From Financial Modeling Prep: 2025-01-07 06:05:54

UBS has revealed its 2025 outlook for the enterprise hardware and networking sector, highlighting Dell Technologies and TD SYNNEX as top picks while downgrading IBM and Pure Storage. Dell leads in AI servers, with a 10% revenue growth projection. TD SYNNEX expects 5% billings growth and plans for 50% FCF returns.

IBM faces concerns over sluggish growth, while Pure Storage struggles with narrow profit margins. Dell and TD SYNNEX are leveraging AI infrastructure for growth. A recovery in core end-markets like PCs and servers is expected. Analysts anticipate P/E multiple expansions in the sector.

APIs for monitoring performance metrics like P/E ratios and EPS growth are available. UBS’s analysis emphasizes AI infrastructure growth, market recoveries, and valuation expansion as key themes for 2025 in the enterprise hardware sector. Dell and TD SYNNEX are positioned for strong performance amidst changing dynamics.



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