Hewlett Packard Enterprise Company 2026 SAM Takeaways

研报英文原文证据摘录

Hewlett Packard Enterprise Company 2026 SAM Takeaways

Equity Research

IT Hardware and Communications Equipment

17 June 2026

Hewlett Packard Enterprise Company

2026 SAM Takeaways

On June 16 we attended HPE's Securities Analyst Meeting in

Las Vegas. HPE focused on the portfolio developments

around Juniper integration and performance and scalability HPE OVERWEIGHT IT Hardware and

requirements of AI. CommunicationsEquipment NEUTRAL

Price Target USD 67.00

The company focused on portfolio developments to support the performance and scalability Price (16-Jun-26) USD 48.38

required with AI workloads, particularly with the Juniper integration. AI is reshaping the Potential Upside/Downside +38.5%

Source: Bloomberg, Barclays Research

enterprise network and the enterprise needs the right foundation, as AI performance depends

on networking. The company believes the Juniper integration is tracking ahead of plan,

expanding HPE’s reach across campus, data center, and routing. The company highlighted how IT Hardware and Communications

Juniper's self-healing capabilities have been integrated into HPE's Aruba portfolio. Demand Equipment

remains very strong, supported by cloud and enterprise adoption, but supply constraints limit Tim Long

revenue growth, and are expected to continue into 2027. HPE is driving full stack integration +1 212 526 4043

tim.long@barclays.comacross networking and compute, while leveraging HPE's silicon and partnerships for supply

BCI, US

challenges. No update to guidance was provided.

Mary Lenox

Meeting Takeaways +1 212 526 6277

mary.lenox@barclays.comNetworking as AI foundation. The company focused on portfolio development to support the

performance and scalability required with AI workloads. AI is reshaping the enterprise network