Core Insights - Hewlett Packard Enterprise's (HPE) server business experienced a growth of 5.6% in Q2 of fiscal 2025, with expectations for mid-teens sequential revenue growth in Q3 and low double-digit growth for the fiscal year, primarily driven by large AI deals and growth in AI systems [1][4]. Company Performance - HPE's AI server business is significantly bolstered by enterprises investing in compute-heavy infrastructure, resulting in over $1.1 billion in net new order value and a backlog of $3.2 billion in AI systems during Q2 of fiscal 2025 [2]. - The introduction of the ProLiant Gen 12 server platform enhances performance, security, and incorporates direct liquid cooling technology, positioning HPE competitively in the server market [3]. - Despite a slowdown in traditional server sales, HPE's growth in AI server sales is offsetting this decline, with a Zacks Consensus Estimate for HPE's 2025 revenues at $34.5 billion, reflecting a year-over-year growth of 14.2% [4]. Competitive Landscape - Dell Technologies is leveraging strong demand for AI servers, benefiting from ongoing digital transformation and the adoption of generative AI applications, with consecutive growth in server adoption for five quarters in AI servers and six quarters in traditional servers [5]. - Super Micro Computer is also experiencing significant growth due to the increasing demand for high-performance, energy-efficient servers as data centers expand and new ones are established [6]. - The overall growth in server-supported data center business is anticipated to rise, providing ample opportunities for HPE, Dell, and Super Micro Computer [7]. Valuation and Estimates - HPE's shares have increased by 5.7% year to date, compared to a 25.4% growth in the Zacks Computer - Integrated Systems industry [8]. - HPE trades at a forward price-to-sales ratio of 0.76, significantly lower than the industry's ratio of 3.46 [10]. - The Zacks Consensus Estimate for HPE's fiscal 2025 earnings is $1.89 per share, indicating a 5% decrease year-over-year, while the estimate for fiscal 2026 is $2.39 per share, reflecting a 26.5% increase year-over-year [11].

本文研究全球市场、主要地区和主要国家网络访问控制软件的收入、销售收入等，同时也重点分析全球范围内主要厂商（品 牌）竞争态势，网络访问控制软件收入、价格、收入和市场份额等。 从产品类型方面来看，本地部署的占有重要地位，按收入计，2022年市场份额为 %，预计2029年份额将达到 %。同时就应用来 看，个人在2029年份额大约是 %，未来几年CAGR大约为 %。 针对过去五年（2018-2022）年的历史情况，分析历史几年全球网络访问控制软件总体规模，主要地区规模，主要企业规模和份 额，主要产品分类规模，下游主要应用规模等。规模分析包括收入、价格、收入和市场份额等。针对未来几年网络访问控制软 件的发展前景预测，本文预测到2029年，主要包括全球和主要地区收入、收入的预测，分类收入和收入的预测，以及主要应用 网络访问控制软件的收入和收入预测等。 据简乐尚博(168Report)调研，按收入计，2022年全球网络访问控制软件收入大约 百万美元，预计2029年达到 百万美元，2023至 2029期间，年复合增长率CAGR为 %。同时2022年全球网络访问控制软件收入大约 ，预计2029年将达到 。2022年中国市场规模 ...

Key Takeaways HPE projects Q3 revenues of $8.2B-$8.5B, up ~13.9% year over year, led by AI and networking demand.GreenLake momentum and 42K-customer base expected to aid revenue growth in hybrid cloud offerings.AI backlog of $3.2B and large system deployments likely to boost Intelligent Edge and AI-driven services.Hewlett Packard Enterprise (HPE) is scheduled to report third-quarter fiscal 2025 results on Sept. 3.For the third quarter of fiscal 2025, management expects non-GAAP earnings per share between 30 ...

智通财经APP获悉，慧与科技(HPE.US)将于周三美股盘后公布第三财季业绩。华尔街分析师预测，慧与 科技每股收益将为 0.43 美元，较去年同期下降 14%。预计营收将达到 87.8 亿美元，较上年同期增长 13.9%。在过去 30 天内，该季度的每股盈利共识预测值上调了 1.95%，达到了当前水平。 运行人工智能工具所需的计算能力，为戴尔(DELL.US)、超微电脑(SMCI.US)和慧与等高性能服务器制 造商带来了销售热潮。然而，投资者一直担心人工智能服务器的盈利能力，因为这类服务器依赖英伟达 (NVDA.US)和AMD(AMD.US)等公司生产的昂贵处理器。 此前，英伟达公布的业绩略显逊色。与此同时，戴尔科技公布的人工智能(AI)服务器销量较上一季度有 所下滑，且这类高性能机器的利润率低于分析师预期。在截至8月1日的第二财季，戴尔录得56亿美元的 人工智能服务器订单，低于上一季度的121亿美元。该公司本季度发货了价值82亿美元的服务器，季末 积压订单价值为117亿美元。 此前，超微电脑意外下调业绩预期，预计截至2026年6月的财年总销售额将至少达到330亿美元。然而作 为对比，在今年2月，超微电脑管理 ...

