Hewlett Packard

HPE

Market cap $33B

Hewlett Packard Enterprise Company (NYSE:HPE ) Shareholder/Analyst Call October 15, 2025 3:00 PM EDT Company Participants Paul Glaser - MD, SVP and Head of Pathfinder Antonio Neri - CEO, President & Director Rami Rahim - Chief Executive Officer Marie Myers - Executive VP & CFO Shannon Cross - Senior VP, Chief Strategy Officer & Investor Relations Neil MacDonald - Executive VP & GM of HPE Server Business Fidelma Russo - Executive VP, GM of Hybrid Cloud & CTO Shannon Cross Conference Call Participants Amit Daryanani - Evercore ISI Institutional Equities, Research Division Wamsi Mohan - BofA Securities, Research Division Asiya Merchant - Citigroup Inc., Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Erik Woodring - Morgan Stanley, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Timothy Long - Barclays Bank PLC, Research Division Louis Miscioscia - Daiwa Capital Markets America Inc., Research Division David Vogt - UBS Investment Bank, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Paul Glaser MD, SVP and Head of Pathfinder All right. Good afternoon.

Hewlett Packard Enterprise forecast annual profit and revenue below Wall Street expectations on Wednesday, as it shifts its server business toward artificial intelligence and networking following its Juniper Networks acquisition.

At a meeting with analysts, Hewlett Packard Enterprise issued disappointing guidance for its fiscal 2026. The company said adjusted earnings per share in fiscal 2026 will be $2.20 to $2.40, while analysts were expecting $2.40, according to LSEG.

The technology company expects revenue to grow between 5% to 10% for fiscal 2026 as it targets higher-growth businesses to improve profit.

NEW YORK--(BUSINESS WIRE)--HPE (NYSE: HPE) today hosted its Securities Analyst Meeting at the New York Stock Exchange, where Antonio Neri, HPE president and CEO; Marie Myers, executive vice president and CFO; and Rami Rahim, executive vice president, president and general manager of HPE Networking, discussed the company's strategic priorities and financial outlook through fiscal year 2028. They illustrated how HPE's leadership position in the high-growth, high-margin networking market and diffe.

A group of U.S. states said they may seek to block Hewlett-Packard Enterprise's $14 billion acquisition of Juniper Networks and have asked a judge for permission to intervene in a case where the U.S. Department of Justice has proposed to settle and let the deal move forward.

Hewlett Packard Enterprise's record Server revenues, powered by AI demand and the global server refresh cycle, point to continued growth momentum into 2026.

HPE stock hit a record high on Oct. 8. The company hosts an analyst day amid higher expectations.

DELL's AI server boom and expanding edge portfolio give it a strong lead over HPE in the fast-growing AI infrastructure market.

Hewlett Packard's cloud and networking growth, plus its discounted valuation, makes it a stock to watch despite near-term IT spending headwinds.