Hewlett Packard Enterprise Company (NYSE:HPE) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Hewlett Packard Enterprise Company (NYSE:HPE) have been assigned a consensus rating of “Moderate Buy” from the eighteen research firms that are currently covering the firm, Marketbeat Ratings reports. Six analysts have rated the stock with a hold recommendation and twelve have assigned a buy recommendation to the company. The average 12 month price objective among brokers that have covered the stock in the last year is $69.4375.

Several equities research analysts have recently issued reports on HPE shares. Deutsche Bank Aktiengesellschaft began coverage on shares of Hewlett Packard Enterprise in a research report on Tuesday. They set a “buy” rating and a $62.00 price objective for the company. Loop Capital raised shares of Hewlett Packard Enterprise from a “hold” rating to a “buy” rating and upped their target price for the stock from $23.00 to $75.00 in a research note on Tuesday, June 2nd. Wall Street Zen raised Hewlett Packard Enterprise from a “buy” rating to a “strong-buy” rating in a research note on Sunday, August 30th. UBS Group reduced their price objective on Hewlett Packard Enterprise from $65.00 to $59.00 and set a “neutral” rating for the company in a research report on Thursday. Finally, Bank of America increased their price objective on Hewlett Packard Enterprise from $80.00 to $82.00 and gave the stock a “buy” rating in a report on Monday.

Key Headlines Impacting Hewlett Packard Enterprise

Here are the key news stories impacting Hewlett Packard Enterprise this week:

• Positive Sentiment: AI-driven earnings beat and higher guidance: HPE reported fiscal Q3 adjusted earnings of $1.11 per share, well above the roughly $0.93-$0.95 consensus, while revenue reached $12.21 billion, up 33.7% year over year and ahead of expectations. Management raised fiscal 2026 EPS guidance to $3.75-$3.85 and projected revenue of $46-$47 billion. HPE Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Demand exceeds available supply: Record AI server orders and backlog, along with strong networking demand, led HPE to lift its fiscal 2027 growth targets. Networking revenue reportedly rose 75% year over year, with routing revenue up sharply, supporting expectations for higher-margin growth. HPE Q3 Earnings Call Highlights AI Demand, Networking Shift
• Positive Sentiment: Oracle partnership expands visibility: HPE and Oracle announced a deeper collaboration to deploy HPE Juniper Networking across Oracle’s AI data centers, potentially creating a sizable, multiyear source of networking demand. HPE and Oracle Deepen Networking Collaboration
• Positive Sentiment: Analyst and trading signals improved: Barclays, Raymond James, Citi and Truist raised their price targets, while traders purchased 178,801 HPE call options—more than triple the average daily volume.
• Neutral Sentiment: HPE will hold a Networking Investor Day on September 30, offering investors additional detail on its strategy and the Juniper portfolio.
• Negative Sentiment: Supply constraints temper the outlook: Shortages of memory, CPUs and other components could limit near-term shipments and pressure margins as AI systems become a larger portion of sales. UBS and Wells Fargo cut their price targets, while Piper Sandler maintained a neutral rating.

Hewlett Packard Enterprise Trading Up 4.7%

NYSE HPE opened at $54.25 on Friday. Hewlett Packard Enterprise has a one year low of $19.84 and a one year high of $64.25. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.75. The firm has a market cap of $71.84 billion, a P/E ratio of 28.26, a P/E/G ratio of 0.60 and a beta of 1.43. The stock’s 50-day moving average is $49.79 and its 200-day moving average is $37.68.

Hewlett Packard Enterprise (NYSE:HPE) last posted its earnings results on Wednesday, September 2nd. The technology company reported $1.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.18. The business had revenue of $12.21 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Hewlett Packard Enterprise had a return on equity of 15.75% and a net margin of 6.60%.Hewlett Packard Enterprise’s revenue for the quarter was up 33.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.44 EPS. Hewlett Packard Enterprise has set its Q4 2026 guidance at 1.200-1.300 EPS and its FY 2026 guidance at 3.750-3.850 EPS. Sell-side analysts anticipate that Hewlett Packard Enterprise will post 2.92 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, September 17th will be given a dividend of $0.1425 per share. The ex-dividend date of this dividend is Thursday, September 17th. This represents a $0.57 dividend on an annualized basis and a yield of 1.1%. Hewlett Packard Enterprise’s dividend payout ratio is 53.27%.

Insider Buying and Selling at Hewlett Packard Enterprise

In other news, SVP Kirt Karros sold 18,785 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $48.50, for a total transaction of $911,072.50. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.44% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Sax Wealth Advisors LLC boosted its stake in shares of Hewlett Packard Enterprise by 2.9% during the 2nd quarter. Sax Wealth Advisors LLC now owns 8,782 shares of the technology company’s stock worth $396,000 after buying an additional 244 shares during the last quarter. MassMutual Private Wealth & Trust FSB increased its position in shares of Hewlett Packard Enterprise by 5.2% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 7,180 shares of the technology company’s stock valued at $324,000 after acquiring an additional 355 shares during the last quarter. Investment Research Partners LLC increased its position in shares of Hewlett Packard Enterprise by 2.0% in the fourth quarter. Investment Research Partners LLC now owns 21,925 shares of the technology company’s stock valued at $527,000 after acquiring an additional 423 shares during the last quarter. D.A. Davidson & CO. raised its holdings in Hewlett Packard Enterprise by 4.5% during the first quarter. D.A. Davidson & CO. now owns 9,998 shares of the technology company’s stock worth $238,000 after acquiring an additional 429 shares in the last quarter. Finally, Compound Planning Inc. raised its holdings in Hewlett Packard Enterprise by 2.4% during the first quarter. Compound Planning Inc. now owns 18,951 shares of the technology company’s stock worth $451,000 after acquiring an additional 446 shares in the last quarter. Institutional investors own 80.78% of the company’s stock.

About Hewlett Packard Enterprise

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.