[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-hpes-q3-earnings-beat-on-every-line-the-stocks-upside-looks-priced-in-ES":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":344},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},128425,"Las ganancias del T3 de HPE superan las expectativas en todas las líneas. La revalorización de la acción parece descontada.","2026-09-03T09:00:00","2026-09-03T05:26:44","\u003Cp>HPE acaba de reportar su primer trimestre con EPS superior a $1 y los pedidos crecieron un 42%, superando por un amplio margen el crecimiento de ingresos del 34%.\u003C\u002Fp>","\u003Ch2 class=\"wp-block-heading\">Conclusiones clave para la acción de HPE a septiembre de 2026\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Resultados muy superiores a lo esperado:\u003C\u002Fstrong> HPE reportó ingresos del T3 de $12,210 millones frente a las estimaciones del mercado de $11,990 millones, y el BPA ajustado de $1.11 superó la estimación de $0.94 en un 18%, un aumento del 152% interanual.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Previsiones elevadas dos veces:\u003C\u002Fstrong> La dirección elevó las previsiones de BPA para el año fiscal 2026 a $3.75-$3.85 e introdujo un marco más sólido para el año fiscal 2027 que prevé un crecimiento de ingresos totales del 13% al 17% y un BPA de $4.40 a $4.60.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Pedidos superan a los ingresos:\u003C\u002Fstrong> Los pedidos totales crecieron un 42% en términos normalizados, muy por delante del crecimiento de ingresos del 34%, y los pedidos de redes aumentaron un 36%, aproximadamente 3.5 veces más rápido que los ingresos por redes, llevando el backlog a un récord.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Economía de la IA en instalaciones propias:\u003C\u002Fstrong> El CEO Antonio Neri dijo que la propia implementación interna de HPE muestra que la IA en la nube privada puede reducir los costos por token hasta en un 60% en comparación con la nube pública, una gran razón por la que la demanda empresarial sigue acelerándose.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Los pedidos crecieron un 42% mientras los ingresos crecieron un 34%, y HPE aún no puede enviar lo suficientemente rápido para cerrar esa brecha. Sigue cómo se desarrolla la conversión del backlog el próximo trimestre en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-hpe-stock-posts-a-record-quarter-but-supply-still-can-t-keep-up-with-orders\" class=\"wp-block-heading\">La acción de HPE registra un trimestre récord, pero la oferta aún no puede seguir el ritmo de los pedidos\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1272\" height=\"500\" data-public-id=\"images\u002Fimage-63_12842720cc1\u002Fimage-63_12842720cc1.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1272,h_500,c_scale\u002Ff_webp,q_auto\u002Fv1788409999\u002Fimages\u002Fimage-63_12842720cc1\u002Fimage-63_12842720cc1.png?_i=AA\" alt=\"hpe stock q3 2026 earnings result\" class=\"wp-post-128425 wp-image-128427\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788409999\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788409999\u002Fimages\u002Fimage-63_12842720cc1\u002Fimage-63_12842720cc1.png?_i=AA 1272w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_472,c_scale\u002Ff_webp,q_auto\u002Fv1788409999\u002Fimages\u002Fimage-63_12842720cc1\u002Fimage-63_12842720cc1.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_118,c_scale\u002Ff_webp,q_auto\u002Fv1788409999\u002Fimages\u002Fimage-63_12842720cc1\u002Fimage-63_12842720cc1.png?_i=AA 300w\" sizes=\"auto, (max-width: 1272px) 100vw, 1272px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Resultados del T3 2026 de la acción de HPE en USD \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=273983758&tid=313064514&e=2016050928&ts=3806932&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Hewlett Packard Enterprise (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=273983758&tid=313064514&ref=q2enxr\">HPE\u003C\u002Fa>) reportó ingresos del tercer trimestre fiscal de $12,210 millones, un aumento del 34% interanual y muy por encima de los $11,990 millones que el mercado había modelado. El BPA ajustado fue de $1.11, superando la estimación de $0.94 en un 18% y marcando el primer trimestre en la historia de la empresa en que el BPA no GAAP superó $1. El ingreso neto de $1,610 millones superó las estimaciones en un 20%, y el margen EBIT se expandió 770 puntos básicos interanuales hasta el 16.20%.