Market Cap
$81.6B
HPE
Hewlett Packard Enterprise Co
$67.53 ▲ +4.56%
Prev close $64.58Market cap$81.6B
ConsensusBuy
12-mo target$71.13 (+4.6%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on HPE right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (68%)
Inst. Holders
50 funds
Inst. Value
$42.5B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $24.3M sell
Insider Net $
-$24.3M
Social Sentiment
59° Warm
SEC Reports
17
Price chart 30d +30.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: HPE — 55.7% short (4.0M / 7.1M)
Short: 3,966,601 | Exempt: 28,717 | TRF Vol: 7,119,747 | Short Ratio: 55.7% | Off-exchange volume (d
Sep 29, 2026 Insider
rahim rami sold 6,579 shares
EVP, Pres GM Networking @ $61.42 ($404.1K)
Sep 29, 2026 Insider
rahim rami sold 27,877 shares
EVP, Pres GM Networking @ $61.42 ($1.7M)
Sep 18, 2026 Event
Sep 16, 2026 SEC Swarm Technology LLC v. Hewlett Packard Enterprise Company
Court ruling (txsd) — Docket: 4:24-cv-04927
HPE CEO Antonio Neri sold $15.1M worth of stock in an open-market transaction on September 11, 2026, following the compa
CLUSTER — Impact 3/10
Director Gary M. Reiner filed a Form 144 notice of intent to sell 17,000 shares of HPE common stock, with an approximate
144 — Impact 2/10
Sep 14, 2026 Insider
Sep 2, 2026 SEC REINER GARY M sold 17,000 shares
Director @ $56.91 ($967.4K)
HPE reported fiscal Q3 2026 results with record revenue of $12.2 billion (up 34% YoY), GAAP EPS of $1.06 (above guidance
8-K — Impact 7/10
Analyst ratings buy % +36.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
68% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Daiwa Capital | UPGRADE | Outperform | 52% |
| Oct 1, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Oct 1, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Oct 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Oct 1, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Oct 1, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Oct 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Sep 14, 2026 | Evercore ISI Group | DOWNGRADE | In-Line | 59% |
| Sep 4, 2026 | Argus Research | REITERATE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 13 | 9 | 0 | 0 | 68% | |
| Aug 1, 2026 | 6 | 11 | 10 | 0 | 0 | 63% | |
| Jul 1, 2026 | 5 | 10 | 12 | 0 | 0 | 56% | |
| Jun 1, 2026 | 5 | 9 | 12 | 0 | 0 | 54% | |
| May 1, 2026 | 5 | 8 | 13 | 0 | 0 | 50% | |
| Apr 1, 2026 | 6 | 7 | 13 | 0 | 0 | 50% | |
| Mar 1, 2026 | 6 | 7 | 13 | 0 | 0 | 50% | |
| Feb 1, 2026 | 6 | 8 | 12 | 0 | 0 | 54% |
Price targets
Where 20 covering analysts think HPE trades over the next 12 months.
$71.13 +4.6% upside Hold
Current$68.01 Low$52.59 Median$69.00 High$92.00 20 analysts
$52.59$92.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +11.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
59°
Warm
BearishNeutralBullish
Recent posts
Are the YTD moves in old tech companies like DELL & HPE justified?
▲ 2 · 💬 6· ⚡ 0.5
Honest Question - are the YTD stock moves in boomer tech companies like DELL + HPE actually justified?
▲ 1 · 💬 0· ⚡ 0.5
Is the market undervaluing HPE’s broader enterprise AI infrastructure position?
▲ 1 · 💬 1· ⚡ 0.5
Is the market undervaluing HPE’s broader enterprise AI infrastructure position?
▲ 1 · 💬 0· ⚡ 0.5
WTF HPE
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 4 bullish, 0 bearish, 0 mixed, 13 neutral · avg impact 3.3/10.
