01:35 PM EDT, 09/04/2025 (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 $3 to $28, 11.2x our CY 2026 EPS view, reflecting HPE's strong AI positioning and completed Juniper acquisition. We keep our FY 25 EPS view at $1.87 and lift FY 26's to $2.37 from $2.19. We maintain our Buy rating as HPE demonstrates exceptional execution in AI infrastructure with $11.5 billion cumulative orders and record $3.7 billion backlog providing strong revenue visibility. The successful Juniper integration transforms HPE into a networking leader with the combined segment contributing nearly 50% of operating profit and $600 million in expected synergies over three years. We expect meaningful earnings inflection as AI systems scale, traditional server margins recover toward 10%-12% targets, and cost reduction initiatives drive operational leverage. Annual recurring revenue growth of 75% to $3.1 billion validates the successful as-a-service transformation while strengthening HPE's competitive positioning against hyperscale trends.