Hewlett Packard Enterprise (HPE)
NYSEInformation TechnologyComputer HardwareSnapshot 2026-10-29
$55.09-6.42%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologyComputer HardwareSnapshot 2026-10-29
Research Workspace
Put HPE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Technology Hardware, Storage & Peripherals is in supercycle. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase Networking segment revenue by 72% to 75% for FY26: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 27% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, guidance credibility, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 27% in its worst 12-month stretch.
View RiskHPE’s AI and networking growth must continue to support its strong financial performance. Revenue growth accelerated from 18% in Q1 to 40% in Q2, then slowed to 34% in Q3. Q3 non-GAAP EPS beat consensus by 35.4%. HPE trades at 20× P/E versus a 35× peer median. The desk says price expectations look modest compared with its growth view. The specific risk is that the FY26 networking revenue target comparison needs review, so the claimed progress remains unverified. Our model puts the next-quarter miss probability at 16%. Peer multiples imply a price about 14% above where it trades; the thesis is on watch.
Trailing returns as of 2026-10-30. HPE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering HPE (as of Oct 2026).
Based on 12 Wall Street analysts offering 12-month price targets for HPE in the last 4 months.
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Compare HPE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HPE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Technology Hardware, Storage & Peripherals — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put HPE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Downgrades indicate potential headwinds for AI spending.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $55.09
The last 12 months of price, then the range of analyst 12-month targets from today’s $55.09.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Acquisition strengthens HPE's position in AI and Networking.
Downgrade suggests concerns over AI growth potential.
CEO stock sale raises concerns about leadership confidence.
Advances: Drive strong revenue and profitability growth with AI and Networking
New AI servers enhance growth potential in AI and Networking.
Advances: Drive strong revenue and profitability growth with AI and Networking
Major AI server order supports revenue growth objective.
Advances: Increase Networking segment revenue by 72% to 75%
Upgrade reflects confidence in networking revenue growth.
Advances: Drive strong revenue and profitability growth with AI and Networking
Significant order supports AI and Networking growth strategy.
