Hewlett Packard Enterprise Inc. /zigman2/quotes/201998588/composite HPE -2.03% announced Monday morning that it plans to acquire connectivity company Silver Peak for $925 million. Silver Peak makes SD-WAN (Software-Defined Wide Area Network) offerings, which HPE views as complementary to the company's own Aruba Edge Service Platform (ESP) offerings. HPE intends to combine Silver Peak with the Aruba business unit, which it says will "extend Aruba's technology leadership in the large and fast-growing SD-WAN space." Wells Fargo's Aaron Rakers wrote in a note to clients that he "positively appreciate[s] the strategic synergies of the acquisition" but that investors "will likely consider this a net neutral acquisition given an expectation of a net-neutral non GAAP EPS expectation through F2022." HPE shares are up 0.7% in Monday trading, though they've fallen 10% over the past three months as the S&P 500 /zigman2/quotes/210599714/realtime SPX -1.31% has climbed 16%.