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Bullish Case: Strong Q1 exceeded profitability expectations, increased ARR, HPE's strategic focus on AI, edge, and cloud markets positioning it for growth in high-demand sectors.


Bearish Case: Revenue down 14% Y/Y, Q1 server revenue decreased, softening network demand, supply challenges, and cautious customer spend, hinting at potential downward trends.


Potential Outcomes: 40% HPE leverages AI for growth after robust Q1 but mired by supply concerns. 30% market softness leads to stagnation or dip in share price. 30% neutral performance.


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April 16, 2024


Hewlett Packard Enterprise Forecast

HPE        Hewlett Packard Enterprise
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)











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