HPE
Hewlett Packard Enterprise Company
September 11, 2026 · market open
- Rarity
- 1.23
- Peak move
- +12.39%
- Float cap
- $72.6B
Hewlett Packard Enterprise Company is a global technology provider that develops intelligent solutions enabling customers to capture, analyze, and act on data from edge to cloud. It offers servers, hybrid cloud and storage software, networking and security products, and financing and IT lifecycle services. Its customers include small and medium-sized businesses, large global enterprises, and governmental entities.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
17 events · 0 from SEC or newswire · 0 timed with the move- Key event
guidance_changeHPE raised its fiscal 2026 free-cash-flow outlook to at least $3.75 billion and set a fiscal 2027 framework targeting revenue growth of 13% to 17%, non-GAAP EPS of $4.40 to $4.60, and free cash flow above $5.0 billion, alongside raising its fiscal year-end Networks for AI order objective to $2.5–3.0 billion.
institutional_flowTidal Investments LLC raised its HPE holdings 552.7% in Q2, buying 677,528 shares to hold 800,103 shares worth about $36.1 million, according to its latest 13F filing.
institutional_flowBlueCrest Capital Management more than doubled its HPE stake in Q2, adding 103,323 shares for a total of 201,015 shares worth about $9.1 million, per its latest 13F filing.
- Key event
institutional_flowCalifornia State Teachers' Retirement System disclosed it grew its HPE position by 4,299.0% in Q2, buying 90,382,225 shares to hold 92,484,612 shares, or about 6.98% of the company, worth $4,171,981,000.
- Key event
executive_remarkAt the Goldman Sachs Communacopia + Technology Conference, HPE disclosed a $3.5 billion hyperscale CPU-server contract won after the July quarter close, AI server orders/backlog figures, purchase commitments rising from $6 billion to over $30 billion, and raised FY27 networking revenue growth guidance to 14-17% from 8-12%.
investor_dayAt the Goldman Sachs Communacopia + Technology Conference on Sept 10, 2026, HPE CFO Shannon Cross raised FY27 networking revenue growth guidance to 14%-17% from 8%-12% and said networking operating margins would rise to the mid-to-high 20% range, citing Juniper synergies and the Oracle AI data center win.
investor_dayHPE CEO Antonio Neri and Chief Strategy Officer Shannon Cross presented a fireside chat at the Goldman Sachs Communacopia + Technology Conference on Sept 10, 2026.
investor_dayHPE announced a dedicated Networking Investor Day scheduled for September 30, 2026 in Sunnyvale, California.
analyst_ratingAfter HPE's fiscal Q3 2026 results, Bank of America raised its HPE price target to $88 and Truist lifted its target to $70, while Evercore ISI maintained an Outperform rating and Citi flagged upside.
reg_fd_disclosureHPE CFO Marie Myers, speaking at Citi's 2026 Global TMT Conference, said HPE's networking order book rose 36% year over year and Cloud & AI orders grew roughly 76%, with purchase commitments at an all-time high above $30 billion, and said HPE will maximize the Juniper deal's value before considering larger acquisitions.
earnings_releaseHPE reported fiscal Q3 2026 results on Sept 10, 2026: revenue of $12.2 billion (up 34% YoY, above the high end of guidance), non-GAAP EPS of $1.11, GAAP EPS of $1.06, non-GAAP gross margin above 40%, operating profit of $2 billion, and free cash flow of $958 million.
institutional_flowHighTower Advisors LLC cut its HPE position by 6.3% in Q2, selling 26,875 shares and retaining 400,637 shares valued at about $18.1 million, per its latest 13F filing.
product_launchOn Sept 9, Hewlett Packard Enterprise said it is working with Red Hat and NVIDIA to develop an open, enterprise-grade AI platform providing purpose-built infrastructure for on-premises AI inference.
dividend_changeHPE declared a quarterly dividend of $0.1425 per share.
analyst_ratingAn analyst maintained a Buy rating on Hewlett Packard Enterprise with a $76 price target on Sept 9, 2026, per S&P Global-compiled ratings.
peer_disclosureOracle reported fiscal Q1 results on Sept 10 with cloud infrastructure revenue up 93%, beating expectations, lifting AI-infrastructure sentiment and reading through to HPE, which supplies Oracle with Juniper networking gear.
major_contractHPE said it won a multi-year, gigawatt-scale AI data center deal with Oracle covering Juniper PTX and MX routers and QFX switches, including networking support services and intelligent telemetry work, and issued Oracle warrants to buy HPE shares.