HPE's pending Juniper Networks acquisition repositions the company as a credible enterprise networking and AI infrastructure platform, competing more directly with Cisco and Arista. GreenLake hybrid cloud subscriptions create recurring revenue that the market has under-weighted. AI server demand (Cray-derived supercomputing) provides additional upside. Regulatory approval timeline remains the key gating item.
Thesis reviewed May 29, 2026
Hewlett Packard Enterprise is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States74REDUCEView United States risk detail βπ»Technology23WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NTES | NetEase Inc | 28 | +10% | β8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 28 | +17% | β8% | EARLY |
| SAP | SAP SE | 28 | +8% | β8% | EARLY |
| PSO | Pearson PLC | 28 | +10% | β8% | NEUTRAL |
| ACN | Accenture plc | 28 | +7% | β8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 28 | +11% | β8% | EARLY |
| WIT | Wipro Ltd | 28 | +6% | β8% | NEUTRAL |
Investors who hold HPE may also have indirect exposure through these country funds.
HPE-Juniper deal clears EU antitrust with conditions
GreenLake ARR crosses $2B run-rate milestone
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Julia LetlowLA | R | Buy | $1kβ$15k | Jan 24, 25 | +94.3% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Mar 13, 25 | +94.3% |