Latest news with #HewlettPackardEnterprise
Bloomberg
2 hours ago
- Business
- Bloomberg
Top DOJ Antitrust Officials Removed Over HPE-Juniper Settlement
Two senior Justice Department antitrust officials were ousted Monday amid infighting in the Trump administration over merger policy following a proposed deal to resolve concerns about Hewlett Packard Enterprise' s $13 billion takeover of Juniper Networks Inc. Senate Democrats alleged the removals were the result of improper political influence and lawmakers are pushing the federal judge overseeing HPE's acquisition to hold a lengthy review of the antitrust settlement.
Channel Post MEA
8 hours ago
- Business
- Channel Post MEA
HPE Partner Program Partner Ready Vantage Highlighted by Canalys
Hewlett Packard Enterprise (HPE) is unifying its various partner programs into a single, comprehensive offering called HPE Partner Ready Vantage. This was reported by Steven Kiernan, an analyst at Canalys, part of Omdia, in a recent analysis available to their clients. HPE's newly unified partner program architecture aims to eliminate historical silos through simplified enrollment processes and flexible participation options across multiple technology tracks. It reflects HPE's recognition of the evolving consumption preferences in the enterprise technology market, and should help partners unlock a higher multiplier. Canalys research revealed that Hewlett Packard Enterprise partners can earn a maximum multiplier of $4.90 for every $1 a customer spends on HPE solutions. The multiplier reflects the value partners provide in attached services and solutions, broken out across six categories: Advise, Design, Procure, Build, Manage and Adopt. Many factors affect the multiplier, including breadth of offerings, maturity of partner, complexity of service offerings, scale of partner and local geographic factors.
Wall Street Journal
10 hours ago
- Business
- Wall Street Journal
Top Justice Department Antitrust Officials Fired Amid Internal Feud
WASHINGTON—The Justice Department has fired two of its most senior antitrust enforcers after internal disagreements over how much discretion their division should have to police mergers and other business conduct that threatens competition. The firings, which came Monday, followed weeks of debate over negotiations to defuse a Justice Department lawsuit against Hewlett Packard Enterprise, a large technology company that paid $14 billion to acquire a major competitor, Juniper Networks. The department settled the suit in June, allowing the deal to close, after weeks of tense talks with HPE and politically connected lawyers it hired to deal with the Trump administration, people familiar with the matter said.
Yahoo
a day ago
- Business
- Yahoo
Super Micro Computer's HPC Solutions Propel Server Growth: What's Next?
Super Micro Computer's SMCI server and storage segment has experienced massive traction in recent times. The recent growth has primarily been fueled by demand in high performance computing (HPC) and AI workloads where SMCI delivers multiple solutions. This shot the revenues of the server and storage segment by 19% year over year in the third quarter of fiscal 2025. SMCI develops solutions like direct liquid cooling technology for optimizing thermal performance and allowing reduced power consumption in data centers supporting HPC and AI workloads. The company recently introduced data center building block solutions (DCBBS), a modular product for building data centers faster. The company also started shipping Supermicro 4-Socket X14 Servers as part of DCBBS to consolidate high-performance compute, memory, and AI capabilities in a single chassis. These servers come with built-in Intel Xeon 6 P-Core processors that offer up to 50% performance uplift. Furthermore, the solution is certified for SAP HANA and Oracle Linux. SMCI is playing a critical role in transitioning global enterprises toward more powerful data center operations supporting HPC and AI. The Zacks Consensus Estimate for Super Micro Computer's 2025 and 2026 revenues is pegged at $22.12 billion and $30.2 billion, indicating year-over-year growth of 48.16% and 33.54%, respectively. How Competitors Fare Against SMCI The HPC market contains large players, including Dell Technologies DELL, Atos, Hewlett Packard Enterprise HPE, IBM, and Microsoft, that challenge SMCI's growth. DELL is a strong HPC player with its PowerEdge Supercomputing & AI Servers like XE9680, XE9640 and XE8640. Hewlett Packard Enterprise has built supercomputing systems like El-Capitan, Frontier and Aurora, all powered by HPE Cray technology, HPE ProLiant Compute XD Series, and has forged partnerships with leading players like NVIDIA and prestigious universities. In the storage space, Hewlett Packard Enterprise offers Cray ClusterStor-E2000 and Slingshot Interconnect 400. SMCI's Price Performance, Valuation and Estimates Shares of SMCI have gained 68.9% year to date compared with the Zacks Computer- Storage Devices industry's growth of 13.1%. SMCI YTD Performance Chart Image Source: Zacks Investment Research From a valuation standpoint, SMCI trades at a forward price-to-sales ratio of 1.02X, down from the industry's average of 1.49X. SMCI Forward 12-Month (P/S) Valuation Chart Image Source: Zacks Investment Research The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings implies a year-over-year decline of 6.33%, while the same for fiscal 2026 indicates growth of 26.33%. The estimates for fiscal 2025 and 2026 have been revised downward in the past 60 days. Image Source: Zacks Investment Research SMCI currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL) : Free Stock Analysis Report Super Micro Computer, Inc. (SMCI) : Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
Is HPE the Next Big AI Stock? Goldman Sachs Weighs In
Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the On July 23, Goldman Sachs analyst Michael Ng reinstated coverage on the stock with a 'Neutral' rating and a price target of $22. The rating follows HPE's acquisition of Juniper Networks. According to the firm, HPE's expanded portfolio has allowed it to sustain its position as second-best in enterprise/campus networking while becoming a stronger competitor in the data center segment. Even though the firm maintains a positive outlook toward the company's networking business, it maintains a Neutral stance on the stock due to ongoing challenges in the Server and Hybrid Cloud divisions. A financial analyst standing in front of a screen with the ratings of the company provided by the NRSRO. The bank anticipates HPE's earnings per share at $1.80 for fiscal 2025, $2.23 for fiscal 2026, and $2.42 for fiscal 2027. Hewlett Packard Enterprise Company (NYSE:HPE), an American multinational technology company, provides high-performance computing systems, AI software, and data storage solutions for running complex AI workloads. While we acknowledge the potential of HPE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
