HP Enterprise (HPE) PT Raised to $70 at Truist Securities

Thu, 03 Sep 2026 09:32:04 -0400

(Updated - September 3, 2026 9:32 AM EDT)

Truist Securities analyst Matthew Niknam raised the price target on HP Enterprise (NYSE: HPE) to $70.00 (from $69.00) while maintaining a Buy rating.

The analyst commented: "Cloud/AI leading the way today, Networking provides longer-term value unlock; We are raising our estimates by ~10-15%, post strong F3Q26 results showcased by Cloud/ AI (server-driven) segment upside, stronger margins and boosted guidance for FY26E/ FY27E. Importantly, order growth (+42% this quarter) is meaningfully outpacing (pro forma) revenue growth (mid-teens), building backlog and elevated visibility five quarters out. We remain Buy rated on HPE, given: (1) accelerating Cloud/AI

HP Enterprise (HPE) PT Raised to $70 at Truist Securities

Thu, 03 Sep 2026 09:32:04 -0400

(Updated - September 3, 2026 9:32 AM EDT)

Truist Securities analyst Matthew Niknam raised the price target on HP Enterprise (NYSE: HPE) to $70.00 (from $69.00) while maintaining a Buy rating.

HP Enterprise (HPE) PT Lowered to $59 at UBS

Thu, 03 Sep 2026 08:30:14 -0400

UBS analyst David Vogt lowered the price target on HP Enterprise (NYSE: HPE) to $59.00 (from $65.00) while maintaining a Neutral rating.

Form 10-Q Hewlett Packard Enterpri For: Jul 31

Thu, 03 Sep 2026 08:21:00 -0400

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HP Enterprise (HPE) PT Lowered to $67 at Morgan Stanley

Thu, 03 Sep 2026 08:08:23 -0400

Morgan Stanley analyst Erik Woodring lowered the price target on HP Enterprise (NYSE: HPE) to $67.00 (from $69.00) while maintaining a Overweight rating.

HP Enterprise (HPE) PT Lowered to $57 at Piper Sandler

Thu, 03 Sep 2026 07:59:31 -0400

Piper Sandler analyst James Fish lowered the price target on HP Enterprise (NYSE: HPE) to $57.00 (from $63.00) while maintaining a Neutral rating.

HPE to Webcast Networking Investor Day Event

Thu, 03 Sep 2026 07:45:00 -0400

HOUSTON--(BUSINESS WIRE)-- HPE (NYSE: HPE) will host its Networking Investor Day on September 30, 2026, in Sunnyvale, California. Join the live webcast for an in-depth presentation on the HPE Networking business from Rami Rahim, executive vice president, president, and general manager, Networking, HPE.

Additional Networking executives will also participate in the event and take part in a live panel discussion. The program will highlight HPE Networking’s strategy, portfolio differentiation, and growth opportunities, and include a live Q&A session.

The webcast will begin Wednesday, September 30, at 10:30 a.m. CT (8:30 a.m. PT) and will be available at

HPE to Webcast Networking Investor Day Event

Thu, 03 Sep 2026 07:45:00 -0400

The webcast will begin Wednesday, September 30, at 10:30 a.m. CT (8:30 a.m. PT) and will be available at

HP Enterprise (HPE) PT Lowered to $54 at Wells Fargo

Thu, 03 Sep 2026 05:47:26 -0400

Wells Fargo analyst Aaron Rakers lowered the price target on HP Enterprise (NYSE: HPE) to $54.00 (from $67.00) while maintaining a Equal Weight rating.

The analyst comments "While we remain positive on HPE's strategic / architectural positioning for the convergence of HPC and AI (e.g., large scale- out deployments leveraging proprietary Slingshot interconnect), the pace of revenue conversion & underlying EBIT% remain key questions. Additionally, while we think HPE's Intelligent Edge remains a positive LT growth driver + favorable mix benefit to margin, growth normalization amid customer inventory digestion is taking longer than expected. We rate HPE Equal Weight."

HP Enterprise (HPE) PT Lowered to $54 at Wells Fargo

Thu, 03 Sep 2026 05:47:26 -0400

Wells Fargo analyst Aaron Rakers lowered the price target on HP Enterprise (NYSE: HPE) to $54.00 (from $67.00) while maintaining a Equal Weight rating.

