StreetInsider.com News Articles

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Investing.com - Goldman Sachs reported that hardware companies are seeing measurable financial benefits from AI deployments, with applications expanding beyond productivity tools to revenue-generating workflows. The investment bank surveyed seven technology companies at its 2026 Technology + Communacopia Conference earlier this month, including NetApp (NASDAQ:NTAP), HP Inc. (NYSE:HPQ), Ingram Micro (NYSE:INGM), Dell (NYSE:DELL), Hewlett Packard Enterprise (NYSE:HPE), Super Micro Computer (NASDAQ:SMCI), and Penguin Solutions.

The companies reported deploying AI across code generation, product development, manufacturing automation, customer support, supply chain planning, pricing, quoting, and sales lead generation. Goldman Sachs said AI adoption is moving beyond copilots toward agentic workflows that support

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Goldman Sachs finds AI driving measurable profits at tech firms

Wed, 23 Sep 2026 12:42:10 -0400

Form 4 Hewlett Packard Enterpri For: Sep 14 Filed by: REINER GARY M

Wed, 16 Sep 2026 18:19:00 -0400

si-local-file:///var/storage/secattach/20260916/27071379.html

Form 4 Hewlett Packard Enterpri For: Sep 11 Filed by: Neri Antonio F

Tue, 15 Sep 2026 18:18:00 -0400

si-local-file:///var/storage/secattach/20260915/27066061.html

Form 144 Hewlett Packard Enterpri Filed by: REINER GARY M

Mon, 14 Sep 2026 16:51:00 -0400

si-local-file:///var/storage/secattach/20260914/27059074.html

Evercore cuts HPE rating amid 'tougher setup'

Mon, 14 Sep 2026 09:16:52 -0400

Investing.com -- Evercore ISI cut its rating for Hewlett Packard Enterprise to In Line from Outperform on Monday following a sharp rally in the shares, keeping its $65 price target on the stock.

The firm said the move reflects the stock's recent run, with HPE closing at $62.08 on Sept. 11, up 158.5% for the year against an 11.9% gain for the S&P 500.

Trading at 13 times fiscal 2027 earnings, versus a five-year average of eight times, "we believe shares are fairly valued at current levels," the firm’s analysts wrote.

Evercore views the re-rating as justified and fundamental,

Evercore cuts HPE rating amid 'tougher setup'

Mon, 14 Sep 2026 09:16:52 -0400

Investing.com -- Evercore ISI cut its rating for Hewlett Packard Enterprise to In Line from Outperform on Monday following a sharp rally in the shares, keeping its $65 price target on the stock.

The firm said the move reflects the stock's recent run, with HPE closing at $62.08 on Sept. 11, up 158.5% for the year against an 11.9% gain for the S&P 500.

Trading at 13 times fiscal 2027 earnings, versus a five-year average of eight times, "we believe shares are fairly valued at current levels," the firm’s analysts wrote.

Evercore views the re-rating as justified and fundamental,

Evercore ISI Downgrades HP Enterprise (HPE) to In Line

Mon, 14 Sep 2026 03:52:19 -0400

(Updated - September 14, 2026 3:52 AM EDT)

Evercore ISI analyst Amit Daryanani downgraded HP Enterprise (NYSE: HPE) from Outperform to In Line with a price target of $65.00.

The analyst comments "We’re adjusting our rating on HPE to In Line from Outperform while maintaining our price target of $65. Our downgrade is reflective of the recent appreciation in shares, with the stock closing at $62.08 on Friday (9/11) up +158.5% YTD (vs. S&P 500 up 11.9%) and +37.6% QTD versus the S&P 500 +2.1%. With the stock now trading at 13x FY27 P/E versus its five-year average of 8x and 14x

Evercore ISI Downgrades HP Enterprise (HPE) to In Line

Mon, 14 Sep 2026 03:52:19 -0400

(Updated - September 14, 2026 3:52 AM EDT)

Evercore ISI analyst Amit Daryanani downgraded HP Enterprise (NYSE: HPE) from Outperform to In Line with a price target of $65.00.

Evercore ISI Downgrades HP Enterprise (HPE) to In Line

Mon, 14 Sep 2026 03:52:19 -0400

(Updated - September 14, 2026 3:52 AM EDT)

Evercore ISI analyst Amit Daryanani downgraded HP Enterprise (NYSE: HPE) from Outperform to In Line with a price target of $65.00.

Form 144 Hewlett Packard Enterpri Filed by: Neri Antonio F

Fri, 11 Sep 2026 16:22:00 -0400

si-local-file:///var/storage/secattach/20260911/27053139.html

HP Enterprise (HPE) PT Raised to $70 at Truist Securities

Thu, 03 Sep 2026 09:32:04 -0400

(Updated - September 3, 2026 9:32 AM EDT)

Truist Securities analyst Matthew Niknam raised the price target on HP Enterprise (NYSE: HPE) to $70.00 (from $69.00) while maintaining a Buy rating.

The analyst commented: "Cloud/AI leading the way today, Networking provides longer-term value unlock; We are raising our estimates by ~10-15%, post strong F3Q26 results showcased by Cloud/ AI (server-driven) segment upside, stronger margins and boosted guidance for FY26E/ FY27E. Importantly, order growth (+42% this quarter) is meaningfully outpacing (pro forma) revenue growth (mid-teens), building backlog and elevated visibility five quarters out. We remain Buy rated on HPE, given: (1) accelerating Cloud/AI

HP Enterprise (HPE) PT Raised to $70 at Truist Securities

Thu, 03 Sep 2026 09:32:04 -0400

(Updated - September 3, 2026 9:32 AM EDT)

Truist Securities analyst Matthew Niknam raised the price target on HP Enterprise (NYSE: HPE) to $70.00 (from $69.00) while maintaining a Buy rating.

HP Enterprise (HPE) PT Lowered to $59 at UBS

Thu, 03 Sep 2026 08:30:14 -0400

UBS analyst David Vogt lowered the price target on HP Enterprise (NYSE: HPE) to $59.00 (from $65.00) while maintaining a Neutral rating.

Form 10-Q Hewlett Packard Enterpri For: Jul 31

Thu, 03 Sep 2026 08:21:00 -0400

si-local-file:///var/storage/secattach/20260903/27022360.html