MCH ANALYSIS RESEARCHMain site ↗
Information Technology

Technology Hardware, Storage & Peripherals

9 companies under coverage.

Coverage

Technology Hardware, Storage & Peripherals


Equity Research

Western Digital Corporation (WDC)

HOLD. 12-month probability-weighted target $435 (+10% vs spot). P/E Multiple explains 83% of Monte Carlo outcome variance.

WDCEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +1.9%
Equity Research

Super Micro Computer Inc (SMCI)

SELL. 12-month probability-weighted target $30 (-29% vs spot). Gross Margin explains 54% of Monte Carlo outcome variance.

SMCIEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -25.5%
Equity Research

HP Inc (HPQ)

SELL. 12-month probability-weighted target $23 (-23% vs spot). Gross Margin explains 53% of Monte Carlo outcome variance.

HPQEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -27.5%
Equity Research

Apple Inc. (AAPL)

SELL. 12-month probability-weighted target $269 (-20% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.

AAPLEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -33.1%
Equity Research

NetApp Inc (NTAP)

SELL. 12-month probability-weighted target $146 (-39% vs spot). P/E Multiple explains 77% of Monte Carlo outcome variance.

NTAPEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -39.3%
Equity Research

Dell Technologies Inc (DELL)

SELL. 12-month probability-weighted target $383 (-35% vs spot). P/E Multiple explains 55% of Monte Carlo outcome variance.

DELLEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -39.4%
Equity Research

Hewlett Packard Enterprise Co (HPE)

SELL. 12-month probability-weighted target $39 (-46% vs spot). P/E Multiple explains 55% of Monte Carlo outcome variance.

HPEEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -52.6%
Equity Research

Everpure, Inc. (P)

SELL. 12-month probability-weighted target $68 (-56% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.

PEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -60.5%
Equity Research

Seagate Technology PLC (STX)

Rating suspended since 2026-09-29 — valuation method under review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.

STXEquity ResearchMonte Carlo
10 October 2026Rating: N/A
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