Hewlett Packard Enterprise Co. (HPE)

In July 2025, HPE's stock price increased following the regulatory clearance and closing of the Juniper Networks acquisition and rose slightly after announcing a cooperation agreement with Elliott Investment Management. In September 2025, HPE reported strong Q3 fiscal year 2025 revenue driven by AI server demand. In October 2025, HPE's shares fell after the company released a lower-than-expected financial forecast for fiscal year 2026, but announced a dividend increase. In December 2024, HPE reported better-than-anticipated results for its fourth quarter of fiscal 2024, driven by robust demand for AI-powered servers.

Demand for HPE's products and services experiences some seasonality, with the Intelligent Edge segment seeing a recovery in demand during the second half of the fiscal year and the retail sector utilizing HPE's analytics tools to plan for seasonal demand. Demand for AI systems and servers has been strong, and HPE's shift to an 'as-a-service' model through HPE GreenLake aims to mitigate traditional seasonality.

Hewlett Packard Enterprise Co. (HPE) is a multinational information technology company headquartered in Spring, Texas, operating in the IT sector, specializing in edge-to-cloud technology solutions and services for enterprises globally. HPE's offerings include compute solutions such as servers and high-performance computing systems, storage arrays optimized for various workloads, networking equipment and AI-native networking solutions, containerization and cloud management software, the HPE GreenLake IaaS hybrid-cloud platform, financial services like leasing and asset management, and consulting and support services through HPE Pointnext.

HPE has a global presence with its headquarters in Spring, Texas, and offices and global delivery centers across the Americas, including the United States, Argentina, Brazil, and Canada; EMEA, including Austria, Belgium, Czech Republic, France, Germany, and the United Kingdom; and Asia Pacific & Japan, including Australia, China, India, Japan, and Singapore.

HPE's brand reputation has been positively influenced by its leadership in AI and HPC, strategic acquisitions like Juniper Networks, the growth of the GreenLake platform, and sustainability initiatives. Challenges include job cuts announced in March 2025 and regulatory scrutiny related to the Juniper Networks acquisition.

Hewlett Packard Enterprise Co. is predominantly owned by institutional investors, holding approximately 84% to 88% of shares, while the general public holds around 13% to 15%, and insiders own less than 1%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp.