Hewlett Packard Enterprise set for robust growth in 2025

Hewlett Packard Enterprise Co. (NYSE: HPE) is poised for another strong quarter in Q4 2025, supported by the integration of Juniper Networks and strengthening demand for AI-driven and hybrid-cloud infrastructure. The company is set to report earnings on Wednesday, December 3.

According to Visible Alpha consensus estimates, the company’s net revenue is forecast to climb 17% year-on-year to $9.9 billion in Q4. Hewlett Packard’s acquisition of Juniper Networks, completed in July, is a key driver of this growth as the company repositions itself for the AI and hybrid-cloud era. Analysts expect Juniper to contribute $1.5 billion in sales in the quarter, up from $480 million last quarter.

Beyond the boost from Juniper, the company’s legacy businesses show a mixed near-term setup. The server segment, which makes up 51% of revenue, is forecast to see revenue decline 2% year-on-year to $4.6 billion. Similarly, the hybrid-cloud segment is forecasted to see declines of 7% to $1.5 billion for the quarter.

On the other hand, the Intelligent Edge division is positioned for strong gains, with revenue expected to increase 61% to $1.8 billion, reflecting improving enterprise spending on cloud-managed networking.

For the full year 2025, analysts expect HPE’s revenue to rise 14% to $34.5 billion. This compares with a modest 3% rise in 2024.

Analysts expect Juniper to contribute $2 billion in sales in 2025, almost tripling to $6 billion in 2026.

The server segment is projected to rise 10% to $17.9 billion for the full year, the hybrid-cloud business is forecast to grow 8% to $5.8 billion in 2025, a turnaround from a 2% contraction last year, buoyed by demand for its GreenLake platform, Alletra MP storage systems, and private-cloud AI deployments.

Finally, the intelligent edge unit is expected to rebound with 21% growth to $5.5 billion, after a steep 16% decline last year. By contrast, financial services revenue is forecast to remain flat at $3.5 billion.

 This article was published by Visible Alpha, part of S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.