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Hewlett Packard Enterprise (CH:2HP)
NYSE:2HP

Hewlett Packard Enterprise (2HP) Price & Analysis

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2HP Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Free Cash Flow StrengthHPE's materially improved free cash flow, now exceeding net income and up ~48% TTM, provides durable capacity to fund reinvestment, pay down debt, pursue buybacks/dividends and finance strategic deals. Strong cash conversion supports long-term flexibility despite prior variability.
Recurring Consumption Model (GreenLake)Expanding GreenLake footprint and ~110% net retention indicate durable recurring revenue, higher customer stickiness and greater lifetime value. Scale (6.7M systems) improves cross-sell, predictability and margin profile versus one-time hardware sales over the medium term.
Networking Momentum & AI Systems DemandAccelerating networking performance and faster-than-expected Juniper synergies expand HPE's market position in enterprise networking. Large AI systems bookings and a sizable backlog signal structural demand that can drive multi-year revenue, attach software/services, and improve long-run margins.
Bears Say
Supply Chain Constraints & Component InflationPersistent DRAM/NAND supply tightness and input-cost inflation can structurally limit HPE's ability to convert orders into revenue, compress gross margins and force allocation-driven growth. Until component capacity expands, growth and margin realization remain externally constrained.
Lumpy AI Deal Conversion And BacklogConcentration of large AI system deals produces material timing risk: big bookings boost backlog but delay revenue recognition and strain working capital (inventory/receivables). This reduces predictability of cash flows and can amplify quarter-to-quarter volatility in results.
Profitability Volatility & ReturnsDespite top-line growth, trailing margins and returns remain uneven with TTM net margin modest and ROE slightly negative. This persistent profitability volatility raises execution risk for sustainable margin expansion and makes long-term return forecasting and capital allocation harder.

Hewlett Packard Enterprise News

2HP FAQ

What was Hewlett Packard Enterprise’s price range in the past 12 months?
Currently, no data Available
What is Hewlett Packard Enterprise’s market cap?
Hewlett Packard Enterprise’s market cap is CHF49.33B.
    When is Hewlett Packard Enterprise’s upcoming earnings report date?
    Hewlett Packard Enterprise’s upcoming earnings report date is Sep 01, 2026 which is in 80 days.
      How were Hewlett Packard Enterprise’s earnings last quarter?
      Hewlett Packard Enterprise released its earnings results on Jun 01, 2026. The company reported $0.629 earnings per share for the quarter, beating the consensus estimate of $0.426 by $0.203.
        Is Hewlett Packard Enterprise overvalued?
        According to Wall Street analysts Hewlett Packard Enterprise’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Hewlett Packard Enterprise pay dividends?
          Hewlett Packard Enterprise does not currently pay dividends.
          What is Hewlett Packard Enterprise’s EPS estimate?
          Hewlett Packard Enterprise’s EPS estimate is 0.73.
            How many shares outstanding does Hewlett Packard Enterprise have?
            Currently, no data Available
            What happened to Hewlett Packard Enterprise’s price movement after its last earnings report?
            Hewlett Packard Enterprise reported an EPS of $0.629 in its last earnings report, beating expectations of $0.426. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Hewlett Packard Enterprise?
              Currently, no hedge funds are holding shares in CH:2HP
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Hewlett Packard Enterprise

                Hewlett Packard Enterprise (HPE) is a global technology firm that provides comprehensive solutions, empowering clients across the Americas, Europe, the Middle East, Africa, Asia Pacific, and Japan to efficiently capture, analyze, and utilize their data. The company's diverse product range features adaptable servers for various computing demands, including general-purpose, workload-optimized, and specific lines like HPE ProLiant rack and tower servers, HPE BladeSystem, and HPE Synergy. HPE also offers a full suite of storage solutions, from traditional tape and storage networking to advanced disk products such as HPE Modular Storage Arrays and HPE XP. Additionally, its portfolio includes specialized high-performance computing (HPC) offerings like HPE Apollo and Cray, alongside critical infrastructure platforms such as HPE Superdome Flex, HPE Nonstop, HPE Integrity, and HPE Edgeline. Through its HPE Aruba division, HPE delivers extensive networking capabilities, encompassing wired and wireless local area network (LAN) hardware—including Wi-Fi access points, switches, routers, and sensors—and a range of software and services for cloud management, network access control, analytics, and location services. HPE further provides professional and support services, along with flexible as-a-service and consumption models for its intelligent edge products. To streamline technology acquisition and deployment, HPE offers various financial services, including leasing, financing, IT consumption programs, and asset management. These services enable customers to procure complete IT solutions, spanning hardware, software, and services, from both HPE and other providers. The company strategically invests in communications and media solutions and has a key partnership with Striim, Inc., to deliver high-performance, mission-critical solutions with real-time analytics. HPE serves a broad clientele, including commercial and large enterprise groups in both the business and public sectors, reaching them through an extensive network of partners such as resellers, distributors, original equipment manufacturers (OEMs), independent software vendors (ISVs), system integrators (SIs), and advisory firms. Established in 1939, Hewlett Packard Enterprise Company is headquartered in Houston, Texas.

                Hewlett Packard Enterprise (2HP) Earnings & Revenues

                2HP Company Deck

                2HP Earnings Call

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call communicated a strong beat-and-raise quarter with record revenue, outsized EPS growth, substantial free cash flow, robust orders and backlog, successful Juniper integration, and elevated guidance for fiscal 26 (including higher EPS and FCF). Key challenges center on supply constraints, component inflation, inventory/receivable timing, and the lumpiness of large AI system deals that can delay revenue conversion. Given the breadth and scale of positive operational and financial developments and management's confidence in synergy realization and durable demand, the highlights materially outweigh the lowlights.View all CH:2HP earnings summaries

                2HP Net revenue Breakdown

                51.43%51.43%16.17%19.94%10.23%2.24%
                51.43% Server
                16.17% Hybrid Cloud
                19.94% Networking
                10.23% Financial Services
                2.24% Corporate Investments and Other
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                2HP Stock 12 Month Forecast

                Average Price Target

                $54.14
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