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.
惠普企业公司（纽约证券交易所代码：HPE）的股价以及其他一些股票在周二早盘交易中攀升。
The company is poised to benefit from cost cuts, Juniper-related synergies and AI optionality, according to Bank of America Securities.
根据美国银行证券的数据，该公司有望从成本削减、瞻博网络相关的协同效应和人工智能可选性中受益。
Analyst Wamsi Mohan upgraded the rating from Neutral to Buy, while raising the price target from $21 to $24.
分析师瓦姆西·莫汉将评级从中性上调至买入，同时将目标股价从21美元上调至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.
论点：莫汉在升级说明中表示，收购瞻博网络将降低公司对计算的依赖，“将重点转移到利润率更高的网络业务上”。
Check out other analyst stock ratings.
查看其他分析师股票评级。
The analyst mentioned five reasons for the upgrade:
分析师提到了升级的五个原因：
- 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"
- 新任首席财务官玛丽·迈尔斯推动了大幅削减成本，她在惠普公司（纽约证券交易所代码：HPQ）有着良好的往绩
- 服务器、存储和网络之间的周期性恢复
- 对瞻博网络的收购增加了收入和成本协同效应，该收购预计将很快完成
- 高性能计算 (HPC) 的利润回升
- “随着企业/主权需求的增加”，与人工智能相关的好处
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.
他进一步写道，这家科技公司可以利用与英伟达公司（纳斯达克股票代码：NVDA）的合作伙伴关系，“在网络市场上利用人工智能利用瞻博网络的Mist平台”。
Price Action: Hewlett Packard shares spiked 6.09% to $18.28 at the time of publication on Tuesday.
价格走势：惠普股价在周二发布时飙升6.09％，至18.28美元。
Read More: Hewlett Packard Is A 'Very Inexpensive' Stock, Cramer Says
阅读更多：克莱默说，惠普是一只 “非常便宜” 的股票
Courtesy Hewlett Packard Enterprise
由惠普企业提供