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los resultados se vieron sólidos en todas las líneas, pero el número más revelador estaba por debajo de los ingresos: los pedidos. Las reservas totales crecieron un 42% en términos normalizados, superando el crecimiento de ingresos del 34%, y HPE registró más pedidos que en cualquier trimestre anterior de su historia. Los pedidos de redes contaron la versión más marcada de esa historia, con un aumento del 36% frente a un crecimiento de ingresos normalizado de solo el 10%, una brecha que el CEO Antonio Neri atribuyó a la escasez de componentes en lugar de a una demanda débil. Los pedidos de conmutación y enrutamiento de centros de datos alcanzaron su backlog más alto de la historia, impulsados por las expansiones de infraestructura de IA de los hiperescaladores y las nuevas nubes, incluido un acuerdo de redes de múltiples gigavatios recientemente anunciado con Oracle.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Esa dinámica del backlog es la razón por la que las previsiones se movieron dos veces en una sola llamada. HPE elevó su rango de BPA para el año fiscal 2026 a $3.75-$3.85 y aumentó las previsiones de flujo de caja libre a al menos $3,750 millones. Para el año fiscal 2027, la dirección ahora espera un crecimiento de ingresos consolidados del 13% al 17% y un BPA de $4.40 a $4.60, un marco construido sin incluir ninguna contribución de la plataforma de entrenamiento de IA AMD Helios programada para acelerar más adelante este año.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Neri hizo más hincapié en la durabilidad del gasto empresarial en IA, señalando los datos de uso interno en la \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=273983758&tid=313064514&e=2016050928&ts=3806932&ref=q2enxr\">llamada de resultados del T3 2026\u003C\u002Fa>: \"Según nuestro propio análisis interno, nuestra oferta PCAI puede reducir los costos por token hasta en un 60% en comparación con la nube pública\". Argumentó que esa brecha de costos es lo que está trasladando el presupuesto de proyectos piloto a implementaciones en producción, con más de 1,200 casos de uso interno de IA ya en funcionamiento en la propia HPE. Los ingresos por almacenamiento crecieron un 10% debido a una mezcla más rica, y los clientes de GreenLake aumentaron un 18% hasta 52,000, reforzando que la ola de IA se está ampliando más allá de las ventas de servidores hacia las líneas de software y servicios de mayor margen de HPE.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Una brecha de 3.5x entre los pedidos de redes y los ingresos por redes rara vez se cierra de la noche a la mañana. Consulta las tasas históricas de conversión de pedidos a ingresos de HPE y decide por ti mismo en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-values-hpe-stock-at-54-a-modest-premium-to-current-levels\" class=\"wp-block-heading\">TIKR valora la acción de HPE en $54, una prima modesta respecto a los niveles actuales\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">El modelo de caso medio de TIKR valora HPE en $54 para octubre de 2030, lo que implica un rendimiento total del 5% desde el precio actual de $52, o un 1% anualizado en 4.2 años. \u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4966\" height=\"4046\" data-public-id=\"images\u002FHPE_valuation_model_1284289e06b\u002FHPE_valuation_model_1284289e06b.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4966,h_4046,c_scale\u002Ff_webp,q_auto\u002Fv1788410044\u002Fimages\u002FHPE_valuation_model_1284289e06b\u002FHPE_valuation_model_1284289e06b.png?_i=AA\" alt=\"hpe stock valuation model results\" class=\"wp-post-128425 wp-image-128428\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788410044\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788410044\u002Fimages\u002FHPE_valuation_model_1284289e06b\u002FHPE_valuation_model_1284289e06b.png?_i=AA 4966w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_978,c_scale\u002Ff_webp,q_auto\u002Fv1788410044\u002Fimages\u002FHPE_valuation_model_1284289e06b\u002FHPE_valuation_model_1284289e06b.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1141,c_scale\u002Ff_webp,q_auto\u002Fv1788410044\u002Fimages\u002FHPE_valuation_model_1284289e06b\u002FHPE_valuation_model_1284289e06b.