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  • HPE Analyst Day to Spotlight AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 4:04 PM EDT. HPE is set to outline its long-term growth path at its upcoming investor day, with emphasis on the integration of Juniper and its AI strategy. Analysts expect updated targets, noting a backlog of $3.7 billion in AI and potential mid- to high-single-digit revenue growth aided by the Juniper deal. The stock has surged to record levels as investors weigh enhanced data center demand and continued margin pressures in core server businesses. Competition with Dell in AI servers remains a focal point. Guidance for fiscal 2026-2028 and EPS growth is anticipated, with analysts cautious about accounting for four months of Juniper results in 2025. DoJ cleared the deal in June, underscoring a pivotal year for HPE.
  • HPE Analyst Day to Outline AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 4:02 PM EDT. At HPE's upcoming investor day, analysts will assess the long-term outlook shaped by the Juniper Networks acquisition and the firm's AI strategy. Citi expects mid-to-high single-digit revenue growth from the Juniper deal and a $3.7 billion AI backlog. HPE stock recently hit a record high, up about 17% in 2025. UBS projects fiscal 2026 guidance and a three-year framework, with EPS growth into the low double digits to low teens through 2028, though below some estimates. The discussion also covers AI server competition with Dell and margin pressure in the core server business. The DoJ approval of the $14 billion deal adds focus on capital returns and debt strategy while AI demand in data centers remains a theme.
  • HPE Analyst Day Focuses on AI Growth Outlook, Juniper Deal Impact
    October 14, 2025, 4:00 PM EDT. At its investor day, HPE will outline its long-term growth outlook after the Juniper Networks acquisition and sharpen its AI strategy. Analysts expect higher targets as the combined backlog and healthy demand across segments support growth, with AI backlog cited near $3.7 billion. Shares recently hit a record as investors price in the Juniper synergies. The company posted fiscal Q3 earnings of $0.44 per share (adjusted), while its core server business faces margin pressure, highlighting a focus on AI-enabled data-center offerings and competition with Dell Technologies. Management may offer a fiscal 2026 outlook and a three-year framework, with EPS growth seen in the low-double digits to low-teens, per several analysts.
  • HPE Analyst Day to Outline AI Growth Outlook, Juniper Deal Impact
    October 14, 2025, 3:58 PM EDT. At HPE's upcoming investor day, analysts will scrutinize the long-term outlook after the Juniper Networks acquisition and the company's AI strategy. HPE stock recently hit a new high, aided by expectations that revenue growth may rise into the mid- to high-single digits as the Juniper deal adds backlog and scale to its AI backlog of $3.7 billion. The company is balancing growth with debt considerations as it returns capital. Analysts expect the 2026-2028 EPS trajectory to land in the low- to mid-teens, though estimates vary. Market chatter centers on AI-server competition with Dell Technologies, the impact of the DOJ clearance on the Juniper deal, and how the three-year framework will shape strategy and guidance.
  • HPE Analyst Day Focuses on AI Growth Outlook After Juniper Deal
    October 14, 2025, 3:56 PM EDT. Hewlett Packard Enterprise heads into its investor day with a focus on AI growth and the impact of the Juniper acquisition. Analysts expect long-term targets to rise into the mid-to-high single digits, supported by the Juniper deal and an AI backlog near $3.7 billion. The event comes as HPE stock sits near record highs, while the core server/data center business faces margin pressure. With Dell Technologies competition in AI servers heating up and questions about capital returns vs. debt paydown, investors will seek a clear fiscal 2026-2028 growth path and an EPS trajectory. UBS and Citi see growth in the low double digits to low teens, guiding through the post-Juniper era.