Stock Pulse
HPE reported Q4 revenue exceeding expectations at $7.85 billion, a 16.3% YoY increase, but missed EPS estimates, leading to a 21.7% stock decline to $14.05 [2]. While the company benefits from growth in hybrid IT, cloud computing, and AI, it faces challenges like supply chain disruptions and competition [2]. A partnership with Applied Digital to provide supercomputing services strengthens HPE's position in the AI and cloud market [1]. Morgan Stanley downgraded HPE to Equal Weight and lowered the price target to $14 due to the delayed Juniper Networks acquisition, impacting projected financial gains [4], [7]. HPE appointed Stacy Dillow as the new Chief People Officer, effective May 1, 2025 [3]. The company expanded deployment options for its Aruba Networking Central platform, offering increased flexibility and security [6].