EPD's hefty 6.79% distribution yield, fee-based earnings and steady unit gains underscore its stable midstream model.
Hewlett Packard Enterprise Company delivered strong Q4 earnings, driven by networking segment momentum and significant non-GAAP gross margin expansion. The Juniper acquisition doubled HPE's networking operations, fueling a 150% Y/Y surge in networking revenue and supporting a raised EPS outlook. HPE's GreenLake Cloud platform achieved 68% Y/Y ARR growth, signaling a successful pivot to recurring, consumption-based services.
Enterprise Products Partners and Energy Transfer dominate the midstream sector but offer distinct value propositions: conservative organic growth versus aggressive M&A expansion. Future growth drivers diverge: EPD capitalizes on rising global NGL export demand, while ET is positioned to benefit from the AI-driven data center energy boom. Financial profiles appeal to different investor types: EPD offers "sleep-well-at-night" reliability with 27 years of hikes, while ET provides a higher yield and valuation discount.
Axon Enterprise (AXON) shares have dropped by 26.6% within a month, falling from $732.23 on October 31, 2025, to $537.75 currently. What lies ahead?
Royal Bank of Canada (RBC) is on track to meet its target of $700 million to $1 billion of enterprise value from artificial intelligence by 2027, according to RBC President and CEO Dave McKay.
EPD's fee-based midstream model helps shield it from sub-$60 WTI volatility, highlighting its stable earnings profile.
Enterprise Products Partners is a premier energy infrastructure company poised to benefit from rising energy demand driven by data centers and industrial growth. EPD offers a 6.7% distribution yield with 27 consecutive years of growth, making it highly attractive as interest rates decline and risk-free yields fall. Recent Q3 results highlight resilient fee-based cash flows, record volumes, and a robust capital allocation strategy, including increased buybacks and continued CapEx investments.
Hewlett Packard Enterprise Company is positioned for growth with the Juniper acquisition, creating a unified IT infrastructure and networking portfolio. HPE faces elevated debt (3.40x net debt/aEBITDA) post-acquisition, but management targets deleveraging and enhanced shareholder returns through dividends and buybacks in the coming years. HPE GreenLake Cloud and Morpheus VM Essentials offer competitive advantages as global AI and data center investments accelerate, supporting future revenue growth.
Artificial intelligence server maker Hewlett Packard Enterprise said on Tuesday it has won a $931 million contract from a support agency of the U.S. Department of War for providing cloud services for its data centers.
Silicon Motion's Q3 revenue grew 14 percent Y/Y with margins back in the high 40s and operating leverage improving. Q4 guidance points to a $1B+ annualized run rate and 19–20 percent operating margin. SIMO's Gen5 mix expanded, eMMC/UFS stayed strong, and enterprise traction is clearer with new AI boot-drive wins. DCF work and normalized EPS support a fair value well above today's price.
XOM moves to buy a 40% stake in EPD's Bahia NGL pipeline, aiming to accelerate Permian NGL flows and boost long-term takeaway capacity.
Hewlett Packard Enterprise Co (NYSE:HPE, XETRA:2HP) is pursuing nearly £1.4 billion from the estate of Mike Lynch following its disastrous takeover of his software company Autonomy, the US technology group's lawyers told the High Court on Tuesday. HP is attempting to recover losses stemming from its 2011 acquisition of Autonomy for $11.1 billion.