Hewlett Packard Enterprise Shares Surge on AI Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Yahoo Finance
- Significant Stock Surge: Hewlett Packard Enterprise shares jumped 10% following analysts raising their price targets, reaching $37.68 per share and setting a new 52-week high, reflecting strong market confidence in the company's future growth.
- Analyst Target Upgrades: Bernstein raised its price target for HPE to $35, while Evercore ISI increased it to $40, indicating optimistic expectations for the company's server demand driven by AI workloads.
- Market Volatility Analysis: Over the past year, HPE's stock has experienced 17 moves greater than 5%, and while today's rise is seen as significant, the market's perception of the company's fundamentals remains unchanged, highlighting investor caution regarding macroeconomic factors.
- Long-term Investment Returns: HPE's stock has risen 55.9% since the beginning of the year, and an investment of $1,000 made five years ago would now be worth $2,303, demonstrating the company's strong performance and investment appeal over the long term.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HPE?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HPE
Wall Street analysts forecast HPE stock price to fall
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 37.580
Low
21.00
Averages
27.13
High
31.00
Current: 37.580
Low
21.00
Averages
27.13
High
31.00
About HPE
Hewlett Packard Enterprise Company is a global technology company focused on developing intelligent solutions that allow customers to capture, analyze and act upon data seamlessly from edge to cloud. Its customers range from small-and-medium-sized businesses to large global enterprises and governmental entities. Its segments include Server, Hybrid Cloud, Networking, 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. The Networking segment develops and sells high-performance networking and security products and services. 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.
Hewlett Packard Enterprise Shares Surge on AI Demand
- Significant Stock Surge: Hewlett Packard Enterprise shares jumped 10% following analysts raising their price targets, reaching $37.68 per share and setting a new 52-week high, reflecting strong market confidence in the company's future growth.
- Analyst Target Upgrades: Bernstein raised its price target for HPE to $35, while Evercore ISI increased it to $40, indicating optimistic expectations for the company's server demand driven by AI workloads.
- Market Volatility Analysis: Over the past year, HPE's stock has experienced 17 moves greater than 5%, and while today's rise is seen as significant, the market's perception of the company's fundamentals remains unchanged, highlighting investor caution regarding macroeconomic factors.
- Long-term Investment Returns: HPE's stock has risen 55.9% since the beginning of the year, and an investment of $1,000 made five years ago would now be worth $2,303, demonstrating the company's strong performance and investment appeal over the long term.
See More
HPE Recognized as Leader for 20th Consecutive Time in Gartner Magic Quadrant
- Leadership Position: HPE has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure, marking its 20th consecutive appearance in the Leaders quadrant, which underscores its strong competitive edge and customer endorsement in the market.
- Outstanding Execution Capability: HPE achieved the highest score for 'Ability to Execute', indicating its exceptional performance in product offerings, market responsiveness, and customer experience, further solidifying its leadership position in the industry.
- AI-Driven Networking: By leveraging a unified AI-native platform and advanced agentic AI, HPE is advancing self-driving networks that enable customers to reduce operational costs and accelerate issue resolution across wired, wireless, and WAN environments, thereby enhancing user experience.
- Growing Customer Demand: As customer demand for autonomous networking increases, HPE's solutions simplify operations and accelerate business outcomes on a global scale, reflecting the company's adaptability and foresight in a rapidly evolving technological landscape.
See More
NX Group Wins HPE Global Logistics Partner Award for First Time
- Global Logistics Partner Award: The NX Group received the Global Logistics Partner Award for the first time at the 2026 HPE Operations Partner Summit, highlighting its exceptional performance and strong commitment in the logistics sector, thereby enhancing its position in global supply chains.
- Outstanding Evaluation Criteria: The NX Group achieved high marks across multiple evaluation criteria, including account management, innovation, resilience, IT support, sustainability, and operational performance, particularly demonstrating flexible logistics solutions in response to ongoing global supply chain disruptions and geopolitical risks.
- Strategic Partnership Expansion: By expanding its service coverage in Europe, the Middle East, and Africa, the NX Group has further strengthened its partnership with HPE, providing logistics solutions that support HPE's overall ecosystem and drive mutual growth.
- Commitment to Future Development: The NX Group is committed to not only providing transport and delivery services but also acting as a strategic partner to support HPE's AI infrastructure improvements and net-zero goals, dedicated to delivering reliable and transparent logistics solutions that create greater value.
See More
J.P. Morgan Optimistic on Dell and Hewlett Packard Enterprise Ahead of Earnings
- Positive Outlook for Dell: J.P. Morgan raised Dell's price target from $205 to $280, anticipating an increase in fiscal year 2027 earnings growth from 25% to 27%, driven by a first-quarter earnings beat, although supply visibility still needs to catch up with high AI server demand.
