May. 31 at 6:17 PM
$HPE They missed revenue expectations last quarter, so hopefully they've turned things around this time. The key factors tomorrow will be both AI revenue growth and forward guidance.
The company has been relatively late to the AI story and is only now starting to gain traction. To really move higher, they need to beat expectations and provide strong guidance. Otherwise, the market could punish the stock.
$DELL and
$SMCI both posted stellar earnings, with AI-related revenues exceeding
$10B. In comparison, this company's AI revenue is still hovering around the
$1B mark, so investors will be looking closely for signs of acceleration and a strong outlook.