u/RightCut4940

The current forward P/E is 12.8, which is currently really cheap for HPE's sector, but not necessarily cheap for HPE. Their historical PE, after all, was 8.7. HOWEVER!

They're experiencing insane revenue growth compared to the previous years. In 2021 it was +1%, this year it's 40%. The company finally has real potential and I don't think the market is pricing all of that in.

Check out these numbers from its latest report, they're absurd:

• Revenue: $10.68B (+40% YoY)
• Net income: $595M, versus $221M a year ago
• EPS: $0.79 vs $0.53 expected
• Networking revenue: $2.7B (+148%)
• Cloud & AI revenue: $7.7B (+23%)
• Server revenue: $5.5B (+33%)

 

So they completely tore up their old expectations:

FY26 EPS guidance was raised from $2.30-$2.50 to $3.35-$3.45.

Free cash flow guidance was raised from >$2.0B to >$3.5B.

FY26 revenue growth guidance was increased to 29%-33%.

They also stated they expect to achieve their 2028 financial targets this year.

Legacy, established companies that can somehow benefit from AI are currently in fashion right now. Obviously Dell comes to mind as well, but HPE is a purer data center/cloud play and is currently cheaper, so I'd pick it over Dell.

Stále víc a víc mi dochází, jak moc se mi jako státnímu tabulkovému zaměstnanci žít v Praze nevyplatí. Pracuju ve školství a práci dokážu sehnat úplně všude, skoro vždy za stejné peníze. Tak přece dává smysl bydlet tam, kde mi bydlení nevezme většinu platu.

Nebaví mě moc jezdit autem, takže bych ocenil dobrou veřejnou dopravu, a chci, aby to mělo feeling města, takže žádný venkov a maloměsta. Zatím se koukám na Olomouc a Pardubice, možná Plzeň. Jestli s nima (nebo s jinými) někdo máte zkušenosti, co myslíte?

I always thought I had really short and skinny fingers, and today I measured my hand length, which came up to 6.9 inches (17.5 cm). Been playing ball my whole life but this is kinda demotivating as it seems like 95% of adult men have bigger hands than me. People sometimes pointed out my hands especially since I'm 6'1, but I never thought it was this bad. No wonder I couldn't even palm a kid's basketball.

I'm mainly asking about the impact on finishing, ball handling, stuff like that.

Both are rookies that show some promise, but both are also clearly quite flawed right now.