Hewlett Packard

HPE

Market cap $29.6B

NEW YORK--(BUSINESS WIRE)--NRF 2026: Retail's Big Show – HPE (NYSE: HPE) today announced an expansion of its retail-ready portfolio to help customers improve connectivity, security, insight, and performance across their operations. The expanded solutions help retailers manage transactions, data, and shopping experiences with confidence across their entire landscape, from the back office and warehouse to the front of the store and curbside. At NRF 2026: Retail's Big Show, HPE is showcasing expan.

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

Hewlett Packard Enterprise remains a buy as it pivots toward AI infrastructure, enhancing its earnings visibility and margin profile. HPE's revenue mix is shifting to enterprise and sovereign AI projects, providing stickier, longer-term contracts and improved pricing power vs. hyperscaler clients. The Juniper acquisition strategically positions the company in networking, reducing margin sensitivity to memory cost inflation and enabling end-to-end AI solutions.

High-yield S&P 500 stocks are gaining traction for 2026 as AI investment accelerates and investors seek income amid trade and geopolitical uncertainty.

Hewlett Packard Enterprise Company is downgraded to Hold due to margin pressure and muted segment growth despite AI and Juniper Networks acquisition. HPE's fiscal 2025 saw revenue rise 13%, but gross margin stagnated at 30% and net loss reached $437 million, impacted by a $1.6 billion impairment. Networking segment growth was acquisition-driven; four of five segments posted revenue declines, and management guides 5–10% revenue growth for 2026, below AI peers.

Explore Hewlett Packard Enterprise's (HPE) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Unified, cost-efficient storage platform with flash performance and HDD economics on HPE hardware Unified, cost-efficient storage platform with flash performance and HDD economics on HPE hardware

Hewlett Packard Enterprise Company ( HPE ) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Marie Myers - Executive VP & CFO Conference Call Participants Timothy Long - Barclays Bank PLC, Research Division Presentation Timothy Long Barclays Bank PLC, Research Division Thank you, everyone, for joining. Tim Long, Barclays IT Hardware Comm Equipment analyst.

Juniper can help HPE unlock a new revenue engine in Networking, as the unification of sales teams can help unlock cross-selling and up-selling opportunities. As the Networking business has a higher margins profile, the favorable revenue mix shift toward that segment is a profitability driver for the overall company. HPE trades at a fair 32% discount to peers, which I believe makes its valuation acceptable.

HPE CEO Antonio Neri discusses the company's earnings as its sales for AI servers fall short. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech”.