Army Awards $150 Million Contract to General Dynamics for Abrams R&D
The Army has awarded General Dynamics Land Systems Inc. a $150 million contract for the Abrams Engineering Program, with work scheduled to be completed by June 30, 2027. This article details numerous contracts awarded by the U.S. Department of Defense across the Army, Navy, Air Force, and Defense Logistics Agency. The contracts cover a wide range of services and equipment, including research and development, IT infrastructure, engineering services, high-performance computing, precision guidance kits, power generation, dredging, construction, various military systems, and natural gas supply.
Experts share practices to overcome AI data readiness
This article discusses the critical importance of data readiness for successful AI implementation. Experts emphasize that while organizations have vast amounts of data, many struggle with its quality, accessibility, and consistency, hindering AI initiatives. The piece outlines key steps for organizations to achieve AI data readiness, including establishing strong data governance, prioritizing metadata management, and continuous data quality monitoring.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have risen 17.2% in the past six months, outperforming its sector and peers, largely due to its aggressive AI push and expanding networking portfolio. The company reported strong AI infrastructure orders and is expanding its Silicon One architecture and high-performance networking products. Cisco has also provided positive guidance for Q3 and fiscal year 2026, driven by robust demand for AI infrastructure and campus networking solutions.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have risen 17.2% in the last six months, outperforming peers and the broader tech sector, primarily due to an aggressive AI expansion and an expanding networking portfolio. The company projects significant AI infrastructure revenues and growing orders for high-performance networking products, indicating strong future prospects. With positive guidance for Q3 and FY26, and a Zacks Rank #2 (Buy), Cisco's AI endeavors are expected to fuel further stock gains despite a premium valuation.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have increased by 17.2% in the past six months, outperforming its sector and peers, driven by significant AI investments and an expanding networking portfolio. The company projects over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026 and expects strong growth in networking product orders. Cisco's partnerships, such as with NVIDIA, and its robust guidance for Q3 and fiscal 2026 suggest a positive outlook for future gains due to its aggressive AI push and expanding portfolio.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has climbed 17.2% in the past six months, outperforming its sector due to an aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026. Cisco's partnerships with companies like NVIDIA and its robust product pipeline position it for continued growth, justifying its premium valuation and leading to a Zacks Rank #2 (Buy) rating.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has surged 17.2% in the past six months, outperforming peers and the broader tech sector, largely due to its aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026, alongside robust growth in its networking products. Cisco also provided optimistic guidance for Q3 and fiscal year 2026, driven by increasing demand for AI infrastructure and networking solutions, reinforcing its premium valuation.
Zscaler, Bharti Airtel announce launch of AI & Cyber Threat Research Centre
Zscaler and Bharti Airtel have partnered to launch the AI & Cyber Threat Research Centre - India, aimed at enhancing national cyber resilience and accelerating trusted AI adoption. This initiative will focus on protecting critical sectors, addressing evolving AI-driven threats, and building a future-ready cybersecurity talent pipeline in India. The collaboration combines Zscaler's global threat intelligence with Airtel's local operational reach and deep visibility into network traffic.
Citi Lowers PT on Hewlett Packard Enterprise Company (HPE)
Citi analysts have lowered their price target for Hewlett Packard Enterprise Company (HPE) to $26 from $28, citing ongoing uncertainty in the hardware and storage sector ahead of Q4 earnings. This contrasts with Goldman Sachs' earlier upgrade and increased price target based on HPE's acquisition of Juniper Networks, which is expected to boost its higher-margin Networking segment. The article also suggests that while HPE has potential, other AI stocks might offer better upside.
Citi Lowers PT on Hewlett Packard Enterprise Company (HPE)
Citi analyst Asiya Merchant lowered the price target for Hewlett Packard Enterprise (HPE) from $28 to $26, while maintaining a Buy rating. This adjustment reflects the firm's broader review of the hardware and storage sector due to mixed end-market demand and ongoing uncertainty in customer spending. Despite this, Goldman Sachs previously upgraded HPE to Buy, citing the transformative acquisition of Juniper Networks, which is expected to shift HPE's revenue mix towards higher-margin networking services.
