Hewlett Packard Enterprise (NYSE:HPE) Stock Gets Price Target Boost from UBS Group

Key Points

• UBS raised HPE’s price target to $66 from $59 but maintained a “neutral” rating, implying approximately 4.69% upside from the referenced share price.
• HPE reported a strong quarter, with adjusted EPS of $1.11 beating estimates by $0.18 and revenue of $12.21 billion exceeding forecasts; revenue increased 33.7% year over year.
• Analyst sentiment is generally positive, with a consensus “Moderate Buy” rating and an average price target of $70.65, although CEO Antonio Neri and a director recently sold shares.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) had its price objective raised by research analysts at UBS Group from $59.00 to $66.00 in a research note issued to investors on Thursday, Benzinga reports. The brokerage presently has a "neutral" rating on the technology company's stock. UBS Group's price objective points to a potential upside of 4.69% from the stock's current price.

HPE has been the topic of several other reports. Barclays upped their price objective on shares of Hewlett Packard Enterprise from $79.00 to $83.00 and gave the company an "overweight" rating in a report on Thursday. Truist Financial reaffirmed a "buy" rating and set a $75.00 target price (up from $70.00) on shares of Hewlett Packard Enterprise in a report on Thursday. Wall Street Zen raised shares of Hewlett Packard Enterprise from a "buy" rating to a "strong-buy" rating in a report on Sunday, August 30th. Evercore cut Hewlett Packard Enterprise from an "outperform" rating to an "in-line" rating and set a $65.00 price objective for the company. in a report on Monday, September 14th. Finally, Zacks Research raised Hewlett Packard Enterprise from a "hold" rating to a "strong-buy" rating in a research report on Friday, September 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $70.65.

Hewlett Packard Enterprise Stock Performance

NYSE:HPE traded down $0.84 on Thursday, hitting $63.05. The company's stock had a trading volume of 3,989,450 shares, compared to its average volume of 21,247,381. The company has a current ratio of 1.11, a quick ratio of 0.72 and a debt-to-equity ratio of 0.65. The stock has a fifty day moving average of $55.04 and a two-hundred day moving average of $42.75. The firm has a market capitalization of $83.69 billion, a P/E ratio of 32.82, a price-to-earnings-growth ratio of 0.55 and a beta of 1.43. Hewlett Packard Enterprise has a one year low of $19.84 and a one year high of $67.10.

Hewlett Packard Enterprise (NYSE:HPE - Get Free Report) last issued its earnings results on Wednesday, September 2nd. The technology company reported $1.11 EPS for the quarter, topping the consensus estimate of $0.93 by $0.18. Hewlett Packard Enterprise had a return on equity of 15.50% and a net margin of 6.60%.The company had revenue of $12.21 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the company posted $0.44 EPS. The firm's revenue for the quarter was up 33.7% compared to the same quarter last year. Hewlett Packard Enterprise has set its Q4 2026 guidance at 1.200-1.300 EPS and its FY 2026 guidance at 3.750-3.850 EPS. Research analysts predict that Hewlett Packard Enterprise will post 3.33 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Antonio Neri sold 250,000 shares of Hewlett Packard Enterprise stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $60.44, for a total value of $15,110,000.00. Following the completion of the sale, the chief executive officer directly owned 1,432,393 shares in the company, valued at approximately $86,573,832.92. The trade was a 14.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary M. Reiner sold 17,000 shares of the business's stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $56.91, for a total value of $967,470.00. Following the completion of the sale, the director owned 65,072 shares of the company's stock, valued at approximately $3,703,247.52. This trade represents a 20.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.44% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the stock. QRG Capital Management Inc. lifted its position in Hewlett Packard Enterprise by 148.1% during the second quarter. QRG Capital Management Inc. now owns 446,503 shares of the technology company's stock worth $20,142,000 after purchasing an additional 266,499 shares during the period. Envestnet Portfolio Solutions Inc. acquired a new position in shares of Hewlett Packard Enterprise in the 2nd quarter valued at approximately $1,076,000. Andra AP fonden bought a new stake in shares of Hewlett Packard Enterprise during the 2nd quarter worth approximately $10,759,000. Tidal Investments LLC boosted its position in shares of Hewlett Packard Enterprise by 552.7% during the 2nd quarter. Tidal Investments LLC now owns 800,103 shares of the technology company's stock worth $36,093,000 after acquiring an additional 677,528 shares in the last quarter. Finally, BlueCrest Capital Management Ltd increased its stake in Hewlett Packard Enterprise by 105.8% in the second quarter. BlueCrest Capital Management Ltd now owns 201,015 shares of the technology company's stock valued at $9,068,000 after acquiring an additional 103,323 shares during the last quarter. Institutional investors own 80.78% of the company's stock.

Key Headlines Impacting Hewlett Packard Enterprise

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

• Positive Sentiment: $1.2 billion Vultr AI order: Vultr will deploy HPE systems built around AMD Helios AI Racks across its U.S. data centers. The deal is HPE’s first Helios order and provides a significant customer win for its AI server, networking and software offerings. HPE Secures Its First AMD Helios Order in $1.2 Billion Deal With Vultr
• Positive Sentiment: Networking outlook raised: HPE lifted its long-term revenue growth expectations for the networking business, citing accelerating AI-related demand across data-center networking, routing, campus and branch infrastructure, and security. Management characterized AI demand as exceeding available supply, supporting expectations for continued growth. HPE boosts networking growth outlook, gets $1.2 billion AI order from cloud firm Vultr
• Positive Sentiment: Constructive analyst support: Barclays raised its HPE price target from $79 to $83 and assigned an “overweight” rating, implying substantial upside from the referenced price. The target increase reflects stronger confidence in HPE’s AI infrastructure and networking opportunity.
• Neutral Sentiment: Investor focus remains elevated: HPE’s investor-day presentations highlighted networking as a key long-term growth and shareholder-value driver. The shares have already rallied sharply in 2026, making execution on the Vultr order, networking targets and AI demand important for sustaining momentum. HPE Analyst/Investor Day Transcript
• Negative Sentiment: Valuation caution: Wells Fargo raised its target from $54 to $63 but kept an “equal weight” rating; the new target remains slightly below the referenced share price. This suggests some analysts believe the strong AI-driven rally has already priced in much of the near-term opportunity.

Hewlett Packard Enterprise Company Profile

Hewlett Packard Enterprise Company NYSE: HPE is a global technology company that provides information technology products, services and solutions for businesses, governments and other organizations. Its offerings are designed to help customers build, manage and secure data center, cloud and edge-computing environments.

HPE's portfolio includes enterprise servers, high-performance computing systems, data storage, networking equipment, software and technology consulting services. The company also provides hybrid cloud and as-a-service solutions through HPE GreenLake, allowing customers to access and manage computing, storage, data protection and other IT capabilities through a flexible consumption model.

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