Hewlett Packard Enterprises
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ISIN: US42824C1099 · WKN: A140KD · Symbol: 2HP
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Ja Nein
https://seekingalpha.com/article/4774835-hpe-stock-safe-bet-…
Hewlett Packard Enterprise: A Safe Bet With Huge Growth Potential
Hewlett Packard (HPE) offers stable income with growth potential in AI and High Performance Computing, supported by solid financials and...
Hewlett Packard Enterprise: A Safe Bet With Huge Growth Potential
Hewlett Packard (HPE) offers stable income with growth potential in AI and High Performance Computing, supported by solid financials and...
3 Server Stocks Set to Capture $40B in AI Revenue in 2025
Hewlett Packard Enterprise: Smaller But Rapidly Growing AI Systems Business
Next up is Hewlett Packard Enterprise NYSE: HPE. In fiscal Q4, which equates to the three months ended Oct. 31, 2024, HPE saw what it calls “AI-systems” revenue of $1.5 billion. Aside from servers, the company also breaks out revenue for AI services. This includes things like consulting and training enterprise customers on how to best utilize its AI servers. Its total revenue from AI systems of $4.1 billion in fiscal 2024 was a 173% increase over fiscal 2023.
HPE didn’t give specific guidance around how much AI-systems revenue it will see in 2025, but there are some trends we can use to deduce this number. Assuming the same level of AI-systems revenue from fiscal Q4, HPE would bring in $6 billion from this source in fiscal 2025. This would represent around 46% growth in terms of total AI-systems revenue compared to fiscal 2024. The company also reported that it has around $3.5 billion in backlogs for AI systems.
Overall, its AI-systems revenue is likely to be between $4 billion and $6 billion in fiscal 2025, corresponding to the first 12 months ended Oct. 31, 2025. The number could be even higher, considering the firm reportedly inked a $1 billion deal to supply the social media company X with AI servers. HPE beat out Dell and the next company on this list to get these sales.
https://www.marketbeat.com/stock-ideas/3-server-stocks-set-t…
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“Dell already has doubled down on its channel go to market,” Howdyshell said. “They are committed to growth through the channel. They have the portfolio to support all a customer’s needs from the client device to high-performance compute.”
Howdyshell said Advizex is seeing “record growth” with its Dell Apex consumption-based offering, which competes with HPE GreenLake.
The Elliott Investment Management investment couldn’t come at a worse time for HPE, given the uncertainty surrounding HPE’s acquisition of Juniper Networks, said Howdyshell. “The DOJ blocking the deal has put a cloud of uncertainty over HPE,” he said.
Howdyshell said the big question with Elliott Investment Management’s involvement is what will change at HPE from a go-to-market and cost perspective. “Only time will tell,” he said. “I would expect Elliott’s response to be swift and specific.”
https://www.crn.com/news/cloud/2025/elliott-investment-manag…
Hewlett Packard Enterprise: Smaller But Rapidly Growing AI Systems Business
Next up is Hewlett Packard Enterprise NYSE: HPE. In fiscal Q4, which equates to the three months ended Oct. 31, 2024, HPE saw what it calls “AI-systems” revenue of $1.5 billion. Aside from servers, the company also breaks out revenue for AI services. This includes things like consulting and training enterprise customers on how to best utilize its AI servers. Its total revenue from AI systems of $4.1 billion in fiscal 2024 was a 173% increase over fiscal 2023.
HPE didn’t give specific guidance around how much AI-systems revenue it will see in 2025, but there are some trends we can use to deduce this number. Assuming the same level of AI-systems revenue from fiscal Q4, HPE would bring in $6 billion from this source in fiscal 2025. This would represent around 46% growth in terms of total AI-systems revenue compared to fiscal 2024. The company also reported that it has around $3.5 billion in backlogs for AI systems.
Overall, its AI-systems revenue is likely to be between $4 billion and $6 billion in fiscal 2025, corresponding to the first 12 months ended Oct. 31, 2025. The number could be even higher, considering the firm reportedly inked a $1 billion deal to supply the social media company X with AI servers. HPE beat out Dell and the next company on this list to get these sales.
https://www.marketbeat.com/stock-ideas/3-server-stocks-set-t…
------------------------------------------------------------------
“Dell already has doubled down on its channel go to market,” Howdyshell said. “They are committed to growth through the channel. They have the portfolio to support all a customer’s needs from the client device to high-performance compute.”
