Hewlett Packard Enterprise Co

Hewlett Packard Enterprise Co

HPE

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Market Cap$63.79B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Hewlett Packard Enterprise CoHewlett Packard Enterprise Co42.41.13%6%1.71.1

Earnings Call Q2 2026

June 1, 2026 - AI Summary

Q2 performance: exceptional results beat outlook - Revenue: $10.7B, +40% YoY (reported) and above the high end of guidance. - EPS (non-GAAP): $0.79, +108% YoY, significantly above the high end of outlook. - Free cash flow (FCF): $915M; strong operating cash flow and improved cash conversion; company highlighted meaningful year-over-year improvement. - Backlog / demand: Orders more than doubled YoY, outpacing revenue and driving a record backlog (demand described as even stronger than revenue growth).
Guidance raised for FY26 (and early framework for FY27) - FY26 EPS (non-GAAP): raised to $3.35–$3.45 at midpoint; CEO framed this as ~2 years ahead of earlier long-term plan and stated at least $3.4 at midpoint with ≥$3.5B FCF target. - FY26 FCF: raised to ≥$3.5B (from ≥$2B prior). - FY26 revenue growth: raised to 29%–33% reported (high teens normalized). - FY26 operating profit growth: raised to 80%–85% reported. - FY26 Q3 outlook: revenue $11.5B–$12.1B; EPS $0.88–$0.93 (non-GAAP). Segment growth expectations include Network +73% to +78% YoY reported and Cloud & AI high-teens.
Networking (incl. Juniper integration): major growth driver + raised “Networks for AI” target - Q2 networking revenue: $2.7B, +double digits on a normalized basis; orders growing significantly faster than revenue. - Integration/synergies: CEO and CFO repeatedly emphasized Juniper integration milestones and synergy delivery are ahead of schedule. - Networks for AI orders target (cumulative): raised to ≥$2B by FY26 year-end. - Product/demand highlights: strong campus/branch modernization (Campus & Branch orders upper-20%), security mid-teens normalized growth; data center switching orders nearly +20% normalized.

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Target Price by Analysts

24.6% upsideHewlett Packard Enterprise Target Price DetailsTarget Price
$17.10

Current Fair Value

64.5% downside

Overvalued by 64.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$63.79 Billion
Enterprise Value$85.36 Billion
Dividend Yield$0.55 (1.13%)
Earnings per Share$-0.04
Beta1.45
Outstanding Shares1,335,000,000

Return

Return on Equity5.89%ROE
Return on Assets1.87%
Return on Invested Capital2.43%

Valuation & Multiples

P/E Ratio42.36P/E Ratio
PEG-26.84PEG
Price to Sales1.66Price to Sales
Price to Book Ratio2.68Price to Book Ratio
Enterprise Value to Revenue2.2
Enterprise Value to EBIT66.85
Enterprise Value to Net Income57
Total Debt to Enterprise0.31
Debt to Equity1.06Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 2, 2026
EPS Estimate
$0.54
Average shareholder expectation
Revenue Estimate
$9.76 B
Average shareholder expectation

Next Earnings Call

Expected Date
September 2, 2026
EPS Estimate
$0.92
Average shareholder expectation
Revenue Estimate
$11.91 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1531▲ 9.04%
Total Calls14,681,302▼ 38.13%
Total Puts16,928,790▼ 32.87%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %89.97%▼ 1.62%
Total Invested$28.50B▼ 2.16%
Investors Holding1,164▼ 10.00%

ESG Score

No data

About Hewlett Packard Enterprise Co

CEO: Antonio Neri

Relevant Senate Committees

Joint Committee on Taxation

Provides official analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and capital investment credits which significantly impact HPE's financial planning and profitability.

Finance

Controls taxation and trade policy, which directly impacts HPE's corporate profitability, global supply chain costs, and international sales for a multinational technology company.

Appropriations

Directly allocates discretionary federal spending across all government agencies and departments, significantly impacting federal IT procurement and contract opportunities for HPE.

Judiciary

Oversees antitrust enforcement, intellectual property rights, and major M&A approvals, all of which are highly relevant for a large technology company like HPE regarding market competition and innovation.

Armed Services

Oversees the Department of Defense and authorizes the annual NDAA, which directly determines funding and procurement for military technologies and IT infrastructure that HPE supplies to the defense sector.

Commerce, Science, and Transportation

Has vast jurisdiction over interstate commerce, telecommunications, data privacy (e.g., cloud services), and emerging technology policy like AI, directly impacting HPE's networking, data, and cloud solutions.

Homeland Security and Governmental Affairs

Oversees federal procurement, government IT efficiency, and cybersecurity for federal systems, directly impacting HPE's substantial government contracts and opportunities in AI for public sector applications.