HPE Has a 12x Forward PE and 400% Growth. So Why Won’t Wall Street Touch It?
8 replies (most recent on top)
@1y8 nonsense though. Chipsets Juniper used are not low latency enough. Arista took Fintech. Also Juniper didn't do the right M&B profiles when they easily could .. Arista ate that lunch. Cisco have low latency too but Juniper totally ballsed that lot up.
@1y8 correct
HPE Networking is now the only vendor matching Cisco's breadth across campus, wireless LAN, core routing, and security.
Integration of Juniper’s Marvis AIOps has given them what they claim is the industry's first truly autonomous self-driving network, pulling ahead of Cisco in AI-driven enterprise troubleshooting
Retaining HPE and Arista covers both ends of the next-generation networking bo-m
They should. Stock will soar. Why? Biggest threat to Cisco. Combined with Arista = goldmine
The 400% increase exaggerates the impression of organic business growth. HPE's profitability improved dramatically, although some of that improvement reflects its acquisition and the unusually weak comparison period.
get rid of discover barcelona, cut headcount in europe, focus more in us and the stock will skyrocket
Dell stole hpe s thunder a long time ago,hence the difference in stock price
Too many fancy sales people showing up at customers in fresh 7 series leases, boots with fur, H belts. Customers don't appreciate that. Then you get Dr. Gartner poppin off n customers buy elsewhere.
investors want proof that these profits are repeatable