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.
惠普企業公司（紐交所：HPE）的股票在週四收盤後報告了第四季度業績後交易上漲。
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.
該公司報告的調整後每股收益爲58美分，超出分析師共識預期的56美分。銷售額同比增長15%，達到84.6億美金，超過分析師共識預期的82.6億美金。
Hewlett Packard sees first-quarter earnings of between 47 and 52 cents per share versus the 49 cent estimate.
惠普預計第一季度每股收益在47美分到52美分之間，而估計爲49美分。
Stifel analyst Matthew Sheerin raised the price forecast on the HPE stock to $25 from $22 while maintaining a Buy rating.
分析師馬修·希林將HPE股票的價格預測從22美元上調至25美元，同時維持買入評級。
The analyst believes Hewlett-Packard Enterprise shares are undervalued, supported by its broad portfolio of infrastructure hardware, software, and services.
分析師認爲惠普企業的股票被低估，這得益於其廣泛的基礎設施硬件、軟件和服務組合。
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.
儘管需求混合，網絡和存儲領域疲軟，慧與科技正在看到強勁的人工智能服務器需求，並在傳統服務器中出現復甦跡象，分析師補充道。
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.
希林預計，人工智能服務器將在2025財年推動增長，並通過更好的組合和更高的軟件和服務附加率來改善毛利率。
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.
分析師修訂了2025財年的營業收入預期至322.5億（從317.49億調整），每股收益預期至2.11（從2.10調整），並引入2026財年營業收入338.03億和調整後的每股收益2.29。
JP Morgan analyst Samik Chatterjee writes that he expects a choppy outlook for HP Enterprise following mixed earnings from industry leaders.
摩根大通分析師Samik Chatterjee表示，在行業領導者業績參差不齊的情況下，預計慧與科技的前景將出現波動。
The analyst anticipates some upside in its Enterprise Server and Networking segments, though AI server headwinds and potential Fed spending slowdowns may impact guidance.
該分析師預計其企業服務器-雲計算和網絡部門會有一些上行空間，但人工智能服務器的逆風和潛在的聯儲局支出放緩可能會影響指導。
Chatterjee estimates revenue of $8.24 billion in the fourth-quarter vs. consensus of $8.26 billion.
Chatterjee估計第四季度的營業收入爲82.4億，與共識的82.6億相比。
B Of A analyst Wamsi Mohan reaffirmed a price target of $26 and a Buy rating.
美銀分析師Wamsi Mohan重申了26美元的價格目標和買入評級。
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.
展望2025財年，該分析師相信慧與科技在IT支出的恢復中處於良好的位置，這得益於服務器、存儲和網絡的週期性增長，以及Juniper的收購和相關的成本節省。
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.
該分析師還補充說，混合雲的強勁表現和因企業和主權需求增加而帶來的更高人工智能服務器利潤率預計將成爲驅動因素。
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.
高盛分析師Michael Ng將2025/26/27年的每股收益(EPS)預期上調了平均2%，以反映不斷增長的人工智能項目和存儲動能。
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).
投資者可以通過First Trust S&P 500多元化股息貴族etf（納斯達克：KNGZ）和Roundhill生成AI & 科技 etf（紐交所：CHAT）來獲取該股票的曝光機會。
Price Action: Hewlett Packard shares are up 10.80% at $23.99 at the last check Friday.
價格走勢：慧與科技的股票在最後一次檢查時上漲了10.80%，達到了23.99美元。
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