ePlus Recognized as HPE North America Networking Partner of the Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 22 2026
0mins
Source: PRnewswire
- Award Recognition: ePlus has been honored with the HPE 2026 North America Networking Solutions Provider of the Year award, highlighting its exceptional performance in delivering customer value and significant business outcomes, thereby reinforcing its leadership position in the industry.
- Long-term Partnership: With over 20 years of collaboration with HPE, ePlus effectively leverages HPE's extensive solutions portfolio to assist clients in modernizing their operations in areas such as AI, hybrid cloud, and networking.
- Technological Innovation: By partnering with HPE Juniper Networking, ePlus delivers modern cloud-based network architectures powered by Mist AI, designed to optimize user experiences, automate operations, and reduce IT complexity, thus enhancing customer satisfaction and competitive edge.
- Service Support: As a Triple Platinum Plus and Global Elite Plus partner, ePlus offers comprehensive advisory, professional, and managed services, ensuring successful implementation of networking solutions for clients and further amplifying its market impact.
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Analyst Views on HPE
Wall Street analysts forecast HPE stock price to fall
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 45.110
Low
21.00
Averages
27.13
High
31.00
Current: 45.110
Low
21.00
Averages
27.13
High
31.00
About HPE
Hewlett Packard Enterprise Company is a global technology company focused on developing intelligent solutions that allow customers to capture, analyze and act upon data from edge-to-cloud. The Cloud & AI segment includes server and storage offerings. The Cloud & AI server portfolio includes general-purpose servers for multi-workload computing and workload-optimized servers for applications, and integrated systems designed to address high-performance computing and supercomputing (including exascale applications), AI, data analytics, and transaction processing workloads for government and commercial customers. The Networking segment develops and sells high-performance network and security products and services. The Corporate Investments and Other segments include the advisory and professional services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services as well as complex solution engagement capabilities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
2026 Stock Market Review and Outlook
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- Internal Structural Anomalies: Despite the overall positive market performance, the S&P 500 experienced five consecutive days of decline last week, while more components were up than down, a phenomenon not seen since 2000, suggesting potential underlying risks in the market.
- AI Theme Dependency: The market's increasing reliance on AI capital expenditures has led to many investment factors, such as volatility and asset growth, being dominated by AI, indicating a sustained investor focus on AI-related stocks while raising concerns about market balance.
- Future Outlook and Risks: Although the market is making progress in identifying opportunities and risks, observers note that excessive optimism and high valuations in leveraged semiconductor stocks could lead to market corrections, especially against the backdrop of rising margin debt, necessitating cautious observation of future market trends.
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- Power Gap Warning: HPE CEO Antonio Neri highlighted at the 2026 Discover Summit that the U.S. is projected to face a 19 GW power gap by 2028, enough to power approximately 16 million homes, emphasizing the urgency of electricity supply, particularly as data centers could account for nearly half of U.S. electricity demand.
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- Attraction of Steady Stocks: In the current market environment, steady dividend-growth stocks are seen as more appealing than high-beta growth stocks, as their consistent dividend records indicate financial health and cash flow resilience, helping to mitigate economic uncertainty.
- Selected Dividend Stocks: Analysts have recommended three dividend growth stocks—Dell Technologies, Hewlett Packard, and Taiwan Semiconductor—these companies not only possess mature business models but also provide downside protection amid market volatility, attracting long-term investors.
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See More
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- Market Sentiment Divergence: While NVIDIA's stock remained flat and the Nasdaq fell, investors showed a clear preference for semiconductor infrastructure companies over software firms, highlighting the complex market perception of AI technology's impact.
See More
ePlus Recognized as HPE North America Networking Partner of the Year
- Award Recognition: ePlus has been honored with the HPE 2026 North America Networking Solutions Provider of the Year award, highlighting its exceptional performance in delivering customer value and significant business outcomes, thereby reinforcing its leadership position in the industry.
- Long-term Partnership: With over 20 years of collaboration with HPE, ePlus effectively leverages HPE's extensive solutions portfolio to assist clients in modernizing their operations in areas such as AI, hybrid cloud, and networking.
- Technological Innovation: By partnering with HPE Juniper Networking, ePlus delivers modern cloud-based network architectures powered by Mist AI, designed to optimize user experiences, automate operations, and reduce IT complexity, thus enhancing customer satisfaction and competitive edge.
- Service Support: As a Triple Platinum Plus and Global Elite Plus partner, ePlus offers comprehensive advisory, professional, and managed services, ensuring successful implementation of networking solutions for clients and further amplifying its market impact.
See More
2026 Stock Market Review and Outlook
- Market Performance Review: As of 2026, the S&P 500 has risen by 8.7%, translating to an annualized total return nearing 20%, indicating that the market remains robust despite recent volatility, reflecting investor confidence in economic recovery.
- Internal Structural Anomalies: Despite the overall positive market performance, the S&P 500 experienced five consecutive days of decline last week, while more components were up than down, a phenomenon not seen since 2000, suggesting potential underlying risks in the market.
- AI Theme Dependency: The market's increasing reliance on AI capital expenditures has led to many investment factors, such as volatility and asset growth, being dominated by AI, indicating a sustained investor focus on AI-related stocks while raising concerns about market balance.
- Future Outlook and Risks: Although the market is making progress in identifying opportunities and risks, observers note that excessive optimism and high valuations in leveraged semiconductor stocks could lead to market corrections, especially against the backdrop of rising margin debt, necessitating cautious observation of future market trends.