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1788410044\u002Fimages\u002FHPE_valuation_model_1284289e06b\u002FHPE_valuation_model_1284289e06b.png?_i=AA 300w\" sizes=\"auto, (max-width: 4966px) 100vw, 4966px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Resultados del modelo de valoración de la acción de HPE \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">Esa es una brecha estrecha para una acción que acaba de registrar un crecimiento de ingresos del 34% y un backlog récord, lo que señala que el mercado ya ha descontado gran parte del potencial alcista a corto plazo de la IA que HPE reportó este trimestre. El rendimiento anualizado modesto del modelo sitúa a la acción de HPE muy por detrás del tipo de capitalización compuesta de dos dígitos que los inversores suelen exigir a una empresa que prevé un crecimiento de beneficios operativos en el rango medio de dos dígitos. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">El objetivo refleja el propio marco elevado de HPE para el año fiscal 2027 de un crecimiento de ingresos del 13% al 17% y un BPA de $4.40 a $4.60, ambos asumiendo una conversión continua del backlog a medida que se alivian las restricciones de oferta. \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">Con los pedidos aún superando los ingresos por redes en 3.5 veces y el backlog de sistemas de IA aumentando un 14% de forma secuencial, el escenario de caso medio del modelo trata el cuello de botella actual de HPE como temporal en lugar de estructural, que es exactamente la dinámica que Neri describió en la llamada.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>El modelo de TIKR sitúa a HPE en $54 para 2030, solo un 5% por encima del precio actual. Ejecuta tus propias suposiciones contra el escenario de caso medio en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-hewlett-packard-enterprise-company\" class=\"wp-block-heading\">¿Deberías invertir en Hewlett Packard Enterprise Company?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La única manera de saberlo realmente es mirar los números tú mismo. TIKR te da acceso gratuito a los mismos datos financieros de calidad institucional que los analistas profesionales usan para responder exactamente esa pregunta.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Si consultas la acción de Hewlett Packard Enterprise Company, verás años de estados financieros históricos, lo que los analistas de Wall Street esperan para los ingresos y ganancias en los próximos trimestres, cómo se han movido los múltiplos de valoración a lo largo del tiempo y si los objetivos de precio están tendiendo al alza o a la baja.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Puedes crear una lista de seguimiento gratuita para rastrear Hewlett Packard Enterprise Company junto con todas las demás acciones en tu radar. No se requiere tarjeta de crédito. Solo los datos que necesitas para decidir por ti mismo.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Accede a herramientas profesionales para analizar la acción de HPE en TIKR gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>¿Buscando nuevas oportunidades?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Descubre qué acciones están \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">comprando los inversores multimillonarios\u003C\u002Fa> para que puedas seguir al dinero inteligente.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analiza acciones en tan solo 5 minutos\u003C\u002Fa> con la plataforma todo en uno y fácil de usar de TIKR.\u003C\u002Fli>\n\n\n\n\u003Cli>Cuantas más piedras levantes... más oportunidades descubrirás. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Busca entre más de 100K acciones globales, las carteras de los principales inversores globales y más con TIKR.\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">Descargo de responsabilidad:\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Ten en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender cualquier acción. Creamos nuestro contenido basándonos en los datos de inversión de TIKR Terminal y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y felices inversiones!\u003C\u002Fem>\u003C\u002Fp>",1019,"es","\u002Fblog\u002Fhpes-q3-earnings-beat-on-every-line-the-stocks-upside-looks-priced-in","hpes-q3-earnings-beat-on-every-line-the-stocks-upside-looks-priced-in","images\u002FFEATURED-IMAGE-MAKER-1511\u002FFEATURED-IMAGE-MAKER-1511","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788410404\u002Fimages\u002FFEATURED-IMAGE-MAKER-1511\u002FFEATURED-IMAGE-MAKER-1511.png?