HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?

Quick reading

• Hewlett Packard Enterprise (HPE) reported Q2 FY26 revenue of $10.68 billion, up 40% year-over-year, with non-GAAP EPS of $0.79, crushing guidance of $0.51-$0.55, while raising FY26 non-GAAP EPS guidance to $3.35-$3.45 (ahead of original fiscal year 28 targets). The acquisition of Juniper Networks boosted networking revenue up 148.2% to $2.69 billion, data center networking increased 233.3% and servers increased 32.7% to $5.45 billion.

• HPE brought forward its multi-year financial roadmap by two years as investments in artificial intelligence infrastructure and data center modernization accelerate, although insider sales at lower prices and a 4.18 times leverage ratio indicate caution on sustainability.

• The analyst who called NVIDIA in 2010 just named his top 10 stocks and Hewlett Packard Enterprise wasn’t one of them. Get them here for FREE.

Hewlett Packard Company (New York Stock Exchange: HPE) is the loudest stock on Wall Street this morning. Shares rose 25% in early trading to $58.75 after the company posted a quarterly withdrawal of its…