Market Cap 40.96B
Revenue (ttm) 34.30B
Net Income (ttm) 57.00M
EPS (ttm) N/A
PE Ratio 18.23
Forward PE 16.03
Profit Margin 0.17%
Debt to Equity Ratio 0.71
Volume 26,522,367
Avg Vol 17,150,424
Day's Range N/A - N/A
Shares Out 1.33B
Stochastic %K 61%
Beta 1.28
Analysts Sell
Price Target $27.00

Company Profile

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. It operates in five segments: Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other. The company offers general-purpose servers, workload-optimized servers, and integrated systems, including HPE ProLiant Rack and Tower servers; HPE Synergy; HPE Scale...

Industry: Communication Equipment
Sector: Technology
Phone: 678 259 9860
Website: www.hpe.com
Address:
1701 East Mossy Oaks Road, Spring, United States
Big_Timer
Big_Timer Aug. 25 at 12:23 AM
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:11 AM
$SMCI $NVDA $AMD NVDA earnings could be a HUGE catalyst for the entire AI infrastructure trade. This isn’t just about Nvidia’s EPS. Watch Blackwell/Rubin demand, data-center growth, hyperscaler spending and forward guidance. Strong numbers could reinforce the biggest part of the bull thesis: AI infrastructure spending is still accelerating. And who helps turn those GPUs into deployable AI infrastructure? Companies like SMCI, $DELL and $HPE, alongside the broader AI ecosystem. For SMCI specifically, the setup is compelling: $11.1B Q4 revenue, $1.18B net income, 17.6% non-GAAP gross margin and $65B$72B FY27 revenue guidance. If NVDA confirms another massive wave of AI demand, I think the market starts looking VERY differently at beaten-down AI infrastructure valuations. NVDA could light the match. 🔥 SMCI could be one of the biggest beneficiaries. 🐂🚀
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:09 AM
$SMCI 🚨🐻 BEARS MAY BE IN FOR A RUDE AWAKENING THIS WEEK. You’re shorting a company coming off $11.1B quarterly revenue, $1.18B net income, 17.6% non-GAAP gross margin and guiding toward $65B$72B FY27 revenue. 🔥 The market has spent plenty of time pricing in fear. What happens when attention shifts back to growth, earnings and AI infrastructure demand? Crowded bearish trades work… until they don’t. One strong catalyst + heavy buying pressure + shorts heading for the same exit could make things VERY interesting. 👀🚀 Bulls know what they own. Bears better know what they’re shorting. $NVDA $AMD $DELL $HPE
0 · Reply
Hitoneout
Hitoneout Aug. 24 at 11:34 PM
$AMD $DELL $HPE $NVDA $SMCI crazy that it not over $50.
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 11:34 PM
$SMCI 🚀🔥 THIS VALUATION MAKES ZERO SENSE TO ME. Forget the noise and look at the NUMBERS: 💰 Q4 revenue: $11.1B, up ~91% YoY 💰 Net income: $1.18B vs. $195M YoY 📈 Non-GAAP gross margin: 17.6% vs. 9.6% YoY 🔥 Q1 FY27 revenue guidance: $14.5B–$15.5B 🚀 FY27 revenue guidance: $65B$72B 📦 Management reported $60B+ of new orders during Q4 This is a company sitting directly in the middle of the AI infrastructure supercycle, servers, rack-scale systems and liquid cooling. The market can play games with the price in the short term, but eventually EARNINGS + REVENUE + CASH FLOW have to matter. At $65B$72B in projected FY27 revenue, I believe $SMCI is being valued like the AI boom is ending while the underlying business is telling the EXACT OPPOSITE story. 🐂 EXTREMELY BULLISH. I’m watching the fundamentals, not the fear. $NVDA $AMD $DELL $HPE
0 · Reply
Diverg3nceGod
Diverg3nceGod Aug. 24 at 9:59 PM
$AMD $DELL $HPE $NVDA $SMCI cross posters are annoying. No one cares.
