2 hours ago
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Jeremy Phillips
Sat, March 7, 2026 astatine 10:19 AM CST 3 min read
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HP Enterprise (HPE) down 12% to $21.13 contempt 150% Networking growth, nett income fell to $305M from $1.37B; Oracle (ORCL) down 21% to $152.96, 68% IaaS growth, $523B backlog; Adobe (ADBE) down 19% to $283.62, $10.03B currency flow.
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Earnings reports adjacent week trial whether HP Enterprise’s Juniper integration works, Oracle’s unreality gross matches its backlog, and Adobe’s AI features thrust growth.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
It's a packed week for tech earnings, and 3 companies are coming successful with precise antithetic stories to tell.
Hewlett Packard Enterprise (NYSE:HPE) reports Monday aft the marketplace closes, and the header question is simple: is the Juniper Networks acquisition really working?
HPE's astir caller 4th showed 150% Networking gross maturation tied straight to the Juniper deal, but nett income collapsed to $305 cardinal from $1.37 cardinal a twelvemonth earlier, weighed down by integration costs and a $1.621 cardinal goodwill impairment complaint successful its Hybrid Cloud segment. For Q1 FY2026, HPE has guided for gross of $9.0 cardinal to $9.4 billion.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
The banal is down astir 12% twelvemonth to date, sitting astatine $21.13 against an expert people of $26.01. Prediction markets connected Polymarket are pricing successful an 87% probability that HPE beats earnings, which is notable fixed the mixed cardinal picture.
Oracle (NYSE:ORCL) reports Tuesday aft the close, and the marketplace is inactive processing what happened past quarter. Oracle bushed EPS estimates by a wide borderline but missed gross expectations, and the banal sold disconnected sharply connected elevated capex concerns.
The underlying concern momentum is genuinely impressive. IaaS gross grew 68% twelvemonth implicit year, multicloud database gross surged, and Oracle's remaining show obligations deed $523 cardinal arsenic hyperscalers and AI companies heap into commitments. Prediction markets springiness Oracle a 78.5% probability of beating earnings, with multicloud and OpenAI concern discussions astir definite to predominate the call. Oracle is down astir 21% twelvemonth to day astatine $152.96, good beneath the expert statement people of $257.29.
Adobe (NASDAQ:ADBE) closes the week retired Thursday aft the close. Last 4th was beardown crossed the board, with grounds operating currency travel of $10.03 cardinal for FY2025 and AI-influenced ARR surpassing $5 billion. For Q1 FY2026, Adobe guided for gross of $6.25 cardinal to $6.30 billion.
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