Hewlett Packard Enterprise oznámila růst tržeb o 33,5 % na 12,2 miliardy USD a zvýšila výhled na celý rok. Tahounem byla poptávka po cloudových službách, AI a datových centrech.
Hewlett Packard Enterprise’s NYSE: HPE Q2 results aligned with trends suggesting the AI boom is not only still in place and growing, but also far larger in size, scope, and durability than the market is giving it credit for.
Hewlett Packard Enterprise Today
HPE
Hewlett Packard Enterprise
$51.96 -2.48 (-4.56%)
As of 09/4/2026 03:58 PM Eastern
$19.84▼
$64.251.10%
27.06
$69.44
In this scenario, upside potential remains largely unchecked, despite near-term weakness, setting the stage for robust gains in the coming quarters.
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Key takeaways from the release included broad-based demand led by cloud, AI, and data centers, and a multiyear runway underpinned by two major GPU suppliers.
HPE is a leading, if not the leading, provider of NVIDIA NASDAQ: NVDA and Advanced Micro Devices NASDAQ: AMD rack-scale systems, including the newly launched Helios architecture. It goes into delivery this quarter and is being reflected in HPE’s guidance.
Hewlett Packard Enterprise Exceeds Expectations, Guides for StrengthHewlett Packard Enterprise reported a strong quarter, with revenue growing 33.5% to $12.2 billion. Top-line growth accelerated year over year (YOY), nearly doubling the prior year’s pace, driven by a 74.9% gain in Networking, a 25.4% increase in Cloud & AI, and a 3% increase in Corporate Investments. Within Networking, Data Center and Routing were strongest, with gains of 112% and 270%, but all subsegments produced healthy double-digit growth.
Sales were strong, but margins improved even more. HPE reported large, quadruple-digit basis-point (bps) improvements in GAAP and adjusted gross margins, and high-triple-digit gains in operating margin, driving a 155% increase in adjusted operating profit and a 5x gain in cash flow and free cash flow.
Adjusted earnings, which were impacted by a slightly higher share count, grew by 65% YOY, outperformed MarketBeat’s consensus by approximately 1,800 bps, and exceeded guidance by more than 20 cents, enabling value gains while the company pays dividends and reinvests in growth.
Guidance aligned with forecasts from AI-related infrastructure companies such as NVIDIA and Credo Technologies NASDAQ: CRDO, indicating strength on an order of magnitude that suggests the market has completely misjudged the impact of AI. As it stands, the strong Q3 guide was well above expectations and led to an increased full-year outlook forecasting approximately 35.5% YOY growth, wider margins, and triple-digit earnings growth. More importantly, the company also improved its longer-term forecasts, lifting the 2027 framework to include higher revenue, wider margins, and approximately $5 billion in free cash flow, and it appears cautious in its estimates.
Analysts Trends Strengthen, Forecasting Fresh Highs for HPE StockAnalysts responded favorably to the release, with initial revisions dominated by price target increases and reaffirmed targets above consensus. Post-release activity extended the trend already in place, including stronger sentiment, an uptrend in price targets, and a forecast for fresh all-time highs at the consensus.
The consensus, which increased nearly 3x over the trailing 12 months ahead of the report, represented nearly 50% upside to the pre-release close, with the trend leading to the high end above $80. The likely outcome is that analysts' trends remain firm as the year and quarters progress, strengthening alongside results as the data center buildout continues.
HPE Stock Finds Support After Its Post-Earnings DropPrice action doesn't look favorable at face value, with the stock dropping after the release, but signs of strength emerged. While price action plunged at the open, it triggered a buying frenzy that quickly lifted the stock off the lows and confirmed support at a critical level aligned with early 2026 price action.
The support level indicates a pivot point that this market is unlikely to cross below. The more likely outcome is that HPE rebuilds support near $50 ahead of an advance later this year. The visible catalyst is the subsequent earnings report, although a strong report from AMD detailing Helios demand could also do the trick.
HPE’s Cash Flow Supports Bigger Shareholder ReturnsReasons to buy this stock, aside from its AI positioning, are cash flow and free cash flow. HPE pays a dividend and opportunistically buys back shares, either of which could strengthen in the upcoming year. As it stands, HPE yields about 1%, with year-to-date capital returns, including buybacks, on track to equal less than 20% of the 2027 FCF target. The opportunity is for dividend and buyback growth to accelerate over time.
Backlog, supply chains, and shortages are the biggest risks this year. Supply constraints may show up in sales, with the ballooning backlog growing but not converting as quickly as expected. At the same time, front-loading inventories of needed products is also affecting cash flow and may impair profitability if major supply shortages emerge. The offsetting factor is that the backlog is at record levels and growing.
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HPE, Broadcom a Dell oznámily silné čtvrtletní výsledky, tažené přetrvávající poptávkou po AI infrastruktuře. Dell navíc vykázal rekordní objednávky na AI servery v hodnotě 60,9 miliardy USD a backlog 95 miliard USD.
Key Takeaways HPE, AVGO, and DELL all posted strong results recently. AI-related demand has benefited each in a big way. The AI trade remains alive and well, with Hewlett Packard Enterprise (HPE - Free Report) , Broadcom (AVGO - Free Report) , and Dell Technologies (DELL - Free Report) all recently posting strong quarterly results.
AI infrastructure spending was the clear theme across all releases, with demand remaining robust for servers, networking, and custom accelerators. Still, market reactions have been mixed, indicating that expectations remain sky-high for many AI-focused names.
Let’s take a closer look at the results.
HPE Raises Its OutlookHewlett Packard Enterprise posted record quarterly revenue of $12.2 billion, reflecting 34% YoY growth. Adjusted earnings came in at $1.11 per share, climbing sharply from $0.44 in the same period last year and exceeding the Zacks Consensus EPS estimate by nearly 17%.
