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Hewlett Packard Enterprise Company HPE

Hewlett Packard Enterprise Company scores weak on business quality (4.5 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$73.46Oct 9, 2026
Business qualityWeak
Next earningsDec 2, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What Hewlett Packard Enterprise Company does

    Hewlett Packard Enterprise sells servers, storage, and networking hardware to corporate IT departments, generating revenue through direct sales and as-a-service subscriptions.

  2. What it does best

    HPE delivers high-performance enterprise server systems, anchoring workloads with a gross margin of 36.8%. This hardware footprint locks in corporate clients who face heavy migration friction when swapping core data center architecture.

  3. The main risk

    A massive run in the share price leaves the stock vulnerable to valuation contraction if quarterly earnings growth fails to justify the current price tag.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 8.0% with an ROE of 11.0%. Profitability remains modest relative to revenue scale, as hardware delivery costs weigh on overall margins.

MoatWeak

The moat relies on enterprise hardware lock-in, though a gross margin ranking in the bottom quartile of its sector at the 17th percentile shows limited pricing power.

GrowthSteady

Revenue growth hit 13.8% to reach $41.9B, accelerating well past historical ranges as enterprise demand for specialized IT infrastructure expands.

Financial healthFair

Total debt sits at $22.4B against $5.8B in cash, leaving net debt at $16.6B. Free cash flow reached $4.2B, showing firmer cash conversion as operations scale.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $967K outside pre-planned sales.

Our sealed record on HPE

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is HPE a good business?

Hewlett Packard Enterprise Company scores weak on the Cluenex quality check (4.5 of 10), measured against its own industry. Profitability is weak, moat weak, growth steady and financial health fair.

Are insiders buying HPE?

In the last 90 days of SEC Form 4 filings: 1 sold $967K outside pre-planned sales.

When does HPE report earnings?

Dec 2, 2026, after the close.

For members

See HPE today

  • Today's verdict on HPE, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Hewlett Packard Enterprise Company (HPE)”, https://cluenex.com/stocks/hpe/, data as of Oct 10, 2026.