Howdyshell said Advizex is seeing “record growth” with its Dell Apex consumption-based offering, which competes with HPE GreenLake.
The Elliott Investment Management investment couldn’t come at a worse time for HPE, given the uncertainty surrounding HPE’s acquisition of Juniper Networks, said Howdyshell. “The DOJ blocking the deal has put a cloud of uncertainty over HPE,” he said.
Howdyshell said the big question with Elliott Investment Management’s involvement is what will change at HPE from a go-to-market and cost perspective. “Only time will tell,” he said. “I would expect Elliott’s response to be swift and specific.”
https://www.crn.com/news/cloud/2025/elliott-investment-manag…
Anderen waren schneller
Elliott Builds Over $1.5 Billion Stake in HP Enterprise
https://www.bloomberg.com/news/articles/2025-04-15/elliott-i…
Elliott Builds Over $1.5 Billion Stake in HP Enterprise
https://www.bloomberg.com/news/articles/2025-04-15/elliott-i…
HPE to cut 2,500 jobs, warns expected semiconductor tariffs will affect server business going forward
CFO Marie Myers said “recent tariff announcements have created uncertainty for our industry”
https://www.datacenterdynamics.com/en/news/hpe-to-cut-2500-j…
CFO Marie Myers said “recent tariff announcements have created uncertainty for our industry”
https://www.datacenterdynamics.com/en/news/hpe-to-cut-2500-j…
HPE's Transformation: From Server Maker To Platform Provider (NYSE:HPE)
Hewlett Packard Enterprise is transforming from legacy HP, focusing on servers, cloud, and consulting, with significant M&A activity...
https://seekingalpha.com/article/4772482-hpes-transformation…
Hewlett Packard Enterprise is transforming from legacy HP, focusing on servers, cloud, and consulting, with significant M&A activity...
https://seekingalpha.com/article/4772482-hpes-transformation…
Hier noch eine Spannendere Idee: Upside bleibt bei aktuell ca 8% Yiield.
https://seekingalpha.com/article/4765837-hewlett-packard-ent…
Hewlett Packard Enterprise Company 7.625% Series C Mandatory Convertible Preferred Stock (HPE^C)
The preferred stock offered by HPE will automatically convert into a number of common shares around Sept. 1, 2027, unless it has been redeemed or converted previously.
Current Yield bei $46.57
ist 8.19%
https://www.cnbctv18.com/market/hewlett-packard-shares-fall-…
https://seekingalpha.com/article/4765837-hewlett-packard-ent…
https://seekingalpha.com/article/4765837-hewlett-packard-ent…
Hewlett Packard Enterprise Company 7.625% Series C Mandatory Convertible Preferred Stock (HPE^C)
The preferred stock offered by HPE will automatically convert into a number of common shares around Sept. 1, 2027, unless it has been redeemed or converted previously.
Current Yield bei $46.57
ist 8.19%
https://www.cnbctv18.com/market/hewlett-packard-shares-fall-…
https://seekingalpha.com/article/4765837-hewlett-packard-ent…
bei 9 EUR wäre ich all in 
Was halt schon komisch ist, dass die Insider in jüngster Vergangenheit massiv Anteile abgestoßen haben.
Ein Schelm der Böses.............
Ein Schelm der Böses.............
Antwort auf Beitrag Nr.: 77.265.336 von BörsenVeteran am 07.03.25 11:40:38
Sollte im Juli die Juniper Sache positive ausgehen...ist hier vllt wieder Rambo zambo samt neuer story
Antonio Neri, CEO of HPE, says a merger will create a strong rival to Huawei outside the US and that a divestment of Juniper's Mist Wi-Fi assets would be 'unacceptable.'
Trial now set for July 9, based on the strength of its case.
https://www.lightreading.com/wifi/hpe-boss-optimistic-junipe…
Sollte im Juli die Juniper Sache positive ausgehen...ist hier vllt wieder Rambo zambo samt neuer story
Antonio Neri, CEO of HPE, says a merger will create a strong rival to Huawei outside the US and that a divestment of Juniper's Mist Wi-Fi assets would be 'unacceptable.'
Trial now set for July 9, based on the strength of its case.
https://www.lightreading.com/wifi/hpe-boss-optimistic-junipe…
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Hewlett Packard Enterprises