Report
Mark Cash
EUR 100.00 For Business Accounts Only

Formidable Foes Expected to Challenge HPE's Transformational Plan; Lowering FVE to $15

Hewlett Packard Enterprise's concerted effort to shift toward nascent IT infrastructure trends should help make fiscal 2018 its first year of growth as a standalone company. Although we expect strong demand for HPE's embryonic products and services in the near-term, HPE's largest revenue streams are commoditized products within competitive markets. In our view, the challenge facing HPE is the ability to deliver durable technological advantages over peers in the long run. For this no-moat name, w...
Underlying
Hewlett Packard Enterprise Co.

Hewlett Packard Enterprise is a technology company. The company's segments are: Hybrid IT, which provides a portfolio of infrastructure and solutions including servers, storage, and HPE Pointnext services; Intelligent Edge, which is comprised of cloud solutions that include wireless local area network, campus and data center switching, software-defined wide-area-networking, security, and associated services to enable secure connectivity; Financial Services, which provides investment solutions for customers that facilitate technology deployment models; and Corporate Investments, which includes Communications and Media Solutions, Hewlett Packard Labs and certain business incubation projects.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Mark Cash

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