Jun. 11 at 3:17 PM
Our beloved markets are pricing
$HPE at a 11.3 FPE NFY again today, despite every single major index being shamrock green. :)
Imagine getting ANET, CSCO, PANW, FFIV, FTNT, STX, WDC, or even DELL for that pricing today. (And yes, I know many brilliant ST investors have done just that with some of those companies long ago.)
Looking for
$HPE to join them as soon as their new products,
$1 per share increased FY26 guidance and Juniper Networks margins are acknowledged and priced into the stock. With 92 percent institutional investment ownership, can't imagine it staying this far removed from their new peers and intrinsic value for much longer.
