Why Hewlett Packard Enterprise (HPE) is down 10.1% after Juniper deal challenges and rising memory costs

Why Hewlett Packard Enterprise (HPE) is down 10.1% after Juniper deal challenges and rising memory costs

By Simply Wall St
Publication Date: 2025-11-23 15:10:00

  • Last week, Morgan Stanley downgraded Hewlett Packard Enterprise, citing challenges from the Juniper Networks acquisition and the impact of rising memory costs on future profit margins and earnings forecasts.

  • This development highlights analyst concerns about HPE’s ability to manage integration risks while maintaining margin expansion and profit growth amid industry-wide cost pressures.

  • We’ll look at how margin pressure from higher memory costs and the recent Juniper integration may impact Hewlett Packard Enterprise’s investment narrative.

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