247Wallst·2026-03-07 16:19Group 1: HPE (Hewlett Packard Enterprise) - HPE's stock is down 12% year to date, currently priced at $21.13, against an analyst target of $26.01 [1] - The company reported a 150% growth in Networking revenue attributed to the Juniper Networks acquisition, but net income fell to $305 million from $1.37 billion due to integration costs and a $1.621 billion goodwill impairment charge [1] - For Q1 FY2026, HPE has guided revenue between $9.0 billion and $9.4 billion, with an 87% probability of beating earnings according to prediction markets [1] Group 2: Oracle - Oracle's stock is down 21% year to date, currently at $152.96, significantly below the analyst consensus target of $257.29 [1] - The company reported a 68% year-over-year growth in IaaS revenue and a backlog of $523 billion, but missed revenue expectations in the last quarter, leading to a sharp stock sell-off [1] - Prediction markets indicate a 78.5% probability of Oracle beating earnings, with discussions around multicloud and OpenAI partnerships expected to dominate the earnings call [1] Group 3: Adobe - Adobe's stock is down nearly 19% year to date, currently priced at $283.62, while analysts have an average target of $389.47 [1] - The company achieved record operating cash flow of $10.03 billion for FY2025, with AI-influenced ARR surpassing $5 billion [1] - For Q1 FY2026, Adobe has guided revenue between $6.25 billion and $6.30 billion, with a 90.5% probability of an earnings beat according to prediction markets [1]