Citi Lowers PT on Hewlett Packard Enterprise Company (HPE)
Citi has lowered its price target on Hewlett Packard Enterprise Company (HPE) from $28 to $26, maintaining a Buy rating, due to adjustments in its coverage of the hardware and storage sector ahead of Q4 earnings and mixed end-market demand. This contrasts with Goldman Sachs's earlier upgrade of HPE to Buy with a raised price target of $31, based on the transformative Juniper Networks acquisition expected to boost the Networking segment's revenue and EBIT. HPE is recognized for its high-performance computing and AI solutions, but the article suggests other AI stocks might offer better returns and lower risk.
Analysts’ Opinions Are Mixed on These Technology Stocks: Analog Devices (ADI), Hewlett Packard Enterprise (HPE) and Cadence Design (CDNS)
This article summarizes analysts' mixed opinions on three technology stocks: Analog Devices (ADI), Hewlett Packard Enterprise (HPE), and Cadence Design (CDNS). While Analog Devices and Cadence Design received "Strong Buy" consensus ratings with positive price targets, Hewlett Packard Enterprise currently holds a "Moderate Buy" consensus. Individual analyst ratings and price targets are provided for each company, highlighting varying perspectives within the financial community.
Analysts’ Opinions Are Mixed on These Technology Stocks: Analog Devices (ADI), Hewlett Packard Enterprise (HPE) and Cadence Design (CDNS)
This article summarizes analyst ratings for three technology stocks: Analog Devices (ADI), Hewlett Packard Enterprise (HPE), and Cadence Design (CDNS). Analog Devices received a "Strong Buy" consensus with a $349.62 price target. Hewlett Packard Enterprise has a "Moderate Buy" consensus with a $26.77 average price target despite a recent downgrade, while Cadence Design is rated a "Strong Buy" with a $368.09 average price target, also after a recent downgrade to "Hold" by one analyst.
Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
Super Micro Computer (SMCI) saw an 8.25% surge following significant AI-driven revenue, reporting $12.68 billion in quarterly net sales and raising its full-year guidance to at least $40 billion. This rally was fueled by analyst upgrades, institutional buying, and plans for a potential "Make in India" AI server expansion. While SMCI's stock performed strongly, The Motley Fool Stock Advisor did not include it in their top 10 stock recommendations.
Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
Super Micro Computer (SMCI) surged over 8% after announcing a full-year revenue outlook of at least $40 billion, fueled by strong AI server demand. The company reported record quarterly net sales of $12.68 billion with over 90% from AI platforms, leading to an analyst upgrade to "strong buy" and shifting focus to margin expansion. Investors will monitor if AI demand and improved margins can sustain this high revenue trajectory.
Is Hewlett Packard Enterprise (HPE) Attractively Priced After Recent Share Price Pullback?
Hewlett Packard Enterprise (HPE) has experienced a recent share price pullback, raising questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued by 38.3%, with a perceived intrinsic value of $34.91 per share against a current price of $21.55. Additionally, the Price to Sales (P/S) ratio also indicates undervaluation when compared to industry averages and Simply Wall St's calculated Fair Ratio, pointing to a potential investment opportunity.
12 Best Data Storage Stocks to Buy Right Now
This article identifies 12 top data storage stocks for potential investment. It features Super Micro Computer, Inc. (NASDAQ:SMCI), detailing its Q2 record revenue, exceeding guidance, and its role in AI infrastructure. The company's expansion of manufacturing capacity globally highlights its strategic positioning in the growing data storage market.
12 Best Data Storage Stocks to Buy Right Now
This article identifies top data storage stocks for investment, focusing on Hewlett Packard Enterprise (HPE) as one example. It highlights HPE's strong financial performance, including a 14% year-over-year revenue growth, significant AI system orders, and expanding operating margins. Despite a lowered price target from Morgan Stanley due to industry caution, the company's commitment to shareholder returns and successful integration of Juniper Networks position it for sustained growth.
Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
Super Micro Computer (SMCI) saw an 8.25% surge on February 19th, driven by analyst upgrades, institutional buying, and a strong AI-driven revenue outlook. The company reported $12.68 billion in quarterly net sales, with over 90% from AI platforms, and raised its full-year guidance to $40 billion, suggesting robust and scalable demand for AI servers. This performance highlights the continued momentum in the AI sector and the company's strong position within it, although a Motley Fool analyst team did not name SMCI as a top stock to buy now.
Can Arista's High-Performance Network Software Fuel Its Future Growth?
Arista Networks (ANET) is enhancing its market position through its software-driven networking platform, which includes its Extensible Operating System (EOS) and CloudVision. These technologies offer scalability, automation, and visibility, critical for AI-ready networks. The company is poised to benefit from increased demand for automated networking as enterprises expand AI and multi-cloud deployments, despite competition from Cisco and Hewlett Packard Enterprise.
Enterprise Network Equipment Market Size | CAGR of 13.4%
The global Enterprise Network Equipment Market is projected to grow from USD 105.78 billion in 2025 to USD 371.99 billion by 2035, exhibiting a CAGR of 13.4%. North America currently dominates the market. The market growth is driven by the increasing data traffic, adoption of cloud computing, and the need for robust network infrastructure to support digital transformation and hybrid work models.
The Bull Case For Hewlett Packard Enterprise (HPE) Could Change Following AI Pivot And Governance Pressures
Hewlett Packard Enterprise (HPE) is navigating new shareholder proposals, a board departure, and significant AI- and networking-focused product developments, alongside its Juniper Networks acquisition. The company is actively pushing into AI-driven infrastructure and adopting internal AI tools like its CFO Insights platform, while also facing increased scrutiny on ESG and governance issues. These internal and external pressures are reshaping HPE's investment narrative, with analysts projecting substantial revenue and earnings growth by 2028, leading to a potential 19% upside from its current price.
Can AI save the storage admin?
AI is becoming crucial in mitigating the complexities of storage management, intensified by the surge in data from private AI initiatives. Many enterprise storage vendors are integrating AI capabilities into their management tools to automate tasks, optimize performance, and address compliance, offering significant time savings for storage administrators. Evaluating these AI features is now a priority for storage buyers to ensure efficient data stewardship.
Citigroup Lowers Price Target for Hewlett Packard (HPE) to $26.0
Citigroup has maintained its "Buy" rating for Hewlett Packard (HPE) but lowered its price target from $28.00 to $26.00, a 7.14% decrease. This adjustment reflects Citigroup's updated valuation expectations for HPE amid changing market dynamics. Despite the revised price target, the "Buy" rating indicates continued confidence in HPE's future growth prospects.
Hewlett Packard Enterprise earns A rating from CDP for climate leadership
Hewlett Packard Enterprise (HPE) has received an A rating from CDP for its climate program, recognizing its leadership in sustainability and climate governance. This rating underscores HPE's ongoing dedication to environmental responsibility. CDP's rating system is a globally recognized standard for evaluating corporate climate initiatives.
Citigroup Adjusts Price Target on Hewlett Packard Enterprise to $26 From $28, Maintains Buy Rating
Citigroup has adjusted its price target for Hewlett Packard Enterprise (HPE) to $26 from $28 while reiterating a "Buy" rating on the stock. This revision comes amidst various company news, including updates on HPE's self-driving network capabilities and new collaborations for AI innovation. The article also provides an overview of HPE's business segments, financial data, and analyst consensus.
