HPE
ACCE-researchedHewlett Packard Enterprise Company Common Stock
Technology · Communication Equipment · NYSE · United States
$61.75+1.63%
Market cap $82.0BNext earnings 2026-09-02Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$61.75+0.0%
confidence-weighted across 2 of 6 models
Now $61.75
$61.75
$4.24$16.37
AvoidSilver61
Price vs fair value
1006.0% above
-91.0% to fair value
ACCE score
76
out of 100
Analysts
50% buy
16 covering
P/E
31.8x
forward 13.4x
1-year return
+147.1%
Dividend yield
0.92%
Unlock the ACCE read
INVESTOROverview
⚠ Investor warnings · 5 flags
- severeACCE score collapseScore dropped 34 points in 90 days, from 100 to 66, signaling rapid fundamental or momentum deterioration.
- highEarnings down sharplyEarnings YoY -30.3% despite +40% revenue growth, indicating significant margin/cost pressure eroding profitability.
- highP/E vs forward P/E gapTrailing P/E 45.4x vs forward 12.5x implies consensus expects a massive earnings swing; high execution risk if missed.
- moderateInsider selling onlyLast 10 transactions show $0 buys vs $13.21M in sales; no insider conviction at current price levels.
- moderateNegative long-term revenue trend5-year revenue CAGR of -4.3% despite recent 40% YoY spike suggests structural decline, not durable growth.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
+145.4% · 1Y
Valuation
INVESTORFull valuation engine INVESTOR FEATURE
Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORQuality and conviction INVESTOR FEATURE
The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
Mixed50% buy · 16 covering analysts
● Strong buy 6● Buy 2● Hold 8● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROSmart money tracking PRO FEATURE
Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 31.8x31.8xhigh 82.1x
ROEbetter than 50% of peers
low -240%11%high 92%
Div yieldbetter than 50% of peers
low 0.0%0.9%high 1.5%
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| LITE | Lumentum Holdings Inc. Common Stock | $85.6B | - | -240.0% | 0.35 | 0.0% | - | Compare |
| MSI | Motorola Solutions Inc. Common Stock | $76.4B | 36.3 | 91.6% | 3.80 | 1.0% | - | Compare |
| 300502.SZ | Eoptolink Technology Inc., Ltd. | $95.1B | 48.6 | 72.1% | - | 0.2% | - | Compare |
| NOKIA.HE | Nokia | $61.6B | 80.0 | 3.5% | 0.16 | 1.5% | - | Compare |
| NOK | Nokia Corporation Sponsored American Depositary Shares | $61.2B | 78.1 | 3.5% | 0.16 | 1.3% | - | Compare |
| CIEN | Ciena Corporation Common Stock | $51.9B | 82.1 | 22.4% | 0.56 | 0.0% | - | Compare |
Sector report card
Where HPE ranks against its sector peers on each metric.
Computing percentiles…
News and Record
Press releases mentioning this company
- GlobeNewswire•Sep 15, 2026Edge Computing Market by Offering, Application, Deployment Mode, Organization Size, Vertical, and Region Forecasts Market Growth from $111.34B (2026) to $317.39B by 2031, Profiling AWS, Dell Technologies, NVIDIA, Microsoft, HPE, and 25 Other Key Players
- Business Wire•Jul 24, 2026HPE Names David Goulden to Board of Directors
- Business Wire•May 12, 2026HPE Delivers Unified Private Clouds and Data Platforms to Accelerate Enterprise Modernization and AI Data Readiness
3 more press releases · full archive on Investor+.INVESTOR
Ask anything, Pro feature
Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.
PRO
Recent performance
1 week
+11.4%
1 month
+15.5%
3 months
+26.2%
6 months
+139.5%
YTD
+157.1%
1 year
+147.1%
SEC filings
40 filings
September 2026
Sep 16
Form 4Insider transactionPeriod 2026-09-14
Sep 15
Form 4Insider transactionPeriod 2026-09-11
Sep 3
10-QQuarterly reportPeriod 2026-07-31
37 more filings + AI summaries on Investor+.INVESTOR