Workflow
intelligent edge
icon
Search documents
Wall Street Bullish on ​Hewlett Packard Enterprise Company (HPE)
Yahoo Finance· 2025-10-21 09:52
Core Viewpoint - Hewlett Packard Enterprise Company (NYSE:HPE) is recognized as one of the best growth stocks under $25, with Wall Street showing optimism following the company's revenue performance in FQ3 2025 [1] Group 1: Analyst Ratings and Price Targets - On October 16, Citi analyst Asiya Merchant reiterated a Buy rating on HPE with a price target of $28, despite a recent drop in share price due to fiscal 2028 EPS guidance falling below market consensus [2] - Merchant noted that the EPS guidance aligns with Citi's expectations, indicating a conservative approach [2] Group 2: Business Segments and Growth Potential - The guidance reflects a conservative outlook for HPE's networking segment, which is expected to grow modestly but has significant potential for faster growth, particularly in data center switching [3] - The overall revenue mix of HPE is favorable, driven by increased contributions from networking, cloud, and AI, along with structural cost reductions and improved operating leverage [3] Group 3: Company Overview - HPE is an international edge-to-cloud company offering a range of services including cloud services, compute, high-performance computing & artificial intelligence, intelligent edge, software, and storage [4]
J.P. Morgan Reiterates a Buy Rating on Hewlett Packard Enterprise (HPE)
Yahoo Finance· 2025-09-11 16:49
Core Insights - Hewlett Packard Enterprise Company (NYSE:HPE) is identified as a strong growth stock under $50, with a Buy rating maintained by J.P. Morgan and a price target set at $30.00 [1] Financial Performance - For fiscal Q3 2025, HPE reported revenue of $9.1 billion, representing a 19% increase from the previous year in actual dollars and an 18% increase in constant currency [2] - The annualized revenue run-rate (ARR) for the quarter reached $3.1 billion, reflecting a 77% growth from the prior-year period in actual dollars and a 75% increase in constant currency [2] - Free cash flow increased by $121 million from the prior-year period to $790 million, while capital returns to common shareholders amounted to $171 million in dividends [3] Business Segments - HPE operates across several segments, including Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other [4] - The company provides a range of technology solutions, including compute, cloud services, intelligent edge, high-performance computing & artificial intelligence, software, and storage [3]