HEWLETT PACKARD ENTERPRISE WKN: A140KD ISIN: US42824C1099 Kürzel: HPE Forum: Aktien Thema: Hauptdiskussion

The Oracle Effect & CapEx Confidence: Software giant Oracle re-confirmed its massive full-year capital expenditure (CapEx) tracking toward $90 to $95 billion. Investors recognized that this spending flows straight into hardware infrastructure providers like HPE and Dell Technologies. 👨‍💻 Massive Hyperscaler & AI Networking Deals: HPE recently secured an expanded, multi-year agreement deploying HPE Juniper Networking equipment across Oracle's expanding AI data centers. In addition, they booked a fresh $3.5 billion inferencing contract with a major hyperscaler. 👨‍💻 Beat-and-Raise Earnings Momentum: HPE's Q3 revenue reached $12.2 billion (up 34% year-over-year), resulting in quarterly EPS crossing above the dollar threshold to $1.11 for the first time. Management responded by raising fiscal year 2026 and 2027 revenue and profit guidance across the board. 👨‍💻 Record Backlog: AI systems orders climbed more than 30% sequentially, leaving HPE with a massive $6.8 billion AI systems backlog as enterprise demand continues to outstrip chip and hardware supply.

Hier geht’s ab. Bestes Pferd im Stall

EK 12,30

Einfach krass

👍💪

Ja das ist nur ein geficke glaubt kein Mensch mehr analysten.Nur casino verursachen hauptsache.Einfach dreck

Analysten hatten nach den Dell Zahlen und Aussichten auch bei HP starke Aussichten erhofft. Zahlen waren gut, aber die Aussichten nicht besonders 🙄

Zahlen hervorragend was geht hier ab

Chart genau wie bei dell

Ob das stop los Fischen for the earnings ist

Läuft weiter. Bin mit EK 12,80€ dabei 🤩

Es läuft, z.z.: 56.36$