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Zacks News
Will SMCI's DCBBS Push Spark Growth in its Data Center Business?
by Zacks Equity Research
Super Micro Computer's DCBBS plug-and-play design and liquid cooling are fueling momentum in AI and HPC data centers.
HPE's Networking Business Improves: What's Driving the Growth?
by Subham Roy
Hewlett Packard Enterprise's Juniper deal boosts networking revenues 54% and profits 43%, sharpening its edge against Cisco and Arista.
SMCI vs. HPE: Which Stock Has an Edge in the Server Space?
by Subham Roy
Hewlett Packard Enterprise's record AI server growth, rising earnings outlook and lower valuation give it an edge over Super Micro Computer amid market volatility.
HPE or SIMO: Which Is the Better Value Stock Right Now?
by Zacks Equity Research
HPE vs. SIMO: Which Stock Is the Better Value Option?
Should You Buy, Sell or Hold HPE Stock After a 15.9% Rise in a Month?
by Subham Roy
Hewlett Packard Enterprise rises 15.9% in a month as cloud, AI servers, and key partnerships fuel growth and keep the stock trading at a discount.
Dell Technologies Gains 6% in 3 Months: Time to Buy the Stock?
by Nilanshi Mukherjee
DELL rides on AI server demand, expanding partnerships and strong Q3 guidance while trading at a discount.
ANET Gains Traction in AI Networking Vertical: Will the Trend Continue?
by Zacks Equity Research
Arista is riding the AI networking demand, with revenues from AI networking set to cross $1.5B in 2025 as adoption accelerates.
HPE's Hybrid Cloud Revenues Climb: What's Driving its Growth?
by Zacks Equity Research
Hewlett Packard Enterprise's hybrid cloud segment surges on Alletra MP, GreenLake growth, and rising private cloud AI adoption.
Why Hewlett Packard Enterprise (HPE) International Revenue Trends Deserve Your Attention
by Zacks Equity Research
Explore Hewlett Packard Enterprise's (HPE) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Vertiv Rises 11% Year to Date: Buy, Sell, or Hold the Stock?
by Nilanshi Mukherjee
VRT benefits from strong order growth, new product launches, and AI-driven partnerships, despite macroeconomic headwinds.
Arista Rises 79.7% in a Year: How Should You Play the Stock?
by Aritra Chatterjee
Arista's 79.7% surge outpaces peers as AI networking demand, strategic acquisition and strong cash flow fuel growth momentum.
PSTG Stock Jumps 37% in a Month: Should Investors Hold or Exit?
by Zacks Equity Research
Pure Storage stock surges 37% in a month, fueled by strong earnings and raised fiscal 2026 guidance.
HPE Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up 2%
by Zacks Equity Research
Hewlett Packard's third-quarter revenues rise 19% to $9.1 billion, fueled by AI servers, networking and GreenLake, while earnings and outlook beat estimates.
NetApp Up 14% in a Month: How Should Investors Play the Stock?
by Zacks Equity Research
NTAP's shares surges 14% in a month as flash, cloud and AI growth fuel optimism, but macro headwinds raise caution for investors.
Hewlett Packard Enterprise (HPE) Reports Q3 Earnings: What Key Metrics Have to Say
by Zacks Equity Research
Although the revenue and EPS for Hewlett Packard Enterprise (HPE) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Hewlett Packard Enterprise (HPE) Q3 Earnings and Revenues Surpass Estimates
by Zacks Equity Research
Hewlett Packard Enterprise (HPE) delivered earnings and revenue surprises of +2.33% and +4.07%, respectively, for the quarter ended July 2025. Do the numbers hold clues to what lies ahead for the stock?
DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth?
by Zacks Equity Research
Dell Technologies' record AI server shipments and soaring ISG revenues spotlight strong growth momentum despite fierce competition.
AI Propels HPE's Server Business: Is the Growth Thesis Strengthening?
by Zacks Equity Research
Hewlett Packard Enterprise's AI-driven server momentum, backed by billion-dollar deals and new platforms, signals accelerating growth.
HPE Set to Report Q3 Earnings: What's in Store for the Stock?
by Zacks Equity Research
Hewlett Packard Enterprise's Q3 results hinge on AI systems, GreenLake growth, and networking momentum, even as macro headwinds linger.
Qualcomm Declines 8.3% in Past Year: Time to Rethink QCOM Stock?
by Supriyo Bose
Qualcomm stock slid 8.3% in a year as China trade woes, rising R&D costs and tough competition weigh on margins despite Snapdragon and auto gains.
Is Hewlett Packard (HPE) Stock Undervalued Right Now?
by Zacks Equity Research
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Wall Street's Insights Into Key Metrics Ahead of Hewlett Packard Enterprise (HPE) Q3 Earnings
by Zacks Equity Research
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Hewlett Packard Enterprise (HPE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2025.
HPE vs. SIMO: Which Stock Is the Better Value Option?
by Zacks Equity Research
HPE vs. SIMO: Which Stock Is the Better Value Option?
Super Micro Expands AI Server Leadership: Can Margins Grow Above 15%?
by Anirudha Bhagat
AI server demand drives SMCI's surge, while integrated solutions and diversification aim to lift profitability.
Earnings Preview: Hewlett Packard Enterprise (HPE) Q3 Earnings Expected to Decline
by Zacks Equity Research
Hewlett Packard Enterprise (HPE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.