{"id":2886,"date":"2026-06-02T16:42:31","date_gmt":"2026-06-02T16:42:31","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/06\/02\/is-there-any-further-upside-left-in-hpe-stock-loop-capital-explains\/"},"modified":"2026-06-02T16:42:31","modified_gmt":"2026-06-02T16:42:31","slug":"is-there-any-further-upside-left-in-hpe-stock-loop-capital-explains","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/06\/02\/is-there-any-further-upside-left-in-hpe-stock-loop-capital-explains\/","title":{"rendered":"Is there any further upside left in HPE stock? Loop Capital explains"},"content":{"rendered":"
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Hewlett Packard Enterprise (HPE) shares are up more than 25% this morning after reporting a record Q2<\/a> and offering impressive guidance for the full year.<\/p>\n

Versus its year-to-date low in late February, HPE shares have nearly tripled already \u2013 but a senior Loop Capital analyst believes they still have significant room to the upside.<\/p>\n

Ananda Baruah upgraded the artificial intelligence (AI) servers specialist to \u201cbuy\u201d on Tuesday and raised the price target to $75, indicating potential upside of another 30% from current levels.<\/p>\n

Why Loop Capital sees further upside in HPE stock<\/h2>\n

In his research note, Baruah said Hewlett Packard\u2019s second-quarter financials signal a fundamental shift in enterprise demand \u2013 not merely a one-time earnings surprise.<\/p>\n

\u201cApr Q was a historic blowout quarter as Agentic and Inferencing adoption is triggering not only amplified revenue growth but [operating margin] expansion as well,\u201d he told clients.<\/p>\n

According to Loop Capital, commercial inference investment is still in its early stages, suggesting HPE\u2019s server business could sustain elevated growth for several years.<\/p>\n

Even from a technical perspective, HPE stock currently sits firmly above its key moving averages (MAs), with an RSI in the early 90s indicating exceptional buying pressure.<\/p>\n

A 0.97% dividend yield makes Hewlett Packard even more attractive as a long-term holding.<\/p>\n

Hewlett Packard shares are more attractively priced than Dell<\/h2>\n

In fiscal 2026 as a whole, HPE now sees its revenue coming in up at least 29% on the back of 72% increase in networking revenue.<\/p>\n

\u201cIf the current … networking explosion transforms into a durable multi-year architecture overhaul rather than a cyclical surge, out-year estimates will see continued upward revisions,\u201d Baruah wrote.<\/p>\n

Investors should also note that Hewlett Packard shares are currently going for nearly 22x forward earnings \u2013 a valuation multiple that makes them significantly cheaper to own than peer Dell at 35x.<\/p>\n

Moreover, HPE has historically ended both June and July in green \u2013 a seasonal trend that reinforces its investment appeal for the near-term.<\/p>\n

Juniper deal positions HPE shares for continued gains<\/h2>\n

Beyond immediate server demand, HPE\u2019s medium-term growth engine is set to accelerate via its successful integration of Juniper Networks<\/a>.<\/p>\n

This highly anticipated consolidation reshapes Hewlett Packard Enterprise\u2019s architecture, blending high-margin enterprise AI infrastructure with deep cloud-native networking capabilities.<\/p>\n

By injecting Juniper\u2019s advanced Mist AI across its product portfolio, HPE meaningfully expands its total addressable market within hybrid cloud environments and edge computing.<\/p>\n

The synergy not only optimizes cross-selling opportunities into a huge, sticky enterprise customer base but also introduces a highly lucrative, recurring software-as-a-service (SaaS) revenue stream.<\/p>\n

As these integration efficiencies materialize over the coming quarters, they will provide powerful, long-term margin defense and consistent structural tailwinds, driving HPE stock up further.<\/p>\n

Note that Wall Street more broadly has a consensus \u201cmoderate buy\u201d rating on Hewlett Packard Enterprise at writing.<\/p>\n

The post Is there any further upside left in HPE stock? Loop Capital explains<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Hewlett Packard Enterprise (HPE) shares are up more than 25% this morning after reporting a record Q2 and offering impressive guidance for the full year.Versus its year-to-date low in late February, HPE shares have nearly tripled already \u2013 but a senior Loop Capital analyst believes they still have significant room to the upside.Ananda Baruah upgraded…<\/p>\n","protected":false},"author":1,"featured_media":2887,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2886","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2886","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2886"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2886\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2887"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}