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Update shared on27 Aug 2025

Fair value Increased 1.52%
AnalystConsensusTarget's Fair Value
US$23.60
4.6% undervalued intrinsic discount
27 Aug
US$22.50
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1Y
17.8%
7D
5.4%

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.
  • EPS accretion and margin improvement are cited as upside drivers, with Juniper's stronger growth profile and margin structure expected to benefit HPE's financials by FY27.
  • Improved risk/reward profile at current valuation and inclusion in Analyst Favorites lists reflect increased confidence among bullish analysts.
  • Realization of at least $600M in cost synergies over three years and enhanced procurement benefits are projected to improve supply chain efficiencies and COGS.
  • Bearish analysts highlight concerns regarding HPE’s strategic positioning, persistent execution challenges in Servers and Hybrid Cloud, underperformance versus peers, and questions about growth trajectory despite the Juniper deal.

What's in the News


  • The U.S. intelligence community lobbied for the HPE-Juniper merger, convincing the DOJ that the deal was critical for national security and global competition against Huawei (Axios).
  • The UK High Court ruled that the estates of Mike Lynch and Sushovan Hussain owe Hewlett Packard over $944 million stemming from the Autonomy acquisition, and HPE is seeking to recover losses (Reuters).
  • HPE Executive VP of Intelligent Edge, Phil Mottram, sold 30,000 company shares at $20.5391 each in a transaction dated June 30.

Valuation Changes


Summary of Valuation Changes for Hewlett Packard Enterprise

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $23.24 to $23.60.
  • The Consensus Revenue Growth forecasts for Hewlett Packard Enterprise has significantly risen from 9.4% per annum to 10.5% per annum.
  • The Net Profit Margin for Hewlett Packard Enterprise has fallen slightly from 9.38% to 9.11%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.