HPE raises FY27 Networking growth outlook to high teens-low 20s%; Juniper synergy target lifted to $800M

Hewlett Packard Enterprise Co

At its 2026 Networking Investor Day, HPE raised FY27 Networking segment revenue growth outlook to high teens to low-20s percent; segment operating margin seen in the mid-to-high 20s percent range.
Juniper Networks cost synergy target raised to $800M in annual run-rate savings by end of fiscal 2028, up from the previously announced target of at least $600M.
Data Center Networking revenue expected to grow at a low-to-high 50s percent CAGR through fiscal 2029; Routing low-to-high 20s percent; Campus & Branch and Security each high single-digit percent.
HPE secured a $1.2B order from Vultr, its first for the AMD Helios AI Rack by HPE, which uses purpose-built HPE Networking hardware and software.
Long-term framework: Networking revenue to grow at a high-teens percent CAGR from FY26 through FY29, maintaining a mid-to-high 20s percent operating margin target from FY27 to FY29.

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