Необязательная аналитика продукта
С вашего разрешения мы используем ограниченную аналитику с защитой конфиденциальности, чтобы понять, какие исследовательские сценарии работают. Мы не используем рекламные трекеры или запись сеансов. Этот выбор можно изменить в настройках. Прочитайте Политику конфиденциальности.
Hewlett Packard Enterprise Company's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $83.6B | |
|---|---|---|
| P/E (forward) | 13.6x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-10-31 | 2022-10-31 | 2023-10-31 | 2024-10-31 | 2025-10-31 | Trend |
| Revenue | $27.78B | $28.50B | $29.14B | $30.13B | $34.30B | +5.4% |
| Gross profit | $9.10B | $8.83B | $9.92B | $9.55B | $9.87B | +2.0% |
| Operating income | $1.13B | $782.0M | $2.09B | $2.19B | $-437.0M | — |
| Net income | $3.43B | $868.0M | $2.03B | $2.58B | $57.0M | -64.1% |
| EPS (diluted) | $2.58 | $0.66 | $1.54 | $1.93 | $-0.04 | — |
| EBITDA | $6.32B | $4.40B | $4.85B | $5.56B | $2.63B | -19.7% |
| R&D | $1.98B | $2.05B | $2.35B | $2.25B | $2.52B | +6.2% |
| SG&A | $4.93B | $4.94B | $5.16B | $4.87B | $5.70B | +3.7% |
Recent company headlines from major financial publishers.
The Base scenario represents the modal expected trajectory under the house forecast schedule. Near-term revenue experiences strong acceleration across FY2026 and FY2027,,, supported by AI server order conversion and long-term capacity agreements. Consolidated operating margins expand steadily from FY2025 operating losses over the forecast horizon, supported by the realization of Juniper run-rate cost synergies. Free cash flow recovers toward guided levels,. However, applying the valuation framework under corporate capital costs yields Fair value of $39.04, demonstrating that $62.94 significantly overvalues these operational achievements.
In the Bull scenario, semiconductor packaging and wafer capacity bottlenecks resolve substantially faster than expected, allowing HPE to convert its record order backlog into billed shipments. Cloud & AI segment revenue maintains elevated momentum, expanding well ahead of baseline assumptions, while enterprise adoption of on-premises private AI infrastructure expands rapidly due to superior token cost economics. Concurrently, Juniper Networks integration achieves flawless execution, delivering net run-rate cost synergies ahead of the FY2028 target and lifting Networking operating margins into management's target range. Consolidated operating margins expand toward peak levels, and free cash flow generation surpasses management guidance in FY2027, enabling rapid balance sheet deleveraging.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 8.2% | $43.9 | $45.8 | $47.8 | $50.1 | $52.6 |
| 8.7% | $39.8 | $41.4 | $43.0 | $44.9 | $46.9 |
| 9.2% | $36.3 | $37.6 | $39.0 | $40.6 | $42.2 |
| 9.7% | $33.4 | $34.5 | $35.6 | $36.9 | $38.3 |
| 10.2% | $30.8 | $31.7 | $32.7 | $33.8 | $35.0 |
Upcoming earnings date and setup when available.
Рейтинг, который имело опубликованное в каждом месяце издание исследования. Рейтинг сравнивает цену на дату анализа со справедливой стоимостью; он не показывает, оправдалась ли оценка.
| Год | янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
