Added to YB: 2026-03-26
Pitch date: 2026-01-28
HPE [bullish]
Hewlett Packard Enterprise Company
+18.91%
current return
Author Info
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Company Info
Hewlett Packard Enterprise Company, together with its subsidiaries, develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.
Market Cap
$29.6B
Pitch Price
$21.68
Price Target
45.00 (+75%)
Dividend
2.55%
EV/EBITDA
8.81
P/E
-114.22
EV/Sales
1.30
Sector
Technology Hardware, Storage and Peripherals
Category
value
Hewlett Packard Enterprise Company - $HPE
HPE: Juniper acquisition (closed July 2025) expands networking exposure (enterprise/campus + high-performance data center), competing w/ ANET & CLS. Oracle & xAI deals signal AI buildout momentum. Targeting >50% sales from faster-growth networking by end-2026. Legacy enterprise recovery + market share gains from CSCO. Elliott $1.5B stake, board seats, strategy committee. $3 EPS run-rate by end-2027; re-rate to 15x peer multiple = $45 target (24mo). Trading 9x P/E on low expectations.
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