- Growth Drivers for Hewlett Packard: Hewlett Packard Enterprise's price target was increased from $27 to $37, with analysts citing strong networking demand as a key factor for raising earnings outlook, particularly in campus business and cloud routing, indicating robust refresh activity among enterprise customers.
- Challenges for HP: J.P. Morgan maintained a Neutral rating on HP, raising the price target from $19 to $22, while expecting strong PC demand to provide near-term earnings upside, the overall earnings outlook will be limited due to margin pressures from memory-related headwinds.
- Improving Market Sentiment: As concerns around memory headwinds moderate, the valuation multiples for IT hardware companies are returning to more appropriate levels, which analysts believe will help improve investor sentiment, especially in light of rising earnings expectations for Dell and Hewlett Packard Enterprise.
See More
Market Dynamics and Investment Opportunities Analysis
- Tech Sector Weakness: Nasdaq 100 futures are down over 1.5%, indicating weakness in tech stocks, while U.S. WTI crude oil prices have risen 3% to $104 per barrel, and market interest rates are also climbing, with the 10-year Treasury yield surpassing 4.56% and the 30-year yield reaching 5.1%, which could exert pressure on the stock market.
- Applied Materials Strong Quarter: Applied Materials reported a robust quarterly performance, beating both revenue and earnings expectations, yet its inability to increase machine and tool output has kept supplies tight; Citi raised its price target from $520 to $550, but the stock still fell 2%, reflecting market concerns about the semiconductor sector.
- Deutsche Bank Bullish on BWX Technologies: Deutsche Bank upgraded BWX Technologies from hold to buy, citing an improving outlook for nuclear energy; BWX primarily designs and manufactures nuclear components for the Navy, and despite a good quarter earlier this month, the stock was poorly received, indicating cautious investor sentiment.
- Texas Roadhouse Potential: RBC Capital upgraded Texas Roadhouse from hold to buy, anticipating that declining beef prices will improve margins; although the company has struggled with high beef inflation, market optimism about its future is beginning to rise.
See More
HPE Appoints Global Distribution Partners to Enhance Unified Model
- Global Distribution Partners: HPE has named Ingram Micro and TD SYNNEX as its global distribution partners, aiming to accelerate the implementation of a unified distribution model that provides greater simplicity and consistency for partners, which is expected to drive additional investment in dedicated HPE resources.
- Enhanced Partner Capabilities: By collaborating with these two global distribution leaders, HPE will enhance partner expertise in networking, cloud, and AI, enabling them to more effectively sell and service HPE's full portfolio of solutions, thereby increasing customer value.
- Evolution of Distribution Model: This partnership marks the next phase of HPE's distribution evolution, building on last year's acquisition of Juniper Networks, where HPE and Juniper's complementary networks will thoughtfully shape a more unified distribution landscape that balances growth and partner choice.
- Long-term Strategic Support: HPE will continue to identify the right mix of distribution partners at the country level to support its long-term priorities, ensuring that the new model reflects regional needs while maintaining global consistency, further enhancing engagement with partners throughout the transition.
See More
Hewlett Packard Enterprise Shares Surge on AI Demand
- Significant Stock Surge: Hewlett Packard Enterprise shares jumped 10% following analysts raising their price targets, reaching $37.68 per share and setting a new 52-week high, reflecting strong market confidence in the company's future growth.
- Analyst Target Upgrades: Bernstein raised its price target for HPE to $35, while Evercore ISI increased it to $40, indicating optimistic expectations for the company's server demand driven by AI workloads.
- Market Volatility Analysis: Over the past year, HPE's stock has experienced 17 moves greater than 5%, and while today's rise is seen as significant, the market's perception of the company's fundamentals remains unchanged, highlighting investor caution regarding macroeconomic factors.
- Long-term Investment Returns: HPE's stock has risen 55.9% since the beginning of the year, and an investment of $1,000 made five years ago would now be worth $2,303, demonstrating the company's strong performance and investment appeal over the long term.
See More
HPE Recognized as Leader for 20th Consecutive Time in Gartner Magic Quadrant
- Leadership Position: HPE has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure, marking its 20th consecutive appearance in the Leaders quadrant, which underscores its strong competitive edge and customer endorsement in the market.
- Outstanding Execution Capability: HPE achieved the highest score for 'Ability to Execute', indicating its exceptional performance in product offerings, market responsiveness, and customer experience, further solidifying its leadership position in the industry.
- AI-Driven Networking: By leveraging a unified AI-native platform and advanced agentic AI, HPE is advancing self-driving networks that enable customers to reduce operational costs and accelerate issue resolution across wired, wireless, and WAN environments, thereby enhancing user experience.
