HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?
Key takeaways
- Juniper Networks acquisition drove networking revenue up 148.2% to $2.69B, with data center networking surging 233.3%, and servers rose 32.7% to $5.45B.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Hewlett Packard Enterprise wasn t one of them.
- Hewlett Packard Enterprise (NYSE:HPE) is the loudest stock on Wall Street this morning.
HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype? Rich Duprey Tue, June 2, 2026 at 10:13 PM GMT+7 3 min read HPE NVDA Quick Read Hewlett Packard Enterprise (HPE) reported Q2 FY26 revenue of $10.68B, 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 FY28 targets). Juniper Networks acquisition drove networking revenue up 148.2% to $2.69B, with data center networking surging 233.3%, and servers rose 32.7% to $5.45B.
HPE pulled forward its multi-year financial roadmap by two years as AI infrastructure and data center modernization investments accelerate, though insider selling at lower prices and a 4.18x leverage ratio signal 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 FREE.