​Hewlett Packard Enterprise Company (NYSE:HPE) is among the Best Affordable Stocks Under $40 to Buy. On February 17, Asiya Merchant from Citi lowered the price target on the stock from $28 to $26, while keeping a Buy rating. Earlier on January 13, Goldman Sachs upgraded Hewlett Packard Enterprise Company (NYSE:HPE) from Hold to Buy and raised the price target from $28 to $31. ​Asiya Merchant from Citi noted that the lowered price target reflects the firm’s adjustment of the broader hardware and storage s ...

来源：经济观察网 经济观察网 慧与（HPE.US）股价在2026年2月13日出现异动，单日上涨2.21%，收盘价报22.69美元，成 交额达3.80亿美元，振幅为4.35%。此次异动主要受以下因素驱动： 股价异动原因 公司此前公布2026财年第一季度营收指引（90亿至94亿美元）低于市场预期，导致股价短期承压。但2 月13日市场情绪逐步消化负面信息，部分投资者关注公司全年业绩指引的乐观调整（如非GAAP每股收 益指引上调至2.25–2.45美元）及网络业务增长潜力（预计营收增长65%–70%），推动股价反弹。 股价当日量比为0.93，成交活跃度较前期回升，且盘中突破关键阻力位（最高触及23.00美元），技术性 买盘介入明显。机构持仓数据显示，2026年2月有45%的机构给予买入或增持评级，目标均价26.67美 元，资金情绪趋于分化但整体谨慎乐观。 以上内容基于公开资料整理，不构成投资建议。 慧与完成对瞻博网络（Juniper Networks）的收购后，网络业务成为盈利核心支柱，第四季度贡献约50% 的息税前利润。公司计划通过整合实现约10亿美元年度成本节约，市场对2026财年利润率改善的预期增 强。 市场环 ...

MADRID--(BUSINESS WIRE)--The Riyadh Air Metropolitano Stadium, home of Atlético de Madrid, is advancing its technological transformation with the implementation of a new intelligent, self-driving network infrastructure based on HPE Networking solutions. The project, divided into two phases over the 2025/26 and 2026/27 seasons, completely modernizes the stadium's communications system and marks the beginning of a new era in the digitalization of sports infrastructures in Europe. The new network. ...

Core Viewpoint - Recent events surrounding Huiyu Technology focus on its financial performance, business dynamics, and market outlook [1] Recent Events - For Q1 of FY2026, Huiyu Technology provided revenue guidance of $9 billion to $9.4 billion, which is below market expectations of $9.88 billion. This shortfall is attributed to delays in data center preparations and U.S. government orders, pushing some AI server deliveries to 2026 [2] Business Progress - In Q4, the company secured $2 billion in new AI server orders, although the delivery of some large orders, particularly from European and government clients, has been postponed to the 2026 calendar year. Management noted that demand remains strong, but delivery schedules may be uneven [3] Company Status - Following the acquisition of Juniper Networks in July 2025, the networking business has become a core pillar for Huiyu Technology. This segment saw a 150% year-over-year revenue increase in Q4, contributing approximately 50% of EBITDA. It is expected to further support profit stability in FY2026 [4] Institutional Perspectives - Analysts on Wall Street have differing views: Morgan Stanley expresses caution, citing rising commodity costs that may pressure FY2026 profit margins and a slower-than-expected conversion rate in the AI server business. Conversely, Evercore ISI and JPMorgan maintain an "outperform" rating, viewing the profitability of the networking business and the management's upward revision of FY2026 profit guidance (including free cash flow) as positive signals [5] Financial Status - The company's non-GAAP gross margin improved to 36.4%, an increase of 550 basis points year-over-year. Additionally, the midpoint of the FY2026 diluted EPS and free cash flow guidance has been raised, reflecting effective cost control and product mix optimization [6]

Group 1: HPE's Financial Transformation - HPE's finance function is evolving to redefine enterprise operations in the AI era, moving away from traditional manual processes to focus on faster decision-making [1] - The finance team, in collaboration with Deloitte, developed "Alfred," an AI-powered platform that has reduced manual effort by approximately 90%, cut financial reporting cycle time by 40%, and decreased processing costs by at least 25% [2] - The transformation involves reskilling over 3,000 finance professionals, emphasizing the importance of human oversight alongside AI capabilities [3] Group 2: Employee Perspectives on AI - A report by Mercer indicates that U.S. employees are experiencing increased pressure due to economic uncertainty and rapid AI changes, leading to a renewed commitment to their employers [6] - Employees recognize that AI is changing their roles and seek clear plans regarding role impacts, timing, and safeguards to protect workloads during transitions [7] Group 3: Leadership Insights - Brent Saunders, CEO of Bausch + Lomb, highlights that traditional career paths are no longer sufficient, emphasizing the need for continuous adaptation in the current business environment [10]

业绩经营情况 公司预计2026财年第一季度营收在90亿至94亿美元之间，非GAAP稀释后每股收益指引为0.57至0.61美 元。实际业绩发布后，市场将关注其是否达成指引及AI服务器订单延迟问题的改善情况。 业绩战略 经济观察网基于截至2026年2月11日的公开信息，慧与科技未来可能涉及以下值得关注的事件，主要源 自公司2025财年第四季度业绩公告及管理层展望。请注意，以下内容基于历史公告总结，具体进展需以 官方最新披露为准。 公司状况 慧与科技计划出售其在新华三剩余的19%股权，交易金额约14亿美元，预计于2026年上半年完成。此举 旨在优化资本结构，支持净杠杆率降低目标。 慧与科技上调2026财年非GAAP稀释后每股收益指引至2.25至2.45美元，自由现金流指引区间为17亿至 20亿美元。全年营收增长展望为17%至22%，其中网络业务预计增长65%至70%。投资者可关注对瞻博 网络的整合效益及成本节约计划的落实情况。 业务进展情况 部分AI服务器订单因客户数据中心准备延迟或政府政策因素被推迟至2026年交付，公司表示需求呈现 不均衡态势。未来季度需跟踪这些订单的实际转化节奏，以及是否对营收和利润率产生影响 ...

