Tech stocks Hewlett Packard Enterprise Co (NYSE:HPE) and Juniper Networks Inc (NYSE:JNPR) are both rallying this morning, after the U.S. Department of Justice (DoJ) settled its lawsuit challenging the former's $14 billion all-cash acquisition of the latter. The settlement requires that the merged company divests of HPE's Instant On wireless networking business and license the source code for Juniper's Mist artificial intelligence (AI) software used in its products. HPE was last seen up 13.3% to trade at $20 ...

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For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style S ...

公司业绩与财务表现 - 公司第三季度非GAAP毛利率同比下降590个基点至97% 环比下降220个基点 主要由于新产品成本上升及旧产品库存准备金增加[2] - 毛利率压力源于竞争性定价策略及DLC AI GPU集群能力提升导致成本激增[3] - 当前季度毛利率97%较去年同期156%显著下滑 但长期产能扩张有望改善效率[9] 产品与技术优势 - 直接液冷(DLC)技术和服务器产品获得超大规模客户、高性能计算及AI领域强劲需求[1] - DLC技术前期生产成本较高 但规模化后可能在AI数据中心市场形成竞争优势[4] - 正在马来西亚、台湾和加州扩产 长期将通过规模效应降低制造成本[5] 行业竞争格局 - 服务器/液冷领域主要竞争对手包括HPE和戴尔 戴尔Q1 FY26称AI服务器业务具有非线性和复杂性[6] - HPE服务器部门Q2 FY25销售额同比增长6% 主要受AI服务器需求驱动[7] - 戴尔目前积累144亿美元AI订单积压 反映行业大合同交付周期不稳定的特性[7] 股价与估值 - 年内股价上涨561% 远超行业67%的涨幅[8] - 远期市销率096X低于行业平均176X[10] - 2025财年盈利预期同比下滑633% 但2026财年预计增长2754% 过去60天预估遭下调[11] 盈利预测趋势 - 当前季度(6/2026)盈利预估044美元 较90天前070美元大幅下调[12] - 2025财年盈利预测从265美元下调至207美元 2026财年从322美元降至264美元[12]

Upbound Group (UPBD) closed the last trading session at $25.48, gaining 11.1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $36.63 indicates a 43.8% upside potential.The average comprises eight short-term price targets ranging from a low of $26.00 to a high of $50.00, with a standard deviation of $8.07. While the lowest estimate indicates an increase of 2% from the current price ...

Shares of VNET Group (VNET) have gained 30.7% over the past four weeks to close the last trading session at $6.98, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $12.29 indicates a potential upside of 76.1%.The mean estimate comprises eight short-term price targets with a standard deviation of $5.54. While the lowest estimate of $5.00 indicates a 28.4% decline from the current ...

Shares of QXO, Inc. (QXO) have gained 21.9% over the past four weeks to close the last trading session at $20.73, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $34.33 indicates a potential upside of 65.6%.The mean estimate comprises three short-term price targets with a standard deviation of $8.74. While the lowest estimate of $27.00 indicates a 30.3% increase from the current ...

Lumentum Holdings Inc. (LITE) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, LITE's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term moving avera ...

Elastic (ESTC) closed the last trading session at $82.69, gaining 2.3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $112.17 indicates a 35.7% upside potential.The average comprises 24 short-term price targets ranging from a low of $75.00 to a high of $148.00, with a standard deviation of $15.45. While the lowest estimate indicates a decline of 9.3% from the current price level, ...

Early drop of new fragrance I Scream Float sold out on TikTok Shop, highly anticipated collection also includes fan favorites Vampire Blood and Ghoul FriendCOLUMBUS, Ohio, June 30, 2025 /PRNewswire/ -- Summerween is back, and Bath & Body Works is celebrating with its fans earlier than ever. Today, it dropped its highly anticipated Summerween collection online for loyalty members, with the full assortment of more than 70 products coming to stores nationwide on July 7. Bath & Body Works Summerween collect ...