_i=AA",{"altText":237,"imageCredit":238},"HPE’s Q3 Earnings Beat on Every Line. The Stock’s Upside Looks Priced In.","metamorworks from Getty Images and asbe from Getty Images Signature",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Gian Estrada","giantikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"Resultados actualizados","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"HPE just posted its first-ever $1+ EPS quarter and orders grew 42%, outpacing 34% revenue growth by a wide margin.",{"title":260,"description":258,"twitterTitle":260,"twitterDescription":258,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":260,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"HPE’s Q3 Earnings Beat on Every Line. The Stock’s Upside Looks Priced In.","TIKR.com","Tiempo de lectura estimado","8 minutes",1200,630,[267,284,299,314,329],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":281,"relatedPosts":283},"Acciones de Credo Technology Caen un 9% a Pesar de Superar Estimaciones en Ingresos y Beneficios en el Primer Trimestre","2026-09-02 13:04:05","Las acciones de Credo Technology cayeron un 4,8% a pesar de superar las estimaciones de ingresos y BPA del primer trimestre fiscal de 2027, con unas previsiones sólidas para el próximo trimestre.",792,"\u002Fblog\u002Fcredo-technology-crdo-stock-drops-q1-fiscal-2027-earnings-beat","credo-technology-crdo-stock-drops-q1-fiscal-2027-earnings-beat","images\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788341870\u002Fimages\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva\u002FCRDO-stock-@anyaberkut-from-Getty-Images-via-Canva-@ktsimage-from-Getty-Images-via-Canva.png?_i=AA",{"altText":268},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":280},"Aditya Raghunath","adityatikr",[],[282],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":285,"date":286,"excerpt":287,"wordCount":288,"uri":289,"slug":290,"cloudinaryAssetId":291,"featuredImageOriginalUrl":292,"featuredImageMetadata":293,"author":294,"categories":296,"relatedPosts":298},"Acciones de GitLab se disparan un 20% tras superar fuertemente las previsiones de ganancias del T2","2026-09-02 13:03:07","Las acciones de GitLab subieron casi un 20% tras superar las estimaciones de ganancias del segundo trimestre y elevar sus previsiones para el año completo gracias a un fuerte crecimiento en las reservas.",795,"\u002Fblog\u002Fgitlab-gtlb-stock-surges-20-percent-q2-earnings-beat","gitlab-gtlb-stock-surges-20-percent-q2-earnings-beat","images\u002FGTLB-stock_1283629e7b0\u002FGTLB-stock_1283629e7b0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788343703\u002Fimages\u002FGTLB-stock_1283629e7b0\u002FGTLB-stock_1283629e7b0.png?_i=AA",{"altText":285},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":295},[],[297],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":300,"date":301,"excerpt":302,"wordCount":303,"uri":304,"slug":305,"cloudinaryAssetId":306,"featuredImageOriginalUrl":307,"featuredImageMetadata":308,"author":309,"categories":311,"relatedPosts":313},"MongoDB Acaba de Responder a la Pregunta de la Canibalización de EA. Los Resultados del T2 Dicen Que No.","2026-09-02 09:30:00","MongoDB agregó un récord de $127 millones en dólares netos nuevos de Atlas en el segundo trimestre, mientras que los ingresos de EA aumentaron un 36%.",1013,"\u002Fblog\u002Fmongodb-just-answered-the-ea-cannibalization-question-q2-earnings-said-no","mongodb-just-answered-the-ea-cannibalization-question-q2-earnings-said-no","images\u002FFEATURED-IMAGE-MAKER-1502\u002FFEATURED-IMAGE-MAKER-1502","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788332211\u002Fimages\u002FFEATURED-IMAGE-MAKER-1502\u002FFEATURED-IMAGE-MAKER-1502.png?