By Mateusz Kaczmarek
Publication Date: 2025-11-17 17:03:00
Hewlett Packard Enterprise (NYSE: HPE) is in the spotlight today as Wall Street reacts to a new analyst downgrade, a major divestment in China, and continued bets on artificial intelligence, hybrid cloud and supercomputing.
- Morgan Stanley lowered HPE to “Equal Weight” from “Overweight” and lowered its price target to $25 from $28.citing a “memory supercycle” and integration risks linked to the Juniper Networks acquisition. [1]
- HPE shares traded lowerdown over 2.4% pre-market to $22.29 and approximately 6.5% in regular tradingalong with other server manufacturers. [2]
- HPE filed an 8-K announcing an agreement to sell a 10% stake in Chinese joint venture H3C Technologies for about $714 million.which implies approximately Capital valuation of $7.1 billion for H3C and leaving HPE with a 9% stake. [3]
- The company intends to abandon H3C completely over time.reducing its operational and political exposure to China while sharpening its focus on artificial intelligence, hybrid cloud and high-performance computing (HPC). [4]
- Despite the liquidation,…
