Hewlett Packard Enterprise Falls 5% as Supply Constraints Overshadow Raised Guidance, Super Micro Slips, Dell Holds Steady
HPE raised its fiscal-year outlook after revenue rose 34% to $12.2 billion, but component shortages limited shipments and sent shares lower.
- On Thursday, Hewlett Packard Enterprise shares fell 5% despite the company delivering a strong fiscal third quarter and beating analyst estimates.
- Persistent shortages of memory, CPUs, and drives are limiting HPE's ability to fulfill massive AI infrastructure demand, despite quarterly revenue climbing 34% to $12.2 billion.
- Networking revenue jumped 75% to $2.9 billion, while Cloud and AI revenue rose 25% to $9 billion, demonstrating strong demand across enterprise segments.
- The company expanded its partnership with Oracle Corp., which plans to deploy HPE Juniper Networking equipment across its AI data centers.
- Management raised fiscal 2026 revenue-growth guidance to 34% to 37% and set fiscal 2027 targets of $5 billion in free cash flow and 16% to 20% EPS growth.
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BizTocHewlett Packard Enterprise Falls 5% as Supply Constraints Overshadow Raised Guidance, Super Micro Slips, Dell Holds Steady
HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.
HPE has released a solid third fiscal quarter 2026, with revenues, orders and profitability at record levels. The group is rising its forecast for 2026 and 2027, led by the servers and integration of Juniper Networks. Yet, a performance that did not convince investors, concerned about the tensions [...] The post HPE signs a record quarter but worried about its ability to meet the demand IA appeared first on ChannelNews.
(Teleborsa) - The Hewlett Packard Enterprise shares yield about 4% in the Wall Street pre-market in wake in particular to a disappointing increase in sales and despite an upward revision of forecasts...
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