$HPE ok everyone, what are some HONEST HPE prices that we think it hits tomorrow? no wishful thinking or bear bullshyt. We saw what dell and lenovo did. Is HPE keeping up or are Dell and Lenovo eating their lunch?
$DELL $HPE $LNVGY
Lenovo shares surged to their strongest monthly performance since 1999, rising 105% in May, including a 22% jump on Friday, as investors embraced the company’s growing exposure to the AI market. The rally followed earnings results showing that AI-related revenue helped offset higher component costs, allowing Lenovo to maintain stable margins despite memory-chip shortages.
Investor optimism was further fueled by Dell Technologies’ bullish outlook for AI servers, which reinforced expectations that demand for AI infrastructure is expanding beyond cloud providers to enterprise customers. Analysts see Lenovo as a key beneficiary of this trend, thanks to its server business and growing portfolio of AI-focused products and services.
Lenovo’s fiscal-year results suggested the company is better positioned than smaller rivals to navigate supply-chain pressures while capitalizing on AI-driven demand.
$LNVGY $DELL $GS
$LNVGY I literally created this ST board in 2021 (below). Perhaps it is time finally for this Company, its product portfolio and valuation to rise materially, inline with the competition. From $13-16. $HPQ $AAPL $IBM
$SMCI $DELL $NVDA $LNVGY $HPE
All systems integrators and server manufactuers revolving around AI chips (nvidia, amd, etc) will continue to move up in sync with DELL
Congratulations to all those who held and didnt sell ....
$LNVGY So this company has revenues of about $82 billion in the past 12 months, they have a stated goal of achieving $100 billion in revenues in 2 years, yet trades at a current market cap of about $25 billion. Dozens of US based AI related hardware companies trade at multiples of their annual revs. Either the company leaders are full of shit or this company is seriously undervalued.
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Valuation
Trading at 27.8× earnings vs its 12.0× historical median P/E.
Fair value ≈ $25.47 · price $59.28 today
Overvalued · 133% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
