{
  "id": 5300567,
  "title": "Goldman Sachs reiterates Buy on HP Enterprise stock after earnings beat",
  "url": "https://urgent.news/2026/09/03/goldman-sachs-reiterates-buy-on-hp-enterprise-stock-after-earnings",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-03T10:02:59.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-on-hp-enterprise-stock-after-earnings-beat-93CH-4887319"
  },
  "original_language": "en",
  "account": "Goldman Sachs has reaffirmed a Buy rating and set a price target of $75.00 for HP Enterprise (NYSE:HPE) after the company delivered impressive third-quarter fiscal 2026 earnings. The company reported earnings per share of $1.11, surpassing both Goldman Sachs' and FactSet consensus estimates. This positive outcome was fueled by higher-than-anticipated Cloud & AI revenue and improved Cloud & AI EBIT margins.\n\nThe fiscal 2027 outlook for HP Enterprise has been raised, with the company projecting revenue growth of 13% to 17%, up from a prior range of 8% to 12%. Additionally, operating margin guidance has been increased to 14% to 15%, from the previous range of 12% to 16%. Non-GAAP earnings per share growth expectations have also been lifted to 16% to 20%, from the previous range of 12% to 16%. Furthermore, free cash flow guidance has been expanded to at least $5 billion, up from at least $4.5 billion.\n\nHP Enterprise has strengthened its partnership with Oracle, aiming to deploy networking platforms across multiple projects through a multi-year contract. The company also disclosed record order growth of 42% year-over-year, with server revenue increasing by 35%. Traditional server orders surged 75%, while AI systems orders reached $2.4 billion. Networking orders grew by 36%, with campus and branch refresh orders up in the low teens, and data center switching and routing expanding in the high double digits.\n\nInvestors seeking a comprehensive analysis of HPE's valuation and growth prospects can refer to the detailed Pro Research Report available exclusively on InvestingPro, along with 13 additional ProTips for the stock.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Investing.com",
        "title": "Wells Fargo cuts HP Enterprise stock price target on revenue concerns",
        "url": "https://urgent.news/2026/09/03/wells-fargo-cuts-hp-enterprise-stock-price-target-on-revenue-concerns",
        "published": "2026-09-03T10:39:09.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}