By Jeremy Phillips
Publication Date: 2026-03-07 16:19:00
© courtesy of Hewlett Packard Enterprise
It is a week full of technological results and three companies arrive with very different stories to tell.
HPE: Juniper bet gets its first real test
Hewlett Packard Enterprise (New York Stock Exchange: HPE) reports Monday after the market closes, and the main question is simple: Is the Juniper Networks acquisition really working?
HPE’s most recent quarter showed 150% growth in networking revenue tied directly to the Juniper deal, but net income plummeted to $305 million from $1.37 billion a year earlier, weighed down by integration costs and a $1.621 billion goodwill impairment charge in its Hybrid Cloud segment. For the first quarter of fiscal 2026, HPE has forecast revenue of between $9 billion and $9.4 billion.
The stock is down about 12% year to date, sitting at $21.13 versus an analyst target of $26.01. Prediction markets on Polymarket are pricing in an 87% chance for HPE to beat earnings, which is notable given the mixed fundamental picture.