Citi raises HP Enterprise price target to $76 amid strong results

Thu, 03 Sep 2026 05:46:18 -0400

Citi analyst Asiya Merchant raised the price target on HP Enterprise (NYSE: HPE) to $76 from $74, while maintaining a Buy rating on the stock.

According to the analyst, HPE reported strong quarterly results and raised its fiscal year 2026 and 2027 outlook. Revenue increased 34% year-over-year, approximately 21% on a normalized basis, while the normalized order book grew 42%, driven by demand for inferencing and agentic AI workloads.

HPE's fiscal year 2027 revenue growth guidance was raised to 13%-17% from a prior range of 8%-12%. Management attributed the $4 billion raise to higher supply availability, with accelerating pipeline and quote activity

Citi raises HP Enterprise price target to $76 amid strong results

Thu, 03 Sep 2026 05:46:18 -0400

Citi analyst Asiya Merchant raised the price target on HP Enterprise (NYSE: HPE) to $76 from $74, while maintaining a Buy rating on the stock.

HP Enterprise (HPE) PT Raised to $86 at Raymond James

Thu, 03 Sep 2026 05:16:28 -0400

Raymond James analyst Simon Leopold raised the price target on HP Enterprise (NYSE: HPE) to $86.00 (from $74.00) while maintaining a Outperform rating.

The analyst comments "We maintain our Outperform rating on HP Enterprise (HPE) following a solid F3Q26 beat, and higher revisions to the FY26 and FY27 outlooks. Similar to Dell’s report, the better guidance reflects continued momentum from AI servers, with traditional servers and storage now also contributing to the better top-line growth. Despite this, ASP was still the primary factor driving F3Q26 growth, with unit sales likely ~flattish; management anticipates unit growth improves over the next several quarters,

HP Enterprise (HPE) PT Raised to $86 at Raymond James

Thu, 03 Sep 2026 05:16:28 -0400

Raymond James analyst Simon Leopold raised the price target on HP Enterprise (NYSE: HPE) to $86.00 (from $74.00) while maintaining a Outperform rating.

Goldman Sachs Reiterates Buy Rating on HP Enterprise (HPE)

Thu, 03 Sep 2026 05:16:00 -0400

Goldman Sachs analyst Katherine Murphy reiterated a Buy rating and $75.00 price target on HP Enterprise (NYSE: HPE).

The analyst comments "HPE F3Q26 earnings of $1.11 beat GS/FactSet consensus and guidance driven by a Cloud & AI revenue beat & better than expected Cloud & AI EBIT margins. We expect the stock to trade modestly lower following a solid quarter and an uptick to FY27 revenue/EPS guidance, relative to elevated investor expectations. While HPE delivered record order growth (+42% year-over-year) in the quarter on broad-based demand, we believe investor expectations had been significantly elevated given bullish demand trends & pricing benefits

HP Enterprise (HPE) PT Raised to $79 at Barclays

Thu, 03 Sep 2026 04:13:54 -0400

Barclays analyst Tim Long raised the price target on HP Enterprise (NYSE: HPE) to $79.00 (from $67.00) while maintaining a Overweight rating.

HP Enterprise (HPE) PT Raised to $68 at Deutsche Bank

Thu, 03 Sep 2026 02:41:12 -0400

Deutsche Bank analyst Gianmarco Conti raised the price target on HP Enterprise (NYSE: HPE) to $68.00 (from $62.00) while maintaining a Buy rating.

The analyst comments: “HPE exhibited record demand and record orders (AI orders of $3.1b) and despite pipeline being multiples of its backlog ($7.6b), the company is somewhat constrained to supply availability. It is very clear that memory is the gating factor. That said, they increased their guide for FY26 to 34-37% revenue growth, and for non-GAAP diluted net EPS of $3.75-3.85, with FCF >$3.75b. Within this, Networking is expected to grow between 73-74% and Cloud and AI between

HP Enterprise (HPE) PT Raised to $68 at Deutsche Bank

Thu, 03 Sep 2026 02:41:12 -0400

Deutsche Bank analyst Gianmarco Conti raised the price target on HP Enterprise (NYSE: HPE) to $68.00 (from $62.00) while maintaining a Buy rating.

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