Earnings Edge for Monday: Setups for HP Enterprise, Casey's, Vail Resorts, Beta Technologies, ZIM, SharpLink, Yext, FuelCell, Beyond Meat, 3D Systems, and More

Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s reporters.

Relative Winners and Losers

Names of Note

Hewlett Packard Enterprise (HPE)

Bull Scenario

• H2 FY2026 AI Server Ramp: Management’s guidance for AI server shipments ramping in the latter half of fiscal 2026 creates significant upside opportunity if sovereign AI deals and large enterprise projects materialize as expected. Dell’s recent blowout earnings validating enterprise AI demand provides positive read-through for HPE’s AI-optimized ProLiant Gen11/Gen12 server pipeline.

• Juniper Integration Margin Expansion: The $14B Juniper acquisition driving 150% networking growth positions HPE to capture telco/enterprise 5G+AI infrastructure spend with higher-margin AI-native networking solutions. GreenLake ARR exceeding 46,000 customers and growing 62% YoY creates recurring revenue stream that could drive multiple expansion if services mix improves margins toward 30%+ targets.

• Valuation Disconnect: Trading at 7.9x forward P/E (vs Dell 10.2x, Super Micro 10.4x) despite comparable AI exposure creates 20-25% valuation upside if Q1 beats muted expectations and management reaffirms H2 recovery thesis. Raised FY2026 EPS guidance ($2.25-2.45) and FCF targets ($1.7-2B) signal confidence despite near-term lumpiness.

Bear Scenario