Cloud & AI revenue reached $9.0 billion, up 25% YoY, with Server revenue climbing 35% to $6.8 billion. Networking results were even stronger, with revenue jumping 75% to $2.9 billion. Data Center Networking revenue more than doubled, while Routing revenue climbed 270%.
Importantly, the demand picture remains bright. AI Systems orders reached $2.4 billion during the quarter, with backlog climbing to $6.8 billion. HPE also raised its FY26 revenue growth outlook to 34%-37% and now expects adjusted EPS of $3.75-$3.85. Looking further ahead, management boosted its FY27 revenue growth outlook to 13%-17%, paired with expected adjusted EPS growth of 16%-20%.
The numbers were undoubtedly positive, though supply constraints and the lower-margin nature of some AI systems remain items to keep in mind. Still, the raised outlook and favorable Zacks Rank #2 (Buy) reflect a constructive earnings picture overall.
Image Source: Zacks Investment Research
Broadcom’s AI Growth AcceleratesBroadcom delivered another monster quarter, posting $29.6 billion in revenue, up 86% YoY. Adjusted EPS of $3.32 grew 96% from the year-ago period and came in 3% above the Zacks Consensus estimate.
To little surprise, AI again stole the show. AI semiconductor revenue reached $16.7 billion, surging 221% YoY and 54% sequentially as demand for custom accelerators and networking products remained red-hot. Semiconductor Solutions revenue overall climbed 127% to $20.8 billion, while Infrastructure Software revenue rose 29% to $8.8 billion.
And the momentum isn’t expected to slow down anytime soon. Broadcom expects AI semiconductor revenue of $21.7 billion next quarter, reflecting 236% YoY growth, with total revenue forecasted at roughly $34.8 billion. Management has also outlined roughly $115 billion of AI semiconductor revenue for FY27, with the longer-term opportunity potentially reaching $230 billion in FY28.
Interestingly enough, shares traded lower following the release despite the eye-popping growth. Expectations for Broadcom have clearly become massive, making even great results a tough act to follow. AVGO currently carries a Zacks Rank #3 (Hold), with the earnings-revision picture worth watching following the release.
Image Source: Zacks Investment Research
Dell’s AI Backlog SurgesDell Technologies arguably posted the most impressive results of the group, with shares surging following the release.
Revenue climbed 58% YoY to a record $47.0 billion, while adjusted EPS of $7.04 reflected growth of more than 200% and crushed the Zacks Consensus estimate. Infrastructure Solutions Group revenue jumped 89% to $31.8 billion, with segment operating income soaring 225% to $4.8 billion.
AI-Optimized Server revenue doubled to $16.4 billion, but the order and backlog figures were perhaps even more impressive. Dell booked a record $60.9 billion of AI server orders during the quarter and exited with a massive $95 billion backlog, providing strong top line visibility.
The strength wasn’t isolated to AI, either. Traditional Servers and Networking revenue jumped 122%, Storage revenue grew 26%, and Client Solutions Group sales climbed 20%. Dell raised its FY27 revenue outlook by $25 billion to $192 billion while boosting its AI-Optimized Server revenue expectation to $74 billion from $60 billion previously.
DELL currently sports a Zacks Rank #2 (Buy), with the combination of accelerating AI demand, a huge backlog, and raised guidance providing a rock-solid near-term backdrop.
Image Source: Zacks Investment Research
Bottom Line
The latest results from Hewlett Packard Enterprise (HPE - Free Report) , Broadcom (AVGO - Free Report) , and Dell Technologies (DELL - Free Report) further strengthened the AI infrastructure growth story.
Demand remains robust across several areas of the buildout, ranging from Dell and HPE’s AI servers and networking offerings to Broadcom’s custom accelerators and networking chips. And importantly, all three provided upbeat forward-looking commentary alongside their strong quarterly growth.
Is Hewlett Packard Enterprise (HPE) Overvalued After Q3 Earnings Beat? EPS of $1.06 vs Estimate of $0.47; Revenue at $12.2B Robust Growth and Strategic Positioning Highlighted in Latest Financial Report
Hewlett Packard Enterprise Co HPE released its 8-K filing on September 2, 2026, reporting impressive financial results for the third quarter ended July 31, 2026. The company achieved record revenue of $12.2 billion, marking a 34% increase year-over-year, and significantly surpassed both profit and growth expectations.
Hewlett Packard Enterprise is a leading information technology vendor that offers hardware and software solutions for enterprises. Its primary products include compute servers, storage arrays, and networking equipment, as well as a high-performance computing division. The company is focused on becoming an edge-to-cloud technology provider, ensuring that its portfolio supports both hybrid cloud and hyperconverged infrastructure.
Performance Highlights and ChallengesHPE's substantial revenue and profit increases reflect consistent customer demand across its segments. The company reported GAAP operating profit up 464% year-over-year with a remarkable GAAP diluted net earnings per share (EPS) of $1.06, exceeding analyst estimates of $0.47. However, HPE continues to navigate challenges such as competitive pressures in the evolving technology landscape and the need to maintain growth momentum amidst shifting market dynamics.
The quarterly results underscore the importance of HPE's strategic focus on AI, which is anticipated to be a multi-year growth catalyst for the business. CEO Antonio Neri emphasized the "durability of our profitable growth momentum," showcasing how HPE's differentiated offerings position the company to capitalize on AI advancements at scale.
Financial Achievements and Industry RelevanceNoteworthy financial achievements include a gross margin increase of over 1,000 basis points compared to last year, leading to a GAAP gross margin of 40.1%. Free cash flow reached $1.0 billion, and the company has committed to returning at least 75% of its free cash flow to shareholders. Such significant profitability improvements are critical for a hardware company and indicate strong operational efficiency.
For the quarter, key metrics illustrate the company's financial health: revenue of $12.2 billion, GAAP operating profit of $1.393 billion, and a net income of $1.511 billion. This financial strength positions HPE favorably to address upcoming industry challenges and fulfill future growth potential.
