Hewlett Packard Enterprise: The Most Upside Potential For IT Infrastructure In 2025

Michael Del Monte
4.11K Followers
(10min)

Summary

  • Hewlett Packard Enterprise Company is set for multiple growth streams into eFY25, driven by strong server sales, AI demand, and potential Intelligent Edge recovery.
  • HPE's innovative tech, like liquid cooling for data centers and AI systems, has the ability to generate substantial growth in the coming quarters, driven by enterprise & sovereign sales.
  • HPE is nearing its target date for acquiring Juniper Networks. The deal has approval from major regions and is awaiting approval from the US DOJ.

Hewlett Packard

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Hewlett Packard Enterprise Company (NYSE:HPE) is set up with multiple growth streams going into eFY25, primarily driven by continued strength in Server sales. With AI servers remaining in high demand paired with the next refresh cycle for general

This article was written by

4.11K Followers
Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Michael takes a macro-value-oriented approach to investment analysis and prides himself in being able to make investment recommendations based on cross-industry analysis.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of HPE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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