HPE Earnings
Monday, Jun 01 2026
EPS Estimate
$0.53
$0.52 – $0.55
Revenue Estimate
$9.8B
Current Price
$43.04
Our Position
bullish · highHPE rallies 12.6% on $5B AI backlog boost
est. revisions stable
(+0.1pp / 30d)
The strong AI backlog and raised guidance point to durable revenue growth and margin expansion within HPE's enterprise hardware and AI infrastructure segments, potentially driving sustained stock gains amid mixed analyst sentiment and insider selling.
Watch: Watch June 1 Q2 earnings for confirmation of AI-driven revenue growth and margin improvements.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.2 (bullish skew)
Analysts: bearish
Key Context
Analyst Consensus
bearish
Insider Activity
selling
Price Trend
mixed
1-Month Return
+52.1%
From 52w High
0.0%
Est. Revisions (30d)
+0.2% 2up/0dn
Analyst Target (mean)
$30 $21–$40 -30%
Options P/C Ratio
0.18 15C/4P unusual
Est. Dispersion
6% 18 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Two Sigma, Renaissance, Bridgewater, D.E. Shaw
Recent Activity
insider trades
3 transactions
Sell
·
MAYER BETHANY J (Director)
·6,482 shares
·$188,626
Sell
·
MYERS MARIE ELIZABETH (Chief Financial Officer)
·93,583 shares
·$2,808,136
Exercise
·
DILLOW STACY L (Officer)
·31,292 shares
·$1,057,670
analyst ratings
2 ratings
Morgan Stanley
→Equal-Weight
10d ago
Citigroup
→Buy
17d ago
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