Hewlett Packard Enterprise (HPE) Stock News

Mizuho Securities will deploy HPE Cray XD2000 with direct liquid cooling in a new data center. Installation starts this fall, production in mid-2027. The system supports over 360 million daily financial simulations and lays groundwork for private AI.

HPE launched four ProLiant Gen13 servers powered by AMD's 6th Gen EPYC CPUs, targeting AI inference, agentic AI, and HPC workloads. New security features include auto-SED and multi-person authorization. Availability starts late 2026.

Hewlett Packard Enterprise ($HPE) will serve as a Worldwide Supplier for the 2027 Ryder Cup, providing its Self-Driving Network and a Connected Intelligence Center. The infrastructure is designed to support digital fan experiences, real-time tournament operations, and AI-driven management. HPE has held a similar role in previous Ryder Cup events.

HPE raised its fiscal 2027 Networking segment revenue growth outlook to high-teens to low-20s percent. The company also increased its Juniper cost-synergy target to $800 million in annual run-rate savings by fiscal 2028, up from $600 million. HPE expects Data Center Networking revenue to grow at a 50s percent CAGR through fiscal 2029.

HPE announced a $1.2 billion order from Vultr for AMD Helios AI Rack systems, its first order for the new platform. The company raised FY27 Networking revenue growth guidance to high-teens to low-20s percent, with a high-teens CAGR now expected through FY29. HPE also raised expected Juniper cost synergies to $800 million annually by FY28, from at least $600 million previously.

HPE is hosting its HPE Networking Investor Day today. The company's networking business leaders will outline a strategy to accelerate profitable growth and capture demand across Data Center Networking, Routing, Campus & Branch, and Security in the AI era.

Hewlett Packard Enterprise: it applied for and expects more tariff refunds.

HPE raised its fiscal year adjusted EPS guidance to $3.75-$3.85 from $3.35-$3.45 and lifted its free cash flow outlook to at least $3.75 billion. The company sees Q4 revenue of $13.9-$14.8 billion versus $12.88 billion expected. CEO cited supply constraints but said server demand remains exceptionally high. CFO noted a multi-billion-dollar hyperscaler deal awarded after quarter-end and expects AI systems revenue to improve sequentially in Q4. HPE also raised fiscal 2026-27 sales outlook.

HPE will deploy Juniper networking gear across Oracle AI data centers globally under a potential multi-year agreement. The deal covers routing, switching, networking support and financing for OCI's AI clusters, regional data centers and edge networks. HPE also issued Oracle warrants to purchase HPE shares. Financial terms were not disclosed.

Hewlett Packard Enterprise beats Q3 estimates with revenue of $12.21 bln, adjusted EPS of $1.11.

Morgan Stanley analyst Erik Woodring upgraded HPE to Overweight with a $69 target. He sees HPE as the best play on the enterprise infrastructure cycle, with networking becoming a higher-margin growth driver and improving financial flexibility. Execution is the key risk.