Hewlett Packard Enterprise HPE
Hewlett Packard Enterprise (HPE) is a technology company that provides servers, storage, networking, and hybrid cloud and edge computing solutions to large enterprises and organizations. HPE shows exceptional growth (revenue +33.7%, earnings +410.2%) and an attractive valuation on a forward P/E (13.69) and PEG (0.50) basis, although its current P/E (32.44) and net debt (ND/EBITDA 2.05) temper the reading. Strong momentum (121.38) reflects market optimism.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Hewlett Packard Enterprise (HPE) is a technology company that provides servers, storage, networking, and hybrid cloud and edge computing solutions to large enterprises and organizations. HPE shows exceptional growth (revenue +33.7%, earnings +410.2%) and an attractive valuation on a forward P/E (13.69) and PEG (0.50) basis, although its current P/E (32.44) and net debt (ND/EBITDA 2.05) temper the reading. Strong momentum (121.38) reflects market optimism.
Score by category
| Category | Score |
|---|---|
| Financial health | 5.5 |
| Quality / Moat | 5.8 |
| Valuation | 7.3 |
| Growth | 9.9 |
| Dividend | 5.2 |
| Momentum | 9.8 |
| Risk & Context | 3.7 |
OVERALL SCORE: 6.8/10
Context and risks
HPE, as an IT infrastructure provider, benefits from the AI capex cycle, but its server business is exposed to hyperscaler demand. Rising interest rates (10Y at 5.17%) and geopolitical tensions affecting technology could pressure its long-duration valuation (P/E 32.44).
News considered in the analysis
- Why Did AMD, HPE, MRNA Stocks Surge To 52-Week Highs Last Week? — Confirma el fuerte momentum de la acción, ya reflejado en el precio y en la nota de momentum.
- What Was Cisco Telling You Before Its Stock Ran? — Análisis sobre un competidor (Cisco) sin información nueva sobre HPE.
- These Tech Stocks Trade Near Buy Points. One Sees 80% To 100% Core Income Growth. — Señala una previsión de crecimiento del ingreso principal del 80-100%, probablemente para HPE, lo que refuerza las expectativas de crecimiento.
- Dell Rises 7% as Morgan Stanley Lifts Odds on $756 Bull Case; Hewlett Packard Enterprise Edges Higher — El movimiento de Dell y el interés de los analistas en el sector sugieren un sentimiento positivo que también beneficia a HPE.
- 2 Growth Stocks with All-Star Potential and 1 We Find Risky — Listículo genérico sin información específica y accionable sobre HPE.
Verdict: Hold or buy on dips, given solid growth and a reasonable forward valuation, but monitor interest rates and hyperscaler AI spending.
Main risk: Dependence on the AI capex cycle of major hyperscalers: if it slows or GPU useful life proves shorter than expected, HPE's growth could reverse sharply.
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