See More
U.S. Power Gap Projected to Reach 19 GW by 2028
- Power Gap Warning: HPE CEO Antonio Neri highlighted at the 2026 Discover Summit that the U.S. is projected to face a 19 GW power gap by 2028, enough to power approximately 16 million homes, emphasizing the urgency of electricity supply, particularly as data centers could account for nearly half of U.S. electricity demand.
- Bloom Energy Contract Growth: Bloom Energy has secured approximately $7.65 billion in data center contracts in a short period, demonstrating strong demand in the rapidly growing power market, especially as its modular fuel cell systems can be deployed in about 90 days, significantly reducing power supply timelines.
- Strong Financial Performance: Bloom Energy's Q1 revenue surged 130% year-over-year to $751 million, with product revenue soaring 208%, while the company raised its full-year 2026 guidance to $3.4 billion to $3.8 billion, showcasing its market potential amid the power shortage backdrop.
- Strategic Partnership Agreements: Bloom Energy expanded its service agreement with Oracle to support up to 2.8 GW of capacity, with 1.2 GW already contracted, and signed a 20-year, $2.65 billion agreement with American Electric Power, further solidifying its market position in AI infrastructure.
See More
US Stocks Decline Amid AI Spending Concerns
- Market Decline: Major US stock indices fell on June 23 due to a sharp sell-off in semiconductor and AI stocks, reflecting growing investor anxiety over costly, debt-funded AI spending, which may undermine overall market confidence.
- Attraction of Steady Stocks: In the current market environment, steady dividend-growth stocks are seen as more appealing than high-beta growth stocks, as their consistent dividend records indicate financial health and cash flow resilience, helping to mitigate economic uncertainty.
- Selected Dividend Stocks: Analysts have recommended three dividend growth stocks—Dell Technologies, Hewlett Packard, and Taiwan Semiconductor—these companies not only possess mature business models but also provide downside protection amid market volatility, attracting long-term investors.
- Strong Financial Metrics: Dell Technologies is projected to see a 47.4% year-over-year revenue increase for fiscal 2026, while Hewlett Packard and Taiwan Semiconductor are expected to grow revenues by 31.3% and 32.2%, respectively, highlighting their ongoing profitability and cash flow growth potential.
See More
Schneider Electric Launches Industrial Automation Modernization as a Service
- Service Innovation: Schneider Electric's launch of the 'Industrial Automation Modernization as a Service' combines EcoStruxure™ Automation Expert with HPE SimpliVity hybrid cloud infrastructure, enabling industrial organizations to modernize incrementally without disrupting production, significantly reducing the risks and costs associated with large-scale infrastructure replacement.
- Cost Transformation: By shifting capital expenditure to consumption-based operational expenditure, companies can achieve more stable financial management, with an expectation that 70% of industrial firms will plan to virtualize automation by 2030, thereby enhancing operational efficiency and reducing labor costs.
- Rapid Value Realization: The new service allows organizations to bring products to market faster, with an anticipated 50% reduction in time-to-market and up to 60% reduction in commissioning time through templated, repeatable deployments, accelerating business growth.
- Security and Energy Optimization: Unified cloud governance enforces consistent cybersecurity policies across all sites, while AI-driven optimization has demonstrated up to 40% energy reduction in intensive operations, enhancing overall operational efficiency and sustainability.
See More
Semiconductor Stocks Surge, KLA and Penguin Solutions Stand Out
- Semiconductor Index Hits New High: The Philadelphia Semiconductor Index reached a record high despite a broader Nasdaq decline, driving stocks like KLA and Penguin Solutions up, indicating strong market interest in the semiconductor and AI hardware supply chain.
- NVIDIA Platform Launch: NVIDIA unveiled its Vera Rubin platform at the ISC High Performance conference in Hamburg, delivering over 7 exaflops of AI performance and attracting system builder partners like Bull and Dell, which further fueled investor enthusiasm for related stocks.
- KLA Stock Surge: KLA Corporation's shares rose 2.4%, marking a 111% increase year-to-date and setting a new 52-week high, reflecting investor confidence in its growth potential amid rising AI and semiconductor demand.
- Market Sentiment Divergence: While NVIDIA's stock remained flat and the Nasdaq fell, investors showed a clear preference for semiconductor infrastructure companies over software firms, highlighting the complex market perception of AI technology's impact.
See More
ePlus Recognized as HPE North America Networking Partner of the Year
- Award Recognition: ePlus has been honored with the HPE 2026 North America Networking Solutions Provider of the Year award, highlighting its exceptional performance in delivering customer value and significant business outcomes, thereby reinforcing its leadership position in the industry.
- Long-term Partnership: With over 20 years of collaboration with HPE, ePlus effectively leverages HPE's extensive solutions portfolio to assist clients in modernizing their operations in areas such as AI, hybrid cloud, and networking.
- Technological Innovation: By partnering with HPE Juniper Networking, ePlus delivers modern cloud-based network architectures powered by Mist AI, designed to optimize user experiences, automate operations, and reduce IT complexity, thus enhancing customer satisfaction and competitive edge.
- Service Support: As a Triple Platinum Plus and Global Elite Plus partner, ePlus offers comprehensive advisory, professional, and managed services, ensuring successful implementation of networking solutions for clients and further amplifying its market impact.
See More
