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Posted by
Two Blokes Wed at 7:30 PM -
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HPE delivered strong Q2 earnings and raised FY25 EPS guidance, driven by growth in AI infrastructure and GreenLake cloud adoption. Management is executing operational improvements — flattening the structure, leveraging AI, and cutting costs — to boost margins and innovation. Valuation remains compelling at 5.5x EV/EBITDA, with shares trading at a discount to peers and upside from turnaround initiatives.
