Posts on HPE

Latest ideas and analyses related to Hewlett Packard Enterprise Company Common Stock

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HPE

+13 pts



F3Q22 Report: Add to the “Better Than Feared” Camp

By RayHold on Aug. 31, 2022, 7:27 a.m.
Tagged topics: Data infrastructure

Views: 8, Votes: 4, Responses: 0, Attachments: 1
HPQ , DELL , HPE , NTAP

+12 pts



IT Hardware Preview: Commercial Macro Effects Might Take Longer, But Consumer Worsening; Favor Dell and Cautious on HPQ

By bbern3 on Aug. 18, 2022, 6:34 p.m.
Tagged topics: earnings preview

Views: 6, Votes: 3, Responses: 0, Attachments: 1
VVNT , COMM , AVYA , AAPL , CRSR , CMBM , INFN , HPE , CIEN , QCOM , ANET , PSTG

+44 pts



Assessing deep recession risk for 27 companies; Trimming Base cases further as recession risk increases

By ethonomics on July 6, 2022, 6:40 p.m.
Tagged topics: analyst lowers estimates , recession risk

Views: 43, Votes: 6, Responses: 0, Attachments: 1
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+36 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 21, Votes: 3, Responses: 0, Attachments: 1
HPE

+73 pts



Preview, Tell Us About Software and Data Center Switching

By toastcrunch.info on June 22, 2022, 10:07 a.m.
Tagged topics: Raymond James

Views: 14, Votes: 4, Responses: 0, Attachments: 1
AAPL , HPE , NTAP , DELL , PSTG

+35 pts



IT Hardware - More cautious on demand

By puckerman17 on June 14, 2022, 12:06 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 107, Votes: 4, Responses: 0, Attachments: 1
ANET , CMBM , CSCO , HPE , IIVI , JNPR , LITE , NOKIA

+34 pts



Silicon Valley Visit: Lots of Pent Up Demand for IT Infrastructure and Face-to-Face Meetings

By labjordan on June 10, 2022, 1:31 p.m.
Tagged topics: analyst checks

Views: 26, Votes: 4, Responses: 0, Attachments: 1
DELL , NTAP , HPE , HPQ

+32 pts



IT Hardware likely to see tough earnings setup over coming weeks given supply constraints and valuations yet to bottom

By realjoe on May 25, 2022, 12:08 p.m.
Tagged topics: downside risk , earnings preview

Views: 138, Votes: 2, Responses: 0, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
NTAP , HPE , CSCO

+35 pts



Hardware: EAI/ESI indices: Both indices improve in February

By ethonomics on March 17, 2022, 4:26 a.m.
Tagged topics: analyst checks

Views: 29, Votes: 5, Responses: 0, Attachments: 1
NTAP , PSTG , HPE , NTNX

+40 pts



Supply Chain Overhang Begins to Lift, Painting Picture of '22 Enterprise Storage Largely As Expected

By underdog on Jan. 21, 2022, 2:38 p.m.
Tagged topics: deep dive

Views: 53, Votes: 5, Responses: 0, Attachments: 1
CSCO , ANET , JNPR , FFIV , HPE , DELL , AAPL

+32 pts



Checks indicate supply headwinds showing signs of easing, though still elevated

By bbern3 on Jan. 20, 2022, 4:34 p.m.
Tagged topics: analyst checks , supply constrained

Views: 33, Votes: 1, Responses: 0, Attachments: 1
MU , ASML , LRCX , AMAT , DELL , CSCO , AAPL , HPE

+36 pts



DRAM likely to have a positive inflection in mid-2022 and next upcycle expected to last until 2023

By bbern3 on Jan. 11, 2022, 12:39 p.m.
Tagged topics: deep dive

Views: 231, Votes: 3, Responses: 0, Attachments: 2
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 117, Votes: 10, Responses: 0, Attachments: 1
AVGO , HPE , OMC , LRCX , MRVL , QCOM , VOD , DELL , FOXA , VMW , CDW , WDC , MCHP

+49 pts



22 Themes and 46 Trades for 2022 in Investment Grade TMT across US and EU

By mooreideas on Dec. 13, 2021, 12:32 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 92, Votes: 6, Responses: 0, Attachments: 1
CDW , STX , HPE , REZI

+32 pts



Morgan Stanley now cautious on IT Hardware given deteriorating industry data and drop in spending intentions

By bbern3 on Oct. 6, 2021, 12:01 p.m.
Tagged topics: analyst checks , analyst downgrade , Morgan Stanley

Views: 204, Votes: 1, Responses: 0, Attachments: 2
AMD , HPE , DELL , AMZN , MSFT , GOOGL

+15 pts



$AMD - street impressed by Milan launch and expects strong demand, but supply constraints could limit upside this year

By phenphen on March 15, 2021, 10:52 p.m.
Tagged topics: Q2 results , enterprise adoption , market share gains , supply constrained , strong demand , semiconductors , Milan , semi shortage

Views: 308, Votes: 6, Responses: 1, Attachments: 8
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+67 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 275, Votes: 6, Responses: 0, Attachments: 19