Update shared on19 Sep 2025
Fair value Increased 1.19%Analysts raised Hewlett Packard Enterprise’s price target slightly to $25.82, citing the completed Juniper Networks acquisition’s expected revenue growth, operating synergies, and enhanced AI/networking positioning, though ongoing core business and execution concerns kept optimism in check.
Analyst Commentary
- Bullish analysts raise price targets driven by the completed Juniper Networks acquisition, highlighting improved revenue growth prospects, networking strength, and robust cost and EPS synergies.
- Cost savings and operational improvements from integrating Juniper—particularly in procurement and global supply chain management—are expected to benefit margins and profitability.
- Core business margin softness and mixed outlook in traditional segments such as Servers and Hybrid Cloud temper enthusiasm, with some analysts maintaining Neutral stances.
- Artificial intelligence and enterprise networking secular growth trends are viewed as long-term drivers, with HPE well-positioned to capitalize post-acquisition and expected to realize revenue synergies.
- Bearish analysts express concerns about ongoing execution issues, underperformance in Servers, compressed margins, and strategic positioning versus peers, leading to more cautious or neutral ratings despite recent corporate developments.
What's in the News
- The U.S. intelligence community influenced the Department of Justice to approve the HPE-Juniper merger, emphasizing its importance for U.S. national security and competition with Huawei (Axios).
- A UK court ruled that the estate of Mike Lynch and Sushovan Hussain owe Hewlett Packard over $944 million related to the Autonomy acquisition as HPE seeks to recover its losses (Reuters).
- HPE Executive VP of Intelligent Edge, Phil Mottram, sold 30,000 common shares at $20.54 per share in a recent regulatory filing.
Valuation Changes
Summary of Valuation Changes for Hewlett Packard Enterprise
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $25.51 to $25.82.
- The Future P/E for Hewlett Packard Enterprise remained effectively unchanged, moving only marginally from 17.65x to 17.31x.
- The Net Profit Margin for Hewlett Packard Enterprise remained effectively unchanged, moving only marginally from 6.00% to 5.95%.
Disclaimer
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