Hewlett Packard Enterprise Co
F:2HP
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
H
|
Hewlett Packard Enterprise Co
F:2HP
|
US |
|
News Corp
NASDAQ:NWSA
|
US |
|
Lintec Corp
OTC:LNTEF
|
JP |
|
G
|
GEN Restaurant Group Inc
NASDAQ:GENK
|
US |
|
G
|
Grand Canyon Education Inc
SWB:GKD
|
US |
|
A
|
Assa Abloy AB
SWB:ALZC
|
SE |
|
C
|
Citigroup Inc
LSE:0R01
|
US |
|
B
|
Bic Camera Inc
F:1U3
|
JP |
Hewlett Packard Enterprise Co
Hewlett Packard Enterprise, or HPE, sells the hardware and software that companies use to run their own computer networks, data centers, and cloud systems. Its products include servers, storage systems, networking gear, and related management software, along with services that help customers set up, maintain, and support those systems. The company mainly serves large businesses, governments, and other organizations that need secure, reliable computing infrastructure. HPE makes money by selling equipment, software licenses, subscriptions, and support contracts. It often works with customers that prefer to buy and run their own IT infrastructure instead of relying only on public cloud services. That puts HPE in the role of a core supplier for the infrastructure behind corporate computing, where customers care about performance, security, and compatibility with existing systems. What makes HPE distinct is that it focuses on the building blocks of enterprise IT rather than on consumer products. It helps organizations connect on-premises systems, private cloud setups, and hybrid cloud environments, which need both hardware and ongoing service. That gives HPE a long-term business tied to how companies store data, move information, and keep critical systems running.
Hewlett Packard Enterprise, or HPE, sells the hardware and software that companies use to run their own computer networks, data centers, and cloud systems. Its products include servers, storage systems, networking gear, and related management software, along with services that help customers set up, maintain, and support those systems. The company mainly serves large businesses, governments, and other organizations that need secure, reliable computing infrastructure.
HPE makes money by selling equipment, software licenses, subscriptions, and support contracts. It often works with customers that prefer to buy and run their own IT infrastructure instead of relying only on public cloud services. That puts HPE in the role of a core supplier for the infrastructure behind corporate computing, where customers care about performance, security, and compatibility with existing systems.
What makes HPE distinct is that it focuses on the building blocks of enterprise IT rather than on consumer products. It helps organizations connect on-premises systems, private cloud setups, and hybrid cloud environments, which need both hardware and ongoing service. That gives HPE a long-term business tied to how companies store data, move information, and keep critical systems running.
Revenue: Q1 revenue was $9.3 billion, up 18% year-over-year, driven largely by the inclusion of Juniper.
Profitability: Record non-GAAP EPS of $0.65 (GAAP EPS $0.31) and gross margin of 36.6%; operating margin was 12.7%.
Networking: Networking was the standout—revenue of $2.7 billion, orders strong, and management raised FY '26 networking revenue expectations.
Commodity headwinds: DRAM and NAND costs are rising sharply and expected to remain elevated into 2027; HPE is securing supply, shortening quote cycles and repricing to protect margins.
Cloud & AI: Cloud and AI revenue was $6.3 billion, down 3% in Q1; AI systems backlog is $5 billion with AI systems orders of $1.2 billion and shipments weighted to back half of the year.
Cash & capital return: Strong Q1 free cash flow of $708 million and HPE raised FY '26 free cash flow outlook to at least $2.0 billion; returned $190 million in dividends and $158 million in buybacks.
Guidance: Raised FY '26 non-GAAP EPS to $2.30–$2.50 (GAAP $1.02–$1.22); networking full-year reported growth to 68%–73%; cloud & AI now guided to mid- to high-single-digit growth.