2 · Reply
Big_Timer
Big_Timer Aug. 24 at 9:59 PM
$SMCI 😂 At this point, shorting this stock should require a permit and a background check. Revenue exploding. AI infrastructure demand booming. $65B$72B FY27 revenue guidance. NVIDIA ecosystem firing on all cylinders… And somehow the response is: “SELL IT!” 🤡 Apparently making billions and supplying the AI revolution is bearish now. Keep pressing it down, shorts. You’re not deleting the fundamentals, you’re just making the valuation more ridiculous. 😂🔥🐂 $NVDA $AMD $DELL $HPE
0 · Reply
Jasper2017
Jasper2017 Aug. 24 at 8:02 PM
$CWGYF overall good day for Carnegie, only ⬆️⬆️⬆️ from here! 💲 #energy #ai #newtech #datacenters $HPE $MSFT
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Big_Timer
Big_Timer Aug. 24 at 6:13 PM
$SMCI 🔥 Bears are celebrating the PRICE while bulls are watching the BUSINESS. This company just put up $11.1B quarterly revenue, $1.18B net income and 17.6% non-GAAP gross margin, while guiding FY27 revenue to $65$72B. That’s not a dying AI company, that’s an AI infrastructure monster being priced like the market expects failure. I’m betting the valuation eventually catches the fundamentals very soon.🐂🔥 $AMD $DELL $HPE $NBIS
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Big_Timer
Big_Timer Aug. 24 at 6:10 PM
$AMD $DELL $HPE $NBIS $SMCI 😂 You’re giving my StockTwits posts WAY too much credit if you think they control billions in market cap. One red day doesn’t change the thesis. AI infrastructure demand didn’t disappear overnight, data centers didn’t stop being built, and hyperscalers didn’t cancel the AI arms race. Stocks dump. Stocks rip. Fundamentals ultimately decide who survives. I’ll keep posting numbers, you keep posting clown emojis. We’ll compare notes when the cycle plays out. 📈🔥
1 · Reply
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Big_Timer
Big_Timer Aug. 25 at 12:23 AM
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:11 AM
$SMCI $NVDA $AMD NVDA earnings could be a HUGE catalyst for the entire AI infrastructure trade. This isn’t just about Nvidia’s EPS. Watch Blackwell/Rubin demand, data-center growth, hyperscaler spending and forward guidance. Strong numbers could reinforce the biggest part of the bull thesis: AI infrastructure spending is still accelerating. And who helps turn those GPUs into deployable AI infrastructure? Companies like SMCI, $DELL and $HPE, alongside the broader AI ecosystem. For SMCI specifically, the setup is compelling: $11.1B Q4 revenue, $1.18B net income, 17.6% non-GAAP gross margin and $65B$72B FY27 revenue guidance. If NVDA confirms another massive wave of AI demand, I think the market starts looking VERY differently at beaten-down AI infrastructure valuations. NVDA could light the match. 🔥 SMCI could be one of the biggest beneficiaries. 🐂🚀
0 · Reply
Big_Timer
Big_Timer Aug. 25 at 12:09 AM
$SMCI 🚨🐻 BEARS MAY BE IN FOR A RUDE AWAKENING THIS WEEK. You’re shorting a company coming off $11.1B quarterly revenue, $1.18B net income, 17.6% non-GAAP gross margin and guiding toward $65B$72B FY27 revenue. 🔥 The market has spent plenty of time pricing in fear. What happens when attention shifts back to growth, earnings and AI infrastructure demand? Crowded bearish trades work… until they don’t. One strong catalyst + heavy buying pressure + shorts heading for the same exit could make things VERY interesting. 👀🚀 Bulls know what they own. Bears better know what they’re shorting. $NVDA $AMD $DELL $HPE
0 · Reply
Hitoneout
Hitoneout Aug. 24 at 11:34 PM
$AMD $DELL $HPE $NVDA $SMCI crazy that it not over $50.
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 11:34 PM
$SMCI 🚀🔥 THIS VALUATION MAKES ZERO SENSE TO ME. Forget the noise and look at the NUMBERS: 💰 Q4 revenue: $11.1B, up ~91% YoY 💰 Net income: $1.18B vs. $195M YoY 📈 Non-GAAP gross margin: 17.6% vs. 9.6% YoY 🔥 Q1 FY27 revenue guidance: $14.5B–$15.5B 🚀 FY27 revenue guidance: $65B$72B 📦 Management reported $60B+ of new orders during Q4 This is a company sitting directly in the middle of the AI infrastructure supercycle, servers, rack-scale systems and liquid cooling. The market can play games with the price in the short term, but eventually EARNINGS + REVENUE + CASH FLOW have to matter. At $65B$72B in projected FY27 revenue, I believe $SMCI is being valued like the AI boom is ending while the underlying business is telling the EXACT OPPOSITE story. 🐂 EXTREMELY BULLISH. I’m watching the fundamentals, not the fear. $NVDA $AMD $DELL $HPE
0 · Reply
Diverg3nceGod
Diverg3nceGod Aug. 24 at 9:59 PM
$AMD $DELL $HPE $NVDA $SMCI cross posters are annoying. No one cares.
