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AI And Hybrid Cloud Shifts Will Transform Digital Infrastructure

Published
12 Sep 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$25.51
3.1% undervalued intrinsic discount
10 Sep
US$24.73
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1Y
44.2%
7D
5.1%

Author's Valuation

US$25.5

3.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 9.77%

Analysts have raised Hewlett Packard Enterprise’s price target slightly to $23.60, citing expected revenue and cost synergies from the Juniper acquisition, projected EPS and margin improvements, and a stronger risk/reward profile, despite lingering concerns about execution and growth relative to peers. Analyst Commentary Bullish analysts expect significant revenue and cost synergies, especially from the Juniper acquisition, positioning HPE favorably for secular growth in AI and enterprise networking.

Shared on07 May 25
Fair value Increased 21%

Shared on30 Apr 25
Fair value Increased 1.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 6.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 1.94%

AnalystConsensusTarget has decreased future PE multiple from 15.8x to 14.1x and increased discount rate from 8.9% to 9.8%.