Goldman Sachs·2026-11-02SectorBuy$80 → $75▼Americas Technology_ Hardware_ Key themes and expectations heading into C3Q26 results for DELL, HPE, NTAP & HPQ
Goldman Sachs·2026-10-05CompanyBuy$80Hewlett Packard Enterprise Co. (HPE.US) HPE Networking Investor Day 2026 Key Takeaways
UBS·2026-09-30CompanyNeutral$59 → $66▲Hewlett Packard Enterprise (HPE.US) Helios lifts the FY27 networking outlook while switch related AI demand drives a + LT revision
Barclays·2026-06-10SectorIT Hardware and Communications Equipment: Campus Networking Model Update; Growth Normalizing
Goldman Sachs·2026-10-23SectorAmericas Technology: Hardware,Expert Network Series: Data Center & Networking Equipment October 2026 outlook with 650 Group
J.P. Morgan·2026-10-20CompanySuper Micro (SMCI.US) F1Q27 Preannouncement: Stronger AI Mix and Better-Than-Expected Margins Drive Upside; Margin Sustainability to Be in Focus
Bernstein·2026-10-20CompanyMarket-Perform$62U.S. IT Hardware: SMCI: Preliminary results shows AI Infra strength continues
Bernstein·2026-10-13CompanyMarket-Perform$62U.S. IT Hardware Server OEMs: Three Investor Concerns on DELL and Why We Think the Risk Is Manageable
Morgan Stanley·2026-10-12SectorIT Hardware 3Q26 CIO Survey – Still Stronger For Longer, But Mainly Due To Higher Pricing and More Pull-Forward