HPEHewlett Packard Enterprise
$55.27+6.29%Real quote · delayedEnterprise servers🏛️ Company factsSEC filings + FINRA official data
Annual revenue $34.3B · latest quarter up 33.7% YoY · profitable (FY net income $57M) · short activity within its normal range.
FY revenue
$34.3B
2025-10
Latest Q YoY
+33.7%
FY net income
$57M
Diluted EPS
$-0.04
Short volume
52.2%
20d avg 46.3% · normal
🐋 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 · 49/100Nasdaq 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.
Analyst estimates, not our forecast · not investment advice
🧭 +6.3% today with no fresh news · why?
- 📊 Market-0.7%S&P -0.4% × beta 2
- 💸 Money flowMFI 50 · net inflow · volume 0.7× average
- 🔀 PeersDELL +1.8%SMCI +2.2%NVDA -1.9%ANET +2.3%CSCO -0.2%AAPL -1.3%Peers are mixed today — this move looks more stock-specific.
- 🕰️ Old news, still digesting▲ HPE Selected To Participate In Multiple R&D Projstructural impact active, ~12 days left
- 🕰️ Old news, still digesting▲ Why Is Hewlett Packard Enterprise Stock Gaining structural impact active, ~12 days left
- ❓ Remainder~+7% has no clear driver = market noise. Moves without reasons are normal — don't force a story.
Educational decomposition · not investment advice
What's moving this stock lately
5 direct · 10 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
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
CEO publicly reaffirmed AI server order growth and the Oracle tie-up, supporting confidence in next-quarter guidance, but given HPE's historical average beat of 23.7% over the past four quarters, this interview offers no incremental data to suggest an even larger beat
Also named: DELL · SMCI · ORCL · NVDA
A fellow enterprise AI server supplier that benefits from continued data-center capex, though with lower AI mix than DELL
Also named: DELL · SMCI · PANW · CRWD · ZS · TLT
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
- #5▲0.85%2nd-orderNVIDIA Rises 4% on Reported $12.9B Hugging Face Deal, Dell Jumps 8% After Guidance Beat6d ago
AI-server demand read-through benefits HPE's enterprise infrastructure franchise
Also named: NVDA · P-HUGG · AMD · DELL · SMCI
- #6▼0.74%2nd-orderArista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand Surging4d ago
Its Juniper networking unit competes head-on with Arista in data-center switching, facing share-loss pressure
Also named: ANET · CSCO · AVGO · MRVL
Rising memory costs indirectly add procurement cost pressure to its enterprise server and storage product lines
Also named: MU · 000660.KS · 005930.KS · WDC · STX · DELL
- #8▼0.71%DirectSuper Micro Surges 7% as Semiconductors Lead a Flat Tape; Hewlett Packard Enterprise Falls 3%, Dell Edges Higher4d ago
HPE's 3% drop is already reported; razor-thin FY net income of $57M and negative EPS reflect margin pressure in AI servers, with the decline already priced
Also named: SMCI · DELL · NVDA · AMD
- #9▼0.63%DirectHewlett Packard Enterprise Falls 5% as Supply Constraints Overshadow Raised Guidance, Super Micro Slips, Dell Holds Steady5d ago
Shares already down 5% on supply worries, so the negative is largely priced; razor-thin FY net income of $57M leaves it highly exposed to component costs, but the raised guide caps further downside.
Also named: SMCI · DELL · MU · 005930.KS
- #10▼0.49%2nd-orderStocks Fall, Rebound Bullishly; Snowflake, Dell, Tesla, Jobs Report In Focus: Weekly Review4d ago
As a peer enterprise server vendor, Dell's strong growth highlights relative share pressure on HPE
Also named: DELL · NVDA · SMCI · SNOW · DDOG · PLTR
The rest, archived by time · 5
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