_i=AA",{"altText":300},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":310},[],[312],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":315,"date":316,"excerpt":317,"wordCount":318,"uri":319,"slug":320,"cloudinaryAssetId":321,"featuredImageOriginalUrl":322,"featuredImageMetadata":323,"author":324,"categories":326,"relatedPosts":328},"Las Ganancias del T1 de Medtronic Superaron Ampliamente las Estimaciones. Luego Hizo una Apuesta de $700 Millones Contra Su Propio Robot.","2026-09-02 09:00:00","Las soluciones de ablación cardíaca crecieron un 88% y superaron los $2 mil millones en ingresos anualizados, años antes del cronograma previsto por la propia Medtronic.",976,"\u002Fblog\u002Fmedtronics-q1-earnings-blew-past-estimates-then-it-made-a-700-million-bet-against-its-own-robot","medtronics-q1-earnings-blew-past-estimates-then-it-made-a-700-million-bet-against-its-own-robot","images\u002FFEATURED-IMAGE-MAKER-1501\u002FFEATURED-IMAGE-MAKER-1501","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788331139\u002Fimages\u002FFEATURED-IMAGE-MAKER-1501\u002FFEATURED-IMAGE-MAKER-1501.png?_i=AA",{"altText":315},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":325},[],[327],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":330,"date":331,"excerpt":332,"wordCount":333,"uri":334,"slug":335,"cloudinaryAssetId":336,"featuredImageOriginalUrl":337,"featuredImageMetadata":338,"author":339,"categories":341,"relatedPosts":343},"Las Ganancias del Segundo Trimestre de Dell Incluyeron un Récord de $60.9 Mil Millones en Pedidos de IA. El Backlog Cuenta el Resto.","2026-09-02 08:30:00","Dell registró $60.9 mil millones en pedidos de IA en un solo trimestre, un récord de la empresa que eclipsa el total del año pasado.",1057,"\u002Fblog\u002Fdell-booked-60-9-billion-in-ai-orders-this-quarter","dell-booked-60-9-billion-in-ai-orders-this-quarter","images\u002FFEATURED-IMAGE-MAKER-1500\u002FFEATURED-IMAGE-MAKER-1500","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788329705\u002Fimages\u002FFEATURED-IMAGE-MAKER-1500\u002FFEATURED-IMAGE-MAKER-1500.png?_i=AA",{"altText":330},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":340},[],[342],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[345,363,377,391,405,419,437,452,467,482,497,515,530,544,558,573],{"id":255,"title":346,"date":347,"excerpt":348,"wordCount":349,"uri":350,"slug":351,"cloudinaryAssetId":352,"featuredImageOriginalUrl":353,"featuredImageMetadata":354,"author":355,"categories":357,"relatedPosts":362},"Las acciones de Chipotle suben un 23% en tres meses. Un susto por salmonela casi las descarrila, ¿puede continuar el repunte?","2026-09-02 15:55:26","Las acciones de Chipotle subieron un 22,8% en tres meses, sobreviviendo a un susto de salmonela que eliminó brevemente un 10% en un día.",1212,"\u002Fblog\u002Fchipotle-stock-is-up-23-in-three-months-a-salmonella-scare-almost-derailed-it-can-it-continue-rallying","chipotle-stock-is-up-23-in-three-months-a-salmonella-scare-almost-derailed-it-can-it-continue-rallying","images\u002FFEATURED-IMAGE-MAKER-1510\u002FFEATURED-IMAGE-MAKER-1510","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788364323\u002Fimages\u002FFEATURED-IMAGE-MAKER-1510\u002FFEATURED-IMAGE-MAKER-1510.png?_i=AA",{"altText":346},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":356},[],[358],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},"Reseñas de Acciones","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":370,"featuredImageMetadata":371,"author":372,"categories":374,"relatedPosts":376},"Las acciones de Carnival han caído un 16% en tres meses. ¿Es ahora una oportunidad de compra?","2026-09-02 15:45:10","Las acciones de Carnival cayeron un 16% en tres meses. Aun así, los analistas elevaron su precio objetivo promedio a $35, ampliando la brecha de potencial alcista al 52%.",1187,"\u002Fblog\u002Fcarnival-stock-is-down-16-in-three-months-is-it-now-a-discount","carnival-stock-is-down-16-in-three-months-is-it-now-a-discount","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1509-600x360.png",{"altText":364},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":373},[],[375],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":378,"date":379,"excerpt":380,"wordCount":381,"uri":382,"slug":383,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":384,"featuredImageMetadata":385,"author":386,"categories":388,"relatedPosts":390},"La acción de Intel ha subido un 126% este año. Ya ha cedido un tercio de sus ganancias.","2026-09-02 14:33:07","Las acciones de Intel se han disparado un 126% desde enero, aunque ya han cedido un 31% desde su máximo de junio. Aun así, el mercado acaba de elevar su precio objetivo a 115 