Notícias

Consensus cuts the stock's earnings multiple by about a third within two years, and what decides whether that happens is component supply rather than customer demand.

Its five-year correlation to the broad market leaves real room for behavior of its own, but the swing that comes with it is far wider than the index's.

GTLB heads into Q2 earnings with cloud and AI demand driving growth, while competition and restructuring risks might weigh on results.

Hewlett Packard Enterprise's Q3 results are likely to gain from AI infrastructure, networking and hybrid cloud demand as its expanded portfolio drives growth.

MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

The mean of analysts' price targets for Hewlett Packard Enterprise (HPE) points to a 25.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Beyond analysts' top-and-bottom-line estimates for Hewlett Packard Enterprise (HPE), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.

SanDisk is outperforming its rivals on key metrics, yet the market gives it one of the group's cheaper price tags. Is Wall Street seeing a risk others are missing, or is this a simple miscalculation.

The forward valuation looks like a discount, but what closes it is low-margin server volume, and consensus already sits above what management guided.

Hewlett Packard Enterprise (NYSE:HPE) parent HP entered a multi year global WiFi patent licensing agreement with U.S. blacklisted Huawei, covering a broad portfolio of wireless networking IP. The deal follows a series of legal disputes between the companies and formalizes cross licensing access to WiFi related patents across multiple regions. The agreement could influence HPE's future networking products, customer reach and approach to intellectual property risk management in key...

Okta beats Q2 fiscal 2027 estimates as subscription revenues rise 12%, while stronger cash flow and backlog growth support a raised full-year outlook.

Cisco's strong hyperscaler AI orders, networking growth and expanding security portfolio give it an edge over Hewlett Packard Enterprise for long-term investors.

HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.

This is an aggressive supply-chase year for Arista Networks. The company builds high-performance networking gear for its two largest partners, Microsoft and Meta.

Cisco putting Super Micro's liquid-cooled servers in its own AI product line ended a slide the record order book had not.

The AI order book was public and escalating for three straight quarters before the shares moved.

Hewlett Packard Enterprise/'s Private Cloud AI gains momentum as enterprise demand, AI orders and backlog point to continued growth opportunities ahead.

Hewlett Packard Enterprise (HPE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

Low P/B stocks Invesco, Centene, Hewlett Packard Enterprise, Gibraltar Industries and Avnet combine value with growth potential.

Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.

The company's AI story is a powerful one, but its long-term success hinges on a single customer metric worth watching closely as the easy growth phase ends.

The memory chip maker is rewriting its own rulebook, and for investors eyeing the recent pullback, that's the real decision to weigh.

Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues.

A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.

Dividend-growth stocks may offer stability as investors rotate from high-valuation tech, with five names standing out on growth, cash flow and payouts.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.

Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today's price unless the market goes on paying a richer forward multiple than it does today.

The company's multiyear purchase commitments have nearly tripled in a year while its view of customer demand still reaches only two quarters out.