Key metrics and financial data from the income statement are summarized as follows:
GuruFocus Valuation CheckHewlett Packard Enterprise Co HPE holds a GF Score of 69 out of 100, indicating above-average performance compared to its peers. However, the stock appears overvalued according to GuruFocus’s analysis, with a GF Value calculated at $25.55 compared to the current price of $52.23, representing a 104.4% overvaluation. This overvaluation suggests potential risks for investors considering entry points into the stock.
Financial strength has been assessed at 5 out of 10, indicating moderate resilience in economic downturns, while profitability ranks slightly higher at 6 out of 10. Growth ranks positively at 8 out of 10 indicating robust potential, particularly in a tech-driven market. Furthermore, the predictability of HPE's earnings has received a lower rating of 1 star, hinting at volatility and uncertainty in maintaining historical performance. Investors should also note that insider activity has seen significant selling, amounting to $43.1 million in the past year, which may signal cautious expectations for future growth.
For a deeper dive, visit the Hewlett Packard Enterprise Co stock page on GuruFocus.
Explore the complete 8-K earnings release (here) from Hewlett Packard Enterprise Co for further details.
GuruFocus context: GuruFocus’ GF Value™ estimates fair value near $25.55 (104.4% overvalued); its GF Score™ is 69/100; 16 gurus currently hold the stock, with 7 adding and 10 trimming positions in recent quarters — guru 13F data Simply Wall St and Morningstar don’t have. See the full Hewlett Packard Enterprise Co HPE research.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
HPE zvýšila celoroční výhled po kvartálu, kdy tržby vzrostly o 33,6 % na 12,21 miliardy USD a překonaly odhady díky silné poptávce po AI a sítích. Akcie v prodlouženém obchodování klesly o 8 %.
Hewlett Packard Enterprise (HPE.N) raised its annual forecasts on Wednesday after reporting quarterly results that beat Wall Street expectations, as surging AI-related demand across networking and servers drove growth across its business.
Shares of the company, however, fell 8% in extended trading.
HPE's high-powered servers, which are essential for building and training AI models, have been in high demand from cloud computing giants and large enterprises.
Enterprise IT infrastructure spending is strengthening, driven by continued investment in AI, server refresh cycles and rising demand for data center capacity, Citi analysts have said.
"It's clear to us that the market, the tailwinds in AI, particularly the adoption of AI in the enterprise, is really starting to settle in," CFO Marie Myers told Reuters in an interview.
HPE expects enterprise adoption of AI to support growth beyond the current fiscal year, Myers said, after customers spent fiscal 2025 and 2026 testing AI systems and beginning deployments that are showing productivity gains.
HPE on Wednesday also announced an expansion to its collaboration with Oracle (ORCL.N) to help scale the software giant's global AI infrastructure, deploying HPE Juniper Networking equipment across Oracle's AI data centers.
Myers noted that supply remained constrained, with memory being the main bottleneck, followed by NAND, CPUs and drives, though HPE has signed longer-term supply agreements to improve access to components.
"Demand is far outstripping supply."
HPE forecast fiscal 2026 revenue growth of 34% to 37%, up from 29% to 33% previously, and raised its adjusted earnings forecast to between $3.75 and $3.85 per share, from $3.35 and $3.45.
For fiscal 2027, HPE now projects revenue growth of 13% to 17%, up from 8% to 12%, with adjusted EPS growth of 16% to 20%, versus 12% to 16% forecast previously.
Third-quarter revenue grew 33.6% to $12.21 billion, beating estimates of $11.91 billion. HPE earned $1.11 per share on an adjusted basis, ahead of estimates of 93 cents.
HPE's results follow strong forecasts from rivals Dell (DELL.N) and Super Micro (SMCI.O) as Big Tech's AI spending is set to exceed $730 billion this year.
HPE má po uzavření trhu oznámit čtvrtletní zisk 93 centů na akcii při tržbách 11,94 miliardy USD, což je více než před rokem. Analytici před výsledky zvedají cílové ceny.
Hewlett Packard Enterprise Company (NYSE:HPE) will release its third earnings report after the closing bell on Wednesday, Sept. 2.
Analysts expect the Spring, Texas-based company to report quarterly earnings of 93 cents per share, up from 44 cents per share in the year-ago period. The consensus estimate for HPE’s quarterly revenue is $11.94 billion. It reported $9.14 billion last year, according to Benzinga Pro.
On June. 1, Hewlett Packard Enterprise reported quarterly earnings of 79 cents per share, blowing past the Street estimate of 53 cents per share.
Hewlett Packard Enterprise shares slipped 2.6% to close at $50.87 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
B of A Securities analyst Wamsi Mohan maintained a Buy rating and raised the price target from $80 to $82 on Aug. 31, 2026. This analyst has an accuracy rate of 87%. Morgan Stanley analyst Meta Marshall upgraded the stock from Equal-Weight to Overweight and cut the price target from $71 to $69 on Aug. 10, 2026. This analyst has an accuracy rate of 67%. Citigroup analyst Asiya Merchant maintained a Buy rating and raised the price target from $70 to $74 on July 24, 2026. This analyst has an accuracy rate of 92%. Goldman Sachs analyst Michael Ng maintained a Buy rating and boosted the price target from $32 to $79 on June 3, 2026. This analyst has an accuracy rate of 77%. Argus Research analyst Jim Kelleher maintained a Buy rating and increased the price target from $30 to $70 on June 3, 2026. This analyst has an accuracy rate of 78%. Trending
Considering buying HPE stock? Here’s what analysts think:
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Hewlett Packard Enterprise oznámila rekordní tržby za 2. čtvrtletí fiskálního roku 2026 ve výši 10,7 miliardy USD, tažené AI infrastrukturou a networkingem po akvizici Juniper. Non-GAAP EPS vzrostl meziročně o 108 %.
