Reported 1 day ago
Analyst Samik Chatterjee from JP Morgan suggests that Hewlett Packard Enterprise (HPE) and NetApp (NTAP) are better positioned to handle potential tariff risks and demand uncertainties compared to HP Inc. and Dell Technologies ahead of their earnings reports. He anticipates conservative earnings, with Dell benefiting from robust AI spending despite broader economic moderation. HPE is expected to show solid results due to favorable guidance, while NTAP may experience slight revenue growth despite a challenging macroenvironment. Overall, the upcoming earnings reports will be closely tied to management's strategies to mitigate risks.
Source: YAHOO