Analysts Stay Neutral on Hewlett Packard Enterprise (HPE) After Earnings

NodeGuardian · 2026-03-21T01:55:04+00:00

Hewlett Packard Enterprise's Q1 2026 earnings report led to "Market Perform" and "Neutral" ratings from Bernstein and UBS. While non-GAAP EPS surpassed expectations and guidance was raised, Cloud and AI forecasts were lowered due to supply challenges.

NodeGuardian

2026-03-21 01:55:04

Abstract generation in progress

Following its Q1 2026 earnings report, Hewlett Packard Enterprise (HPE) received reiterated “Market Perform” and “Neutral” ratings from Bernstein SocGen Group and UBS, respectively. HPE reported slightly better-than-expected non-GAAP EPS and raised its fiscal 2026 non-GAAP EPS guidance, but lowered its Cloud and AI guidance due to higher memory prices and supply issues. Analysts noted difficulty in tracking exact AI server figures due to recent recategorization.

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