October 14, 2025, 5:24 PM EDT. At the HPE investor day, the focus will be the long-term outlook after the Juniper Networks acquisition and the company's AI strategy. HPE stock recently hit an all-time high and has risen about 17% in 2025 as analysts raise expectations. Citi's Asiya Merchant sees long-term revenue growth in the mid to high single digits thanks to the Juniper tie-in and continued demand, with an AI backlog of $3.7 billion. Analysts note capital returns versus debt paydown will be considered as HPE provides more financials on the Juniper deal. Competition in AI servers with Dell Technologies remains a topic, while UBS cautions EPS growth in the low double digits to low teens for fiscal 2026-28. DOJ approved the $14B Juniper acquisition.
October 14, 2025, 5:22 PM EDT. Hewlett Packard Enterprise is set to outline its AI growth strategy and the impact of acquiring Juniper Networks at its investor day. Analysts expect long-term revenue growth targets to rise into mid-to-high single digits, aided by the Juniper integration and strong AI backlog of $3.7 billion. HPE stock recently hit record highs amid positive sentiment and continued demand across segments, although the core server business faces margin pressure. Competition in AI servers with Dell Technologies remains intense. UBS and Citi analysts push for a multi-year EPS growth path into fiscal 2028, with guidance expected for 2026-2028. The DOJ approved the Juniper deal in June, and IBD ratings place HPE with a Composite Rating of 82. Investors will watch for financials and capital allocation plans tied to the acquisition.
October 14, 2025, 5:20 PM EDT. Hewlett Packard Enterprise's investor day will center on its AI growth outlook and how the Juniper Networks acquisition reshapes the business. Analysts expect long-term revenue growth targets to rise into the mid-to-high single digits, supported by Juniper and continued demand across segments, with an AI backlog of about $3.7 billion. The stock has hit new highs as investors price in the deal and potential capital returns versus debt paydown. Management also faces margin pressure in the core server business, and competition in AI servers with Dell Technologies remains intense. UBS says fiscal 2026-28 EPS could grow to low double digits to low teens, though this may lag current consensus while Juniper results are fully integrated.
October 14, 2025, 5:18 PM EDT. Hewlett Packard Enterprise's upcoming investor day will map the long-term outlook as it integrates the Juniper Networks deal and accelerates its AI strategy. Management signals a rising backlog of $3.7 billion in AI-related services and a path toward growth even as the core server business faces margin pressure. With HPE trading near record highs after a strong 2025 start, analysts from Citi and UBS are weighing a three-year framework and a fiscal 2026 outlook that implies mid-to-high single-digit revenue growth and low-double-digit EPS expansion into 2028. Competition with Dell Technologies in AI servers remains a key dynamic, while the DoJ approved the $14 billion Juniper deal, supporting investor optimism and stock resilience.
October 14, 2025, 5:16 PM EDT. At HPE's investor day, analysts will parse the company's AI strategy and the impact of acquiring Juniper Networks. Management signals long-term revenue growth targets in the mid-to-high single digits thanks to the Juniper combination and solid AI backlog of $3.7B. HPE stock recently hit an all-time high, with a 2025 gain of about 17%. UBS and Citi pointed to EPS growth in the low-to-mid teens for fiscal 2026-28, though hurdles remain in margin pressure in core server business. Competition in AI servers with Dell Technologies has intensified. The DOJ cleared the $14B Juniper deal in June. IBD notes the challenge of incorporating four months of Juniper results into 2025 guidance and a 3-year framework. Investors will watch for capital returns and debt paydown balance alongside the Juniper integration.