How The Pieces Add Up: FNDX Targets $27
ETF Analyst Target Prices: The Schwab Fundamental U.S. Large Company Index ETF (FNDX) has an implied analyst target price of $27.08 per unit, indicating a potential upside of 10.02% from its current trading price of $24.61.
Notable Holdings with Upside Potential: Key underlying holdings such as Community Health Systems (CYH), Synovus Financial Corp (SNV), and Hewlett Packard Enterprise Co (HPE) show significant upside potential based on analysts' target prices, raising questions about the validity of these targets amidst market conditions.
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- Smart Network Infrastructure: Atlético de Madrid partners with HPE to implement an intelligent, self-driving network at the Riyadh Air Metropolitano Stadium, set to be completed over the 2025/26 and 2026/27 seasons, significantly modernizing the stadium's communication system and marking a new era in the digitalization of sports infrastructures in Europe.
- AI-Driven Network Optimization: The new system will deploy over 1,500 Wi-Fi 7 access points managed through the HPE Aruba Central platform, which monitors and optimizes network performance in real-time, utilizing AI to dynamically adjust radio frequency parameters, ensuring optimal performance during peak traffic at large events.
- Energy Efficiency and Security Enhancement: The project incorporates AI-powered dynamic power-saving modes to reduce electricity consumption while integrating location services and behavior analytics, which help improve security and optimize staffing, ensuring efficient management during events.
- Diverse Network Deployment: In addition to the stadium, HPE networks will also be deployed at new municipal sports facilities and the High-Performance Center, with implementation planned between 2025 and 2027, further enhancing the club's technological infrastructure to support diverse future needs.
Departure of Antitrust Chief: The antitrust chief of the Department of Justice is set to leave on Thursday, raising questions about the future of ongoing legal actions.
Impact on Live Nation Lawsuit: The departure is being closely monitored for its potential effects on the government's civil lawsuit against Live Nation Entertainment, a major player in the concert industry.
- Strong Earnings Report: Super Micro Computer (SMCI) reported a remarkable 123% year-over-year revenue increase, driving its stock price up to $33.76, reflecting robust demand for AI infrastructure and boosting investor confidence.
- Upgraded Revenue Guidance: The company raised its full-year revenue guidance to at least $40 billion, indicating that AI-driven growth is sustainable, although ongoing margin pressures remain a concern for investors.
- Surge in Trading Volume: Trading volume reached 115 million shares, approximately four times the three-month average, highlighting strong market interest in Super Micro's growth potential.
- Impact of Competitive Pressures: Despite the impressive earnings, the company's gross margin declined compared to both the previous quarter and the same period last year, prompting investors to monitor how management will stabilize margins while maintaining growth.
- Earnings Call Schedule: HPE is set to hold a conference call on March 9, 2026, at 4:00 PM CT to review its financial results for Q1 fiscal 2026, which is expected to draw significant attention from analysts and investors.
- Webcast Details: The call will be available via live audio webcast on HPE's website, allowing investors to tune in at www.hpe.com/investor/2026Q1Webcast, thereby enhancing transparency and engagement with stakeholders.
- Replay Availability: A replay of the webcast will be accessible shortly after the call and will remain available for approximately one year, providing an opportunity for investors who cannot attend live to review the information.
- Company Overview: HPE is a leader in essential enterprise technology, integrating AI, cloud, and networking to empower customers across industries to optimize operational performance and transform data into actionable insights, maximizing their business impact.
- Significant Revenue Growth: TSMC's Q4 revenue surged 25.5% year-over-year to $33.73 billion, with a gross margin of 62.3%, reflecting strong market demand and profitability, thereby reinforcing its leadership position in the semiconductor industry.
- Capital Expenditure Plans: Management anticipates capital spending between $52 billion and $56 billion in 2026, with approximately 40% of revenue allocated to capital expenditures, indicating strong confidence in future growth and ongoing investment in the AI market.
- Increase in Advanced Process Share: Three-nanometer chips accounted for 28% of total wafer revenue, five-nanometer for 35%, and seven-nanometer for 14%, totaling 77% of revenue from the most advanced processes, highlighting the robust demand driven by AI applications and TSMC's technological edge.
- Geopolitical Risk Management: TSMC is actively expanding into the U.S. and Japan to reduce reliance on Taiwan, enhancing the stability and resilience of its global supply chain, ensuring competitiveness in a rapidly changing market environment.
- Revenue Recovery Solution: Iterate.ai's Generate for Healthcare, launched in partnership with TD SYNNEX and HPE, aims to help hospital systems identify and recover millions in unpaid and underpaid insurance claims, addressing a critical financial challenge in the healthcare sector.
- Technological Architecture Advantage: The solution, built on HPE Private Cloud AI and NVIDIA technology, seamlessly integrates with multiple EMR systems to identify payment gaps and coding errors in real-time, significantly enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation cost of Generate for Healthcare represents only 0.1% of net patient revenue, providing healthcare organizations with a substantial revenue opportunity while helping partners stand out in a competitive market.
- Strategic Collaboration: By partnering with HPE and TD SYNNEX, Iterate.ai can rapidly bring this solution to market, ensuring hospitals can quickly deploy it and realize financial benefits, further solidifying its leadership position in the healthcare AI space.









