I rate Hewlett Packard Enterprise a buy, due to accelerating AI systems demand, hybrid cloud growth, and intelligent edge recovery, supporting sustainable growth ahead. The Juniper acquisition is a key catalyst, potentially transforming HPE's AI-networking portfolio and expanding its enterprise customer base for cross-selling opportunities. HPE trades at a meaningful valuation discount to peers, offering an attractive risk-reward setup, with an estimated 11% annual total return, including ~3% dividend.
HPE delivered strong Q2 earnings and raised FY25 EPS guidance, driven by growth in AI infrastructure and GreenLake cloud adoption. Management is executing operational improvements — flattening the structure, leveraging AI, and cutting costs — to boost margins and innovation. Valuation remains compelling at 5.5x EV/EBITDA, with shares trading at a discount to peers and upside from turnaround initiatives.
Enterprise Products Partners said on Wednesday it received notice that the U.S. Commerce Department intends to deny its requests to export three proposed cargoes of ethane, totaling around 2.2 million barrels, to China.
Hewlett Packard Enterprise (HPE) delivered fiscal second-quarter results that topped analysts' expectations and narrowed its full-year profit forecast.
EPD's deep Permian ties and more than 1,000 new well connections could set the stage for stronger second-half gains in 2025.
AXON trades near its 52-week high as strong device sales, rising ARR and new drone ventures fuel investor optimism.
Enterprise Products Partners on Thursday said its ethane and butane exports could be hurt by a U.S. Department of Commerce requirement that it apply for a license to export to China.
Enterprise Products' Q1 results slightly missed expectations, mainly due to temporary petrochem weakness, but management expects improvement across key segments for the rest of 2024. Long-term distributable cash flow per unit has grown steadily, with operational resilience outpacing unit price volatility and macro headwinds. Growth capex is peaking in 2025 and then expected to halve, freeing up cash for increased capital returns, including potential unit repurchases.
Axon Enterprise delivers strong growth in both hardware and software, beating Q1 2025 estimates and raising full-year guidance for revenue and EBITDA. The company targets a $129 billion addressable market with innovative security solutions, including TASER devices, cameras, and AI-driven software. Despite impressive growth, Axon's high EV/EBITDA multiple—over 3x peers—raises concerns about sustainability and limits near-term upside.
Enterprise Products Partners is a solid 'buy' due to its attractive pricing, steady growth, and significant investments aimed at increasing shareholder value. Even though shares are down, the long-term performance of the business hasn't been bad. The company boasts low leverage, a hefty yield of 6.88%, and ongoing growth projects, making it a compelling investment in the midstream/pipeline sector.
The recent US-China detente and energy price recovery have reignited bullish momentum in energy stocks, with EPD rebounding strongly from April lows. EPD's attractive 6.9% yield, stable fee-based cash flows, and disciplined CapEx support its role as a resilient income play amid market volatility. Management's confidence, robust contract coverage, and excess DCF provide downside protection, while future capital returns to unitholders look promising.
Investors need to pay close attention to EFSC stock based on the movements in the options market lately.