Mkt Cap $33B
52wk $14.20 - $26.44
2d ago
≠
We disagree with Wall Street.
Analyst consensus: bearish. Our position: bullish.
Check the factor breakdown for details.
Insider selling: $65,473,715 sold by 25 insiders (30d)
Est. revisions:
-0.2%
(7 up, 4 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.5)
Factor Model
net +0.5 1.7 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.5
Narrative Gap
+0.0
HPE boosts AI servers with GreenLake platform
Watch: Next quarter’s sovereign AI order momentum and memory pricing will test the sustainability of AI-driven revenue growth.
HPE is expanding focus on AI-optimized servers, networking, and hybrid cloud with its GreenLake as-a-service platform. The company partners with NVIDIA for Cray and ProLiant servers, targeting AI training and edge computing in regulated sectors and U.S. tech hubs. Raymond James downgraded HPE from Strong Buy to Outperform recently as cyclical risks linger despite AI growth traction.
HPE’s AI infrastructure push addresses growing enterprise edge computing demand but remains vulnerable to IT hardware cycles and sovereign spending volatility, impacting near-term investor confidence.
Evidence
2d ago
Broadcom Inc. stock (US11135F1012): Is AI chip dominance strong enough to unlock sustained upside? - AD HOC NEWS
google-news-semiconductor
3d ago
Raymond James down HPE: Strong Buy → Outperform
16d ago
Hewlett Packard Enterprise (HPE) Announces Significant Security Updates to Protect AI Adoption and Strengthen Enterprise Resilience
yahoo-finance
30d ago
Morgan Stanley Bullish on Hewlett Packard Enterprise Company (HPE) With Increased Price Target of $25
yahoo-finance
37d ago
HPE projects revenue above estimates, focuses on higher-margin networking orders
yahoo-finance
5 older signals
41d ago
Two Sigma 13F (2025Q4):. New position in KMB ($246,383,469) +382 more. Exited NB
Fundamentals & Data ▾
Hewlett Packard Enterprise Company
Technology · Communication Equipment
Mkt Cap
$33B
Beta
1.22
Div Yield
230.00%
52w Range
$14.20 - $26.44
Short Interest
79.7M 6.83%
Days to Cover
3.7 +1%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+4.3%
Insiders
selling
0B / 2S
Analysts
bearish
0 up / 1 down
EPS Estimate
$0.53
-0.2% 30d
7up / 4dn
Est. Dispersion
6%
18 analysts
Analyst Target
$26
$21 - $32
Options P/C
0.28
Insider Cluster
strong sell
0B / 11S
Fund Convergence
strong
Citadel, Two Sigma, Renaissance, Bridgewater, D.E. Shaw
Financials
Revenue
$9.3B +18% YoY
FCF
$609M
Gross Margin
36%
Op Margin
6%
Momentum:
decelerating
Top Holders
Citadel
$496M
Two Sigma
$119M
Renaissance
$94M
Bridgewater
$76M
D.E. Shaw
$9M
Recent Filings & Data
insider trade
150
net selling
· $65,473,715 sold
25 insiders · 150 transactions (30d)
Recent transactions
LANE RAYMOND J · exercise · $347,710
REINER GARY M · other
CALDERONI ROBERT · exercise · $192,032
NOSKI CHARLES HOWARD · exercise · $347,687
RUSSO PATRICIA F · exercise · $347,687
LIVERMORE ANN M · exercise · $347,710
CARTER PAMELA LYNN · exercise · $347,710
D AMELIO FRANK A · exercise · $347,687
MAYER BETHANY J · exercise · $347,710
OZZIE RAYMOND E · exercise · $347,710
DUGAN REGINA E · other
HOBBY JEAN M · exercise · $347,687
LANE RAYMOND J · award · $37,739
REINER GARY M · award · $42,739
RUSSO PATRICIA F · award · $43,382
MACDONALD NEIL B · sell · $2,826,604
NERI ANTONIO F · sell · $6,658,629
RUSSO FIDELMA · sell · $852,746
RAHIM RAMI · other
MYERS MARIE ELIZABETH · exercise · $3,229,592
NERI ANTONIO F · sell · $647,853
KARROS KIRT P · sell · $897,168
LANE RAYMOND J · award · $28,740
MACDONALD NEIL B · exercise · $100,433
REINER GARY M · award · $33,742
NERI ANTONIO F · exercise · $243,915
RUSSO PATRICIA F · award · $39,370
SCHULTZ JOHN F. J.D. · exercise · $103,535
CULLOTY MAEVE C · sell · $886,562
COX JEREMY K. · sell · $332,330
RUSSO FIDELMA · sell · $3,113,258
COX JEREMY K. · sell · $1,519,125
SCHULTZ JOHN F. J.D. · sell · $4,208,299
MACDONALD NEIL B · exercise · $1,191,412
CULLOTY MAEVE C · exercise · $1,008,114
NERI ANTONIO F · exercise · $3,455,068
