Hewlett Packard Enterprise Company
- Open
- 53.09
- Day high
- 53.76
- Day low
- 52.52
- Prev close
- 52.30
- Volume
- 2.0M
- Mkt cap
- $69.3B
- P/E (TTM)
- 48.0
- EPS (TTM)
- $1.10
- P/B
- 2.7
- P/S
- 1.8
- Yield
- 1.07%
- Per share
- $0.56
- ▼Insiders net selling -$3.1M over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions accumulating (13F)
Hewlett Packard Enterprise Company (HPE) is a Technology company listed on NYSE. The stock is up 133% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4). Drillr has 3 published research articles covering HPE.
Hewlett Packard Enterprise Company (HPE) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 16 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
HPE earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 1, 2026 | $0.53 | $0.79 | +48.5% | $10.7B | +9.8% |
| Mar 9, 2026 | $0.58 | $0.65 | +11.1% | $9.3B | -0.3% |
| Dec 4, 2025 | $0.58 | $0.62 | +7.1% | $9.7B | -2.0% |
| Sep 3, 2025 | $0.42 | $0.44 | +5.0% | $9.1B | +3.5% |
| Jun 3, 2025 | $0.35 | $0.38 | +9.2% | $7.6B | +1.5% |
| Mar 6, 2025 | $0.50 | $0.49 | -1.2% | $7.9B | +1.1% |
| Dec 5, 2024 | $0.55 | $0.58 | +5.8% | $8.5B | +3.2% |
| Sep 4, 2024 | $0.47 | $0.50 | +6.6% | $7.7B | +1.2% |
| Jun 4, 2024 | $0.39 | $0.42 | +7.1% | $7.2B | +5.4% |
| Feb 29, 2024 | $0.46 | $0.48 | +4.6% | $6.7B | -4.6% |
| Nov 28, 2023 | $0.50 | $0.52 | +3.4% | $7.4B | +0.2% |
| Aug 29, 2023 | $0.46 | $0.49 | +6.1% | $7.0B | -0.1% |
HPE insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 28, 2026 | GOULDEN DAVID Idirector | Grant | 3,495 | — |
| Jul 22, 2026 | Karros Kirt Pofficer: SVP, Treasurer, Corp Dev | Grant | 93 | — |
| Jul 22, 2026 | Karros Kirt Pofficer: SVP, Treasurer, Corp Dev | Sell | 23,675 | $47.02 |
| Jul 22, 2026 | Karros Kirt Pofficer: SVP, Treasurer, Corp Dev | Grant | 252 | — |
| Jul 22, 2026 | Karros Kirt Pofficer: SVP, Treasurer, Corp Dev | Option | 40,282 | $44.56 |
| Jul 22, 2026 | Karros Kirt Pofficer: SVP, Treasurer, Corp Dev | Grant | 63 | — |
| Jul 22, 2026 | Karros Kirt Pofficer: SVP, Treasurer, Corp Dev | Grant | 152 | — |
| Jul 22, 2026 | Karros Kirt Pofficer: SVP, Treasurer, Corp Dev | Tax | 16,607 | $44.56 |
| Jul 7, 2026 | rahim ramiofficer: EVP, Pres GM Networking | Grant | 1,143 | — |
| Jul 7, 2026 | rahim ramiofficer: EVP, Pres GM Networking | Tax | 24,783 | $41.23 |
| Jul 7, 2026 | rahim ramiofficer: EVP, Pres GM Networking | Tax | 195,534 | $41.23 |
| Jul 7, 2026 | rahim ramiofficer: EVP, Pres GM Networking | Tax | 152,861 | $41.23 |
| Jul 7, 2026 | rahim ramiofficer: EVP, Pres GM Networking | Option | 308,311 | $41.23 |
| Jul 7, 2026 | rahim ramiofficer: EVP, Pres GM Networking | Option | 109,401 | $41.23 |
| Jul 7, 2026 | rahim ramiofficer: EVP, Pres GM Networking | Option | 394,379 | $41.23 |
Source: HPE SEC Form 4 filings, latest Jul 28, 2026. For informational purposes only — not investment advice.
See the full HPE insider & 13F page →HPE research & analysis
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DELLSMCINVDA
Hewlett Packard Enterprise Company company profile
Overview
Hewlett Packard Enterprise Company (NYSE:HPE) is a multinational enterprise information technology company that emerged from the 2015 split of the original Hewlett-Packard Company. Founded through this corporate restructuring, HPE was created to focus on enterprise hardware, software, and services, while HP Inc. retained the consumer PC and printing businesses. Headquartered in Houston, Texas, HPE has evolved from a traditional hardware vendor into a comprehensive provider of hybrid cloud solutions, artificial intelligence infrastructure, and edge computing technologies. The company serves commercial enterprises, government organizations, and service providers across the Americas, Europe, Middle East, Africa, and Asia Pacific regions.
Business
HPE operates as an enterprise technology infrastructure provider, focusing on four primary business segments that collectively enable organizations to manage, process, and analyze data across hybrid cloud environments. The Server segment represents HPE's largest revenue source, generating approximately 55% of total company revenue. This division produces general-purpose servers for multi-workload computing, including the ProLiant rack and tower servers, BladeSystem, and Synergy platforms. Within this segment, HPE has emerged as a significant player in AI infrastructure, offering specialized AI systems built around high-performance GPUs from partners like NVIDIA. These AI systems support everything from large-scale model training for hyperscalers to enterprise AI deployments for specific use cases like healthcare diagnostics and financial modeling. The Intelligent Edge segment accounts for roughly 14% of revenue and centers around HPE's Aruba product portfolio. This includes wired and wireless networking equipment such as Wi-Fi access points, switches, routers, and sensors that enable organizations to connect devices and manage network traffic at the "edge" of their networks - where data is generated and consumed. The segment also provides cloud-based network management software, analytics, and security services that help organizations monitor and optimize their network performance. The Hybrid Cloud segment generates approximately 17% of revenue and focuses on storage solutions and cloud services. This includes traditional storage arrays like HPE Alletra and more modern software-defined storage solutions. The segment's crown jewel is the HPE GreenLake platform, which delivers on-premises infrastructure through a consumption-based, cloud-like service model. GreenLake allows customers to access HPE's computing, storage, and networking resources without the traditional capital expenditure requirements of buying hardware outright. The Financial Services segment represents about 12% of revenue and provides leasing, financing, and asset management services that help customers acquire and manage IT infrastructure. This segment essentially acts as HPE's internal financing arm, enabling customers to adopt HPE solutions through various payment models including traditional leases, consumption-based pricing, and utility-style billing.
Revenue model
HPE generates revenue through multiple business models that reflect the company's evolution from a traditional hardware vendor to a services-oriented technology provider. The primary revenue streams include direct product sales, subscription-based services, and financing arrangements. Product sales remain the largest revenue contributor, particularly from server hardware sales to enterprises, service providers, and government customers. These sales include both traditional compute servers and the rapidly growing AI systems business, where HPE sells complete AI infrastructure solutions that can cost millions of dollars per deployment. The company's customers range from hyperscale cloud providers building massive data centers to individual enterprises implementing AI for specific business applications. Subscription and service revenue has become increasingly important through the HPE GreenLake platform, which operates on a consumption-based model similar to public cloud services. Customers pay for computing resources, storage capacity, and networking services based on actual usage rather than upfront hardware purchases. This model generates recurring revenue and typically commands higher margins than traditional hardware sales. The Intelligent Edge segment also contributes subscription revenue through cloud-based network management and security services. Financial services revenue comes from leasing arrangements, where HPE essentially acts as a lessor for its own and third-party IT equipment. This creates a steady stream of payments over multi-year periods and helps customers manage cash flow while accessing modern technology. Several factors significantly impact HPE's profitability margins. Commodity component costs, particularly for semiconductors and memory, directly affect gross margins since these represent a substantial portion of server manufacturing costs. Product mix plays a crucial role, as AI systems and subscription services typically command higher margins than traditional servers, while competitive pressure in commodity server markets can compress margins. Supply chain efficiency and the company's ability to pass through cost increases to customers also influence profitability. Additionally, scale economics in manufacturing and the company's shift toward higher-value services and solutions help expand margins over time. The pending acquisition of Juniper Networks is expected to enhance margins by adding higher-margin networking software and services to HPE's portfolio.