SummaryHewlett Packard Enterprise earns a buy rating, driven by surging AI infrastructure demand and a strengthened networking business post-Juniper acquisition.HPE posted record Q2 FY2026 revenue of $10.7 billion (+40% YoY), with Cloud and AI revenue up 22.9% and Networking revenue up 148.2%.Profitability is improving: Q2 non-GAAP EPS grew 108% YoY, Cloud and AI operating margin nearly doubled, and free cash flow guidance was raised to at least $3.5 billion.Valuation remains compelling, with HPE trading at 16.27x forward P/E, declining to 12.58x by FY3, offering strong growth at a discount to peers.pingingz/iStock via Getty Images
Thesis Hewlett Packard Enterprise (HPE) investment history is changing together with rapidly growing artificial intelligence infrastructure demand and the strengthened company's Networking business. HPE operations cover servers, data storage, network infrastructure, hybrid cloud, and funding solutions, but AI infrastructure and the
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Morgan Stanley zvýšila doporučení pro HPE na Overweight a cílovou cenu na 69 USD, což podpořilo akcie na nové 52týdenní maximum 58,79 USD. Firma zároveň zvýšila výhled volného cash flow na nejméně 3,5 mld. USD pro FY26.
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Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) has ripped 159.3% year-to-date and 188.9% over the past year, closing at a fresh 52-week high of $58.79 on August 12, 2026 before opening this morning up another 4.38% to $61.37. A same-day Morgan Stanley upgrade to Overweight with a $69 price target lit the fuse, with analysts citing hardware demand amid an AI boom. If you have watched HPE run from the low $20s without owning it, the question is fair: is there still room, or is the move over?
Valuation: The Trailing P/E Is a Trap
The scary number for HPE is a trailing P/E of 1,263, distorted by $1.621 billion in goodwill impairment tied to the Juniper Networks acquisition. Strip that out and the picture changes. Alpha Vantage pegs the forward P/E at 14, with a PEG ratio of 0.851. Against management’s raised FY26 non-GAAP EPS guidance of $3.35 to $3.45, a stock trading near $61 trades roughly in line with the S&P 500 despite growing revenue 40% year over year last quarter. The run has been underpinned by earnings growth.
Forward Catalyst: The Guidance Story Is Just Starting
Hewlett Packard’s Q2 FY26, reported June 1, 2026, was the inflection. Revenue of $10.68 billion and non-GAAP EPS of $0.79 obliterated the company’s own guide of $0.51 to $0.55. Networking revenue jumped 148.2% as Juniper synergies arrived ahead of schedule, and server revenue tied to AI infrastructure grew 32.7%. Non-GAAP operating margin expanded to 13.3% from 8.0% a year earlier.
Management then did something rare: it raised FY26 free cash flow guidance to at least $3.5 billion, a figure originally targeted for FY28. The new FY27 framework calls for 12% to 16% non-GAAP EPS growth and free cash flow of at least $4.5 billion. CEO Antonio Neri explained, “Customers continue to invest in modernizing their infrastructure and scaling AI, and our performance shows the strength of our combined networking portfolio and the value we are delivering to our shareholders.” That is a two-year runway of accelerating cash generation.
Risk and Entry: What the Downside Looks Like
Bears still have real ammunition. Insiders are net sellers across 38 recent transactions. The 200-day moving average sits at $30.66, meaning the stock is roughly double its longer-term trend line. A beta of 1.436 tells you drawdowns will be sharper than the tape. Juniper integration risk is real, and US-China trade policy hangs over component supply. Analyst consensus target is $65.45, with 13 buys, 9 holds, and zero sells, so Morgan Stanley’s $69 is already above the crowd. A cooler-than-expected Q3 report (guided to $11.5B to $12.1B in revenue) could easily produce a 10% to 15% air pocket.
The Verdict
There is still room to run. A forward P/E of 14 against 29% to 33% FY26 revenue growth and free cash flow pulled forward two full years is a reasonable price to pay, even after the run. The catch is that HPE is now a volatile momentum name, and chasing the exact print of a 52-week high rarely ends well. For retirement-focused investors, any pullback toward the 50-day moving average near $48 could serve as a more measured accumulation zone than today’s open.
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HPE vzrostla v pondělí o více než 4 % poté, co Morgan Stanley zvýšila hodnocení na Overweight a cílovou cenu na 71 USD. Banka očekává další sílu výdajů na AI infrastrukturu.
Hewlett Packard Enterprise HPE stock rose more than 4% on Monday after Morgan Stanley upgraded the company, citing continued strength in enterprise AI infrastructure spending and arguing that demand for servers and networking hardware remains resilient despite concerns about the sustainability of the AI investment cycle.
Morgan Stanley analyst Erik Woodring upgraded HPE shares to Overweight from Equal-Weight and raised his price target to $71 from $69.
The move came after HPE shares surged 130% this year and 169% over the past 12 months.
Despite the strong rally, Woodring noted that HPE continues to trade at 14.3 times expected earnings over the next 12 months, below the S&P 500's multiple of 20 times.
Morgan Stanley identified HPE as its preferred original equipment manufacturer for investors seeking exposure to the enterprise infrastructure cycle.
“HPE is our preferred OEM [original equipment manufacturer] to play the enterprise infrastructure cycle, offering an attractive risk/reward,” Woodring wrote in a research note.
HPE develops servers and networking equipment that support artificial intelligence workloads.
As demand for AI computing continues to expand, the company has benefited from increased demand for its hardware, while higher memory prices have also contributed to stronger pricing for its products.
Although investors have questioned whether the AI hardware spending boom can continue, Morgan Stanley believes current industry trends remain supportive.
“Admittedly, we have been on the wrong side of the enterprise hardware trade, previously believing that record component inflation would quickly stymie a recovery in hardware spending,” Woodring wrote.
He added that AI demand continues to offset concerns about rising component costs.
“Together, these dynamics are supporting stronger revenue growth, greater pricing power and further earnings upside across enterprise hardware,” he said.
According to Morgan Stanley, enterprise customers continue to invest in computing and storage infrastructure as AI adoption accelerates.
