HPEHewlett Packard Enterprise
$62.09+12.44%Real quote · delayedEnterprise serversHardware & networking · 9 peers →🏛️ Company factsSEC filings + FINRA official data
Annual revenue $34.3B · latest quarter up 33.7% YoY · profitable (FY net income $57M) · short activity above its recent average — bears adding.
FY revenue
$34.3B
2025-10
Latest Q YoY
+33.7%
FY net income
$57M
Diluted EPS
$-0.04
Short volume
52.4%
20d avg 46.1% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Medium · 69/100Nasdaq analyst consensus · the pre-news baseline
- Jul 2026$1.02 vs $0.82+24.39%
- Apr 2026$0.67 vs $0.44+52.27%
- Jan 2026$0.54 vs $0.49+10.2%
- Oct 2025$0.54 vs $0.50+8%
The takeaway
This company habitually beats by +23.7% — the next report has to clear that bar to count as good news. Analysts raised estimates 5× in 4 weeks — the bar is rising too.
Analyst estimates, not our forecast · not investment advice
🧭 +12.4% today with no fresh news · why?
- 📊 Market+1.8%S&P +0.9% × beta 2.1
- 💸 Money flowMFI 61 · net inflow · volume 1.7× average — heavy
- 🧩 PeersDELL +12%SMCI +7.3%NVDA 0%VRT +3.6%ANET +5.6%CSCO +4.4%5 peers moved the same way today, averaging +5.5% — this is a sector move, not a single-stock event.
- 🕰️ Old news, still digesting▲ HPE Selected To Participate In Multiple R&D Projstructural impact active, ~8 days left
- 🕰️ Old news, still digesting▲ Why Is Hewlett Packard Enterprise Stock Gaining structural impact active, ~8 days left
Educational decomposition · not investment advice
What's moving this stock lately
11 direct · 17 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
HPE's Private Cloud AI targets regulated on-prem deployments, closely aligned with the reported use case
Also named: NVDA · DELL · SMCI · MSFT · AMZN
A named subject with 33.7% revenue growth and a habitual ~24% beat, backed by a firmer forward consensus and AI-server/networking demand.
Also named: CRWD · PANW · S · SNOW · DDOG · MDB
- #3▼1.26%DirectDell's AI Server Orders Reached $61 Billion in the Second Quarter, and the Pipeline Keeps Growing2d ago
As a direct enterprise-server competitor, Dell's order momentum highlights HPE's relative lag in the AI server race
Also named: DELL · SMCI · NVDA · AMD
- #4▲1.17%DirectHewlett Packard Enterprise and Dell Surge 11% as Oracle's Capex Guidance Lifts AI Server Demand, Super Micro Climbs 7%1d ago
Server segment benefits from AI cluster demand expansion, though overall net margins remain thin; much of today's 11% move is already reflected
Also named: SMCI · DELL · VRT · ORCL · MSFT · AMZN
Fellow enterprise server and AI infrastructure vendor benefits from shared industry tailwinds
Also named: DELL · SMCI · NVDA · AVGO
HPE's server business is sensitive to memory costs, and the pricing upcycle squeezes hardware margins
Also named: MU · 000660.KS · 005930.KS · WDC · DELL · AAPL
Higher server memory costs erode margins in the enterprise hardware business
Also named: MU · SNDK · SKHY · WDC · DELL · AMAT
HPE's enterprise server business faces the same rising storage cost pressure, weighing on hardware segment margins
Also named: MU · WDC · 000660.KS · 005930.KS · SMCI · DELL
- #9▲0.7%DirectSuper Micro Climbs 4%, Hewlett Packard Enterprise Advances 5%: Is the Margin Beat Already Guided Away?4d ago
Shares already up 5%; HPE's trailing four-quarter average beat is 23.7%, so a smaller-than-usual margin beat this quarter would signal weakening momentum rather than fresh good news.
Also named: SMCI · DELL · NVDA · MU · VRT
- #10▼0.69%2nd-orderArista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand Surging8d ago
Its Juniper networking unit competes head-on with Arista in data-center switching, facing share-loss pressure
Also named: ANET · CSCO · AVGO · MRVL
The rest, archived by time · 18
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📜 Call history (newest first
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