Hewlett Packard Enterprise Co (NYSE:HPE, XETRA:2HP) is preparing to shed between 4,000 and 6,000 jobs worldwide by fiscal 2028 as part of a plan to simplify the business and fold more artificial intelligence into how it designs products, manages operations and supports customers. Chief executive Enrique Lores told reporters that teams working on product development, internal processes and customer support will feel the impact.
Hewlett Packard Enterprise and Cisco Systems battle for networking dominance as AI demand surges, with fundamentals and valuation revealing which stock has clearer upside.
Hewlett Packard Enterprise's hybrid cloud momentum accelerates as private cloud, AI Factory growth and rising GreenLake adoption drive strong third-quarter gains.
Hewlett Packard Enterprise HPE shares have gained 27.7% in the past six months, underperforming the Zacks Computer - Integrated Systems industry's return, raising the question: Should investors accumulate HPE stock or book profits and exit the investment?
Hewlett Packard Enterprise's surging ARR, fueled by private cloud AI and GreenLake growth, underscores a strengthening hybrid cloud strategy.
Hewlett-Packard Enterprise (NYSE: HPE), a prominent provider of data solutions, servers, and networking hardware, has witnessed its stock grow by over 50% in the past six months, in contrast to the S&P 500's 27% increase. The momentum is being fueled by a mix of strategic restructuring, initiatives favoring shareholders, and growth in AI and cloud infrastructure.
HPE CEO Antonio Neri joins 'Squawk Box' to discuss the lower guidance for fiscal year 2026, the company's strategic priorities, growth outlook, impact of AI, company valuation, state of the AI boom, and more.
The server maker, focused on new AI opportunities, forecast weaker-than-expected revenue growth for the coming year. It also boosted its dividend by10%.
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.
The technology company expects revenue to grow between 5% to 10% for fiscal 2026 as it targets higher-growth businesses to improve profit.
Hewlett Packard Enterprise's record Server revenues, powered by AI demand and the global server refresh cycle, point to continued growth momentum into 2026.
Hewlett Packard's cloud and networking growth, plus its discounted valuation, makes it a stock to watch despite near-term IT spending headwinds.