Rather than delaying purchases, higher memory prices are encouraging customers to move ahead with infrastructure investments, supporting revenue growth for hardware suppliers such as HPE.
The firm believes these trends are strengthening pricing power across the enterprise hardware industry while creating additional earnings upside for companies exposed to AI infrastructure.
HPE stock traded around $55.50, extending a rally that has seen shares more than double since February.
HPE's rally this year has been notable enough that many retail investors have been tracking the stock closely through investment apps, alongside other AI infrastructure plays.
Morningstar also maintained a positive long-term view on HPE, assigning the company a fair value estimate of $64 per share.
The research firm expects AI-optimized servers and growing demand for general-purpose servers driven by agentic AI applications to remain key growth drivers.
It also believes HPE's acquisition of Juniper could strengthen its networking business.
Morningstar forecasts HPE's AI-optimized server business will generate roughly $10 billion in revenue by 2028.
It also expects general-purpose server revenue to grow at a 16% compound annual growth rate over the next three years and projects networking revenue to expand at a 30% CAGR through 2028, with normalized margins reaching 27%.
The firm said additional upside could emerge if HPE's AI-driven growth accelerates further.
Morningstar believes its fair value estimate could rise to $70 if investors assign a higher valuation to the company's growth prospects, and $80 or more if AI-driven expansion continues at an accelerated pace.
HPE rozšířila partnerství s NVIDIA o integrovanou AI infrastrukturu, privátní cloud a cloud management pro podnikové nasazení umělé inteligence. Součástí je HPE AI Factory s NVIDIA a HPE Private Cloud AI.
Key Takeaways HPE expanded its NVIDIA partnership with integrated AI infrastructure, private cloud and cloud management.HPE AI Factory combines infrastructure, GreenLake and NVIDIA technologies for enterprise AI deployment.HPE's AI strategy differs from DELL and SMCI through integrated platforms and cloud software. Hewlett Packard Enterprise (HPE - Free Report) and NVIDIA (NVDA - Free Report) have expanded their collaboration to provide enterprises with an integrated AI infrastructure portfolio spanning hardware, software and cloud management. The partnership is designed to simplify AI deployment while enabling organizations to scale generative AI, agentic AI and high-performance computing workloads.
At the core of the collaboration is HPE AI Factory with NVIDIA, a turnkey AI infrastructure solution that combines HPE's compute, storage, networking and GreenLake platform with NVIDIA's GPUs, CPUs, networking technologies and AI Enterprise software. The integrated offering allows enterprises to build and manage AI environments through a unified platform.
The companies have also jointly engineered HPE Private Cloud AI, which enables customers to deploy generative AI and agentic AI applications securely in on-premises or hybrid cloud environments. The solution comes with pre-integrated hardware and software, reducing deployment complexity while providing enterprise-grade capabilities.
HPE is further strengthening its AI hardware portfolio with AI-optimized servers such as the HPE ProLiant Compute DL394 Gen12, powered by NVIDIA's Vera CPU for reinforcement learning, AI agents, inference and large-scale data processing. The company also offers systems based on NVIDIA's Blackwell and Rubin architectures.
To accelerate AI workloads, HPE integrates NVIDIA's Blackwell, HGX and RTX Pro GPUs alongside Spectrum-X Ethernet, InfiniBand networking, BlueField DPUs and ConnectX SuperNICs across its AI infrastructure portfolio. HPE also incorporates NVIDIA Agent Toolkit, Nemotron models, NeMo and OpenShell into HPE Private Cloud AI, enabling enterprises to build, govern and monitor AI agents with enhanced security and observability.
How Competitors Fare Against HPECompanies including Super Micro Computer (SMCI - Free Report) and Dell Technologies (DELL - Free Report) are also collaborating with NVIDIA to strengthen their offerings. Super Micro Computer's competitive advantage lies in its modular Building Block architecture that enables rapid product customization by reusing components across thousands of server configurations.
Supported by more than 3,200 research and development engineers, SMCI quickly integrates new processors from NVIDIA, AMD, Intel and ARM. This rapid product development shortens time-to-market, lowers engineering costs and enables faster global shipments, making Super Micro Computer particularly attractive for customers seeking immediate AI deployment.
Dell Technologies, meanwhile, is pursuing a broader ecosystem strategy through its Dell AI Factory with NVIDIA. Rather than focusing solely on servers, Dell is expanding across compute, storage, networking, automation and software. Dell recently introduced PowerEdge R9822 and M9822 servers powered by NVIDIA Vera CPUs for Agentic AI workloads.
Although all three companies are leveraging NVIDIA's latest AI technologies, their competitive strategies differ. HPE is betting on integrated enterprise AI platforms that combine infrastructure with cloud software and managed services. Dell is building a broad AI ecosystem spanning infrastructure, software and industry-specific deployments. Super Micro Computer remains focused on speed, modular engineering and rapid commercialization of next-generation AI hardware.
HPE’s Price Performance, Valuation and EstimatesHPE shares have rallied 121.6% in the year-to-date period, outperforming the Zacks Computer - Integrated Systems industry appreciation of 104.7%.
HPE YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, HPE trades at a forward price-to-sales ratio of 1.44, below the industry’s 5.33. The discounted valuation is also reflected by the Zacks Value Score of B.
The Zacks Consensus Estimate for HPE’s fiscal 2026 margin reflects year-over-year growth of 75.8%. Estimates have remained unchanged for the past 60 days.
Image Source: Zacks Investment Research
HPE currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Elliott Investment Management v 1. čtvrtletí zvýšil podíl v Hewlett Packard Enterprise o 47,2 % na 27,4 milionu akcií. Firma je jeho pátou největší pozicí.
