ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Company ParticipantsElaine Marion - CFOKley Parkhurst - Senior VPMark Marron - CEO and PresidentConference Call ParticipantsGreg Burns - AnalystMaggie Nolan - Research AnalystOperatorEarnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question-and-answer session. If you would like to ...

ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker3Earnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question and answer session. If you would like to ask a question at that time, please press star, then the number one on your telephone keypad to raise your hand and enter the queue. If you would like to withdraw your questi ...

Core Viewpoint - EchoStar Corporation (NASDAQ:SATS) is recognized as one of the top 5G stocks to invest in according to hedge funds, with recent price target increases from TD Cowen and Citi indicating strong market interest and potential growth [1][3]. Group 1: Price Target Increases - TD Cowen raised its price target on EchoStar from $100 to $158 while maintaining a Buy rating, reflecting confidence in the company's future performance [1][2]. - Citi also increased its price target from $87 to $111, maintaining a Neutral rating, influenced by reports of a potential secondary share sale for SpaceX at a valuation of $800 billion [3][4]. Group 2: Company Fundamentals and Valuation - TD Cowen anticipates solid fourth-quarter results for EchoStar but notes that the company's fundamentals may not be the primary focus for another quarter [2]. - The higher price target from TD Cowen is based on an updated sum-of-the-parts analysis, particularly highlighting EchoStar's stake in SpaceX amid the ongoing spectrum sale process [2][4]. - The valuation of SpaceX at $800 billion would be double the pre-tax value of the cost basis for EchoStar's shares expected from the pending spectrum sales [4]. Group 3: Company Overview - EchoStar Corporation is a global telecommunications company that provides networking services, television entertainment, and connectivity solutions to various sectors including consumers, enterprises, operators, and governments [4].

Core Insights - HPE India is focused on expanding its networking business, particularly in hyper-cloud systems, following the acquisition of Juniper Networks Inc [1][2] Group 1: Networking Business Growth - The Managing Director and SVP, Bhawna Agarwal, expressed strong optimism about the growth potential of HPE's networking portfolio in India, indicating a commitment to accelerate efforts in this area [2] - HPE aims to enhance user experience through secure AI self-driving networks, which are designed to minimize operational issues and costs [2][3] Group 2: Hybrid Cloud and AI Integration - HPE plans to leverage Juniper's AI capabilities to create a simplified, AI-driven platform that requires less human intervention, thereby improving customer engagement [3] - The company has experienced significant success in the hybrid cloud sector in India and intends to enhance interoperability and observability to better support customers [4] Group 3: Sectoral Focus and Opportunities - HPE is witnessing strong demand for networking services across various sectors, including banking, manufacturing, media, entertainment, telecom, and public sector, with positive signals from both government and private entities [5] - The company is particularly optimistic about growth in the media and entertainment sectors, as well as content within telecommunications [5] Group 4: Make in India Initiative - HPE is committed to its "Make in India" initiative, emphasizing deeper engagement in compute-centric discussions with customers and plans to increase investments in this area [6] Group 5: Sustainability Trends - There is a growing customer interest in sustainability measures within the context of AI, which is expected to evolve over time [7][8] - HPE is actively partnering with global stakeholders, including those in India, to address sustainability concerns, recognizing its importance for long-term investment returns [8] Group 6: Data Sovereignty and AI Networking - The trend towards data sovereignty is driving demand for AI networking solutions, as companies seek better control and compliance in secure environments [9] - Organizations are looking for streamlined ways to analyze and derive insights from their data, aiming for improved ROI on their investments [9]