HPE Long-Term Server Demand Durability Seen as Unclear -- Market Talk

Dow Jones00:48

1248 ET - HPE management doesn't seem to know exactly how durable server demand will be over the long-term, Morgan Stanley analysts write in a note, pointing out that the company didn't update its fiscal 2028 outlook despite a strong showing in the second quarter. "Our takeaway is that HPE has sufficient visibility to underwrite very solid FY27 Cloud and AI growth, but determining the duration of this demand when so many factors are converging at the same time is challenging," the analysts write. "The debate going forward is whether what we are seeing represents a true multi-year secular expansion or an unusually strong phase of the enterprise spending cycle." They lift their price target to $71 from $33. Shares are up 16%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

June 02, 2026 12:48 ET (16:48 GMT)

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Shares are up 16%. 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Shares are up 16%. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 02, 2026 12:48 ET (16:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0321505439.SGD","symbol_name":"Schroder ISF Global Dividend Maximiser A Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2640422942","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640422942","pubTimestamp":1780418880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1248 ET - HPE management doesn't seem to know exactly how durable server demand will be over the long-term, Morgan Stanley analysts write in a note, pointing out that the company didn't update its fiscal 2028 outlook despite a strong showing in the second quarter. \"Our takeaway is that HPE has sufficient visibility to underwrite very solid FY27 Cloud and AI growth, but determining the duration of this demand when so many factors are converging at the same time is challenging,\" the analysts write. \"The debate going forward is whether what we are seeing represents a true multi-year secular expansion or an unusually strong phase of the enterprise spending cycle.\" They lift their price target to $71 from $33. Shares are up 16%. 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Shares are up 16%. 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