在收购瞻博网络之后，摩根士丹利将慧与科技评级上调至"增持"级，理由是随着对瞻博网络的收购，人 工智能(AI)和网络领域有望实现增长。此次评级上调正值这家技术服务公司试图利用对与人工智能相关 的硬件和服务日益增长的需求之际。 对瞻博网络的收购极大地增强了慧与科技在网络领域的影响力，并使其在人工智能技术方面的投入进一 步增加。摩根士丹利的分析师认为，此次收购将显著提升惠普的利润，预计其 2026 财年的每股收益将 较当前预期水平高出 18%，并且在 2027 财年，其每股收益预计将达到 2.70 至 3.00 美元。 此次评级上调是大摩对整个科技硬件行业普遍乐观情绪的一部分。摩根士丹利还上调了该领域其他公司 的目标股价，包括戴尔和美国网存(NTAP.US)，这表明企业技术支出(尤其是人工智能和网络相关领域) 的前景总体上是乐观的。此外，该公司 10 月份的分析师会议被视为即将出现的最重要利好因素，在此 会议上，惠普预计将提供更长期的预测，有助于市场更好地评估公司的未来盈利和现金流潜力。 慧与科技(HPE.US)将于周三美股盘后公布第三财季业绩。华尔街分析师预测，慧与科技每股收益将为 0.43 美元，较去年同期下降 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 近期发布的超以太网（Ultra Ethernet，简称UE）1.0规范，为未来人工智能（AI）和高性能计 算（HPC）系统定义了一套变革性的高性能以太网标准。本文由该规范的编写者共同撰写，对 超以太网的设计进行了高层级概述，为理解其创新点提供了关键的设计动因与科学背景。尽管 超以太网在整个以太网协议栈中均实现了技术突破，但其最突出的贡献是创新性的超以太网传 输层（Ultra Ethernet Transport，简称 UET）——这是一种可完全通过硬件加速的协议，专门 为超大规模系统中的可靠、高速、高效通信而设计。 二十多年前，InfiniBand（无限带宽）是高性能网络领域最后一项重大标准化成果，而超以太 网则充分利用了以太网庞大的生态系统，以及每传输 1 比特数据所带来的千倍级计算效率提 升，开启了高性能网络的新时代。 引言 超以太网（UE）通过标准化的新协议，实现了基于以太网的高性能人工智能（AI）与高性能计算 （HPC）网络支持。本文由超以太网规范的编写者撰写，补充了完整规范中的核心内容，重点阐述了 历时近2.5年的研发过程中所涉及的技术发展历程与创新性 ...

Investment Rating - The report maintains a constructive outlook on shares of Amphenol Corp (APH), Dell Technologies (DELL), Corning Inc (GLW), Hewlett Packard Enterprise (HPE), and the memory/disk drive sector including Seagate Technology (STX), Western Digital Corp (WDC), and SanDisk Corp (SNDK) [4]. Core Insights - The upcoming Citi's 33rd annual Global Technology Conference will feature over 240 technology companies, focusing on updates regarding customer and enterprise demand dynamics, as well as supply chain conditions [1]. - Key investor questions include the impact of Generative AI on infrastructure spending, enterprise spending intentions, consumer spending trends, margin impacts from rising component costs, and capital allocation strategies [2][3]. Company Summaries - **Amphenol Corp (APH)**: Current price at $109.36 with a market cap of $133.52 billion. The target price is set at $125.00 with an expected share price return of 14.3% [7]. - **CDW Corp (CDW)**: Current price at $167.00 with a market cap of $21.89 billion. The target price is $200.00 with an expected share price return of 19.8% [7]. - **Corning Inc (GLW)**: Current price at $65.77 with a market cap of $56.34 billion. The target price is $72.00 with an expected share price return of 9.5% [7]. - **Dell Technologies (DELL)**: Current price at $130.84 with a market cap of $88.50 billion. The target price is $160.00 with an expected share price return of 22.3% [7]. - **Hewlett Packard Enterprise (HPE)**: Current price at $22.45 with a market cap of $29.46 billion. The target price is $25.00 with an expected share price return of 11.4% [7]. - **SanDisk Corp (SNDK)**: Current price at $46.37 with a market cap of $6.76 billion. The target price is $57.00 with an expected share price return of 22.9% [7]. - **Seagate Technology (STX)**: Current price at $159.19 with a market cap of $33.86 billion. The target price is $167.00 with an expected share price return of 4.9% [7]. - **Western Digital Corp (WDC)**: Current price at $76.97 with a market cap of $26.70 billion. The target price is $88.00 with an expected share price return of 14.3% [7].

Accessibility StatementSkip Navigation This round of financing completes OpenLight's transition from a Synopsys subsidiary to a high-velocity, venture-backed company positioned to address the growing demand for faster and more energy-efficient data movement in AI data center networks. As the shift from electrical to optical interconnects accelerates to support AI-scale workloads, integrated photonics is emerging as a core enabler of next-generation data center infrastructure. Additional applications for Ope ...

Hewlett Packard Enterprise shares gained Thursday as Morgan Stanley upgraded the stock from "equal-weight" to "overweight." https://t.co/AlrxgRMc6i ...

Core Viewpoint - Shares of Hewlett Packard Enterprise Co (HPE) have increased by 3% to $21.66 following a Morgan Stanley upgrade to "overweight" from "equal weight," with a price target raised to $28 from $22, driven by the company's acquisition of Juniper Networks for $14 billion and positive AI demand outlook [1]. Group 1 - HPE's stock has shown volatility since hitting a two-year low of $11.96 on April 4, currently fluctuating between $20 and $22, with a peak of $24.66 in January [2]. - Year-to-date performance has improved, with shares returning to positive territory after today's increase [2]. - Analyst sentiment is mixed, with nine out of 18 analysts recommending a "hold," indicating potential for further bullish upgrades if bearish sentiment diminishes [2]. Group 2 - Options for HPE are currently reasonably priced, with a Schaeffer's Volatility Index (SVI) of 47%, placing it in the low 27th percentile of its annual range, suggesting low volatility expectations among options traders [3].