dólares.",1100,"\u002Fblog\u002Fintel-stock-is-up-126-this-year-its-already-given-back-a-third-of-its-gains","intel-stock-is-up-126-this-year-its-already-given-back-a-third-of-its-gains","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1508-600x360.png",{"altText":378},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":387},[],[389],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":392,"date":393,"excerpt":394,"wordCount":395,"uri":396,"slug":397,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":398,"featuredImageMetadata":399,"author":400,"categories":402,"relatedPosts":404},"Las acciones de Box han subido un 49% en seis meses, y no es solo por la moda de la IA. Esto es lo que los inversores deben saber.","2026-09-02 14:07:36","Las acciones de Box subieron un 49% en seis meses, pero el objetivo medio de la calle solo acaba de alcanzarlo después de los resultados de agosto.",1155,"\u002Fblog\u002Fbox-stock-is-up-49-in-six-months-and-its-not-just-ai-hype-heres-what-investors-need-to-know","box-stock-is-up-49-in-six-months-and-its-not-just-ai-hype-heres-what-investors-need-to-know","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1507-600x360.png",{"altText":392},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":401},[],[403],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":406,"date":407,"excerpt":408,"wordCount":409,"uri":410,"slug":411,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":412,"featuredImageMetadata":413,"author":414,"categories":416,"relatedPosts":418},"La acción de Salesforce sube un 23% en solo tres meses y tiene una causa: Claudeforce.","2026-09-01 10:50:00","La acción de Salesforce ha subido un 23% en tres meses. Claudeforce explica el repunte, pero la brecha de valoración que ha dejado atrás es la verdadera cuestión.",1275,"\u002Fblog\u002Fsalesforce-stocks-23-run-in-just-three-months-has-one-cause-claudeforce","salesforce-stocks-23-run-in-just-three-months-has-one-cause-claudeforce","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1497-600x360.png",{"altText":406},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":415},[],[417],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":420,"date":421,"excerpt":422,"wordCount":423,"uri":424,"slug":425,"cloudinaryAssetId":426,"featuredImageOriginalUrl":427,"featuredImageMetadata":428,"author":429,"categories":431,"relatedPosts":436},"¿Sube un 20% en 2026, Tiene la Acción de Terex Más Espacio para Avanzar Hasta 2030?","2026-09-02 14:32:39","TEX publicó un récord de cartera de pedidos y elevó sus previsiones. Esto es lo que el modelo de valoración de TIKR dice sobre el potencial alcista de las acciones de Terex hasta 2030.",1128,"\u002Fblog\u002Ftex-stock-terex-valuation-2030","tex-stock-terex-valuation-2030","images\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788350892\u002Fimages\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7.png?_i=AA",{"altText":420},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":430},[],[432],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":438,"date":439,"excerpt":440,"wordCount":441,"uri":442,"slug":443,"cloudinaryAssetId":444,"featuredImageOriginalUrl":445,"featuredImageMetadata":446,"author":447,"categories":449,"relatedPosts":451},"La acción de Ciena ha subido un 280% en el último año: ¿Todavía tiene espacio para seguir subiendo hasta 2028?","2026-09-02 14:32:26","Las acciones de Ciena (CIEN) cotizan a $360 tras un trimestre récord. Consulta el modelo de TIKR para el precio objetivo de CIEN, los supuestos de valoración y los escenarios alcistas y bajistas.",1069,"\u002Fblog\u002Fciena-cien-stock-valuation-analysis-2026","ciena-cien-stock-valuation-analysis-2026","images\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788357633\u002Fimages\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca.png?_i=AA",{"altText":438},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":448},[],[450],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":453,"date":454,"excerpt":455,"wordCount":456,"uri":457,"slug":458,"cloudinaryAssetId":459,"featuredImageOriginalUrl":460,"featuredImageMetadata":461,"author":462,"categories":464,"relatedPosts":466},"Las acciones de Herc Holdings han pasado por un mal momento: ¿Puede la demanda de flotas impulsar una recuperación?","2026-09-02 14:27:04","Herc Holdings (HRI) cotiza a $141 tras elevar sus previsiones. Consulta el modelo de TIKR para el precio objetivo de HRI, los supuestos de valoración y los escenarios alcistas y bajistas.",1028,"\u002Fblog\u002Fherc-holdings-hri-stock-valuation-analysis-2026","herc-holdings-hri-stock-valuation-analysis-2026","images\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788355904\u002Fimages\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43.png?