Fourth Quarter Earnings Expectations: Hewlett Packard Enterprise (HPE) is expected to report fourth-quarter earnings with an EPS of $0.58 and revenue of $9.91 billion, reflecting a 16% increase, despite a recent decline in stock value.
AI Infrastructure Demand: The company is experiencing strong demand in its server and networking segments, driven by AI infrastructure buildouts, although it issued weak guidance for fiscal 2026.
Analyst Sentiment and Stock Performance: Analysts have mixed sentiments, with some suggesting a buy rating while others express concerns over execution and margin issues; HPE's stock has risen over 3% year-to-date.
Strategic Partnerships and Growth Potential: HPE is expanding its AI infrastructure through partnerships with AMD and Nvidia and has secured a significant cloud contract with the U.S. Defense Department, positioning itself for growth in the global data center market.
HPE
$24.265+Infinity%1D
Analyst Views on HPE
Wall Street analysts forecast HPE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HPE is 26.47 USD with a low forecast of 21.00 USD and a high forecast of 31.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast HPE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HPE is 26.47 USD with a low forecast of 21.00 USD and a high forecast of 31.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
9 Hold
0 Sell
Moderate Buy
Current: 24.050
Low
21.00
Averages
26.47
High
31.00
Current: 24.050
Low
21.00
Averages
26.47
High
31.00
Evercore ISI
Outperform
downgrade
$28
2025-12-11
New
Reason
Evercore ISI
Price Target
$28
2025-12-11
New
downgrade
Outperform
Reason
Evercore ISI removed HP Enterprise from the firm's "Tactical Outperform" list following the company's October-end quarterly earnings release last week. While there was "some noise" around the fiscal Q4 print and January quarter revenue guidance below the Street, the firm believes its long-term bull thesis remains "largely intact" and notes that its out-year estimates remained largely unchanged. The firm has an Outperform rating and $28 price target on HP Enterprise shares.
Argus
Buy
maintain
$25 -> $30
2025-12-10
Reason
Argus
Price Target
$25 -> $30
2025-12-10
maintain
Buy
Reason
Argus raised the firm's price target on HP Enterprise to $30 from $25 and keeps a Buy rating on the shares. The company had missed consensus revenue expectations for Q4 as server sales unexpectedly declined, but the firm believes this business will accelerate in FY26, the analyst tells investors in a research note. HP Enterprise trades at inexpensive current valuations, which do not reflect the potential for top- and bottom-line prospects given the many ways in which the company can participate in the AI market, the firm added.
Barclays
Tim Long
Overweight
maintain
$27 -> $28
2025-12-05
Reason
Barclays
Tim Long
Price Target
$27 -> $28
2025-12-05
maintain
Overweight
Reason
Barclays analyst Tim Long raised the firm's price target on HP Enterprise to $28 from $27 and keeps an Overweight rating on the shares post the earnings report. The firm says deal timing brought server weakness in the quarter while storage was weaker than expected as management focused on profitable business.
BWG Global
Mixed -> Positive
upgrade
2025-11-24
Reason
BWG Global
Price Target
2025-11-24
upgrade
Mixed -> Positive
Reason
BWG Global upgraded its view of HP Enterprise to Positive from Mixed, citing checks.
About HPE
Hewlett Packard Enterprise Company is the global edge-to-cloud company. It delivers open and intelligent technology solutions as a service. Its offering includes cloud services, compute, high performance computing & artificial intelligence, intelligent edge, software, and storage. Its segments include Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. Its Server segment offerings consist of general-purpose servers for multi-workload computing, workload-optimized servers, and integrated systems. Its Hybrid Cloud segment offers a range of cloud-native and hybrid solutions across storage, private cloud and the infrastructure software-as-a-service space. Its Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, and others. Its Financial Services segment provides flexible investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