Taiwan Data Center Market Investment Analysis Report 2026-2031 Featuring Key DC Investors - Acer eDC, Chief Telecom, Chunghwa Telecom, Far EasTone, NTT, Taiwan Mobile, and Vantage Data Centers
The Taiwan Data Center Market is projected to grow from USD 1.97 Billion in 2025 to USD 5.72 Billion by 2031, at a CAGR of 19.44%, with Taipei as the main hub. This growth is driven by increasing cloud adoption, technological advancements, and significant government investment in the 2050 Net-Zero Transition, including projects like Meta's Candle submarine cable. Key investors and IT infrastructure providers like AWS, Foxconn, Dell Technologies, and NVIDIA are expanding their presence, leading to new data center developments and an increasing demand for liquid cooling solutions for AI workloads.
Taiwan Data Center Market Investment Analysis Report
The Taiwan Data Center Market is projected to grow significantly from USD 1.97 billion in 2025 to USD 5.72 billion by 2031, with a CAGR of 19.44%. Taipei is a key hub for this expansion, driven by increased cloud adoption, technological advancements, and substantial government funding for sustainable growth. Major players like AWS, Foxconn, Dell Technologies, and NVIDIA are investing heavily, with new facilities and infrastructure projects, such as Meta's Candle submarine cable, further boosting market development.
Sify Infinit Spaces Limited Names Dr. Tom Bradicich as New Independent Director on Board
Sify Infinit Spaces Limited (SISL) has appointed Dr. Tom Bradicich, known for his global leadership roles at IBM and HPE, as an Independent Director. This strategic move aims to leverage Dr. Bradicich's technological expertise and business acumen to guide SISL in the expanding Data Center industry. SISL, a subsidiary of Sify Technologies Limited, operates 14 data centers across India, serving over 500 clients with colocation services.
The AI Paradox: Analyzing Super Micro Computer’s (SMCI) Record Revenue and Margin Reckoning
Super Micro Computer (SMCI) is at a critical juncture, reporting record-shattering revenue of $12.7 billion, driven by the AI boom, but also facing a severe "margin collapse" to 6.4%. The company's unique liquid-cooling technology and rapid production capabilities position it as an indispensable architect of AI infrastructure, yet it grapples with governance challenges, DOJ probes, and intense competition fromDell and HPE. Its future hinges on resolving legal issues, stabilizing margins, and navigating component dependency while leveraging opportunities in the NVIDIA Blackwell ramp and a $40 billion revenue target.
Thanks a lot, AI: Hard drives are already sold out for the entire year, says Western Digital
Western Digital announced that its entire hard drive storage capacity for 2026 has already been sold out, primarily to its top seven enterprise customers, with some agreements extending into 2027 and 2028. This surge in demand is attributed to artificial intelligence companies, which are consuming vast amounts of computer hardware, leading to ongoing shortages and price hikes for components like memory and storage across the tech industry. As a result, the consumer market now accounts for only 5 percent of Western Digital's revenue, indicating a significant shift in prioritization.
Western Digital has exhausted its HDD production capacity for the entire year of 2026 due to the AI boom
Western Digital has completely sold out its HDD production capacity for the entire year of 2026, driven primarily by the high demand from AI hyperscalers and corporate clients. The cloud segment now accounts for 89% of the company's total revenue, with HDDs remaining the most economical solution for large-scale data storage required by AI. This early booking in February 2026 highlights the significant impact of the AI boom on data storage infrastructure.
AI-run Wi‑Fi 7 to manage crowds, cut power use at Atlético’s stadium
Atlético de Madrid is modernizing its Riyadh Air Metropolitano Stadium with HPE Networking technology, implementing an AI-driven Wi-Fi 7 network. This upgrade includes over 1,500 AI-managed access points to optimize performance based on crowd density, reduce energy consumption, and enhance the fan experience through advanced analytics and location services. The project also extends to new sports facilities and a High-Performance Center, positioning the stadium at the forefront of technological innovation in sports.
NetApp outlines AI-ready data infrastructure strategy for India at INSIGHT Xtra Mumbai 2026
NetApp introduced its AI-ready data infrastructure strategy for India at INSIGHT Xtra Mumbai 2026, aiming to help organizations overcome challenges in scaling AI adoption. The company launched AFX systems and the AI Data Engine (AIDE), co-engineered with NVIDIA, to simplify AI data management and enhance performance. This strategy also emphasizes robust security and aligns with national initiatives like Digital India and the India AI Mission.
