Enterprise Group Inc. (ETOLF)
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Do Greater Rewards Await Enterprise Products' Unit Holders?
EPD boosted unitholder value with $1.2B in buybacks and is likely to repurchase more as key projects free up capital, starting next year.
Axon Enterprise vs. Kratos: Which Defense & Security Stock has Greater Upside?
KTOS lands billion-dollar hypersonics deal as AXON rides TASER and body cam growth, but rising costs cloud its outlook.
Axon Enterprise's Software Revenues Accelerate: More Upside to Come?
AXON's Software & Services segment jumps 39% in Q1 2025, fueled by premium add-on features upgrades and recurring revenue growth.
Public Service Enterprise: Rating Upgrade On Earnings Growth Runway Becoming Clearer
I upgrade PEG to a strong buy due to explosive data center demand and a de-risked LIPA renewal, ensuring multi-year earnings growth. PEG's 6,400 MW pipeline, rapid execution, and strong operating leverage provide high visibility and upside to EPS growth and stock sentiment. Risk management is robust: localized supply chains and secured labor agreements reduce cost uncertainty, further strengthening my conviction in PEG.
Enterprise Products: The Peanut Butter To ET's Jelly In An Iran Crisis Sandwich
Enterprise Products Partners L.P. offers conservative, consistent growth to balance Energy Transfer's high-yield, aggressive expansion strategy. DCF coverage is strong at 1.7×, with 26 years of uninterrupted, growing distributions. Geopolitical risk from Iran may push energy stocks out of buy range temporarily.
Enterprise Products Down 2.7% in 3 Months: Should You Avoid EPD Stock?
EPD witnesses a 2.7% dip in 3 months as high capital ties and oil price risks raise red flags for investors.
How Will Oil Price Sensitivity Impact Enterprise Products' Business?
EPD braces for weaker oil prices, warning that slower production could dampen pipeline demand and revenues.
Hewlett Packard Enterprise: The Underdog Cozying Up With Nvidia - Initiating At Buy
Hewlett Packard Enterprise Company is part of the AI server crew but is more of an underdog among the bunch and that's why we think investors should take a closer look. This morning, news broke of HPE and Nvidia partnering up with Germany's Leibniz Supercomputing Centre to make a new supercomputer called “Blue Lion” that'll run on Rubin. HPE is catching up to Dell, who is edging ahead in AI server sales at $1.8B for the quarter versus HPE just now hitting $1B.
Why Axon Enterprise Is Worth Every Penny Of Its Sky-High Valuation
Axon's explosive stock gains are driven by both stellar performance and significant valuation expansion, making it one of the S&P 500's top performers. The company's transformation from a TASER maker to a law enforcement tech ecosystem with unmatched offerings justifies its premium valuation. Sustained 30%+ revenue growth, sticky high-margin subscription streams, and AI-powered solutions position Axon for long-term margin and earnings expansion.
Hewlett Packard Enterprise: Digging Its Way Out Of A Value Trap
I upgrade HPE to buy from sell on improving and an unchallenging growth forecast with a low 0.6x PEG valuation. HPE's various business segments face relevant competition but are expected to grow cash earnings 9% on improving margins driven by Intelligent Edge analytics service, more so than Servers or Cloud. The $14bn Juniper deal detracts US$2 from my 2026 price target of US$24 and still has a good chance of being approved.
Enterprise Products Partners: AI Upside, Strong Yield, 1.7X Coverage
Enterprise Products Partners offers resilient cash flow and strong distribution coverage (1.7X), making it a highly recession-resistant and attractive investment for MLP investors. The midstream platform consistently grows its distributable cash flow and distributions, even through economic downturns, supported by its critical energy infrastructure assets. Investors can expect more pipeline acquisitions in FY 2025, potentially in the Permian Basin or in other complementary markets.
Axon Enterprise's Expenses are on the Rise: Will It Affect Margins?
AXON sees rising costs, but stronger software sales and segment realignment help drive margin gains in first-quarter 2025.
