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TickerTalks›$HPE
HPHPE

Hewlett Packard Enterprise Company

$HPE·$82B·Computer Hardware·Technology
$55.92+0.1%YTD+130.2%1Y+125.0%
Price updated 10m ago·X counts updated 2d ago
HPHPE
$HPEHewlett Packard Enterprise Company
$55.93+0.08%1.2k posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HPE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,220X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $HPE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 79% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-09-15

HPE reclaimed the $56/60 zone with strong post-earnings follow-through, $2.6M into January $60 calls, and buyers defending the 50DMA. The setup mirrors DELL/SMCI relative-strength ripples, and slingshot buy signals fired on the daily. The one bear voice is calling AI-hardware suppliers 'unremarkable chart risks like $XYZ,' but the tape is telling a different story.

Read what X is saying about $HPE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HPE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-16

The move is getting stronger, with heavier trading behind it.

AI-server tailwind lifted HPE 130% this year — CEO Neri just cashed out $15M into the top.

Hewlett Packard Enterprise is the AI-server and Juniper-networking company that emerged from the 2015 HP split, and this year's undisputed AI-hardware winner. Revenue grew 19% YoY last quarter with a 48% Q3 EPS beat, and the tape has run the stock 130% higher YTD.

  • The AI-server thesis is doing the work: Q3 EPS beat 19% on strong AI-related hardware and services attach, and Juniper gives HPE the networking arm the AI-buildout needs — same trade as DELL/SMCI but with a bigger installed enterprise base.
  • The tape confirms: HPE reclaimed the $56/60 zone with strong post-earnings follow-through, $2.6M into January $60 calls, and buyers defending the 50DMA.
  • Insider signal is loud and one-sided: CEO Antonio Neri sold 250,000 shares for $15.1M at $60.44 on Sept 11 — a single-day print at the exact level the tape just reclaimed.

At 81% of the 52w range and 63% above the 200d — accelerating holds through the Dec 3 Q4 print if AI-server orders keep converting into revenue; another Neri-scale sale into strength or a soft Q4 orders print turns accelerating into cooling fast.

Agrees with X sentimentX longs are right on the tape read — the $56/60 reclaim and buyers defending the 50DMA are what a real accelerating move looks like — but they're dismissing the biggest single-day insider print of the year: Neri's $15M at $60.44 four days ago, right at the level being defended.

What to watch: Dec 3 Q4 print for AI-server orders converting to revenue and Juniper integration progress. Another Neri-scale insider sale into strength or a soft Q4 orders comment turns accelerating into cooling fast.

On the calendar: 2026-12-03 — Q4 earnings

ceo large insider saleai hardware beneficiaryjuniper integration

Read the AI verdict on $HPE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sells servers, Aruba networking, and GreenLake hybrid cloud infrastructure to enterprise customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $HPE.

Computer Hardware · Technology

AI server infrastructure build-out is the primary demand driver as hyperscaler capex accelerates; HPE raised its 2027 outlook on AI networking surge and Dell's PowerEdge franchise is labelled a 'powerhouse AI stock,' confirming the cycle has room to run. Quantum computing names are stage-gated by commercialisation timelines.

What this means for $HPE

Direct beneficiary — Aruba AI networking and ProLiant Gen11 servers benefit directly from data-centre AI build-out; raised 2027 outlook confirms durable demand and represents a positive guide revision vs prior consensus.

Top industry ETF

$SOXXiShares Semiconductor ETF
+61.7%YTD
+93.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
43.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$1.11$0.93+19.1%
Q1 2026Jun 1, 2026$0.79$0.54+47.7%
Q4 2025Mar 9, 2026$0.65$0.59+10.7%
Q3 2025Dec 4, 2025$0.62$0.58+7.1%
Next earningsThu, Dec 3·consensus EPS $1.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.3B+19.1%35.9%9.7%$0.32$609.0M
Q4 FY25$9.7B+14.3%30.4%4.4%$0.11$1.8B
Q3 FY25$9.2B+19.9%28.4%5.4%$0.21$2.4B
Q2 FY25$7.6B+5.7%27.6%3.4%$-0.82$-1.0B

Forward consensus

4-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$46.4B$46.2B – $46.8B$3.80$3.71 – $3.8615
FY27$54.1B$53.0B – $56.3B$4.55$4.39 – $4.9414
FY28$58.0B$53.7B – $63.0B$5.08$4.29 – $6.8615
FY29$63.6B$61.7B – $66.8B$5.27$5.06 – $5.617

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+62.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 11Antonio F NeriCEO250.0K sh$15.1MSellJul 22Kirt P KarrosSVP, Treasurer, Corp Dev23.7K sh$1.1MSellJun 22Kirt P KarrosSVP, Treasurer, Corp Dev18.8K sh$911KSellJun 3Gary M ReinerDirector20.0K sh$1.1MSellMay 5Marie MyersCFO93.6K sh$2.8MSellMay 5Bethany MayerDirector6.5K sh$189KSellApr 21Fidelma RussoCTO17.0K sh$476KSellApr 20Neil B MacdonaldEVP, GM, Server24.3K sh$655KSellApr 17Antonio F NeriCEO150.0K sh$4.0M
+ 48 other (25 awards · 16 exempts · 4 inkinds · 3 gifts) in window

See when $HPE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Hewlett Packard Enterprise Company announced its fiscal third quarter 2026 financial results for the period ended July 31, 2026, via press release. The 8-K also includes a Reg FD filing (Item 7.01) with supplemental investor materials posted to the company's investor relations website. The quarterly earnings release and investor presentations are filed as exhibits.

8-KPress release / Reg FDAug 48-K — Item 7.01: Press release / Reg FD
AI summary

HPE (HPE) filed a Reg FD disclosure (Item 7.01) on 2026-08-04, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

3New insider — initial holdingsJul 283
AI summary

An insider (Amount or Number of Shares Explanation of Responses: Ki Hoon) at HPE (HPE) filed a Form 3 on 2026-07-28 reporting initial or updated beneficial ownership. This is a routine insider reporting disclosure required within 10 days of becoming a 10%+ holder or new officer/director. It has limited standalone market impact but establishes the baseline for tracking future insider transactions.

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

HPE filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The filing also covers Item(s) 7.01, 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

3New insider — initial holdingsJun 33
AI summary

Hsu Christopher P filed a Form 3 with the SEC, disclosing initial beneficial ownership of HPE securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HPE.

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

HPE (HPE) reported financial results for a recent fiscal period in an 8-K filed under Item 2.02. The filing includes key financial metrics including revenue, operating income, and per-share results. Results of operations disclosures under Item 2.02 typically accompany an earnings press release furnished as an exhibit, making them available concurrently with the earnings call. These filings provide the market with transparent, timely financial performance data for investment analysis.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
AI summary

HPE filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-14. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD
AI summary

HPE filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-04. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 10 other (3 13Gs · 2 10-Qs · 1 11-K · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AI Slowdown Fears Rise: Buy NVIDIA, HPE That Connect AI and Quantumzacks.com·1d agoHewlett Packard Enterprise Rises 4% a Day After Evercore ISI Downgrade; Dell Climbs 4%, Super Micro Holds Steady247wallst.com·1d agoAI Stock Among Those That Funds Are Buying Despite Misgivingsinvestors.com·1d agoWhy Hewlett Packard Enterprise Stock Plummeted by Almost 11% Todayfool.com·2d ago5 Top AI Stocks to Buy on the Dip as Slowdown Fears Hit Marketszacks.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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