COX JEREMY K. · other
MYERS MARIE ELIZABETH · other
RUSSO FIDELMA · other
SCHULTZ JOHN F. J.D. · exercise · $1,466,359
KARROS KIRT P · other
MACDONALD NEIL B · other
CULLOTY MAEVE C · exercise · $79,334
NERI ANTONIO F · exercise · $3,822,634
COX JEREMY K. · exercise · $528,881
RUSSO FIDELMA · exercise · $2,379,963
SCHULTZ JOHN F. J.D. · sell · $1,960,012
SCHULTZ JOHN F. J.D. · exercise · $1,633,718
KARROS KIRT P · exercise · $1,216,431
HOBBY JEAN M · sell · $689,968
MACDONALD NEIL B · award · $2,968,533
MACDONALD NEIL B · exercise · $1,216,100
CULLOTY MAEVE C · other
NERI ANTONIO F · award · $9,678,404
NERI ANTONIO F · exercise · $3,920,163
COX JEREMY K. · exercise · $1,779,706
MYERS MARIE ELIZABETH · award · $2,663,399
RUSSO FIDELMA · award · $1,949,525
RUSSO FIDELMA · other
SCHULTZ JOHN F. J.D. · award · $4,134,403
SCHULTZ JOHN F. J.D. · exercise · $1,653,817
KARROS KIRT P · exercise · $762,728
LANE RAYMOND J · award · $28,760
REINER GARY M · award · $33,745
RUSSO PATRICIA F · award · $39,370
CULLOTY MAEVE C · sell · $93,899
REINER GARY M · sell · $983,048
NERI ANTONIO F · sell · $4,172,317
NERI ANTONIO F · sell · $2,003,333
NERI ANTONIO F · sell · $1,917,682
NERI ANTONIO F · sell · $3,753,318
RAHIM RAMI · exercise · $11,386,111
RAHIM RAMI · other
LANE RAYMOND J · award · $28,753
MOTTRAM PHIL · sell · $616,173
REINER GARY M · award · $33,742
RUSSO PATRICIA F · award · $39,366
COX JEREMY K. · sell · $1,264,621
MOTTRAM PHIL · sell · $555,000
MACDONALD NEIL B · sell · $493,365
COX JEREMY K. · exercise · $399,605
MAYER BETHANY J · sell · $84,535
LANE RAYMOND J · exercise · $230,887
REINER GARY M · exercise · $230,887
NOSKI CHARLES HOWARD · exercise · $230,887
RUSSO PATRICIA F · exercise · $230,887
LIVERMORE ANN M · exercise · $230,887
CARTER PAMELA LYNN · exercise · $230,887
D AMELIO FRANK A · exercise · $230,887
MAYER BETHANY J · other
OZZIE RAYMOND E · other
DUGAN REGINA E · other
HOBBY JEAN M · exercise · $230,887
LANE RAYMOND J · award · $28,746
REINER GARY M · award · $33,751
RUSSO PATRICIA F · award · $39,382
DOMENECH DANIEL P · exercise · $60,608
MYERS MARIE ELIZABETH · other
COX JEREMY K. · sell · $266,271
LANE RAYMOND J · award · $28,750
MACDONALD NEIL B · exercise · $100,527
GOLD GERRI · other
REINER GARY M · award · $33,749
NERI ANTONIO F · exercise · $294,110
RUSSO PATRICIA F · award · $39,381
SCHULTZ JOHN F. J.D. · exercise · $113,669
MACDONALD NEIL B · sell · $388,817
GOLD GERRI · sell · $59,547
MAJOR KRISTIN K · sell · $154,986
COX JEREMY K. · sell · $109,227
RUSSO FIDELMA · sell · $1,131,284
KARROS KIRT P · sell · $194,604
MACDONALD NEIL B · sell · $3,122,362
GOLD GERRI · sell · $371,590
MAJOR KRISTIN K · sell · $934,445
COX JEREMY K. · sell · $143,205
RUSSO FIDELMA · sell · $2,079,604
SCHULTZ JOHN F. J.D. · sell · $5,681,600
KARROS KIRT P · sell · $1,010,860
MOTTRAM PHIL · sell · $1,480,962
MACDONALD NEIL B · other
MOTTRAM PHIL · exercise · $819,203
GOLD GERRI · exercise · $247,855
MAJOR KRISTIN K · exercise · $300,384
REINER GARY M · sell · $1,173,500
NERI ANTONIO F · exercise · $3,421,551
COX JEREMY K. · exercise · $382,309
RUSSO FIDELMA · exercise · $2,184,588
SCHULTZ JOHN F. J.D. · exercise · $1,575,547
KARROS KIRT P · exercise · $409,602
MACDONALD NEIL B · award · $3,011,281
MACDONALD NEIL B · exercise · $2,388,031
MOTTRAM PHIL · award · $3,011,281
MOTTRAM PHIL · other
GOLD GERRI · exercise · $1,629,893
MAJOR KRISTIN K · other
NERI ANTONIO F · award · $11,162,017
NERI ANTONIO F · other
COX JEREMY K. · sell · $178,733
COX JEREMY K. · exercise · $2,299,990
RUSSO FIDELMA · other
SCHULTZ JOHN F. J.D. · award · $4,969,386
SCHULTZ JOHN F. J.D. · exercise · $3,318,799
KARROS KIRT P · other
NERI ANTONIO F · sell · $5,181,625
COX JEREMY K. · sell · $163,170
RUSSO FIDELMA · sell · $1,117,478
LANE RAYMOND J · award · $28,746
REINER GARY M · award · $33,759
RUSSO PATRICIA F · award · $39,365
analyst rating
1
Raymond James
down
→ Outperform
3d ago
13 signals · latest 2d ago
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