Hewlett Packard Enterprise's hybrid cloud segment surges on Alletra MP, GreenLake growth, and rising private cloud AI adoption.
Hewlett Packard Enterprise Company (NYSE:HPE ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 10:10 AM EDT Company Participants Marie Myers - Executive VP & CFO Conference Call Participants Christopher Derison - Citi Presentation Christopher Derison Thank you all for coming. Thank you for joining us for the fireside chat with HPE.
Antonio Neri, HPE CEO, joins 'Money Movers' to discuss earnings, closing Juniper Networks acquisition and their growth strategy.
Hewlett Packard Enterprise Co (NYSE:HPE, ETR:2HP) (HPE) shares were up more than 5% in early trading on Thursday after the enterprise technology provider reported better-than-expected financial results for its third quarter 2025, boosted by strong demand in its artificial intelligence (AI) server and networking divisions. HPE reported revenue for the quarter that rose 19% to $9.14 billion, surpassing the analyst consensus estimate of $8.53 billion, according to data compiled by LSEG.
Hewlett Packard's third-quarter revenues rise 19% to $9.1 billion, fueled by AI servers, networking and GreenLake, while earnings and outlook beat estimates.
Hewlett Packard Enterprise Company (NYSE:HPE ) Q3 2025 Earnings Call September 3, 2025 5:00 PM EDT Company Participants Paul Glaser - MD, SVP and Head of Pathfinder Antonio Neri - CEO, President & Director Marie Myers - Executive VP & CFO Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Wamsi Mohan - BofA Securities, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division David Vogt - UBS Investment Bank, Research Division Erik Woodring - Morgan Stanley, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division Presentation Operator Good afternoon, and welcome to the Fiscal 2025 Third Quarter Hewlett Packard Enterprise Earnings Conference Call. [Operator Instructions] Please note that today's event is being recorded.
Hewlett Packard Enterprise (HPE) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.5 per share a year ago.
Hewlett Packard Enterprise's AI-driven server momentum, backed by billion-dollar deals and new platforms, signals accelerating growth.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Shares of Hewlett Packard Enterprise Co (NYSE:HPE) are up 3% to trade at $21.66 at last check, after a Morgan Stanley upgraded to "overweight" from "equal weight," with a price-target hike to $28 from $22.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors interested in stocks from the Computer - Integrated Systems sector have probably already heard of Hewlett Packard Enterprise (HPE) and Silicon Motion (SIMO). But which of these two stocks is more attractive to value investors?