NEUTRALCLUSTER3/10
HPE CEO Antonio Neri sold $15.1M worth of stock in an open-market transaction on September 11, 2026,
Sep 16, 2026
NEUTRAL1442/10
Director Gary M. Reiner filed a Form 144 notice of intent to sell 17,000 shares of HPE common stock,
Sep 14, 2026
BULLISH8-K7/10
HPE reported fiscal Q3 2026 results with record revenue of $12.2 billion (up 34% YoY), GAAP EPS of $
Sep 2, 2026
NEUTRALCOURT-RULING1/10
This is a routine procedural order granting a joint stipulation to continue deadlines in a pending e
Aug 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: HPE — 55.7% short (4.0M / 7.1M)
Short: 3,966,601 | Exempt: 28,717 | TRF Vol: 7,119,747 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: HPE — 59.1% short (5.5M / 9.4M)
Short: 5,538,192 | Exempt: 7,792 | TRF Vol: 9,376,519 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
Enforcement
Swarm Technology LLC v. Hewlett Packard Enterprise Company
Court ruling (txsd) — Docket: 4:24-cv-04927
Sep 14, 2026
short_volume
Short Volume: HPE — 56.2% short (8.4M / 15.0M)
Short: 8,411,626 | Exempt: 984,329 | TRF Vol: 14,974,110 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
ftd
FTD: HPE — 23,444 shares ($1.5M) failed to deliver
Settlement: 20260914, Price: $62.09, FTD Value: $1,455,637.96, HEWLETT PACKARD ENTERPRISE CO
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.27 | $1.24–$1.36 | 105.3% | +19.0% | 15↑ 0↓ | $14.4B | 19 |
| Next Q | $1.04 | $0.84–$1.25 | 60.2% | +11.3% | 9↑ 1↓ | $12.8B | 14 |
| Current FY | $3.83 | $3.79–$3.92 | 97.2% | +10.9% | 16↑ 0↓ | $46.5B | 20 |
| Next FY | $4.69 | $4.40–$5.39 | 22.6% | +13.9% | 15↑ 0↓ | $54.7B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.273 | — |
| 7d ago | $1.270 | +0.003 |
| 30d ago | $1.069 | +0.204 |
| 60d ago | $1.057 | +0.216 |
| 90d ago | $1.056 | +0.217 |
Institutional ownership
Which big funds own HPE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $42.5B total value (943,929,744 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 134,059,655 | $6.0B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 86,665,707 | $3.9B | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 72,677,094 | $3.3B | 7.7% | — |
| STATE STREET CORP | 68,095,481 | $3.1B | 7.2% | — |
| Capital World Investors | 59,597,678 | $2.7B | 6.3% | — |
| BANK OF AMERICA CORP /DE/ | 39,500,289 | $1.8B | 4.2% | TRIM -46.7% |
| JPMORGAN CHASE & CO | 40,050,764 | $1.8B | 4.2% | TRIM -26.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 36,610,129 | $1.6B | 3.9% | — |
| Elliott Investment Management L.P. | 32,271,985 | $1.5B | 3.4% | — |
| GOLDMAN SACHS GROUP INC | 24,612,791 | $1.1B | 2.6% | ADD +44.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 74,100,943 | 39,500,289 | -46.7% | $1.8B |
| JPMORGAN CHASE & CO | TRIM | 54,552,885 | 40,050,764 | -26.6% | $1.8B |
| GOLDMAN SACHS GROUP INC | ADD | 17,081,698 | 24,612,791 | +44.1% | $1.1B |
| Qube Research & Technologies Ltd | NEW | — | 9,986,573 | — | $450.5M |
| JANE STREET GROUP, LLC | DOUBLED | 48,398 | 8,383,193 | +17221.4% | $378.2M |
| NORGES BANK | NEW | — | 8,126,959 | — | $366.6M |
| CITADEL ADVISORS LLC | ADD | 3,957,497 | 7,506,355 | +89.7% | $338.6M |
| Amundi | ADD | 4,270,091 | 6,875,028 | +61.0% | $310.1M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 10,331,994 | 6,609,276 | -36.0% | $298.1M |
| FMR LLC | ADD | 4,449,230 | 6,237,618 | +40.2% | $281.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$24.3M — $0.00 bought, $24.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | rahim rami | EVP, Pres GM Networking | SELL | 6,579 | $61.42 | $404.1K |
| Sep 29, 2026 | rahim rami | EVP, Pres GM Networking | SELL | 27,877 | $61.42 | $1.7M |
| Sep 14, 2026 | REINER GARY M | Director | SELL | 17,000 | $56.91 | $967.4K |
| Sep 11, 2026 | Neri Antonio F | President and CEO | SELL | 250,000 | $60.44 | $15.1M |
| Jul 24, 2026 | GOULDEN DAVID I | Director | AWARD | 3,495 | — | — |
| Jul 22, 2026 | Karros Kirt P | SVP, Treasurer, Corp Dev | SELL | 23,675 | $47.02 | $1.1M |
| Jul 20, 2026 | Karros Kirt P | SVP, Treasurer, Corp Dev | TAX W/H | 16,607 | $44.56 | $740.0K |
| Jul 20, 2026 | Karros Kirt P | SVP, Treasurer, Corp Dev | EXERCISE | 40,282 | $44.56 | $1.8M |
| Jul 15, 2026 | rahim rami | EVP, Pres GM Networking | AWARD | 673.382 | — | — |
| Jul 15, 2026 | rahim rami | EVP, Pres GM Networking | AWARD | 293.648 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HPE.
Shares short
55,958,000
Settlement Sep 15, 2026
Change vs prior
+1.2%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume
Of shares outstanding
≈4.2%
Estimate — not % of float
All HPE filing & press-release reports (17)
- CLUSTER reportSep 16, 2026
- 144 reportSep 14, 2026
- 8-K reportSep 2, 2026
- COURT-RULING reportAug 8, 2026
- 8-K reportJul 24, 2026
- CLUSTER reportJul 8, 2026
- COURT-RULING reportJul 4, 2026
- 144 reportJun 23, 2026
- 8-K reportJun 5, 2026
- 144 reportJun 3, 2026
- 8-K reportMay 14, 2026
- CLUSTER reportMay 6, 2026
- 144 reportMay 5, 2026
- CLUSTER reportApr 21, 2026
- 8-K reportApr 3, 2026
- DEFA14A reportMar 11, 2026
- INST-CLUSTER reportFeb 28, 2026