We're expecting more tepid revenue growth in 2018, and are knocking $1 off our fair value estimate of the no-moat firm.
We find it hard to justify the 43% premium, given significant product overlap between the firms.
The rise of current president Antonio Neri to the CEO role may signify a continued focus on fostering innovation and product development.
The company's second quarter was marked by strong product revenue growth and impressive margin expansion.
We maintain our $16 fair value estimate for the no-moat firm.
HPE Next should help the no-moat company better address numerous secular headwinds, such as cloud migration and hardware commoditization.
We think the narrow-moat firm's transition to software is going well, but suggest a wider margin of safety before investing.
We think investors should wait before purchasing shares of this narrow-moat firm.
Restructuring and industry headwinds have hurt results, but we still think the stock’s undervalued.
We’re maintaining our $28 per share fair value estimate despite weaker-than-expected revenue guidance.
We expect the firm to remain a strong competitor for many years to come.
An announced acquisition of AppDynamics will further strengthen these trends, but we recommend investors to seek a wider margin of safety before investing in the narrow-moat firm.
We’re leaving our fair value estimate unchanged after Cisco continued its strategy of acquiring niche software firms with leading positions in their fields.
The announced measures to improve short-term profitability will not be enough for the company to generate outstanding returns on capital in the long run.
The narrow-moat company reported a disappointing start to its fiscal year.
We're downgrading the information security company's moat rating to 'none,' due to stale products and a shrinking market space, and we see the shares as overvalued today.
The no-moat company benefited from a moderate PC market recovery last quarter, but declines in the printer segment showed no signs of abating.
The narrow-moat tech giant finished its fiscal year on a sour note, but we plan to maintain our $27 fair value estimate for its shares.