Elliott Investment Management L.P. raised its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 47.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,421,735 shares of the technology company’s stock after buying an additional 8,790,757 shares during the quarter. Hewlett Packard Enterprise comprises 3.2% of Elliott Investment Management L.P.’s investment portfolio, making the stock its 5th largest holding. Elliott Investment Management L.P. owned approximately 2.07% of Hewlett Packard Enterprise worth $652,912,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of the business. Headlands Technologies LLC bought a new position in Hewlett Packard Enterprise during the second quarter worth $26,000. SJS Investment Consulting Inc. boosted its holdings in Hewlett Packard Enterprise by 159.5% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,165 shares of the technology company’s stock valued at $28,000 after purchasing an additional 716 shares during the period. Union Savings Bank acquired a new stake in Hewlett Packard Enterprise in the 4th quarter worth $30,000. Reflection Asset Management bought a new position in shares of Hewlett Packard Enterprise during the 4th quarter worth about $31,000. Finally, Thompson Investment Management Inc. bought a new position in shares of Hewlett Packard Enterprise during the 4th quarter worth about $34,000. 80.78% of the stock is owned by institutional investors.
Hewlett Packard Enterprise Price Performance Shares of Hewlett Packard Enterprise stock opened at $48.19 on Tuesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.75 and a current ratio of 1.09. The firm’s 50-day simple moving average is $45.43 and its 200-day simple moving average is $31.61. Hewlett Packard Enterprise Company has a twelve month low of $19.64 and a twelve month high of $64.25. The firm has a market cap of $63.81 billion, a P/E ratio of 45.04, a price-to-earnings-growth ratio of 0.52 and a beta of 1.42.
Hewlett Packard Enterprise (NYSE:HPE – Get Free Report) last posted its quarterly earnings results on Monday, June 1st. The technology company reported $0.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.25. The firm had revenue of $10.68 billion during the quarter, compared to analyst estimates of $9.78 billion. Hewlett Packard Enterprise had a net margin of 3.94% and a return on equity of 11.91%. The company’s quarterly revenue was up 40.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($0.82) earnings per share. Hewlett Packard Enterprise has set its FY 2026 guidance at 3.350-3.450 EPS and its Q3 2026 guidance at 0.880-0.930 EPS. As a group, research analysts expect that Hewlett Packard Enterprise Company will post 2.88 EPS for the current fiscal year.
Hewlett Packard Enterprise Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 16th were paid a $0.1425 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $0.57 annualized dividend and a yield of 1.2%. Hewlett Packard Enterprise’s payout ratio is currently 53.27%.
Analyst Ratings Changes Several research firms recently weighed in on HPE. Barclays increased their target price on shares of Hewlett Packard Enterprise from $28.00 to $67.00 and gave the company an “overweight” rating in a research note on Tuesday, June 2nd. Zacks Research upgraded Hewlett Packard Enterprise from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, June 10th. Loop Capital raised Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and upped their price target for the company from $23.00 to $75.00 in a report on Tuesday, June 2nd. Citigroup raised their price objective on Hewlett Packard Enterprise from $70.00 to $74.00 and gave the stock a “buy” rating in a research report on Friday. Finally, JPMorgan Chase & Co. boosted their price objective on Hewlett Packard Enterprise from $37.00 to $68.00 and gave the company an “overweight” rating in a research report on Tuesday, June 2nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $67.31.
Read Our Latest Stock Report on HPE
Insider Activity at Hewlett Packard Enterprise In other news, CFO Marie Myers sold 93,583 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $30.01, for a total value of $2,808,425.83. Following the sale, the chief financial officer owned 204,754 shares in the company, valued at approximately $6,144,667.54. The trade was a 31.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bethany Mayer sold 6,482 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $29.10, for a total transaction of $188,626.20. Following the completion of the sale, the director directly owned 8,018 shares in the company, valued at approximately $233,323.80. The trade was a 44.70% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 118,850 shares of company stock valued at $3,908,125 in the last 90 days. 0.44% of the stock is owned by corporate insiders.
Hewlett Packard Enterprise Company Profile (Free Report)
Hewlett Packard Enterprise (HPE) is an enterprise technology company that designs, develops and sells IT infrastructure, software and services for business and government customers. Its core offerings span servers, storage, networking, and related software, together with consulting, integration and support services aimed at modernizing and managing enterprise IT environments. HPE’s product portfolio includes systems for traditional data centers as well as solutions for high-performance computing, edge computing and telecommunications infrastructure.
A major focus for HPE is hybrid cloud and consumption-based IT.
Further Reading Five stocks we like better than Hewlett Packard Enterprise AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight Want to see what other hedge funds are holding HPE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Hewlett Packard Enterprise Company (NYSE:HPE – Free Report).
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HPE uvedla rekordní backlog AI Systems ve výši 5,9 mld. USD, včetně 1,8 mld. USD nových objednávek. Objednávky Private Cloud AI ve 2. čtvrtletí rostly, protože firmy více nasazují AI ve vlastní infrastruktuře.
Key Takeaways HPE's Private Cloud AI orders grew in Q2 as enterprises expanded on-premises AI deployments.HPE reported a record $5.9B AI Systems backlog, including $1.8B in new AI Systems orders.HPE's GreenLake platform reached 6.7M managed systems, expanding AI cross-sell opportunities. Hewlett Packard Enterprise's (HPE - Free Report) Private Cloud AI business continues to gain momentum as enterprises increasingly deploy AI workloads on their own infrastructure rather than relying solely on public cloud environments. The company's second-quarter fiscal 2026 results indicate that demand remains robust, raising the question of whether this adoption trend can continue over the coming quarters.
Private Cloud AI was one of the standout contributors within HPE's Cloud & AI segment during the quarter. Private Cloud AI orders increased in the second quarter, supported by a growing base of new customer wins. This performance complemented broader strength across the segment, where revenues increased 23% year over year to $7.7 billion, while orders continued to outpace revenues.
Hewlett Packard Enterprise also reported a record AI Systems backlog of $5.9 billion, including $1.8 billion in new AI Systems orders, providing meaningful visibility into future deployments. Customers are increasingly adopting Private Cloud AI alongside investments in the compute infrastructure and unstructured data storage, reflecting growing enterprise preference for secure, on-premises AI environments.
