01:05 PM EDT, 07/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month target by $4 to $25, 11.2x our FY26 EPS view, reflecting HPE's strong AI positioning and completed Juniper acquisition. We keep FY25 EPS at $1.87 and FY26's at $2.19. The successful closure of the $14 billion Juniper deal transforms HPE into a networking leader with over 50% of operating income from high-margin networking, unlocking $450M in annual synergies while creating a compelling alternative to Cisco. We believe HPE's AI server franchise remains well-positioned despite near-term volatility, with management targeting 10% server margins by Q4 through improved execution. The 46% ARR surge to $2.2B validates the GreenLake transformation strategy, while strong AI order momentum and accelerating enterprise adoption support our positive thesis. Combined with ongoing cost reduction efforts and the networking portfolio expansion, we expect HPE to deliver sustainable margin expansion and share gains in the growing AI infrastructure market, justifying our target increase despite macro headwinds.