Axon Enterprise (Nasdaq: AXON) reports its fourth-quarter 2025 results today after the market close, capping a year defined by aggressive ecosystem expansion and a stock that has pulled back sharply despite strong revenue growth.
PEG heads into Q4 with data center-driven demand and rate gains set to lift revenues, though higher costs may pressure earnings.
Hewlett Packard Enterprise is upgraded to Strong Buy with a $29.29/share target, driven by AI rack-scale infrastructure growth and Juniper integration. HPE is positioned for strong eFY26 growth, leveraging AMD and Nvidia partnerships, despite memory chip cost headwinds and cyclical server demand dynamics. HPE may face some headwinds resulting from rising memory chip prices, intending to increasing server prices to offset the costs.
Enterprise Products Partners (NYSE: EPD) is one of North America's largest midstream energy operators, moving natural gas, NGLs, crude oil, and petrochemicals across 50,000+ miles of pipelines.
Enterprise Products Partners: Its Quality Is Undeniable
Enterprise Products Partners (EPD) remains a Strong Buy, driven by robust distribution growth, aggressive buybacks, and dominant ethane export positioning. EPD's capex is set to decline in 2026, unlocking substantial free cash flow for enhanced distributions and buybacks, supporting 10.41% immediate investor return. New assets and fully contracted ethane export terminals underpin double-digit growth guidance for 2027, with AI-driven demand as an underappreciated tailwind.
EPD trades below industry EV/EBITDA and boasts 27 years of distribution hikes, but debt exposure and a lower yield may give investors pause.
EPD returns $62B since IPO and advances $4.8B in projects, with up to $2.9B in 2026 growth capex to bolster cash flows to support capital return.
Enterprise returned to growth in Q4. Meanwhile, the company sees strong growth in 2027 as new projects come online.
Enterprise Products Partners has broken out of a multi-year consolidation, propelled by record Q4 2025 EBITDA and robust growth initiatives. Valuation metrics can seem elevated with an above-historical-average forward P/E of 12.75x and a below-average FWD yield of 6.25%. But total shareholder yield remains attractive at approximately 7.05% when including buybacks and P/E ratio is still attractive when adjusted for growth and yield.
EPD tops Q4 earnings and revenue estimates, as pipeline volumes rose.
Enterprise Products Partners rebounded strongly after earlier unit price weakness. Management guides to 10% EBITDA growth this fiscal year. EPD's long-term growth pattern persists.