_i=AA",{"altText":453},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":463},[],[465],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":468,"date":469,"excerpt":470,"wordCount":471,"uri":472,"slug":473,"cloudinaryAssetId":474,"featuredImageOriginalUrl":475,"featuredImageMetadata":476,"author":477,"categories":479,"relatedPosts":481},"Acción de Robinhood Sube 32% en los Últimos 6 Meses, ¿Todavía Tiene Robinhood Espacio para Crecer Hasta 2030?","2026-08-31 14:04:48","HOOD reportó ingresos y depósitos récord en el segundo trimestre. Esto es lo que el modelo de valoración de TIKR indica sobre el potencial alcista de la acción de Robinhood hasta 2030.",1102,"\u002Fblog\u002Fhood-stock-robinhood-valuation-2030","hood-stock-robinhood-valuation-2030","images\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788177460\u002Fimages\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c.png?_i=AA",{"altText":468},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":478},[],[480],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":483,"date":484,"excerpt":485,"wordCount":486,"uri":487,"slug":488,"cloudinaryAssetId":489,"featuredImageOriginalUrl":490,"featuredImageMetadata":491,"author":492,"categories":494,"relatedPosts":496},"La acción de Primoris Services ha caído un 39% en el último año, ¿es Primoris una oportunidad de recuperación para 2026?","2026-08-31 14:03:53","La acción de PRIM cayó un 37% por sobrecostos en energías renovables, pero el récord de cartera de pedidos cuenta una historia diferente. Esto es lo que dice el modelo de TIKR sobre el potencial alcista.",1115,"\u002Fblog\u002Fprim-stock-primoris-valuation-2030","prim-stock-primoris-valuation-2030","images\u002FPRIM-stock_1280482aa71\u002FPRIM-stock_1280482aa71","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788172918\u002Fimages\u002FPRIM-stock_1280482aa71\u002FPRIM-stock_1280482aa71.png?_i=AA",{"altText":483},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":493},[],[495],{"name":433,"slug":434,"uri":435,"description":243,"postsCount":255},[],{"id":255,"title":498,"date":499,"excerpt":500,"wordCount":501,"uri":502,"slug":503,"cloudinaryAssetId":504,"featuredImageOriginalUrl":505,"featuredImageMetadata":506,"author":507,"categories":509,"relatedPosts":514},"Actualización de Evercore ISI Impulsa las Acciones de Duolingo Tras Datos de Encuesta Sólidos","2026-09-02 13:05:00","Las acciones de Duolingo subieron un 6,5% después de que Evercore ISI mejorara su calificación a *Outperform*, citando datos sólidos de encuestas y una aceleración en el crecimiento de usuarios activos diarios (DAU).",782,"\u002Fblog\u002Fduolingo-duol-stock-evercore-upgrade-survey-data-daus","duolingo-duol-stock-evercore-upgrade-survey-data-daus","images\u002FDUOL-stock_12834564c49\u002FDUOL-stock_12834564c49","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788340122\u002Fimages\u002FDUOL-stock_12834564c49\u002FDUOL-stock_12834564c49.png?_i=AA",{"altText":498},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":508},[],[510],{"name":511,"slug":512,"uri":513,"description":243,"postsCount":255},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":516,"date":517,"excerpt":518,"wordCount":519,"uri":520,"slug":521,"cloudinaryAssetId":522,"featuredImageOriginalUrl":523,"featuredImageMetadata":524,"author":525,"categories":527,"relatedPosts":529},"Las acciones de Whirlpool se desploman un 7% mientras la enorme deuda alimenta la preocupación de los inversores","2026-09-02 12:55:00","Las acciones de Whirlpool cayeron casi un 8% después de que su deuda de 7.100 millones de dólares despertara la preocupación de los inversores en medio de un debilitamiento del mercado inmobiliario.",788,"\u002Fblog\u002Fwhirlpool-whr-stock-plunges-debt-load-investor-concerns","whirlpool-whr-stock-plunges-debt-load-investor-concerns","images\u002FWHR-stock_12836765a20\u002FWHR-stock_12836765a20","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788348081\u002Fimages\u002FWHR-stock_12836765a20\u002FWHR-stock_12836765a20.png?