Competitive moat
HPE's competitive moat is moderate and primarily built around specialized expertise, customer relationships, and ecosystem integration rather than insurmountable technological barriers. The company's strongest defensive position lies in its AI infrastructure expertise, where HPE has developed significant capabilities in deploying large-scale, complex AI systems that require specialized cooling, power management, and system integration knowledge. This expertise is particularly valuable in the high-performance computing and AI training markets, where few competitors possess the engineering depth to design and deploy systems capable of handling the most demanding workloads. The company's customer relationships and services ecosystem provide additional defensive value, particularly in enterprise markets where IT infrastructure decisions involve long-term commitments and integration with existing systems. HPE's Financial Services arm creates switching costs by embedding the company into customers' capital allocation processes, while the GreenLake platform's consumption-based model can create operational dependencies that make switching more complex. However, HPE faces significant competitive pressures that limit the strength of its moat. In traditional server markets, the company competes with Dell Technologies, which has similar scale and capabilities, as well as direct competition from hyperscalers who increasingly build their own hardware. Cloud providers like Amazon Web Services, Microsoft Azure, and Google Cloud represent perhaps the most significant long-term threat, as they offer compelling alternatives to on-premises infrastructure that can reduce demand for HPE's core products. The commoditization of server hardware and the availability of white-box alternatives also pressure margins and differentiation. In networking, despite the pending Juniper acquisition, HPE will still face entrenched competitors like Cisco Systems, which maintains strong market positions and customer relationships. The rapid pace of technological change in areas like AI and edge computing also means that HPE must continuously invest in research and development to maintain its competitive position, as technological advantages can erode quickly in the fast-moving technology sector.
Risks & safety
HPE demonstrates a reasonable margin of safety with solid financial fundamentals, though some metrics warrant attention. **Overall Assessment:** Moderate margin of safety with stable cash generation but elevated debt levels requiring monitoring. **Cash and Debt Position:** - Cash and short-term investments: $13.4 billion (Q1 2025) - Strong free cash flow generation: $1.4 billion in Q4 2024, though negative $918 million in Q1 2025 due to seasonal working capital impacts - Debt-to-equity ratio: 0.71, indicating moderate leverage - Current ratio: 1.33, providing adequate short-term liquidity - No immediate solvency concerns given cash position and operating cash flow generation **Valuation Metrics:** - Price-to-earnings ratio: 11.1 (reasonable for a technology infrastructure company) - EV/EBITDA: 7.3 (moderate valuation multiple) - Price-to-book ratio: 1.1 (trading near book value) - Graham number suggests fair valuation around current price levels **Other Considerations:** - Cyclical business model tied to enterprise IT spending cycles - Significant exposure to AI infrastructure demand, which could be volatile - Pending Juniper acquisition adds execution risk but potential for margin expansion - Workforce reduction of 2,500 positions indicates proactive cost management
Recent development
Over the past few years, HPE has undergone a significant strategic transformation centered around three key initiatives: pivoting to AI infrastructure, expanding its as-a-service offerings, and strengthening its networking capabilities through acquisition. The most dramatic shift has been HPE's emergence as a major player in AI infrastructure. Beginning in 2023, the company began receiving substantial orders for AI systems, with cumulative orders reaching $8.3 billion by Q1 2025. This business has evolved from serving primarily hyperscale customers building large language models to encompassing enterprise AI deployments and sovereign AI initiatives by government customers. HPE has developed specialized expertise in liquid cooling technologies, system integration, and the complex logistics of deploying AI infrastructure, positioning itself as one of the few companies capable of handling the most demanding AI workloads. The company has simultaneously accelerated its transformation to an as-a-service business model through the HPE GreenLake platform. This cloud-like service now serves over 34,000 customer organizations and has become a key differentiator in enterprise sales. Rather than selling hardware outright, GreenLake allows customers to consume computing, storage, and networking resources on a subscription basis, creating recurring revenue streams and stronger customer relationships. The platform has expanded to include AI services, enabling enterprises to access AI capabilities without the complexity of building and managing their own infrastructure. The pending acquisition of Juniper Networks, announced in 2024, represents HPE's most significant strategic move to strengthen its networking portfolio. This $14 billion acquisition aims to combine HPE's server and AI expertise with Juniper's advanced networking software and services, creating a more comprehensive infrastructure platform. The deal is expected to enhance HPE's ability to serve customers requiring integrated compute and networking solutions, particularly in AI and edge computing scenarios. Additional strategic moves include the divestiture of non-core assets, such as the partial sale of HPE's stake in H3C for $2.1 billion, and targeted acquisitions like Morpheus Data to enhance hybrid cloud capabilities. The company has also implemented cost optimization initiatives, including a workforce reduction of approximately 2,500 positions in 2025, aimed at improving operational efficiency while investing in growth areas.
HPE company profile · for informational purposes only — not investment advice.
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