Hewlett Packard
About: Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment; it also has a high-performance computing business. HPE's stated goal is to be a complete edge-to-cloud company. Its portfolio enables hybrid clouds and hyperconverged infrastructure. It uses a primarily outsourced manufacturing model and employs 60,000 people worldwide.
Employees: 61,000
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
43% more call options, than puts
Call options by funds: $486M | Put options by funds: $339M
5.4% more ownership
Funds ownership: 82.19% [Q4 2024] → 87.59% (+5.4%) [Q1 2025]
9% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 337
6% less funds holding
Funds holding: 1,070 [Q4 2024] → 1,008 (-62) [Q1 2025]
23% less capital invested
Capital invested by funds: $23.1B [Q4 2024] → $17.7B (-$5.35B) [Q1 2025]
27% less first-time investments, than exits
New positions opened: 110 | Existing positions closed: 151
63% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 3 (-5) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$18
14%
downside
Avg. target
$24
13%
upside
High target
$30
44%
upside
12 analyst ratings
7 positive
58%
5 neutral
42%
0 negative
0%
Citigroup Asiya Merchant | 20%upside $25 | Buy Reinstated | 25 Jul 2025 |
Goldman Sachs Michael Ng | 5%upside $22 | Neutral Reinstated | 24 Jul 2025 |
Deutsche Bank Matt Niknam | 25%upside $26 | Buy Maintained | 23 Jul 2025 |
JP Morgan Samik Chatterjee | 44%upside $30 | Overweight Reinstated | 17 Jul 2025 |
Evercore ISI Group Amit Daryanani | 20%upside $25 | Outperform Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 25 articles about HPE published over the past 30 days
Neutral
Business Wire
9 hours ago
Subaru Selects HPE to Accelerate AI Development for Next-Generation Eyesight Driver Assist System
TOKYO--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced that Subaru selected HPE Cray XD670 servers to orchestrate its image recognition technology and AI. This rollout supports Subaru's vision of increasing customer value and improving preventive safety—one of the key pillars of the car manufacturer's comprehensive philosophy. HPE Cray XD670 servers featuring industry-leading and energy efficient direct liquid cooling is expected to accelerate the optimization of AI algorithms, model training,.
Positive
Zacks Investment Research
3 days ago
HPE or SIMO: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Computer - Integrated Systems sector have probably already heard of Hewlett Packard Enterprise (HPE) and Silicon Motion (SIMO). But which of these two stocks is more attractive to value investors?
Positive
Zacks Investment Research
3 days ago
Should Value Investors Buy Hewlett Packard (HPE) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Zacks Investment Research
4 days ago
Hewlett Packard Enterprise (HPE) Crossed Above the 20-Day Moving Average: What That Means for Investors
From a technical perspective, Hewlett Packard Enterprise (HPE) is looking like an interesting pick, as it just reached a key level of support. HPE recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
Positive
NYTimes
6 days ago
Mike Lynch's Estate Ordered to Pay Hewlett Packard $945 Million
The technology giant had accused the British mogul, who died last year when his yacht sank, of fraud in the sale of his company in 2011.
Negative
Invezz
6 days ago
HPE suffered £730 million loss in Autonomy deal with Mike Lynch, UK court rules
More than a decade after Hewlett Packard Enterprise's (HPE) troubled $11 billion acquisition of Autonomy, a London judge has ruled the company lost around £730 million in the deal. The court found that financial misstatements at Autonomy inflated the firm's value ahead of the 2011 sale.
Positive
Barrons
1 week ago
HPE Reaches Truce With Activist Elliott. Strategy Committee to Assess Direction.
The company appoints longtime tech executive Robert M. Calderoni to the board as part of its agreement with activist investor Elliott.
Neutral
Reuters
1 week ago
Hewlett Packard Enterprise enters cooperation agreement with Elliott
Hewlett Packard Enterprise said on Wednesday it had entered into a cooperation agreement with hedge fund Elliott Investment Management.
Neutral
Business Wire
1 week ago
Hewlett Packard Enterprise Announces Board Enhancements to Support Ongoing Transformation and Drive Shareholder Value
HOUSTON--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced several enhancements to support HPE's ongoing transformation, including the formation of a new Strategy Committee of the Board and the appointment of Robert (Bob) Calderoni, a veteran technology executive and current Chairman of KLA Corp., as a director effective July 16, 2025. These enhancements were made as part of the Board's continued efforts to drive shareholder value, and in connection with a cooperation agreement with Elliott Inve.
Positive
Benzinga
2 weeks ago
Dell, HPE Named Top AI Server Plays As Analyst Cites $14 Billion Backlog
BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects artificial intelligence to drive most of the revenue growth in the server market over the next six years.
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