HPE

Azione

ISIN: US42824C1099

Ticker: HPE

US42824C1099

HPE

Price

Discussione su HPE

Messaggi

Alfredo Arcos Alegría

@Alfre2

1Mes·

Companies at Fair Prices

I have been looking for opportunities in the market and I have come across the following companies, I would appreciate your feedback

$HPE (+4,61%) trades at 9x earnings, trades below book value, low profitability margins but 4-8% EPS growth expectations

$GMAB (-1,19%) trades at 17 times earnings, about 8 times current Ebitda, seems to have performed well historically (book value is not a good metric, probably has capitalized R&D expenses)

$AES (+0,2%) trades at about 4-5 times earnings, is dedicated to the generation of renewable energy, trades below its current book value for its historical performance does not seem to have done very well, but for its current valuation looks good, has a dividend of about 6% per annum

$CAT (-1,9%) it trades at about 15 times earnings and has had a good historical performance, leader in the production of construction machinery.

Why do you think the market values these companies so low? Do you see growth possibilities or investment opportunities?

Alfredo Arcos Alegría

@Alfre2

1Mes·

What about HP?

$HPE (+4,61%) seems to be cheap, have you ever had any problems with auditing, security or anything like that?

Or is it that your products have a lower quality, in terms of cybersecurity or quality in general? Or can't you compete in the market?

Or maybe it's just that they've been mismanaged the last few years?

Because if it is not for any of these reasons I really don't get it 🤔.

In 2023 it was trading at 27x earnings and today it is barely at 9x earnings and yet it is expected to grow at an estimated 6-8% compounded growth over the next 3 years (Koyfin data)

On the other hand the number of shares outstanding has only gone down in the last 8 years

They have 17B of debt but also 13B of cash so their financial situation looks stable enough.

The Enterprise Value is estimated at 29B (although it is only an estimate of analysts) but it trades at 23B and the Net Book Value (The book value go) is above the price paid today for the shares on the stock exchange, ie theoretically (because for many reasons then reality is not so) if the company were closed tomorrow shareholders would receive more for its book value than for what the share itself is sold on the stock exchange 📈

The company is literally worth $17 per share on the market and just in accumulated cash it is worth $10/Share 🤷‍♂️

5 Commenti

Jo'@Jo_Wolf

1Mes

Supply chain is heavy on China and Mexico
Sales team under performed on numerous recent deals
Juniper deal could eventually no go trough making HPE having to pay contract deadline breakup fees

Easy to understand ( watch the guidances )

••

Visualizza tutti 4 ulteriori risposte

Cashflow I.

@Cashflow_Investor

1Mes·

Hewlett Packard Enterprise reports results for the first quarter of 2025

$HPE (+4,61%) Hewlett Packard Enterprise Co. (HPE) announced its results for the first quarter of fiscal year 2025 on Thursday:

Earnings: net income was $627 million, which equates to earnings per share (EPS) of $0.44. Adjusted for one-off costs, EPS was USD 0.49, just below analysts' estimates of USD 0.50.

Revenue: Revenue amounted to USD 7.85 billion, exceeding the consensus estimate of USD 7.81 billion.

Forecast:

For the second quarter of fiscal 2025, HPE expects earnings per share between $0.28 and $0.34 and revenue between $7.2 billion and $7.6 billion.

For the full fiscal year 2025, the company forecasts earnings per share in the range of USD 1.70 to USD 1.90.

https://youtu.be/6nxjeZ1Hx-g?si=PwApFyxaH4YrAIrz

Aktien Stammtisch

@Aktien_Stammtisch

1Mes·

HPE Q1 Earnings Highlights:

$HPE (+4,61%)

🔹 Adj. EPS: $0.49 (Est. $0.49) 🟡; UP +2% YoY

🔹 Revenue: $7.9B (Est. $7.81B) 🟢; UP +16% YoY

🔹 ARR: $2.1B; UP +45% YoY

Q2'25 Guidance:

🔹 Revenue: $7.2B-$7.6B (Est. $7.98B) 🔴

🔹 Adj. EPS: $0.28-$0.34 (Est. $0.51) 🔴

🔹 GAAP EPS: $0.08-$0.14

Full-Year Fiscal 2025 Outlook:

🔹 Revenue Growth: 7%-11% (Est. $32.57B) 🟡

🔹 Adj. EPS: $1.70-$1.90 (Est. $2.14) 🔴

🔹 GAAP EPS: $1.15-$1.35

🔹 Free Cash Flow: ~$1B

Segment Performance (Q1 FY25):

