Hewlett Packard Enterprise Company (NYSE:HPE) has been removed from Evercore ISI’s “Tactical Outperform” list after the company’s quarterly results. Despite some concerns, the long-term outlook remains positive with Outperform rating and $28 price target. Q4 earnings showed record revenue of $9.7 billion, up 14% YoY, and non-GAAP operating profit up 26%.

Strong margins led to $1.9 billion in free cash flow for the quarter, exceeding expectations. Fiscal 2025 was described as solid, with a sharp increase in orders late in the quarter indicating healthy demand. HPE raised its fiscal 2026 EPS guidance and free cash flow outlook, and plans to sell its remaining stake in H3C for $1.4 billion.

Hewlett Packard Enterprise Company (NYSE:HPE) completed the acquisition of Juniper Networks to strengthen its networking position and create a new industry leader. Positive feedback has been received from employees, customers, and partners. The company focuses on edge-to-cloud solutions, offering a range of IT products and services to help businesses operate and grow.

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Read more at Yahoo Finance: Evercore ISI Removes HPE From Tactical Outperform List, Keeps Long-Term Bull Case