Hewlett Packard Enterprise (NYSE:HPE) Given New $25.00 Price Target at Morgan Stanley

Hewlett Packard Enterprise (NYSE:HPE) had its price target boosted by research analysts at Morgan Stanley from $23.00 to $25.00 in a report released on Tuesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the technology company’s stock. Morgan Stanley’s price target indicates a potential upside of 14.95% from the stock’s previous close.

Other equities research analysts have also issued reports about the stock. Citigroup reduced their price objective on shares of Hewlett Packard Enterprise from $28.00 to $26.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Bank of America boosted their target price on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday. Argus increased their target price on Hewlett Packard Enterprise from $25.00 to $30.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Zacks Research raised Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a research report on Friday, December 26th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $25.82.

Hewlett Packard Enterprise Stock Down 0.3%

Shares of NYSE HPE traded down $0.06 during mid-day trading on Tuesday, hitting $21.75. The company had a trading volume of 22,436,609 shares, compared to its average volume of 17,478,512. The company has a market capitalization of $28.90 billion, a PE ratio of -361.19, a price-to-earnings-growth ratio of 0.58 and a beta of 1.31. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.01 and a quick ratio of 0.76. Hewlett Packard Enterprise has a 1-year low of $11.97 and a 1-year high of $26.44. The business’s 50-day simple moving average is $22.11 and its 200 day simple moving average is $23.09.

Hewlett Packard Enterprise (NYSE:HPE) last released its earnings results on Monday, March 9th. The technology company reported $0.65 EPS for the quarter, topping the consensus estimate of $0.59 by $0.06. Hewlett Packard Enterprise had a return on equity of 9.15% and a net margin of 0.17%.The firm had revenue of $9.30 billion during the quarter, compared to analysts’ expectations of $9.31 billion. During the same period in the previous year, the firm posted $0.49 EPS. Hewlett Packard Enterprise’s revenue for the quarter was up 18.4% on a year-over-year basis. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. On average, analysts predict that Hewlett Packard Enterprise will post 1.85 earnings per share for the current year.

Insiders Place Their Bets

In other news, EVP Maeve C. Culloty sold 35,958 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $24.66, for a total transaction of $886,724.28. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Jeremy Cox sold 13,463 shares of the company’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $24.68, for a total transaction of $332,266.84. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 400,793 shares of company stock valued at $9,921,393. 0.44% of the stock is owned by insiders.

Institutional Investors Weigh In On Hewlett Packard Enterprise

Several hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in Hewlett Packard Enterprise by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 173,058,714 shares of the technology company’s stock valued at $4,156,870,000 after acquiring an additional 1,917,719 shares during the period. Capital World Investors acquired a new stake in Hewlett Packard Enterprise during the 4th quarter worth approximately $901,751,000. Geode Capital Management LLC lifted its position in Hewlett Packard Enterprise by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 34,869,143 shares of the technology company’s stock worth $835,626,000 after acquiring an additional 431,728 shares during the period. Elliott Investment Management L.P. purchased a new position in shares of Hewlett Packard Enterprise in the 2nd quarter valued at approximately $381,004,000. Finally, Barrow Hanley Mewhinney & Strauss LLC acquired a new position in shares of Hewlett Packard Enterprise in the fourth quarter valued at approximately $433,537,000. Institutional investors and hedge funds own 80.78% of the company’s stock.

Hewlett Packard Enterprise News Summary

Here are the key news stories impacting Hewlett Packard Enterprise this week:

• Positive Sentiment: Q1 profit beat and raised guidance — HPE reported Q1 EPS $0.65 versus $0.59 expected, posted strong year‑over‑year revenue growth, and raised FY2026 EPS guidance to $2.30–$2.50 (above consensus). Management also issued Q2 guidance above Street views, supporting near‑term upside. HPE Reports Fiscal 2026 First-Quarter Results
• Positive Sentiment: Networking and AI server demand are driving revenues — Networking revenue nearly tripled to ~$2.7B driven by data‑center networking, and orders for AI‑optimized servers (with NVIDIA chips) are accelerating, underpinning the revenue/growth beat. HPE Sales Rise on Networking Growth Despite Cloud and AI Decline
• Positive Sentiment: Analysts are upgrading conviction on AI infra exposure — Market commentary this morning highlights stronger analyst outlooks for AI infrastructure beneficiaries, naming HPE among names getting more bullish due to durable AI demand. Strong Demand Outlook Boosts Tech Names
• Neutral Sentiment: Dividend declared — HPE announced a quarterly dividend of $0.1425 per share (annualized yield ~2.6%), with an ex‑dividend date of Mar 24. This supports income investors but is unlikely to change the AI‑growth story materially.
• Positive Sentiment: Product and integration progress — HPE unveiled expanded AI‑native networking and deeper Juniper integration, which helps the company cross‑sell networking and compute into service providers and enterprises over the medium term. HPE Expands AI Networking As Juniper Integration Tests Long Term Growth Story
• Negative Sentiment: Memory shortages and higher component costs — Ongoing DRAM supply tightness is forcing price increases and supply management; while HPE says it can pass through pricing, rising memory costs and constrained supply introduce execution risk and could pressure margins if passthrough is imperfect. HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
• Negative Sentiment: Minor revenue miss and mixed segment performance — Q1 revenue was essentially in line but just below some estimates ($9.30B vs ~$9.31B expected), and certain cloud/AI software segments lagged; these nuances cap upside if AI/server demand rebalances. HPE’s stock rises as earnings benefit from two big AI trends

Hewlett Packard Enterprise Company Profile

Hewlett Packard Enterprise (HPE) is an enterprise technology company that designs, develops and sells IT infrastructure, software and services for business and government customers. Its core offerings span servers, storage, networking, and related software, together with consulting, integration and support services aimed at modernizing and managing enterprise IT environments. HPE’s product portfolio includes systems for traditional data centers as well as solutions for high-performance computing, edge computing and telecommunications infrastructure.

A major focus for HPE is hybrid cloud and consumption-based IT.