🔹 Servers: $4.3B; UP +29% YoY; Operating Margin: 8.1% (Prev. 11.4%)

🔹 Intelligent Edge: $1.1B; DOWN -5% YoY; Operating Margin: 27.4% (Prev. 29.4%)

🔹 Hybrid Cloud: $1.4B; UP +10% YoY; Operating Margin: 7.0% (Prev. 4.0%)

🔹 Financial Services: $873M; Flat YoY; Operating Margin: 9.4% (Prev. 8.5%)

Key Metrics:

🔹 Gross Margin: 29.4% (Prev. 36.2%)

🔹 Operating Cash Flow: -$390M; DOWN $454M YoY

🔹 Free Cash Flow: -$877M; DOWN $395M YoY

🔹 Capital Returns: $223M (Dividends & Buybacks)

Dividend Update:

🔹 Declared quarterly dividend of $0.13/share, payable April 18, 2025

Strategic & Legal Updates:

🔸 U.S. DOJ filed a complaint to block HPE-Juniper Networks merger; trial set for July 9, 2025

🔸 HPE to vigorously defend the merger, emphasizing competition benefits

Management Commentary:

🔸 CEO Antonio Neri: "HPE delivered strong revenue growth for the fourth consecutive quarter, though execution could have been better. We remain confident in driving shareholder returns."

🔸 CFO Marie Myers: "We met our revenue guidance while implementing cost streamlining efforts to offset profitability challenges. Our strategy remains aligned with long-term growth trends."

1 Commento

Jo'@Jo_Wolf

1Mes

Solid quarter, really awful guidances.

••

Business News Germany

@Business_News

1Mes·

Broadcom shines | Lufthansa raises revenue expectations | Hewlett Packard Enterprise impresses

Broadcom shines

Broadcom $AVGO (+9,51%) is in the starting blocks to present its results for the quarter ending January 31, 2025 on March 6, 2025. The experts are unanimous: expectations are shooting through the roof! They expect earnings per share of an impressive USD 1.51, compared to just USD 0.290 in the same quarter of the previous year. That's a real leap forward! It will also be exciting in terms of turnover, as 30 analysts expect an average increase of 22.19 percent to USD 14.62 billion. Last year, the figure was USD 11.96 billion. For the current fiscal year, 37 analysts are looking at earnings of USD 6.37 per share, which represents a massive increase on the USD 1.27 in the same period last year. Turnover is expected to climb to USD 61.55 billion, up from USD 51.57 billion in the previous year.

Lufthansa raises revenue expectations

There is also positive news in the USA and Europe: Lufthansa $LHA (-0,67%) will publish its quarterly figures on 06.03.2025, which were collected until 31.12.2024. Here, 5 analysts have agreed on earnings per share of EUR 0.201, which represents a significant increase compared to EUR 0.060 in the same quarter of the previous year. Turnover also looks promising: An increase of 8.26 percent to EUR 9.49 billion is forecast, following EUR 8.76 billion in the previous year. For the past fiscal year, 20 analysts expect average earnings of EUR 0.867 per share, which is a small step backwards compared to the EUR 1.40 in the previous year. However, turnover is expected to rise to EUR 37.57 billion, compared to EUR 35.44 billion in the previous year.

Hewlett Packard Enterprise convinces

Hewlett Packard Enterprise $HPE (+4,61%) will also present its figures for the quarter ending January 31, 2025 on March 6, 2025. Analysts are optimistic and expect earnings per share of USD 0.497, up from USD 0.300 in the prior-year quarter. In addition, analysts expect turnover to increase by 16.10% to USD 7.81 billion, compared to USD 6.73 billion in the previous year. Forecasts for the fiscal year are also positive: 14 analysts expect earnings per share of USD 2.13, compared to USD 1.95 in the previous year. Turnover is expected to rise to USD 32.50 billion, compared to USD 30.07 billion in the previous year.

Sources:

https://www.finanzen.net/nachricht/aktien/zahlen-voraus-ausblick-broadcom-praesentiert-das-zahlenwerk-zum-abgelaufenen-jahresviertel-14292079

https://www.finanzen.net/nachricht/aktien/bilanz-ante-portas-ausblick-lufthansa-legt-quartalsergebnis-vor-14292091

https://www.finanzen.net/nachricht/aktien/zahlen-im-blick-ausblick-hewlett-packard-enterprise-legt-zahlen-zum-juengsten-quartal-vor-14292078

Aktienfox

@Aktienfox

1Mes·

What are you watching this week?

- Monday: $GTLB (+1,29%) , $OKTA (+1,04%) .

- Tuesday: $CRWD (+2,07%) , $FLTR (+4,17%) , $ONON , $TGT (+0,29%) , $SE-ED .

- Wednesday: $MDB (-2,83%) , $MRVL (+7,24%) , $VEEV (+3,05%) , $ZS (+5,29%) .

- Thursday: $AVGO (+9,51%) , $COST (-0,82%) , $HCP , $HPE (+4,61%) , $27C , $JD. (-4,13%)

3 Commenti

Homer@Simpson

1Mes

Boring, just $AVGO and $COST 😂

•

Jo'

@Jo_Wolf

2Mes·

🚀 HPE Secures 1B$ Deal with Elon Musk’s X, Elevating Its AI Game

Hewlett Packard Enterprise ($HPE (+4,61%) ) has reportedly clinched a contract worth over $1 billion with Elon Musk’s social media platform, X, to deliver AI-optimized servers. This landmark agreement, finalized late last year, cements HPE’s role as a rising force in the booming AI infrastructure market, edging out rivals Dell Technologies ($DELL ) and Super Micro Computer ($SMCI (+12,91%) ).

HPE will provide advanced AI servers, powered by Nvidia chips, to support X’s operations, while data center infrastructure spending soared by 34% in 2024, reaching $282 billion globally 🌐.

📈 Implications for HPE

HPE’s victory in securing this deal signals growing confidence in its AI server capabilities, long viewed as trailing behind Dell and Super Micro. This agreement could redefine HPE’s standing in the competitive AI market, positioning it for accelerated growth.

Marie Myers, HPE’s CFO, highlighted in a December earnings call the surging adoption of AI systems across industries, though she noted that the competitive environment remains fierce. This deal underscores HPE’s readiness to compete and innovate in the AI space.

💼 Market and Strategic Impacts

HPE shares jumped over 3% following the announcement, reflecting investor optimism.

Outmaneuvering Dell and Super Micro for this deal could strengthen HPE’s market position in AI infrastructure.

⚡ Looking Ahead

This landmark agreement marks a significant step forward for HPE in the rapidly growing AI market. With demand for high-powered computing solutions surging, HPE is well-positioned to leverage its enhanced reputation and capitalize on future opportunities.

As enterprises and sovereigns increasingly adopt AI systems, HPE’s strategic advancements could pave the way for sustained growth and innovation in this dynamic industry.

🚀 Let's Engage Together

What’s your take on this milestone deal and its potential impact on the AI server market? Share your thoughts in the comments below! Don’t forget to like this post and share it with your network to keep the conversation going ! 👍🏻

Aktien Stammtisch

@Aktien_Stammtisch

4Mes·

Aftermarket after quarterly figures, 05.12.

$ASAN (-4,15%)
$RBRK (-9,69%) +15.82%

$DOCU (+0,15%)
$ULTA (-6,25%)
$GTLB (+1,29%)
$LULU (+0,67%)

$VEEV (+3,05%)
$PATH (-1,54%)
$VSCO (+2,53%)
$HPE (+4,61%)
$IOT -6.58%

Aktien Stammtisch

@Aktien_Stammtisch

4Mes·

$HPE (+4,61%) Hewlett Packard Enterprise reported earnings

Q4 FY2024 results ended on October 31st 2024

- Revenue: $8.5B, +15% YoY

- Net earnings: $1.37B, up from $642M YoY

- GAAP EPS: $0.99, +102% YoY

- Annualized revenue run-rate (ARR): $1.9B, +49% YoY

CEO Antonio Neri: "HPE delivered an exceptional fourth quarter with record quarterly revenue, capping off a strong FY 2024. We exceeded our full-year commitments for revenue, EPS, and free cash flow."

🌱Revenue & Growth

- Server: $4.7B, +32% YoY

- Hybrid Cloud: $1.6B, +18% YoY

- Intelligent Edge: $1.1B, -20% YoY

- Financial Services: $893M, +2% YoY

💰Profits & Financials

- Operating income: $693M, +37% YoY

- Non-GAAP operating margin: 11.1% vs 9.7% YoY

- Free cash flow: $1.5B vs $2.3B YoY

- Cash and investments: $14.8B as of October 31st

📌Business Highlights

- Server operating margin improved to 11.6% from 10.1% YoY