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    Is HPE’s Expanded GTT SASE Partnership Reshaping the Investment Case for Hewlett Packard Enterprise (HPE)?

    Simply Wall St·07/23/2026 08:32:16
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    • Earlier this week, GTT Communications announced it had expanded its global partnership with Hewlett Packard Enterprise to deliver new managed SASE and LAN/WLAN services using the GTT Envision platform and HPE Aruba Central, with Secure Connect using HPE’s security service edge already available and broader LAN/WLAN offerings scheduled for later this year.
    • At the same time, HPE has been highlighted for its growing recurring revenue profile and potential revenue acceleration, suggesting that investors are increasingly focused on how its expanding edge-to-cloud and networking services could reshape the quality and mix of its future cash flows.
    • We’ll now examine how the expanded SASE and managed LAN/WLAN partnership with GTT could influence Hewlett Packard Enterprise’s long-term investment narrative.

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    Hewlett Packard Enterprise Investment Narrative Recap

    To own HPE, you need to believe its shift toward hybrid cloud, AI infrastructure, and networking can steadily improve margins and cash flow quality. The new GTT partnership reinforces HPE’s edge to cloud and security positioning, but it does not materially change the near term focus on executing the Juniper integration and managing high debt as the key catalyst and risk right now.

    Among recent developments, HPE’s June 2026 guidance raise, calling for full year revenue growth of 29% to 33% and GAAP EPS of US$2.42 to US$2.52, feels most relevant. It underscores how management is leaning into higher value, recurring services such as GreenLake, networking, and security, which are the same areas supported by the expanded SASE and managed LAN/WLAN collaboration with GTT.

    Yet in contrast, investors should be aware that Juniper related regulatory and integration risks could still...

    Read the full narrative on Hewlett Packard Enterprise (it's free!)

    Hewlett Packard Enterprise's narrative projects $55.3 billion revenue and $4.6 billion earnings by 2029. This requires 12.5% yearly revenue growth and about a $3.2 billion earnings increase from $1.4 billion today.

    Uncover how Hewlett Packard Enterprise's forecasts yield a $64.13 fair value, a 33% upside to its current price.

    Exploring Other Perspectives

    HPE 1-Year Stock Price Chart
    HPE 1-Year Stock Price Chart

    Some of the lowest estimate analysts paint a tougher picture than this, assuming revenue only reaches about US$48.6 billion and earnings US$3.9 billion by 2029, so if you are weighing the GTT news against risks like the DOJ lawsuit on Juniper you may want to compare how these more pessimistic views could shift as the story evolves.

    Explore 5 other fair value estimates on Hewlett Packard Enterprise - why the stock might be worth as much as 72% more than the current price!

    Decide For Yourself

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

    No Opportunity In Hewlett Packard Enterprise?

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.