Cibc World Market Inc. Purchases 61,871 Shares of Hewlett Packard Enterprise Company $HPE
Cibc World Market Inc. increased its stake in Hewlett Packard Enterprise (HPE) by 34.3%, acquiring 61,871 additional shares to reach a total of 242,036 shares valued at approximately $5.94 million. This move comes as HPE reported strong Q4 results, beating EPS consensus and increasing revenue, while also raising its quarterly dividend. Despite some insider selling, institutional investors collectively hold over 80% of HPE stock, indicating confidence in the company's performance and future outlook.
Most CFOs expect larger IT budgets, ‘collapsing’ staff growth: Gartner
A Gartner survey reveals that three-quarters of global CFOs anticipate increased technology budgets this year, with nearly half expecting rises of 10% or more, driven by digital transformation, AI adoption, and cybersecurity needs. Conversely, staff growth expectations are significantly shrinking from 6% in 2025 to 2% in 2026, indicating a shift towards optimization through automation and AI rather than headcount expansion. While overall IT spending is projected to reach $6.15 trillion in 2026, AI investment within finance tech budgets remains modest for most CFOs, though a decisive acceleration in AI spending is anticipated.
3 Undervalued Technology Hardware, Storage & Peripherals Stocks for Friday, February 13
This article identifies three undervalued technology hardware, storage, and peripherals stocks for February 13, 2026. The featured tickers are CRSR, HPE, and HPQ, suggesting opportunities for investors based on their valuation. The content implies that this analysis is part of a larger investment research offering for subscribers.
Should You Buy, Sell, or Hold Vertiv Stock Post Q4 Earnings?
Vertiv (VRT) shares have experienced a recent decline after its Q4 2025 earnings report, primarily due to weak market conditions in APAC and EMEA, despite a significant surge over the trailing six months. The company's outperformance, strong organic order growth, expanding portfolio with AI-powered solutions, and strategic acquisitions like PurgeRite are key drivers. Vertiv also provided positive guidance for Q1 2026, benefiting from its robust product offerings and growing partner base, leading to a "Buy" rating from Zacks, though its stock is considered overvalued.
Extreme Networks bets on agentic AI networking as supply chain uncertainty weighs on margins
Extreme Networks is focusing on an 'AI-first' networking platform to automate network management tasks and mitigate supply chain challenges. Despite recent revenue growth, the company's stock has declined due to supply chain uncertainty exacerbated by AI investment. Extreme Networks aims to offer its AI agents to ecosystem partners and capitalize on market shifts from HPE's acquisition of Juniper Networks.
Rhumbline Advisers Has $65.21 Million Holdings in Hewlett Packard Enterprise Company $HPE
Rhumbline Advisers increased its stake in Hewlett Packard Enterprise (HPE) by 2.2% in the third quarter, bringing its total holdings to over 2.6 million shares valued at $65.21 million. Other institutional investors also adjusted their positions in HPE, with several firms increasing their stakes. The article also provides an overview of analyst ratings, stock performance metrics, recent earnings, and insider trading activity for Hewlett Packard Enterprise.
Freemont Management S.A. Cuts Stock Position in Hewlett Packard Enterprise Company $HPE
Freemont Management S.A. significantly reduced its stake in Hewlett Packard Enterprise Company (NYSE:HPE) by 88.2% in the third quarter, selling 546,400 shares. Despite this, several other institutional investors increased their positions in HPE. The article also provides details on HPE's stock performance, recent earnings, dividend increase, analyst ratings, and insider trading activity.
Hewlett Packard Enterprise Company $HPE Shares Sold by Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund significantly reduced its stake in Hewlett Packard Enterprise Company ($HPE) by 34.0%, selling over 216,000 shares. Despite this, other institutional investors increased their positions, with institutional ownership of HPE now standing at approximately 80.78%. The company recently reported an EPS beat, but mixed revenue results, and increased its quarterly dividend.