_i=AA",{"altText":516},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":526},[],[528],{"name":511,"slug":512,"uri":513,"description":243,"postsCount":255},[],{"id":255,"title":531,"date":532,"excerpt":533,"wordCount":519,"uri":534,"slug":535,"cloudinaryAssetId":536,"featuredImageOriginalUrl":537,"featuredImageMetadata":538,"author":539,"categories":541,"relatedPosts":543},"Bernstein Reafirma Calificación de Outperform para Wayfair, Esperando un Fuerte Impulso de Crecimiento","2026-09-02 11:56:00","Bernstein reafirmó su calificación de Outperform para las acciones de Wayfair, proyectando un crecimiento de ingresos del 10% en 2027, por encima del consenso de Wall Street.","\u002Fblog\u002Fwayfair-stock-bernstein-outperform-rating-growth-2027","wayfair-stock-bernstein-outperform-rating-growth-2027","images\u002FW-stock_12837459ec1\u002FW-stock_12837459ec1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788349439\u002Fimages\u002FW-stock_12837459ec1\u002FW-stock_12837459ec1.png?_i=AA",{"altText":531},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":540},[],[542],{"name":511,"slug":512,"uri":513,"description":243,"postsCount":255},[],{"id":255,"title":545,"date":546,"excerpt":547,"wordCount":456,"uri":548,"slug":549,"cloudinaryAssetId":550,"featuredImageOriginalUrl":551,"featuredImageMetadata":552,"author":553,"categories":555,"relatedPosts":557},"Las acciones de JFrog cayeron un 8% el martes. El petróleo y los rendimientos, no el negocio, causaron el daño.","2026-09-02 11:00:00","La acción de JFrog cayó un 8% el martes debido a que un repunte en el precio del petróleo impulsó los rendimientos de los bonos del Tesoro, pero su precio objetivo de consenso de $112 en TIKR no se movió. ¿Ya está descontado?","\u002Fblog\u002Fjfrog-stock-fell-8-on-tuesday-oil-and-yields-not-the-business-did-the-damage","jfrog-stock-fell-8-on-tuesday-oil-and-yields-not-the-business-did-the-damage","images\u002FFEATURED-IMAGE-MAKER-1506\u002FFEATURED-IMAGE-MAKER-1506","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788339438\u002Fimages\u002FFEATURED-IMAGE-MAKER-1506\u002FFEATURED-IMAGE-MAKER-1506.png?_i=AA",{"altText":545},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":554},[],[556],{"name":511,"slug":512,"uri":513,"description":243,"postsCount":255},[],{"id":255,"title":559,"date":560,"excerpt":561,"wordCount":562,"uri":563,"slug":564,"cloudinaryAssetId":565,"featuredImageOriginalUrl":566,"featuredImageMetadata":567,"author":568,"categories":570,"relatedPosts":572},"Las acciones de Axon Enterprise cayeron un 9% el martes. Fue por el aumento de los rendimientos, no por el negocio.","2026-09-02 10:30:00","Las acciones de Axon Enterprise cayeron un 8,52% en una sola sesión el 1 de septiembre mientras los rendimientos del Tesoro se disparaban, y el modelo de TIKR aún proyecta un potencial alcista del 217% desde los niveles actuales.",1323,"\u002Fblog\u002Faxon-enterprise-stock-sank-9-on-tuesday-rising-yields-not-the-business-did-it","axon-enterprise-stock-sank-9-on-tuesday-rising-yields-not-the-business-did-it","images\u002FFEATURED-IMAGE-MAKER-1505\u002FFEATURED-IMAGE-MAKER-1505","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788337952\u002Fimages\u002FFEATURED-IMAGE-MAKER-1505\u002FFEATURED-IMAGE-MAKER-1505.png?_i=AA",{"altText":559},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":569},[],[571],{"name":511,"slug":512,"uri":513,"description":243,"postsCount":255},[],{"id":255,"title":574,"date":575,"excerpt":576,"wordCount":577,"uri":578,"slug":579,"cloudinaryAssetId":580,"featuredImageOriginalUrl":581,"featuredImageMetadata":582,"author":583,"categories":585,"relatedPosts":589},"La acción de Roku ha subido un 61% en seis meses. El acuerdo de Fox por $22 mil millones explica casi todo.","2026-08-30 17:10:33","Las acciones de Roku se dispararon un 61% en seis meses después de que Fox acordara comprar la plataforma de streaming por $22 mil millones. El modelo de TIKR valora el negocio independiente en $324.",996,"\u002Fblog\u002Froku-stock-is-up-61-in-six-months-foxs-22-billion-deal-explains-almost-all-of-it","roku-stock-is-up-61-in-six-months-foxs-22-billion-deal-explains-almost-all-of-it","images\u002FFEATURED-IMAGE-MAKER-1482\u002FFEATURED-IMAGE-MAKER-1482","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788109414\u002Fimages\u002FFEATURED-IMAGE-MAKER-1482\u002FFEATURED-IMAGE-MAKER-1482.png?_i=AA",{"altText":574},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":584},[],[586],{"name":587,"slug":75,"uri":588,"description":243,"postsCount":255},"Análisis Fundamental","\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[]]