HPE's expanding GreenLake ecosystem further strengthens the Private Cloud AI opportunity. The GreenLake platform now manages more than 6.7 million systems, up from 5.3 million a year earlier, serving approximately 50,000 customers. This growing installed base provides HPE with a large enterprise audience to cross-sell Private Cloud AI solutions as customers modernize their IT environments.
The continuous increases in customer wins across the AI systems backlog, enterprise infrastructure spending and other offerings embedded with Private Cloud features indicate that the company remains on a solid trajectory.
How Competitors Fare Against HPEHewlett Packard Enterprise’s closest competitor in this domain is Dell Technologies (DELL - Free Report) and Cisco (CSCO - Free Report) . Dell AI Factory, combined with NVIDIA, is arguably the most direct alternative for HPE private cloud AI.
Dell provides pre-integrated GPU servers, storage, networking and software for enterprise AI and competes head-to-head with HPE for Fortune 1000 AI deployments. Cisco focuses on AI networking and integrated AI Pods. Cisco has started competing strongly with HPE after acquiring Splunk and through its partnership with NVIDIA.
HPE’s Price Performance, Valuation and EstimatesHPE has gained 90.8% in the year-to-date period. However, the company has underperformed the Zacks Computer - Integrated Systems industry, which has returned 93.2% in the same time frame.
HPE YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, HPE trades at a forward price-to-sales ratio of 1.24, below the industry’s 5.3. The discounted valuation is also reflected by the Zacks Value Score of B.
The Zacks Consensus Estimate for HPE’s fiscal 2026 margin reflects year-over-year growth of 75.8%. Estimates have remained unchanged for the past 30 days.
Image Source: Zacks Investment Research
HPE currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
HPE těží z poptávky po AI infrastruktuře a do 3. čtvrtletí vstoupila s backlogem AI Systems za 5,9 mld. USD. Zákazky na servery meziročně vzrostly o trojciferné procento.
Key Takeaways HPE is benefiting from AI infrastructure demand and triple-digit server order growth.HPE entered Q3 with a $5.9 billion AI Systems backlog led by enterprise and sovereign customers.HPE is strengthening AI infrastructure with Juniper and record campus networking demand. Hewlett Packard Enterprise (HPE - Free Report) is benefiting from the modernization of traditional IT infrastructure and huge capex investment in artificial intelligence. HPE’s foray beyond traditional server architecture to accommodate compute, networking, storage, security, private cloud, virtualization, software for AI data centers and AI fabs is enabling it to monetize at a rapid pace.
Simultaneously, the demand for traditional servers, led by the end of the server technology cycle, has emerged as a major growth driver, with orders increasing by triple digits year over year. Enterprises are replacing aging infrastructure while also investing in servers for AI inferencing. These two tailwinds caused a multiplier effect, driving the second quarter of fiscal 2026 revenues to reach $10.7 billion.
Looking ahead, as AI moves into production, millions of enterprises will need infrastructure to run inference close to their proprietary data and applications. HPE is also benefiting directly from AI systems demand, entering the third quarter with $5.9 billion in AI Systems backlog, primarily from enterprise and sovereign customers. Juniper acquisition has also strengthened HPE in campus networking, data-center switching, routing and security.
HPE is uniquely positioned as it is one of the few companies that provide networking solutions as part of a wider AI infrastructure support. HPE’s self-driving networking capabilities, powered by agentic AI, further differentiate the portfolio.
Furthermore, HPE’s Campus and Branch orders reached record levels, Wi-Fi 7 sales increased more than sevenfold, data-center switching orders rose nearly 20%, and routing orders increased nearly 30% on a normalized basis in the second quarter of fiscal 2026. HPE is also benefiting from disruption in virtualization, with VM Essentials customer count increasing 43% during the first half of fiscal 2026.
How Competitors Fare Against HPE StockHPE competes with Super Micro Computer (SMCI - Free Report) and Dell Technologies (DELL - Free Report) in the AI infrastructure market. However, HPE’s ability to package compute, storage, networking and services into pre-configured solutions can reduce deployment complexity for enterprises and sovereign customers while giving it an edge over its competitors.
Super Micro Computer is on track to scale rack production capacity to more than 6,000 AI racks per month by the end of fiscal 2026, including 3,000 direct liquid cooling racks monthly. SMCI is already shipping 150kW AI racks in volume and preparing 250kW and 500kW rack solutions to support future high-density AI training and inference workloads. Dell Technologies is a major supplier of servers and storage systems, with a broad customer base across enterprises and cloud providers. Its scale, established distribution and service offerings give it an edge in winning large contracts.
HPE’s Price Performance, Valuation and EstimatesHPE has gained 106.4% in the year-to-date period. However, the company has underperformed the Zacks Computer - Integrated Systems industry, which has returned 115.4% in the same time frame.
HPE YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, HPE trades at a forward price-to-sales ratio of 1.35, below the industry’s 6.08. The discounted valuation is also reflected by the Zacks Value Score of A.
The Zacks Consensus Estimate for HPE’s fiscal 2026 margin indicates year-over-year growth rate of 75.8%. Estimates have remained unchanged for the past 30 days.
Image Source: Zacks Investment Research
HPE currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Hewlett Packard Enterprise vykázala rekordní objednávkový backlog 5,9 miliardy USD, protože poptávka po AI systémech a tradičních serverech roste rychleji, než je firma stíhá dodávat.
Hewlett Packard Enterprise (HPE +2.76%) has gone from a legacy hardware vendor to an artificial intelligence (AI) infrastructure player in a matter of months. The stock is up 81% year to date, and management recently raised full-year earnings guidance by over 40% after the company blew past expectations in the second quarter.
While the first wave of AI infrastructure spending was dominated by hyperscalers building massive cloud data centers, the second phase is being driven by enterprises building their own on-premises AI capabilities. Running AI workloads with a variety of models on your own hardware is cheaper, and allows companies to protect their intellectual property, data, and competitive advantages.
