Information Technology
Technology Hardware, Storage & Peripherals
5 companies under coverage.
Coverage
Technology Hardware, Storage & Peripherals
Equity Research
HP Inc (HPQ)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $42, +93% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Super Micro Computer Inc (SMCI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $54, +86% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
NetApp Inc (NTAP)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $268, +73% vs spot. It needs the multiple to hold or expand.
Equity Research
Hewlett Packard Enterprise Co (HPE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $76, +68% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Apple Inc. (AAPL)
The bull case — 'ME Bull' (30% weight) — targets $340, +18% vs spot. It needs the multiple to hold or expand.