competitive AI server market are improving profitability. However, storage demand has yet to reflect AI-driven benefits.T","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4515":"5G概念","HPE":"慧与科技","BK4170":"电脑硬件、储存设备及电脑周边","JNPR":"瞻博网络","BK4020":"通信设备"},"translate_title":"美国银行看好惠普企业的人工智能机遇","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HPE":0.9,"JNPR":1},"content_text":"Investing.com -- Bank of America maintained its \"buy\" rating on Hewlett Packard Enterprise Co (NYSE:HPE) with a price target of $26, given a strong AI demand and favourable IT spending outlook for 2025.\nBofA noted robust AI pipelines, with enterprises running proof-of-concepts to refine use cases. Partnerships with system integrators like Deloitte aim to accelerate AI solution deployment.\nFollowing investor meetings with HPE executives, BofA analyst said “we walked away bullish on bullish on the opportunity around better topline growth, improving margins and solid position to fulfill enterprise and sovereign AI demand”\nManagement expects the Juniper Networks (NYSE:JNPR) deal to close in early 2025, with at least $450 million in synergies. BofA anticipates greater savings due to past success by CFO Marie Myers in delivering cost efficiencies.\nHPE's shift to higher-margin Gen 11 servers and a competitive AI server market are improving profitability. However, storage demand has yet to reflect AI-driven benefits.\nThe brokerage views 2025 as a turning point for IT spending, supported by enterprise interest in generative AI transformation. HPE remains well-positioned to capitalize on these trends.\nRelated Articles\nBofA bullish on Hewlett-Packard Enterprise on AI opportunities\nVelan to sell French subsidiaries to EDF's Framatome for $198.4M; Shares rally\nPiper Sandler sees significant upside in Bitcoin miners pursuing AI/HPC","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"code":"91000000","status":"200"}}}