EPD's vast pipeline network and 82% fee-based margin fuel a steady cash flow, powering 27 years of distribution growth.
Enterprise Products Partners remains a top pick in midstream due to strong cash flow, low leverage, and a high, reliable yield. Despite a recent share price dip, fundamentals are robust: rising profits, growing cash flows, and attractive valuation versus peers. Management is driving future growth through $6 billion in capital projects and strategic acquisitions to capture rising U.S. hydrocarbon demand.
EPD's 16% surge in a year is backed by major midstream projects, but rising competition may slow its export gains.
HPE is well-positioned to benefit from the AI infrastructure boom, with strong demand for its AI servers and hybrid cloud solutions. Major AI contract wins, like the $1B deal with X, validate HPE's technology and signal growing market credibility versus rivals like Dell and Supermicro. AI-related orders and backlog are surging, with management expecting significant revenue ramp as new Nvidia GPUs become available in late 2025.
On Aug. 4, the law enforcement technology business Axon Enterprise (AXON -3.32%) shared its financial report with investors for the second quarter of 2025. The stock closed trading that day at about $745 per share.
PEG Q2 earnings and revenues outpace estimates, driven by strong gas sales and solid performance across segments.
Enterprise Financial Services continues to deliver strong growth in deposits, loans, and asset quality, outpacing the S&P 500 since my last bullish call. Despite a 63% share price increase, EFSC remains attractively valued, trading at a P/E below 10 and cheaper than most peers on key metrics. Asset quality is robust, with low risk in commercial real estate exposure and returns on assets and equity exceeding my preferred thresholds.
AXON eyes another earnings beat as TASER, body cameras and cloud services drive strong Q2 growth across key segments.
It's often said that AI is still in its early innings. While that's true, the evolution is advancing rapidly.
EPD's steady DCF growth, rising distributions and disciplined buybacks highlight its resilient income-generating model.
Enterprise Products Partners offers a nearly 7% distribution yield, supported by consistent distribution growth and robust share buybacks. The company is investing over $4 billion in 2025 and $2.2 billion in 2026 to drive future volume and cash flow growth. Strong volume growth, manageable leverage, and disciplined capital spending position EPD for continued per-unit cash flow expansion.
The stock rallies as C3.ai touts enterprise AI momentum, but rising pressure from rivals puts its niche to the test.