Positiv
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Seeking Alpha
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vor 22 Tagen
Hewlett Packard Enterprise (HPE) remains a 'buy' as surging AI-driven infrastructure demand powers exceptional revenue, margin, and backlog growth. HPE posted Q2 revenue up 40% to $10.7B, with gross margins rising to 36.9% and AI orders nearly doubling, driving a $6.3B backlog. Management sharply raised 2024 guidance: 29–33% revenue growth, $3.35–$3.45 EPS, and at least $3.5B free cash flow, fa...