Caprock Group LLC Purchases Shares of 131,756 Hewlett Packard Enterprise Company $HPE
Caprock Group LLC has acquired a new stake of 131,756 shares in Hewlett Packard Enterprise Company (NYSE:HPE), valued at approximately $2.974 million, as revealed in its latest SEC filing. Several other institutional investors have also recently adjusted their holdings in HPE, with many increasing their positions, while corporate insiders have sold shares totaling over $14 million in the last 90 days. Hewlett Packard Enterprise reported strong quarterly earnings that beat analyst estimates and announced a boosted quarterly dividend, though its revenue slightly missed expectations.
Oppenheimer & Co. Inc. Acquires 84,356 Shares of Hewlett Packard Enterprise Company $HPE
Oppenheimer & Co. Inc. significantly increased its stake in Hewlett Packard Enterprise (HPE) by 155.2% in the third quarter, purchasing 84,356 additional shares to hold a total of 138,692 shares valued at $3.41 million. Other institutional investors also made substantial moves, with Elliott Investment Management opening a large position and Schroder Investment Management Group increasing its holdings. HPE reported a Q4 EPS beat of $0.62 on revenue that missed estimates, provided FY26 EPS guidance, and raised its quarterly dividend.
Morgan Stanley Upgrades Hewlett Packard Enterprise Company - Preferred Security (HPE.PRC)
This article states that Morgan Stanley has upgraded Hewlett Packard Enterprise Company - Preferred Security (HPE.PRC). No further details about the upgrade or the company were provided in the content.
Top Infrastructure Monitoring Tools in 2026
This article highlights NetApp's Data Infrastructure Insights as the leading solution for infrastructure monitoring in 2026, emphasizing its AI-powered, unified approach for hybrid environments. It discusses the critical need for effective monitoring tools, outlines key evaluation criteria, and compares top contenders like Datadog and Dynatrace, ultimately positioning NetApp's offering as superior for comprehensive, multi-vendor management and cost optimization.
Hewlett Packard Enterprise Co ($HPE) CEO 2025 Pay Revealed
Hewlett Packard Enterprise Co's CEO, Antonio F. Neri, is estimated to have received $23.4 million in compensation in 2025, an 8.82% increase from 2024, based on a recent SEC filing. The article also details significant insider trading activity, primarily sales, by high-ranking HPE executives, as well as notable government contracts, Congressional stock trading, and hedge fund movements related to HPE stock. Analyst ratings and price targets for HPE are also provided, with a median target of $25.5 across 12 analysts.
Rising AI software costs put CFOs in the middle: Tropic
The rising costs of AI software, termed the "AI tax," are presenting challenges for CFOs, with prices increasing by 20% to 37% across vendors, according to Tropic. Many software providers are bundling AI features into existing solutions without offering opt-out choices, leading to forced upgrades and higher costs that are often disconnected from perceived value. While CFOs are open to AI experimentation, they need earlier visibility into these pricing changes and feature integrations to strategize effectively and balance innovation with risk management.
Hewlett Packard Enterprise Co (HPE) Trading Down 6.61% on Feb 12
Shares of Hewlett Packard Enterprise Co (HPE) dropped by 6.61% on February 12, trading at $22.24. This places the stock 15.90% below its 52-week high, while still 85.83% above its 52-week low. Wall Street analysts maintain an "Outperform" status with an average target price of $26.10, indicating a potential upside of 17.39%.
HPE turns finance into the front line of enterprise AI
Hewlett Packard Enterprise (HPE) has revolutionized its finance operations by implementing an AI-powered platform named "Alfred," developed in partnership with Deloitte. This system has drastically reduced manual effort in weekly operational reviews by 90%, cut financial reporting cycles by 40%, and decreased processing costs by 25%. HPE's CFO, Marie Myers, emphasizes the need for human involvement alongside AI capabilities, while the company also focuses on reskilling its finance professionals to adapt to these transformative changes.
