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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Aaron Rakers | Wells Fargo | 6 | 50% |
| Amit Daryanani | Evercore ISI | 6 | 17% |
| Samik Chatterjee | JPMorgan | 6 | 50% |
| Tim Long | Barclays | 5 | 20% |
| Wamsi Mohan | Bank of America | 4 | 50% |
| Simon Leopold | Raymond James | 4 | 0% |
| Meta Marshall | Morgan Stanley | 3 | 0% |
| Erik Woodring | Morgan Stanley | 3 | 33% |
| Asiya Merchant | Citigroup | 3 | 0% |
| Dave Vaught | UBS | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 6 | 50% |
| Evercore ISI | 1 | 6 | 17% |
| JPMorgan | 1 | 6 | 50% |
| Morgan Stanley | 2 |
| 6 |
| 17% |
| Raymond James | 2 | 5 | 0% |
| Bank of America | 2 | 5 | 40% |
| Barclays | 1 | 5 | 20% |
| UBS | 2 | 4 | 0% |
HPE delivered Q1 record non-GAAP EPS of $0.65 on revenue of $9.3 billion, up 18% year-over-year, as Networking achieved 23.7% operating margins with Juniper Phase 1 integration complete. Cloud & AI revenue declined 3% sequentially but maintained strong 10.2% margins, while AI backlog reached a record $5 billion. Management raised full-year EPS by $0.05 to $2.30-$2.50 and FCF to at least $2 billion, though DRAM and NAND supply tightness continued to intensify as an unprecedented cost inflation headwind.
Cloud & AI | Demand | Margin | Revenue Growth | M&A | Competitive Dynamics | Cost Pressure | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 8 | 4 | 2 | 1 | 1 | ||
| 2025Q1 | 6 | 4 | 7 | 2 | 1 | 2 | 1 | 2 |
| 2025Q2 | 6 | 5 | 5 | 3 | 1 | 2 | 1 | |
| 2025Q3 | 4 | 1 | 3 | 1 | 5 | 4 | ||
| 2025Q4 | 3 | 3 | 1 | 3 | 3 | 2 | 2 | |
| 2026Q1 | 3 | 4 | 3 | 2 | 3 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 6 | 6 | 6 | 4 | 3 | 3 |
| Demand | 8 | 4 | 5 | 1 | 3 | 4 |
| Margin | 4 | 7 | 5 | 3 | 1 | 3 |
| Revenue Growth | 2 | 2 | 3 | 1 | 3 | 2 |
| M&A | 1 | 1 | 5 | 3 | 3 | |
| Competitive Dynamics | 1 | 2 | 2 | 4 | 2 | |
| Cost Pressure | 1 | 1 | 1 | 2 | 2 | |
| Pricing | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HPE Hewlett Packard Enterprise | 8 | +19.1% | |
| CIEN Ciena Corporation | 10 | +33.1% | |
| CSCO Cisco Systems, Inc. | 9 | +12.0% | |
| LITE Lumentum Holdings Inc. | 9 | +90.1% | |
| MSI Motorola Solutions | 7 | +7.4% | |
| SATS EchoStar Corporation | 4 | -4.3% | |
| ZBRA Zebra Technologies | 8 | +14.3% |