- Growing Customer Demand: As customer demand for autonomous networking increases, HPE's solutions simplify operations and accelerate business outcomes on a global scale, reflecting the company's adaptability and foresight in a rapidly evolving technological landscape.
See More
NX Group Wins HPE Global Logistics Partner Award for First Time
- Global Logistics Partner Award: The NX Group received the Global Logistics Partner Award for the first time at the 2026 HPE Operations Partner Summit, highlighting its exceptional performance and strong commitment in the logistics sector, thereby enhancing its position in global supply chains.
- Outstanding Evaluation Criteria: The NX Group achieved high marks across multiple evaluation criteria, including account management, innovation, resilience, IT support, sustainability, and operational performance, particularly demonstrating flexible logistics solutions in response to ongoing global supply chain disruptions and geopolitical risks.
- Strategic Partnership Expansion: By expanding its service coverage in Europe, the Middle East, and Africa, the NX Group has further strengthened its partnership with HPE, providing logistics solutions that support HPE's overall ecosystem and drive mutual growth.
- Commitment to Future Development: The NX Group is committed to not only providing transport and delivery services but also acting as a strategic partner to support HPE's AI infrastructure improvements and net-zero goals, dedicated to delivering reliable and transparent logistics solutions that create greater value.
See More
J.P. Morgan Optimistic on Dell and Hewlett Packard Enterprise Ahead of Earnings
- Positive Outlook for Dell: J.P. Morgan raised Dell's price target from $205 to $280, anticipating an increase in fiscal year 2027 earnings growth from 25% to 27%, driven by a first-quarter earnings beat, although supply visibility still needs to catch up with high AI server demand.
- Growth Drivers for Hewlett Packard: Hewlett Packard Enterprise's price target was increased from $27 to $37, with analysts citing strong networking demand as a key factor for raising earnings outlook, particularly in campus business and cloud routing, indicating robust refresh activity among enterprise customers.
- Challenges for HP: J.P. Morgan maintained a Neutral rating on HP, raising the price target from $19 to $22, while expecting strong PC demand to provide near-term earnings upside, the overall earnings outlook will be limited due to margin pressures from memory-related headwinds.
- Improving Market Sentiment: As concerns around memory headwinds moderate, the valuation multiples for IT hardware companies are returning to more appropriate levels, which analysts believe will help improve investor sentiment, especially in light of rising earnings expectations for Dell and Hewlett Packard Enterprise.
See More
Market Dynamics and Investment Opportunities Analysis
- Tech Sector Weakness: Nasdaq 100 futures are down over 1.5%, indicating weakness in tech stocks, while U.S. WTI crude oil prices have risen 3% to $104 per barrel, and market interest rates are also climbing, with the 10-year Treasury yield surpassing 4.56% and the 30-year yield reaching 5.1%, which could exert pressure on the stock market.
- Applied Materials Strong Quarter: Applied Materials reported a robust quarterly performance, beating both revenue and earnings expectations, yet its inability to increase machine and tool output has kept supplies tight; Citi raised its price target from $520 to $550, but the stock still fell 2%, reflecting market concerns about the semiconductor sector.
- Deutsche Bank Bullish on BWX Technologies: Deutsche Bank upgraded BWX Technologies from hold to buy, citing an improving outlook for nuclear energy; BWX primarily designs and manufactures nuclear components for the Navy, and despite a good quarter earlier this month, the stock was poorly received, indicating cautious investor sentiment.
- Texas Roadhouse Potential: RBC Capital upgraded Texas Roadhouse from hold to buy, anticipating that declining beef prices will improve margins; although the company has struggled with high beef inflation, market optimism about its future is beginning to rise.
See More
HPE Appoints Global Distribution Partners to Enhance Unified Model
- Global Distribution Partners: HPE has named Ingram Micro and TD SYNNEX as its global distribution partners, aiming to accelerate the implementation of a unified distribution model that provides greater simplicity and consistency for partners, which is expected to drive additional investment in dedicated HPE resources.
- Enhanced Partner Capabilities: By collaborating with these two global distribution leaders, HPE will enhance partner expertise in networking, cloud, and AI, enabling them to more effectively sell and service HPE's full portfolio of solutions, thereby increasing customer value.
- Evolution of Distribution Model: This partnership marks the next phase of HPE's distribution evolution, building on last year's acquisition of Juniper Networks, where HPE and Juniper's complementary networks will thoughtfully shape a more unified distribution landscape that balances growth and partner choice.
- Long-term Strategic Support: HPE will continue to identify the right mix of distribution partners at the country level to support its long-term priorities, ensuring that the new model reflects regional needs while maintaining global consistency, further enhancing engagement with partners throughout the transition.
See More
