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Technology News

  • HPE Analyst Day to Outline AI Growth, Juniper Deal Impact
    October 14, 2025, 4:22 PM EDT. Hewlett Packard Enterprise (HPE) heads into an investor day with an eye on its AI growth trajectory and the strategic impact of its Juniper acquisition. Analysts expect higher long-term revenue growth targets amid Juniper's integration and persistent AI demand across data centers, backed by an AI backlog of about $3.7 billion. The event comes as HPE's core server business faces margin pressure, even as stock climbs toward new highs. With competitive pressure from Dell Technologies in AI servers, analysts anticipate a fiscal 2026 outlook and a three-year plan, including EPS growth in the low double digits to low teens, though potentially below consensus. The DoJ approved the $14 billion Juniper deal, and investors will watch for capital returns vs debt paydown and details on the integration.
  • HPE Analyst Day to Spotlight AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 4:20 PM EDT. During HPE's investor day, executives will outline an AI-driven growth outlook and the strategic impact of acquiring Juniper Networks. Analysts point to a higher long-term revenue trajectory, aided by a backlog of $3.7 billion in AI-related servers and continued demand across segments, though margins in the core server business remain under pressure. With DoJ clearance to move ahead on the $14 billion Juniper deal and a stock near fresh highs, investors will parse whether capital returns trump debt paydown. UBS and Citi expects fiscal 2026-28 EPS growth in the low teens and a three-year framework, while competition with Dell Technologies in AI servers stays intense. IBD notes HPE's composite rating and the evolving 2026 outlook amid Juniper's inclusion.
  • HPE Analyst Day to Spotlight AI Growth and Juniper Deal Impact
    October 14, 2025, 4:18 PM EDT. Hewlett Packard Enterprise (HPE) will host an investor day focused on its AI growth outlook and the impact of its Juniper Networks acquisition. Analysts expect long-term revenue growth targets to rise to mid-to-high single digits, supported by Juniper's addition and sustained demand across segments, with an AI backlog of about $3.7 billion. HPE stock has climbed about 17% in 2025, reflecting optimism over the strategic fit and potential capital returns. In Q3, HPE reported adjusted EPS of $0.44, while its core server business faces margin pressures and AI server competition from Dell Technologies. UBS sees EPS growth of low double digits to low teens into fiscal 2026-2028, and the DoJ approved the Juniper deal; HPE also carries a solid IBD rating.
  • HPE Analyst Day to Spotlight AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 4:16 PM EDT. Hewlett Packard Enterprise is set to outline its AI growth strategy and the impact of its Juniper Networks acquisition at an upcoming investor day. Management aims for long-term revenue growth in the mid to high single digits, aided by the Juniper deal and ongoing AI backlog of $3.7 billion. With HPE stock at new highs and expectations for 2026-2028 EPS growth in the low double digits to low teens, analysts weigh how much the integration accelerates data center AI server demand, where competition with Dell Technologies remains keen. The DoJ approved the $14 billion Juniper deal, and investors will look for 2026 outlooks, three-year targets, and capital-return plans as HPE reframes its core server, networking, and storage franchises.
  • HPE Analyst Day Set to Highlight AI Growth, Juniper Deal Impact
    October 14, 2025, 4:14 PM EDT. Hewlett Packard Enterprise is set to outline its long-term AI strategy and the impact of the Juniper Networks acquisition at its investor day. Analysts will look for targets that reflect growth from the Juniper deal and ongoing AI demand, including a backlog of $3.7 billion. Citi notes a potential uptick in long-term revenue growth, while HPE stock has surged, hitting a record and gaining about 17% in 2025. UBS and others expect a fiscal 2026 outlook and a three-year framework, with EPS growth in the low double digits to low teens, possibly below consensus mid-teens. Attendees will also assess AI server competition with Dell and decisions on capital returns versus debt paydown as four months of Juniper results are folded into 2025 guidance.