HPE tagged as a ‘show me story’ by 2026 as strategy evolves

HPE tagged as a ‘show me story’ by 2026 as strategy evolves

By finviz.com
Publication Date: 2026-01-17 12:42:00

Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the Popular AI Stocks to Keep on Your Radar. On January 13, Goldman Sachs analyst Katherine Murphy assumed coverage of the stock to buy at Neutral with a price target of $31.

The rating coverage follows HPE’s acquisition of Juniper in July 2025, which the firm believes has “significantly shifted its business mix toward the higher-margin, faster-growing networking segment.”

Due to concerns about HPE’s legacy IT hardware business, limited involvement in AI infrastructure, and integration risks related to the Juniper acquisition, the firm further noted how HPE’s current multiple remains discounted compared to its peers.

Overall, while HPE will be a “show me in 2026 story,” the merger with Juniper reinforces the company’s position as the number two player in the enterprise/campus networking market; expanding its reach in data center networks.

Hewlett Packard Enterprise Company (NYSE:HPE), an American company…