Hewlett Packard Enterprise Underwhelms, But Shares Too Cheap to Ignore -- Market Talk

Dow Jones

2025/03/07

1036 ET - Hewlett Packard Enterprise's guidance is particularly disappointing in light of revenue growth amid a recovery in the intelligent edge business, which focuses on analysis of data at the site where it's generated, and traditional/AI server growth, say BofA Securities analysts in a research note. A new cost-cutting initiative despite revenue growth also signals a much worse competitive pricing environment, which the analysts say they view as structurally bearish. However, the analysts also say that even with the weak signals for 2025, they view shares at 7x C26 EPS, "as too cheap to turn structurally negative." (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

March 07, 2025 10:37 ET (15:37 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

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

{"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/2517430652"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2517430652\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2517430652?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-07 23:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2517430652","market":"other","top_or_hot":-1,"title":"Hewlett Packard Enterprise Underwhelms, But Shares Too Cheap to Ignore -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1036 ET - Hewlett Packard Enterprise's guidance is particularly disappointing in light of revenue growth amid a recovery in the intelligent edge business, which focuses on analysis of data at the site where it's generated, and traditional/AI server growth, say BofA Securities analysts in a research note. A new cost-cutting initiative despite revenue growth also signals a much worse competitive pricing environment, which the analysts say they view as structurally bearish. However, the analysts also say that even with the weak signals for 2025, they view shares at 7x C26 EPS, \"as too cheap to turn structurally negative.\" (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 07, 2025 10:37 ET (15:37 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>Hewlett Packard Enterprise Underwhelms, But Shares Too Cheap to Ignore -- Market Talk</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\">\nHewlett Packard Enterprise Underwhelms, But Shares Too Cheap to Ignore -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-03-07 23:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1036 ET - Hewlett Packard Enterprise's guidance is particularly disappointing in light of revenue growth amid a recovery in the intelligent edge business, which focuses on analysis of data at the site where it's generated, and traditional/AI server growth, say BofA Securities analysts in a research note. A new cost-cutting initiative despite revenue growth also signals a much worse competitive pricing environment, which the analysts say they view as structurally bearish. However, the analysts also say that even with the weak signals for 2025, they view shares at 7x C26 EPS, \"as too cheap to turn structurally negative.\" (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 07, 2025 10:37 ET (15:37 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\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://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2517430652","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2517430652","pubTimestamp":1741361820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1036 ET - Hewlett Packard Enterprise's guidance is particularly disappointing in light of revenue growth amid a recovery in the intelligent edge business, which focuses on analysis of data at the site where it's generated, and traditional/AI server growth, say BofA Securities analysts in a research note. A new cost-cutting initiative despite revenue growth also signals a much worse competitive pricing environment, which the analysts say they view as structurally bearish. However, the analysts also say that even with the weak signals for 2025, they view shares at 7x C26 EPS, \"as too cheap to turn structurally negative.\" ","collect":0,"end_time":0,"defaultTopTitle":"","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","HPE":"慧与科技","BK4170":"电脑硬件、储存设备及电脑周边","BK4515":"5G概念"},"translate_title":"慧与表现平平，但股价太便宜，不容忽视——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HPE":0.6},"content_text":"1036 ET - Hewlett Packard Enterprise's guidance is particularly disappointing in light of revenue growth amid a recovery in the intelligent edge business, which focuses on analysis of data at the site where it's generated, and traditional/AI server growth, say BofA Securities analysts in a research note. A new cost-cutting initiative despite revenue growth also signals a much worse competitive pricing environment, which the analysts say they view as structurally bearish. However, the analysts also say that even with the weak signals for 2025, they view shares at 7x C26 EPS, \"as too cheap to turn structurally negative.\" (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 07, 2025 10:37 ET (15:37 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","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":0,"need_auth":true,"code":"91000000","status":"200"}}}