经济观察网慧与科技(HPE.US)近期发布财报及管理层展望，披露了多项关键动态。 公司预计2026财年第一季度营收在90亿至94亿美元之间，非GAAP稀释后每股收益指引为0.57至0.61美 元。同时，公司上调全年业绩指引，包括营收增长预期(报告基准17%-22%)和自由现金流指引(17亿至20 亿美元)，网络业务营收预计增长65%-70%。 公司项目推进 收购瞻博网络(Juniper Networks)后，整合工作持续推进，目标到2028财年实现约10亿美元年度结构性成 本节约。 以上内容基于公开资料整理，不构成投资建议。 近期事件 公司计划出售其在新华三剩余的19%股权，交易金额约14亿美元，预计于2026年上半年完成。 业绩经营情况 ...

Core Insights - The JEDEC Board of Directors awarded the 2026 Distinguished Executive Leadership Award to Antonio Neri, President and CEO of HPE, recognizing his significant contributions to the electronics industry and JEDEC standards [1][2] Group 1: Award Recognition - The award is JEDEC's highest honor, acknowledging senior executives who promote and support the advancement of JEDEC standards [1] - Antonio Neri has been recognized for his exceptional dedication to standards development initiatives over more than a decade [2] Group 2: HPE's Transformation - Under Neri's leadership since February 2018, HPE has transformed from a legacy hardware provider to a key player in the AI era [2] - HPE is positioned at the forefront of generative and agentic AI, helping customers optimize operational performance and transform data into actionable insights [2] Group 3: JEDEC Overview - JEDEC is the global leader in developing standards for the microelectronics industry, with over 380 member companies collaborating in more than 100 committees [3] - The standards and publications generated by JEDEC are widely accepted and available for download from their website [3]

Core Viewpoint - HPE will hold a live audio webcast to discuss its financial results for the first quarter of fiscal 2026, which ends on January 31, 2026 [1]. Group 1: Conference Call Details - The conference call is scheduled for March 9 at 4:00 p.m. CT (5:00 p.m. ET) [1]. - The webcast will be accessible at www.hpe.com/investor/2026Q1Webcast [1]. Group 2: Webcast Replay Information - A replay of the webcast will be available shortly after the call and will remain accessible for approximately one year [2]. Group 3: Company Overview - HPE is a leader in essential enterprise technology, integrating AI, cloud, and networking to enhance organizational performance [3]. - The company aims to empower customers across various industries to optimize operational performance and transform data into actionable insights [3].

Summary of Key Points from the AI Project Pulse Conference Call Industry Overview - The conference call focuses on the AI project space, particularly developments in neoclouds, sovereigns, and enterprise sectors as of January 2026 [1] Core Insights 1. **AI Neocloud Demand**: - Demand for AI neoclouds remains strong, supported by new financing arrangements and data center build announcements from companies like Digital Edge, Soluna, and xAI. This trend is expected to benefit companies such as DELL (Buy), SMCI (Sell), and CLS (Buy-CL) for AI servers, as well as ANET (Buy), HPE (Buy), and CSCO (Neutral) for data center networking [3][3][3] 2. **Sovereign AI Projects**: - Major sovereign AI projects in the Middle East, including G42 and HUMAIN, are on track to launch their first phases of AI infrastructure in 2026, which will positively impact companies like CSCO, DELL, and SMCI [3][3][3] 3. **Enterprise AI Use Cases**: - The transition from proof-of-concept to full-scale deployments in enterprises is expanding. Use cases include AI-powered chatbots in South Korea and autonomous network operations in New Zealand. This trend is seen as beneficial for IT hardware companies like DELL, HPE, and PENG [3][3][3] Notable Developments 1. **Data Center Investments**: - Digital Edge announced a $4.5 billion data center in Jakarta, Indonesia, with a capacity of up to 1 GW, expected to be operational by Q4 2026 [4][4] - NVIDIA invested $2 billion in CoreWeave to support the build-out of over 5 GW of AI factories by 2030 [4][4] - Oracle confirmed as a major tenant in the New Mexico Project Jupiter data center, which will host AI infrastructure for OpenAI [4][4] 2. **Mergers and Acquisitions**: - Voltage Park, a GPUaaS provider, merged with Lightning AI, which is known for its open-source tool PyTorch Lightning [5][5] 3. **New Data Center Projects**: - Soluna Holdings and MetroBloks signed an MoU to co-develop a ~100 MW AI data center in West Texas [7][7] - CoreWeave deployed 16,000 GPUs in its Texas data center, indicating rapid scaling [8][8] Financial Insights - A data center project cost calculator estimates that building 1 GW of capacity with $35,000 H100s would cost approximately $54 billion, aligning with OpenAI's previous estimates of around $50 billion for similar capacity [15][15] Key Partnerships - Partnerships are crucial in the AI infrastructure space, with companies like F5 providing application delivery capabilities for high-bandwidth AI data ingestion [9][9] - G42 is collaborating with Cisco and Dell for AI chip shipments and infrastructure development [13][13] Conclusion - The AI project landscape is characterized by robust demand, significant investments, and expanding use cases across neoclouds, sovereign projects, and enterprise applications. Companies involved in AI infrastructure are positioned to benefit from these trends, with ongoing developments in data centers and strategic partnerships enhancing their market potential [1][3][4][5][9][13]