Hewlett Packard Analyst Gives 5 Reasons To Be Bullish As Juniper Deal Promises To 'Shift Focus'
Hewlett Packard Analyst Gives 5 Reasons To Be Bullish As Juniper Deal Promises To 'Shift Focus'
Shares of Hewlett Packard Enterprise Co (NYSE:HPE) climbed in early trading on Tuesday, along with some other stocks.
惠普（NYSE:HPE）的股票在週二早盤上漲，與其他一些股票一起。
The company is poised to benefit from cost cuts, Juniper-related synergies and AI optionality, according to Bank of America Securities.
據美國銀行證券公司稱，該公司有望從成本削減、與 Juniper 相關的協同效應和人工智能選擇權中受益。
Analyst Wamsi Mohan upgraded the rating from Neutral to Buy, while raising the price target from $21 to $24.
分析師 Wamsi Mohan 將評級從中立升級爲買入，同時將目標價從21美元上調至24美元。
The Thesis: The Juniper acquisition will lower the company's reliance on compute and "shift focus to the higher margin networking business," Mohan said in the upgrade note.
論點：Juniper 獲得將降低該公司對計算機的依賴，"將焦點轉移到更高利潤的網絡業務上"，Mohan 在升級說明中提到。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The analyst mentioned five reasons for the upgrade:
分析師提到了升級的五個原因：
- Significant cost cuts driven by new CFO Marie Myers, who has a proven track record at HP Inc (NYSE:HPQ)
- Cyclical recovery across servers, storage and networking
- Increased revenues and cost synergies from the Juniper acquisition, which is expected to close soon
- Margin recovery in High-Performance Compute (HPC)
- AI-related benefits, "as Enterprise/Sovereign demand increases"
- 由新任首席財務官 Marie Myers 推動的顯着成本削減，她在惠普有着豐富的記錄（NYSE:HPQ）
- 服務器、存儲和網絡的週期性復甦
- 從即將完成的Juniper收購中增加的收入和成本協同效應。
- 高性能計算（HPC）的利潤恢復
- 與企業/主權需求增加有關的人工智能相關的好處
The tech company could leverage its partnership with Nvidia Corp (NASDAQ:NVDA) and "capitalize on Juniper's Mist platform utilizing A.I. in the networking market," he further wrote.
這家科技公司可以利用其與Nvidia Corp（納斯達克股票代碼：NVDA）的合作伙伴關係，並"利用Juniper的Mist平台在網絡市場上利用人工智能，"他進一步寫道。
Price Action: Hewlett Packard shares spiked 6.09% to $18.28 at the time of publication on Tuesday.
股價表現：惠普股票在週二發佈時大漲6.09%，報18.28美元。
Read More: Hewlett Packard Is A 'Very Inexpensive' Stock, Cramer Says
更多閱讀：克拉默表示，惠普股票價格"非常便宜"
Courtesy Hewlett Packard Enterprise
惠普企業公司提供
