Updated Aug. 24, 2026 4:58 pm ET
Listen
(4 min)
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1351 ET – There’s a high bar for enterprise original equipment manufacturers heading into earnings, Morgan Stanley ******* ysts write in a note, following stock rallies and estimates through the year-end being revised upward. “Relative to 3 months ago, the setup for our enterprise hardware OEM universe is more challenging entering July quarter earnings,” the ******* ysts write. Hewlett Packard Enterprise has the best setup, with a comparatively modest valuation and expected overperformance in its networking business, they write. The buyside expectations are highest for Dell, although the ******* ysts remain “slightly more positive than negative” on the company. Things look toughest for Hewlett Packard, where a third-quarter beat is already priced in and the fourth-quarter outlook may reflect deteriorating trends, the ******* ysts write. (elias.schisgallwsj.com)
#write #quarter #setup
Listen
(4 min)
The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
1351 ET – There’s a high bar for enterprise original equipment manufacturers heading into earnings, Morgan Stanley ******* ysts write in a note, following stock rallies and estimates through the year-end being revised upward. “Relative to 3 months ago, the setup for our enterprise hardware OEM universe is more challenging entering July quarter earnings,” the ******* ysts write. Hewlett Packard Enterprise has the best setup, with a comparatively modest valuation and expected overperformance in its networking business, they write. The buyside expectations are highest for Dell, although the ******* ysts remain “slightly more positive than negative” on the company. Things look toughest for Hewlett Packard, where a third-quarter beat is already priced in and the fourth-quarter outlook may reflect deteriorating trends, the ******* ysts write. (elias.schisgallwsj.com)
#write #quarter #setup
17 days ago
