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Thursday, September 3, 2026 · UTC
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HPE raises annual forecasts as AI, networking demand lifts quarterly revenue

HPE raised fiscal 2026 and 2027 forecasts after Q3 revenue jumped 33.6% to $12.21 billion on AI infrastructure demand.

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As of 2026-09-03 00:21 UTC. Market figures are as the cited sources reported them at that time and may have moved since. This is news, not investment advice.
HPE also raised its fiscal 2026 adjusted earnings per share forecast to $3.75 to $3.85 from $3.35 to $3.45 on 2026-09-02. [1] HPE reported fiscal third-quarter revenue of $12.21 billion for the quarter ended July 31, 2026, up 33.6% year-over-year, beating the consensus estimate of $11.91 billion. [2] On 2026-09-02, Hewlett Packard Enterprise (HPE) raised its fiscal 2026 revenue growth forecast to 34% to 37% from 29% to 33% previously. [3] HPE CEO Antonio Neri told CRN that accelerated agentic AI and AI inferencing in the enterprise market are opening up the booming AI market opportunity in traditional servers, storage, and networking for partners. [4] Antonio Neri stated that running AI infrastructure as an enterprise customer on-premise reduces the cost per token upwards of 60 percent. [5] HPE AI system orders of $2.4 billion increased more than 30 percent sequentially with the HPE AI systems backlog up 14 percent sequentially to a new record high. [6] HPE reported cloud and AI revenue up 25 percent to $9 billion in its third fiscal quarter ended July 31. [7]
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  1. HPE also raised its fiscal 2026 adjusted earnings per share forecast to $3.75 to $3.85 from $3.35 to $3.45 on 2026-09-02. · Investing.com
  2. HPE reported fiscal third-quarter revenue of $12.21 billion for the quarter ended July 31, 2026, up 33.6% year-over-year, beating the consensus estimate of $11.91 billion. · Investing.com
  3. On 2026-09-02, Hewlett Packard Enterprise (HPE) raised its fiscal 2026 revenue growth forecast to 34% to 37% from 29% to 33% previously. · Investing.com
  4. HPE CEO Antonio Neri told CRN that accelerated agentic AI and AI inferencing in the enterprise market are opening up the booming AI market opportunity in traditional servers, storage, and networking for partners. · crn.com
  5. Antonio Neri stated that running AI infrastructure as an enterprise customer on-premise reduces the cost per token upwards of 60 percent. · crn.com
  6. HPE AI system orders of $2.4 billion increased more than 30 percent sequentially with the HPE AI systems backlog up 14 percent sequentially to a new record high. · crn.com
  7. HPE reported cloud and AI revenue up 25 percent to $9 billion in its third fiscal quarter ended July 31. · crn.com
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