Hewlett Packard, NetApp Better Positioned To Sidestep Tariff Headwinds Ahead of Earnings: Analyst
1. HPE is well-positioned for upcoming earnings despite macro uncertainties. 2. Analyst estimates 8% year-over-year revenue growth for HPE at $32.4 billion. 3. HPE's gross margins expected at 28.7% and operating margins at 9.5%. 4. Analyst sees potential from stronger networking demand amid AI server challenges. 5. Chatterjee cautions about macroeconomic sensitivity impacting HPE in the long term.