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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
HPE AI Data Center Fabric

Hewlett Packard Enterprise

AI systems + networking

Detail page

HPE combines servers, networking, storage, and services for enterprise AI deployments.

Price $61.04
1D change +1.43%
Market cap $81.03B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric HPE
Price $61.04
1D Change +1.43%
Market Cap $81.03B
Enterprise Value $95.20B
Trailing P/E 29.2
Forward P/E 13.3
PEG Ratio 0.45x
Price / Sales 1.9
EV / Revenue 2.3
Revenue Growth 33.7%
Earnings Growth 410.2%
Gross Margin 36.6%
Operating Margin 12.6%
Net Margin 6.7%
ROE 10.9%
Free Cash Flow $4.74B
FCF Margin 11.3%
Debt / Equity 0.76x
Current Ratio 1.11x
Dividend Yield 0.94%
Next Earnings —
Quarterly Revenue $12.21B
Revenue QoQ +14.4%
Quarterly Net Income $1.54B
Net Income QoQ +146.8%

HPE thesis lens

AI systems + networking

Why it could benefit

  • HPE combines servers, networking, storage, and services for enterprise AI deployments.
  • Its GreenLake model can appeal to customers wanting hybrid consumption rather than pure cloud.
  • The company can benefit from AI as a broader infrastructure refresh cycle.

Moat / edge

  • Enterprise installed base and support relationships.
  • Broad infrastructure portfolio.
  • Hybrid-cloud and managed-consumption positioning.

What to watch

  • AI-system backlog growth and margins.
  • Networking share gains and GreenLake momentum.
  • Execution versus larger and faster-moving rivals.

Key risks

  • Competitive intensity is high in enterprise infrastructure.
  • If AI stays concentrated in hyperscalers, enterprise uptake may be slower.