2 · Reply
Big_Timer
Big_Timer Aug. 24 at 9:59 PM
$SMCI 😂 At this point, shorting this stock should require a permit and a background check. Revenue exploding. AI infrastructure demand booming. $65B$72B FY27 revenue guidance. NVIDIA ecosystem firing on all cylinders… And somehow the response is: “SELL IT!” 🤡 Apparently making billions and supplying the AI revolution is bearish now. Keep pressing it down, shorts. You’re not deleting the fundamentals, you’re just making the valuation more ridiculous. 😂🔥🐂 $NVDA $AMD $DELL $HPE
0 · Reply
Jasper2017
Jasper2017 Aug. 24 at 8:02 PM
$CWGYF overall good day for Carnegie, only ⬆️⬆️⬆️ from here! 💲 #energy #ai #newtech #datacenters $HPE $MSFT
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 6:13 PM
$SMCI 🔥 Bears are celebrating the PRICE while bulls are watching the BUSINESS. This company just put up $11.1B quarterly revenue, $1.18B net income and 17.6% non-GAAP gross margin, while guiding FY27 revenue to $65$72B. That’s not a dying AI company, that’s an AI infrastructure monster being priced like the market expects failure. I’m betting the valuation eventually catches the fundamentals very soon.🐂🔥 $AMD $DELL $HPE $NBIS
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 6:10 PM
$AMD $DELL $HPE $NBIS $SMCI 😂 You’re giving my StockTwits posts WAY too much credit if you think they control billions in market cap. One red day doesn’t change the thesis. AI infrastructure demand didn’t disappear overnight, data centers didn’t stop being built, and hyperscalers didn’t cancel the AI arms race. Stocks dump. Stocks rip. Fundamentals ultimately decide who survives. I’ll keep posting numbers, you keep posting clown emojis. We’ll compare notes when the cycle plays out. 📈🔥
1 · Reply
RobertDainiro
RobertDainiro Aug. 24 at 6:07 PM
$AMD $DELL $HPE $NBIS $SMCI keep posting the same bull bs bud… as I told you Friday… the more you post this type of crap the more it dumps… and look what happens today 🤡💀🤡💀🤡💀
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 5:50 PM
$SMCI 🚀 THE NUMBERS ARE SCREAMING UNDERVALUED. Forget the noise and look at the business: 🔥 Q4 revenue: $11.1B vs $5.8B YoY — +91% 🔥 FY26 revenue: $39.1B vs $22B — +78% 🔥 Q4 EPS: $1.70 vs $0.41 🔥 Gross margin: ~17.6% vs ~9.6% 🔥 $60B+ in new orders 🔥 RECORD backlog 🔥 FY27 guidance: $65B$72B, crushing the ~$52.5B Street expectation 🔥 NVIDIA + AMD platforms 🔥 Direct Liquid Cooling + rack-scale AI infrastructure 🔥 SpaceX/xAI gigawatt-scale AI infrastructure collaboration This isn’t some speculative AI story waiting for revenue. SMCI is already generating tens of BILLIONS while AI infrastructure spending is accelerating. And that’s what makes the valuation disconnect so interesting. Bears are pricing the company around yesterday’s headlines while the underlying business is moving into an entirely different revenue class. The market can debate management, headlines and sentiment all day. $11.1B quarterly revenue. $60B+ orders. $65B$72B forward guidance. Those numbers don’t care about your narrative. I continue to believe the rerating hasn’t even started. 📈🔥 $AMD $DELL $HPE $NBIS #AI #DataCenters #Supermicro
2 · Reply
Big_Timer
Big_Timer Aug. 24 at 5:06 PM
$SMCI That’s where we disagree. You’re treating “corrupt management” as a proven fact rather than a risk that the market is already heavily discounting. The long-term investor isn’t betting on management personalities, they’re betting on $65B$72B FY27 revenue guidance, AI infrastructure demand, improving profitability and a deeply compressed valuation. And the $30$40 swing argument actually proves the bull case: $40 isn’t some heroic valuation. If SMCI executes and earns even a partial rerating toward peers, long-term investors aren’t here for +30%. They’re looking for the possibility of multiples of that return. Swing the volatility if that’s your strategy. I’m focused on whether the fundamentals eventually overpower the narrative. 🔥 $NVDA $AMD $DELL $HPE
1 · Reply
Big_Timer
Big_Timer Aug. 24 at 4:55 PM
$HPE and $SMCI don’t have to be an either/or trade. AI infrastructure spending is potentially a multi-year buildout extending well beyond 2030, and there’s room for multiple winners. For $SMCI, the opportunity is especially interesting because expectations are already low. If they keep delivering huge revenue and prove the 17%+ margin improvement is sustainable, the market may have to rethink the valuation quickly. I’m betting the fundamentals eventually force the rerating. 🔥
