HPE AI Servers and Cloud Strength Lead the Charge: Analysts Raise Price Forecasts
HPE AI Servers and Cloud Strength Lead the Charge: Analysts Raise Price Forecasts
Hewlett Packard Enterprise Co (NYSE:HPE) shares are trading higher after it reported its fourth-quarter results after Thursday's closing bell.
惠普企业公司（纽约证券交易所代码：HPE）在周四收盘后公布了第四季度业绩，股价走高。
The company reported adjusted EPS of 58 cents, which beat the analyst consensus estimate of 56 cents. Sales rose 15% year over year (Y/Y) to $8.46 billion, which beat the analyst consensus estimate of $8.26 billion.
该公司报告调整后的每股收益为58美分，超过了分析师普遍预期的56美分。销售额同比增长15％，达到84.6亿美元，超过了分析师共识估计的82.6亿美元。
Hewlett Packard sees first-quarter earnings of between 47 and 52 cents per share versus the 49 cent estimate.
惠普预计，第一季度每股收益在47至52美分之间，而预期为49美分。
Stifel analyst Matthew Sheerin raised the price forecast on the HPE stock to $25 from $22 while maintaining a Buy rating.
Stifel分析师马修·希林将慧与科技股票的价格预测从22美元上调至25美元，同时维持买入评级。
The analyst believes Hewlett-Packard Enterprise shares are undervalued, supported by its broad portfolio of infrastructure hardware, software, and services.
这位分析师认为，惠普企业在其广泛的基础设施硬件、软件和服务组合的支持下，其股票被低估了。
Despite mixed demand, with weakness in networking and storage, HPE is seeing strong AI server demand and signs of recovery in traditional servers, adds the analyst.
分析师补充说，尽管需求喜忧参半，网络和存储疲软，但慧与看到了强劲的人工智能服务器需求和传统服务器复苏的迹象。
Sheerin expects AI servers to drive growth in FY25 and for gross margins to improve through a better mix and higher software and services attachment.
Sheerin预计，人工智能服务器将在25财年推动增长，并通过更好的组合和更高的软件和服务附件来提高毛利率。
The analyst revised estimates for revenue to $32.250 billion (from $31.749 billion) and EPS to $2.11 (from $2.10) for FY25 on the continued server strength and introduced FY26 revenue of $33.803 billion and adjusted EPS of $2.29.
由于服务器持续强劲，该分析师将25财年的收入预期从317.49亿美元上调至322.50亿美元（从21.0亿美元），将25财年的每股收益从2.10美元上调至2.11美元，并公布26财年收入为338.03亿美元，调整后每股收益为2.29美元。
JP Morgan analyst Samik Chatterjee writes that he expects a choppy outlook for HP Enterprise following mixed earnings from industry leaders.
摩根大通分析师萨米克·查特吉写道，在行业领导者的收益喜忧参半之后，他预计惠普企业的前景将不稳定。
The analyst anticipates some upside in its Enterprise Server and Networking segments, though AI server headwinds and potential Fed spending slowdowns may impact guidance.
尽管人工智能服务器的不利因素和美联储潜在的支出放缓可能会影响指导方针，但该分析师预计其企业服务器和网络领域将出现一些上行空间。
Chatterjee estimates revenue of $8.24 billion in the fourth-quarter vs. consensus of $8.26 billion.
查特吉估计，第四季度收入为82.4亿美元，而预期收入为82.6亿美元。
B Of A analyst Wamsi Mohan reaffirmed a price target of $26 and a Buy rating.
b 分析师瓦姆西·莫汉重申了26美元的目标股价和买入评级。
Heading into FY25, the analyst believes HPE is well-positioned to benefit from a recovery in IT spending, driven by cyclical growth in servers, storage, and networking and the Juniper acquisition and associated cost savings.
这位分析师认为，在服务器、存储和网络的周期性增长以及对瞻博网络的收购和相关成本节省的推动下，慧与完全有能力从IT支出的复苏中受益。
The analyst also adds that the strength in Hybrid Cloud and higher AI server margins due to increased enterprise and sovereign demand are expected to be drivers.
该分析师还补充说，混合云的实力以及企业和主权需求增加导致的人工智能服务器利润率的提高预计将成为推动力。
Goldman Sachs analyst Michael Ng raised the F25/26/27 EPS estimates by an average of 2% to reflect the growing AI pipeline and storage momentum.
高盛分析师迈克尔·吴将25/26/27财年的每股收益预期平均提高了2％，以反映不断增长的人工智能管道和存储势头。
Investors can gain exposure to the stock via the First Trust S&P 500 Diversified Dividend Aristocrats ETF (NASDAQ:KNGZ) and the Roundhill Generative AI & Technology ETF (NYSE:CHAT).
投资者可以通过第一信托标准普尔500指数多元化股息贵族ETF（纳斯达克股票代码：KNGZ）和Roundhill Generative AI & Technology ETF（纽约证券交易所代码：CHAT）获得股票敞口。
Price Action: Hewlett Packard shares are up 10.80% at $23.99 at the last check Friday.
价格走势：在周五的最后一次支票中，惠普股价上涨10.80％，至23.99美元。
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