Hewlett-Packard Enterprise: A Dirt-Cheap AI Growth Play [Seeking Alpha]
Hewlett Packard Enterprise Company (HPE)
Last hewlett packard enterprise company earnings: 3/3 04:05 pm
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investors.hpe.com
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Source: Seeking Alpha
The Juniper acquisition doubled HPE's networking operations, fueling a 150% Y/Y surge in networking revenue and supporting a raised EPS outlook. HPE's GreenLake Cloud platform achieved 68% Y/Y ARR growth, signaling a successful pivot to recurring, consumption-based services. Despite near-term revenue guidance below consensus, HPE's AI backlog and Data Center CapEx trends suggest a robust multi-year growth run-way. Hiroshi Watanabe/DigitalVision via Getty Images Hewlett Packard Enterprise Company ( HPE ) reported convincing results for its fourth fiscal quarter on Thursday, highlighting strong momentum in its core networking and server businesses, driven by AI product up-take. HPE is seeing a ton This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of SMCI, DELL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (
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HPE
News
- Hewlett Packard Enterprise CEO outlines what's driving Q4 growth 'momentum' [FOX Business Network]FOX Business Network
- HPE stock sinks 9% on revenue miss and weak server numbers [CNBC]CNBC
- Hewlett Packard Enterprise raises dividend by 9.6% to $0.1425 [Seeking Alpha]Seeking Alpha
- HPE Q3 Deep Dive: Networking Integration and Cost Initiatives Offset Mixed Segment Results [Yahoo! Finance]Yahoo! Finance
- Hewlett Packard Enterprise Co (HPE) Q4 2025 Earnings Call Highlights: Record Revenue and ... [Yahoo! Finance]Yahoo! Finance
HPE
Earnings
- 12/4/25 - Beat
HPE
Sec Filings
- 12/4/25 - Form 8-K
- 12/1/25 - Form 8-K
- 11/17/25 - Form 8-K
- HPE's page on the SEC website