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We recently published a list of 10 technological actions neglected to buy now. In this article, we will examine where Hewlett Packard Enterprise Company (NYSE: HPE) applies to other technological actions neglected to buy now.
After overcoming major macroeconomic challenges, the IT sector began 2025 with new vigor. The technological sector is now ready for resurgence after an instability period characterized by high inflation, an increase in interest rates and world unpredictability. The sector should be “healthy” or “very healthy” in 2025, according to 62% of the technological leaders questioned by Deloitte. Global IT expenses are expected to increase by 9.3%, mainly driven by two -figure growth in software and data centers. While companies move the AI ​​initiatives of pilot projects to large -scale production deployments, analysts provide that the generative services of AI, cybersecurity and cloud will continue to be significant growth engines.
The rate of layoffs fell significantly in 2024, indicating increasing stability. But new difficulties have surfaced, in particular with regard to geopolitical tensions and regulatory barriers. The global economy already feels the effects of President Trump’s vast tariff plans, which include additional costs on major technological manufacturing countries such as Taiwan, India and Vietnam which vary from 26% to 49%. Although imports of semiconductors, which are essential for the development of AI, have been temporarily exempt, technological companies which depend on international supply chains are faced with new risks following the climate of unstable trade policy.
Meanwhile, the generative AI turns out to be a double -edged sword. Although it should contribute 21% to American GDP by 2030, as indicated by the World Economic Forum, There are more and more concerns about technology moving millions of jobs, in particular administrative roles. Like the World Economic Forum Sudden, the solution does not reside in the cessation of AI innovation, but the promotion of “authentic intelligence” – an approach emphasizing the collaboration of human critical thinking with the capacities of the AI ​​to ensure inclusive economic growth.
In addition, cybersecurity has become an important priority in the strategic program. As the use of AI increases, the attack surface is available to hackers. By 2028, it is expected that global expenditure on cybersecurity exceeds $ 200 billion, because companies focus on strengthening their defenses. However, only 24% of existing gen ia projects are sufficiently safe, which indicates that confidence is always a major obstacle to the general use of AI.
In summary, despite the fact that 2025 is very promising for the IT industry due to the progress of the generative AI, the migration of the cloud and robust IT investments, companies still have to face a complex network of ethical, geopolitical and legal problems. Successful companies will find a balance between daring technological innovation, careful risk management, the strategic diversity of the supply chain and the dedication to maintaining stakeholders and customers.
In this dynamic backdrop, let’s look at 10 technological actions neglected to buy now, which are not only ready to capitalize on future opportunities, but can also offer an attractive increase in investors in search of conventional mega-space giants.
To find neglected technological actions, we started by looking for businesses with a market capitalization of more than $ 5 billion, guaranteeing a concentration on financially solid and large capitalization companies. We have chosen the actions of this category which had a price / benefit ratio (P / E) of less than 15, using the P / E ratio as a conventional evaluation indicator to highlight the actions focused on relatively affordable profits. We then evaluated these companies according to the feeling of the hedge funds, using the data of the report of the fourth quarter 2024 of Insider Monkey. Finally, we have chosen the ten companies with the fewest hedge fund investors to represent our list of technological actions neglected to buy now.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage points (See more details here).
Hewlett Packard Enterprise Company (HPE): among the technological actions neglected to buy now
A programmer woman in a modern office working with several computer servers.
P / E ratio: 8.61
Holder funds holders: 66
Hewlett Packard Enterprise Company (NYSE: HPE) provides solutions that allow companies to acquire, analyze and act on data between servers, hybrid clouds and smart tip applications. HPE, based in Spring, Texas, is currently perfecting its approach to AI, hybrid cloud and new generation infrastructure.
Hewlett Packard Enterprise Company (NYSE: HPE) said that solid results in the first quarter of 2025, with sales up 17% on the other, to $ 7.9 billion, increases by 30% growth in its server division and 11% growth in hybrid cloud solutions. The company’s Cloud Greenlake platform has reached a new step, exceeding $ 2 billion in annual recurring income, an increase of 46% from one year to the next. However, profitability was hampered by the aggressive pricing of servers and the excess inventory of AI, which resulted in a gross margin of 29.4% for the quarter. To remedy this, HPE announced a 5% work cut and tight pricing orders.
Meanwhile, HPE searches in the opportunity of the AI. At the NVIDIA GTC 2025, Hewlett Packard Enterprise Company (NYSE: HPE) announced extended cooperation with NVIDIA (NASDAQ: NVDA), offering Cloud Private HPE data solutions which are integrated into the AI ​​data platform in Nvidia. These new offers facilitate deployment for workloads generating AI, agency AI and digital twins, which gives customers faster to assess and comprehensive observability via HPE OPSRAMP. The new HPE servers with the Blackwell architecture of Nvidia put the company at the forefront of the training and inference of the AI ​​model.
The $ 1.5 billion investment in Elliott Management in Hewlett Packard Enterprise Company (NYSE: HPE) in April 2025 aroused new activist interests, potentially catalystal catalystal reforms. As an underestimated technology stock, the HPE invigorated AI concentration, the expansion of the hybrid cloud imprint and internal efficiency measures can produce a potential recovery history for investors.
Overall, Hpe rank On our list of technological stocks neglected to buy now. While we recognize the potential of the HPE, our conviction lies in the conviction that certain AI actions are more promising to offer higher yields and do it within a shorter period. There is a stock of AI that has increased since the beginning of 2025, while the popular AI shares have lost around 25%. If you are looking for an AI more promising actions than Hpe but which is negotiated within 5 times its income, consult our report on this subject Stock ai the cheapest.
