Truist上调HPE目标价至75美元,看好网络业务利润改善及AI服务器需求

智通财经
Oct 02
【Truist上调HPE目标价至75美元,看好网络业务利润改善及AI服务器需求】Truist将慧与目标价由70美元上调至75美元,并维持“买入”评级,主要基于网络业务改善以及公司近期上调指引。该机构认为,云计算和AI需求加速正在推动服务器需求维持高位,而HPE网络业务的协同效应和利润率提升尚未被市场充分反映。Truist预计,公司2027财年每股收益将增长22%,此后EPS复合增速维持在十几个百分点区间;同时,自2026财年第四季度起,公司预计将把超过75%的自由现金流返还股东。Truist认为,HPE正逐步形成更均衡的网络与硬件业务结构,并以2028年预期每股收益的11倍给予估值。

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