HPE's timely acquisition of Juniper Networks last year positioned it to benefit from this spending. Businesses are drawn to Hewlett Packard Enterprise's integrated approach, which combines servers, storage, and high-performance networking gear, allowing its customers to build AI factories they control.
Image source: Getty Images.
Why networking drives deal size Running AI requires graphics processing unit (GPU) clusters and networking hardware that communicate without delays. If the network lags, expensive GPUs sit idle.
After adding Juniper's capabilities, HPE can now offer a complete, integrated stack of compute, networking, storage, and private cloud software. Management noted on its second-quarter earnings call that demand for Juniper's solutions is now pulling through larger deals for servers and storage. Networking revenue reached $2.7 billion in Q2, with segment operating margins of 21.6%, accounting for over 40% of the company's total operating income.
As its networking solutions open the door for larger infrastructure sales, HPE is positioned to improve its profit margins as it captures a growing share of enterprise budgets. Competition from larger rivals such as Cisco and Arista Networks will be stiff, but broad-based demand should keep HPE busy.
Taking traditional servers along for the ride Traditional server orders tripled in the second quarter, as companies aim to build out inference and agentic AI capabilities. HPE exited the quarter with a record $5.9 billion backlog, as demand for its AI systems and traditional servers is growing faster than it can ship them.
The jump in orders supports HPE's strategy to become the preferred provider of on-premises AI servers, but the company will need to work through industrywide supply shortages of components such as memory to convert its growing backlog into revenue.
Today's Change
(
2.76
%) $
1.20
Current Price
$
44.67
For investors, the stock is not as attractive a buy as it was just a few months ago. That said, trading at roughly 13 times this year's earnings estimates, it's still a solid investment on a theme that's still in its early stages.
Bryan White has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Arista Networks, Cisco Systems, and Hewlett Packard Enterprise. The Motley Fool has a disclosure policy.
HPE po silném čtvrtletí zvýšila výhled na fiskální rok 2026, včetně růstu tržeb o 29–33 % a upraveného zisku na akcii (non-GAAP EPS) 3,35–3,45 USD. Akcie ale od poslední výsledkové zprávy klesly asi o 19,7 %.
It has been about a month since the last earnings report for Hewlett Packard Enterprise (HPE - Free Report) . Shares have lost about 19.7% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Hewlett Packard Enterprise due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Hewlett Packard Enterprise Company before we dive into how investors and analysts have reacted as of late.
HPE Q2 Earnings Surpass Expectations, Revenues Rise Y/YHewlett Packard Enterprise reported better-than-expected results for second-quarter fiscal 2026. HPE’s non-GAAP earnings of 79 cents per share beat the Zacks Consensus Estimate by 46.3% and increased 107.9% year over year.
HPE posted revenues of $10.7 billion for the quarter, beating the Zacks Consensus Estimate by 8.7%. The company’s revenues increased 40.0% year over year.
HPE’s quarterly performance was supported by strong demand across the portfolio, with orders more than doubling year over year and driving a record backlog. Management also highlighted progress in Juniper integration and the Catalyst initiative, which remained ahead of schedule.
HPE’s Segment-Wise PerformanceHewlett Packard’s Networking segment generated $2.7 billion in revenues in the second quarter of fiscal 2026, up 148.2% year over year. The segment’s operating profit margin was 21.6%, down from 25.0% in the year-ago quarter.
Within Networking, Campus & Branch revenues were $1.3 billion, up 50.2% year over year. Data Center Networking revenues were $320 million, up 233.3%, and Security revenues were $273 million, up 155.1%. Routing revenues were $775 million compared with $1 million in the year-ago quarter.
The Cloud & AI segment reported $7.7 billion in revenues, up 22.9% year over year, with an operating profit margin of 12.4%, up from 6.6% in the prior-year period.
Within Cloud & AI, Server revenues were $5.5 billion, up 32.7% year over year. Storage revenues totaled $1.2 billion, up 2.4%, while Financial Services contributed $0.9 billion, up 5.6% year over year.
HPE’s Corporate Investments and Other revenues came in at $281 million, up 3.3% from the prior-year period.
HPE’s Operating ResultsHewlett Packard’s non-GAAP gross profit for the second quarter of fiscal 2026 was $3.94 billion compared with $2.24 billion in the year-ago quarter, while the non-GAAP gross margin expanded to 36.9%, up 750 basis points year over year.
The company’s non-GAAP operating profit was $1.4 billion compared with $613 million in the year-ago quarter. The non-GAAP operating margin improved to 13.3%, up 530 basis points from the year-ago quarter.
HPE’s Balance Sheet and Cash FlowHewlett Packard ended the second quarter with $5.29 billion in cash and cash equivalents compared with $4.84 billion at the end of the previous quarter.
In the second quarter, HPE generated $1.4 billion in cash from operating activities and produced $915 million in free cash flow. The company returned $343 million through dividends and share repurchases during the quarter.
HPE Updates FY26 GuidanceHewlett Packard raised its outlook following the strong quarter and improved second-half visibility. For the third quarter of fiscal 2026, HPE expects revenues in the range of $11.5-$12.1 billion.
It anticipates non-GAAP earnings per share of 88-93 cents.
For fiscal 2026, HPE raised its revenue growth outlook to 29-33% and expects non-GAAP earnings per share of $3.35-$3.45.
The company also lifted its free cash flow outlook and now expects free cash flow to be at least $3.5 billion. Separately, HPE introduced a fiscal 2027 framework calling for revenue growth of 8-12% and free cash flow of at least $4.5 billion.
How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended upward during the past month.
The consensus estimate has shifted 71.61% due to these changes.
VGM ScoresAt this time, Hewlett Packard Enterprise has a nice Growth Score of B, a grade with the same score on the momentum front. Following the exact same course, the stock has a grade of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Hewlett Packard Enterprise has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
