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  • HPE Analyst Day: AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 6:28 PM EDT. Hewlett Packard Enterprise (HPE) heads into its investor day with a focus on its AI growth strategy and the impact of the Juniper Networks acquisition. Analysts expect long-term revenue targets to rise mid to high single digits, aided by the Juniper combination and continued demand across segments, while HPE's AI backlog sits near $3.7 billion. The stock hit a record high earlier this month and has risen about 17% in 2025 on optimism over AI and capital returns. The DOJ approved the $14 billion deal, shaping the near-term outlook. UBS and Citi note the outlook will be careful, with fiscal 2026-2028 EPS guided to the low teens, and a competitive stance for AI server growth in the data center against Dell. HPE carries an IBD Composite Rating of 82.
  • HPE Analyst Day to Highlight AI Growth Outlook and Juniper Deal Impact
    October 14, 2025, 6:26 PM EDT. Hewlett Packard Enterprise will host an investor day focusing on its long-term outlook after acquiring Juniper Networks and ramping its AI strategy. Analysts expect long-term revenue growth targets to rise to mid-to-high single digits driven by the Juniper Networks combination, with an AI backlog of $3.7B underpinning momentum. HPE stock recently hit a record high (26.44 on Oct 8) and is up ~17% in 2025. Citi's Asiya Merchant notes capital returns vs debt paydown will be key as more financials tied to the Juniper Networks deal emerge. The company's core server business faces margin pressure amid rising AI server competition with Dell Technologies. UBS forecasts EPS growth for fiscal 2026-28 to low double digits to low teens. DoJ approved the $14B acquisition of Juniper Networks; stock remains favorable with a Composite Rating of 82/99.
  • HPE Analyst Day to Highlight AI Growth and Juniper Deal Impact
    October 14, 2025, 6:24 PM EDT. Hewlett Packard Enterprise's investor day will highlight its long-term growth outlook after the Juniper Networks acquisition and ongoing AI strategy. Analysts expect revenue growth in the mid to high single digits thanks to the Juniper tie-in, while AI backlog sits at $3.7 billion as demand strengthens across data-center segments. HPE stock recently hit an all-time high, with a 2025 gain of about 17%. Citi and UBS noted EPS guidance and potential capital returns vs. debt reduction, and analysts warned the three-year outlook could hinge on integrating four months of Juniper results. Competition with Dell Technologies in AI servers remains a key driver for margins, though margin pressures persist in core server businesses.
  • HPE Analyst Day to Spotlight AI Growth Outlook After Juniper Deal
    October 14, 2025, 6:22 PM EDT. Ahead of HPE's investor day, the company will outline its long-term growth path tied to the Juniper Networks acquisition and its AI strategy. Analysts expect mid-to-high single-digit growth over the long term, supported by the Juniper deal and an AI backlog of about $3.7 billion. HPE stock recently hit a record high, up roughly 17% in 2025. Management is expected to provide a fiscal 2026 outlook and a three-year framework, with EPS growth projected in the low double digits to the low teens, though some estimates may be below consensus. Competition in AI servers with Dell Technologies remains a focal point. The DOJ cleared the Juniper deal in June, enabling this strategic expansion.
  • HPE Analyst Day Focuses on AI Growth Outlook, Juniper Deal Impact
    October 14, 2025, 6:20 PM EDT. At Hewlett Packard Enterprise's investor day, analysts will weigh the company's long-term AI strategy and the impact of acquiring Juniper Networks. HPE stock has surged to record highs as expectations for growth rise, with a backlog in AI servers cited by Citi as reaching $3.7 billion. Analysts expect mid-to-high single-digit revenue growth over the long term, aided by the Juniper integration, though margins in the core server business remain under pressure. Competition with Dell Technologies in AI servers is intensifying in the data center space. UBS notes a mixed 2026-2028 outlook, guiding EPS growth to the low-double digits to low-teens, and investors will watch for details on financials tied to the Juniper deal and capital allocation. The investor day could shape HPE's growth trajectory and returns strategy.