0 · Reply
LoadedUP1000
LoadedUP1000 Aug. 24 at 4:52 PM
$HPE You make a good argument. No doubt SMCI is undervalued and if they can hit solid margins in their next ER, well the stock could skyrocket. I am holding my existing position on SMCI, just not adding. I added a large position last year. I will continue to be patient. I agree, both HPE and SMCI can be huge winners in this AI buildout phase, which could last years... well beyond 2030
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 4:45 PM
$SMCI 🚨 THE VALUATION DISCONNECT IS GETTING RIDICULOUS. Look at how the market is pricing these AI infrastructure names: 🔥 SMCI : ~8.2x forward P/E 🔥 $DELL: ~23.2x forward P/E 🔥 $HPE: ~13.7x forward P/E 🔥 $CRWV: No meaningful positive P/E 🔥 $NBIS: ~1,277x trailing P/E / forward P/E N/A Now put that into perspective: SMCI trades at roughly ONE-THIRD of Dell’s forward earnings multiple while sitting directly in the heart of the AI server, rack-scale and liquid-cooling buildout. Even crazier: the hardware industry median forward P/E is around 21.3x versus only ~8.2x for SMCI. That’s roughly a 62% discount to the industry median. 🤯 Meanwhile, SMCI just guided FY27 revenue to $65B$72B. At even a 15x–20x forward multiple, the valuation conversation around SMCI changes dramatically. This isn’t about hype anymore. It’s about the MULTIPLE. 📊🔥
2 · Reply
Big_Timer
Big_Timer Aug. 24 at 4:43 PM
$HPE I like $HPE too, but that’s exactly why I wouldn’t overlook $SMCI. SMCI’s margin story has changed dramatically, Q4 non-GAAP gross margin hit 17.6%, up from 9.6% YoY, while revenue reached $11.1B. And now management is guiding $65B$72B FY27 revenue. So the question isn’t HPE or SMCI. Both can win. But at SMCI’s discounted valuation, I’ll take the combination of massive revenue growth + improving margins + AI infrastructure exposure all day. $NVDA 🔥📈
0 · Reply
LoadedUP1000
LoadedUP1000 Aug. 24 at 4:38 PM
$HPE Should be a very nice ER this week for HP. I am long HPE and neutral on $SMCI. SMCI has strong revenue but very bad margins. I am loading HPE and scaling back on SMCI.
1 · Reply
Big_Timer
Big_Timer Aug. 24 at 4:34 PM
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 4:14 PM
$SMCI 🚨 The valuation re-rating is near ... Look at how the market is pricing these AI infrastructure names: 🔥 SMCI : ~8.2x forward P/E 🔥 $DELL: ~23.2x forward P/E 🔥 $HPE: ~13.7x forward P/E 🔥 $CRWV: No meaningful positive P/E 🔥 $NBIS: ~1,277x trailing P/E / forward P/E N/A Now put that into perspective: SMCI trades at roughly ONE-THIRD of Dell’s forward earnings multiple while sitting directly in the heart of the AI server, rack-scale and liquid-cooling buildout. Even crazier: the hardware industry median forward P/E is around 21.3x versus only ~8.2x for SMCI. That’s roughly a 62% discount to the industry median. 🤯 Meanwhile, SMCI just guided FY27 revenue to $65B$72B. The market is pricing DELL, HPE, CRWV, and NBIS for AI growth while pricing SMCI like the growth story is finished. I think that disconnect eventually gets corrected. At even a 15x–20x forward multiple, the valuation conversation around SMCI changes dramatically. This isn’t about hype anymore. It’s about the MULTIPLE. 📊🔥
0 · Reply
bali123
bali123 Aug. 24 at 3:56 PM
$SMCI Zack’s published this and it has 3 stocks, SMCI, $DELL and $HPE - most undervalued of course is SMCI.
0 · Reply
Big_Timer
Big_Timer Aug. 24 at 3:52 PM
$SMCI 🚨 THE VALUATION DISCONNECT IS GETTING RIDICULOUS. Look at how the market is pricing these AI infrastructure names: 🔥 SMCI : ~8.2x forward P/E 🔥 $DELL: ~23.2x forward P/E 🔥 $HPE: ~13.7x forward P/E 🔥 $CRWV: No meaningful positive P/E 🔥 $NBIS: ~1,277x trailing P/E / forward P/E N/A Now put that into perspective: SMCI trades at roughly ONE-THIRD of Dell’s forward earnings multiple while sitting directly in the heart of the AI server, rack-scale and liquid-cooling buildout. Even crazier: the hardware industry median forward P/E is around 21.3x versus only ~8.2x for SMCI. That’s roughly a 62% discount to the industry median. 🤯 Meanwhile, SMCI just guided FY27 revenue to $65B$72B. The market is pricing DELL, HPE, CRWV, and NBIS for AI growth while pricing SMCI like the growth story is finished. I think that disconnect eventually gets corrected. At even a 15x–20x forward multiple, the valuation conversation around SMCI changes dramatically. This isn’t about hype anymore. It’s about the MULTIPLE. 📊🔥
0 · Reply