Huiyu Technology's equity sale and performance guidance attract attention, with AI server orders becoming the focus

K-LinePoet · 2026-02-20T11:35:20+00:00

Economic Observer Network based on publicly available information up to February 11, 2026, Huiyu Technology may be involved in the following noteworthy events in the future, mainly derived from the company's FY2025 Q4 earnings announcement and management outlook. Please note that the following content is a summary based on historical announcements; specific developments should be verified with the latest official disclosures.Company StatusHuiyu Technology plans to sell its remaining 19% stake in New H3C, with a transaction amount of approximately $1.4 billion, expected to be completed in the first half of 2026. This move aims to optimize the capital structure and support the goal of reducing net leverage.Performance and Operating ConditionsThe company expects revenue for FY2026 Q1 to be between $9.0 billion and $9.4 billion, with non-GAAP diluted EPS guidance of $0.57 to $0.61. After the actual performance is released, the market will focus on whether the company meets its guidance and the delay issues related to AI server orders.

K-LinePoet

2026-02-20 11:35:20

Based on publicly available information up to February 11, 2026, Huizhi Technology may be involved in the following noteworthy events in the future, primarily derived from the company’s FY2025 Q4 earnings announcement and management outlook. Please note that the following content is a summary of historical disclosures; actual developments should be verified with the latest official disclosures.

Company Status

Huizhi Technology plans to sell its remaining 19% stake in New H3C, with a transaction value of approximately $1.4 billion, expected to be completed in the first half of 2026. This move aims to optimize capital structure and support the goal of reducing net leverage.

Performance and Operating Conditions

The company expects revenue for Q1 FY2026 to be between $9 billion and $9.4 billion, with non-GAAP diluted EPS guidance of $0.57 to $0.61. After the actual results are released, the market will focus on whether the company meets its guidance and on improvements regarding delays in AI server orders.

Performance Strategy

Huizhi Technology has raised its FY2026 non-GAAP diluted EPS guidance to $2.25 to $2.45, with free cash flow guidance in the range of $1.7 billion to $2 billion. The full-year revenue growth outlook is 17% to 22%, with the network business expected to grow 65% to 70%. Investors should pay attention to the integration benefits of Juniper Networks and the implementation of cost-saving plans.

Business Progress

Some AI server orders have been delayed to 2026 due to customer data center readiness delays or government policy factors. The company states that demand is showing an uneven pattern. Future quarters will need to monitor the actual conversion pace of these orders and whether they impact revenue and profit margins.

Industry Policies and Environment

Wall Street analysts have differing views on Huizhi Technology’s profit pressure risks, while the company emphasizes that its network business has become a stable profit generator. On a macro level, Federal Reserve policies, geopolitical factors, and semiconductor industry cycles may indirectly influence stock price fluctuations.

The above content is compiled from public information and does not constitute investment advice.

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