Hewlett Packard Enterprise Co Stock Price, News & Analysis

HPE (NYSE: HPE) unveiled expanded retail networking and server offerings at NRF 2026 to improve reliability, security, and AI insights across store edge and core. Key highlights include new 8-port HPE Aruba CX 6000 switch models for PoE and non-PoE deployments, HPE Nonstop Compute performance gains of up to 15% and linear scale to 4,000 nodes, Transparent Data Encryption, Marvis integration with Juniper analytics, and availability via HPE GreenLake and channel partners today.

HPE (NYSE: HPE) outlined strategic priorities and a multi-year financial outlook at its Securities Analyst Meeting on December 10, 2025. Key items: a 10% annual dividend increase for FY26, an additional $3.0 billion share repurchase authorization (total ~$3.7 billion), and a plan to drive networking and AI infrastructure growth after the Juniper acquisition. Financial targets include non-GAAP diluted EPS ≥ $3.00 by FY2028, GAAP diluted EPS ≈ $1.93 by FY2028, and > $3.5 billion free cash flow by FY2028. FY26 guidance: revenue growth 5–10%, GAAP EPS $0.57–$0.77, non-GAAP EPS $2.20–$2.40, and FY26 free cash flow $1.5–$2.0 billion.

HPE (NYSE: HPE) reported fiscal Q4 2025 results with revenue $9.7B (+14%) and ARR $3.2B (+63%). GAAP gross margin was 33.5% (up 270 bps) and non-GAAP gross margin was 36.4% (up 550 bps). Non-GAAP diluted EPS was $0.62, above outlook. Cash from operations was $2.5B and free cash flow was $1.9B (increase of $420M). Networking revenue rose to $2.8B (+150%)$1.4B (-12%). The board declared a $0.1425 per‑share dividend payable Jan 16, 2026. HPE raised FY26 guidance for GAAP and non‑GAAP EPS and raised the midpoint of free cash flow guidance to $1.7B–$2.0B.

HPE (NYSE: HPE) expanded its AI-native networking portfolio on December 3, 2025, integrating HPE Aruba Networking and HPE Juniper Networking capabilities five months after closing the Juniper acquisition.

Key moves include unified AIOps and agentic AI across Aruba Central and Juniper Mist, new hardware (QFX5250 switch with 102.4 Tbps Tomahawk 6 silicon; MX301 router with 1.6 Tbps), WiFi-7 APs, OpsRamp and GreenLake integrations for full-stack observability, and HPE Financial Services offers (0% financing for AIOps software and a leasing program with ~10% cash-equivalent savings).

HPE (NYSE: HPE) expanded its GreenLake hybrid cloud portfolio at HPE Discover Barcelona 2025 with new virtualization, AI and data-protection innovations.

Key product updates: HPE Morpheus VM Essentials (multi-hypervisor, claims up to 90% VM license cost reduction), software-defined networking and stretched clusters for high availability, Kubernetes and container support, and integrations with Zerto and Veeam. HPE and NVIDIA enhancements include Alletra Storage MP X10000 Data Intelligence Nodes and HPE Private Cloud AI with RTX PRO 6000 Blackwell GPUs. New StoreOnce 5720 and 7700 backup appliances offer up to 300 TB/hour ingest and faster recovery. Several items become generally available across early-to-mid 2026.

HPE (NYSE:HPE) announced the AMD “Helios” AI rack-scale architecture with integrated HPE Juniper Networking scale-up Ethernet built with Broadcom, shipping worldwide in 2026. The turnkey rack supports 72 AMD Instinct MI455X GPUs, 260 TB/s aggregated scale-up bandwidth and up to 2.9 AI exaflops (FP4). It includes 31 TB of HBM4 and 1.4 PB/s memory bandwidth, uses OCP Open Rack Wide specifications, Ultra Accelerator Link over Ethernet (UALoE), AMD ROCm and Pensando technologies, and targets CSPs and large AI/HPC deployments with liquid-cooling infrastructure and HPE services for deployment.

HPE (NYSE: HPE) and NVIDIA expanded their partnership to deliver secure, sovereign AI factory solutions, including a new AI Factory Lab in Grenoble, France for EU-based testing and validation and a Private AI Lab in London. New offerings include HPE Private Cloud AI with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, STIG‑hardened and FIPS‑enabled NVIDIA AI Enterprise for air‑gapped use, GPU fractionalization via NVIDIA MIG, and HPE Alletra Storage MP X10000 Data Intelligence Nodes. Availability: Grenoble lab Q2 2026; X10000 nodes Jan 2026; NVIDIA GB200 NVL4 available to order now.

HPE (NYSE: HPE) was awarded a $931 million Production Other Transaction Authority with a 10-year period of performance to modernize Defense Information Systems Agency data centers.

The deal deploys HPE Private Cloud Enterprise with GreenLake to create a NIST-compliant, on-premises and air-gapped hybrid multi-cloud control plane that supports multi-tenancy, virtual private clouds, zero-trust security, AI/data analytics, and mission-critical global operations. This production deployment follows a 2024 prototype and aims to consolidate DISA hosting and compute to improve efficiency and reduce management complexity.

HPE (NYSE:HPE) expanded its next-generation HPE Cray supercomputing portfolio with three 100% direct liquid-cooled, multi-partner compute blades, unified HPE Supercomputing Management Software, HPE Slingshot 400 interconnect and DAOS-based K3000 storage.

Key product facts: up to 192 NVIDIA Rubin GPUs per rack (GX440n), up to 112 AMD MI430X GPUs per rack (GX350a), up to 40 GX250 CPU-only blades per rack, HPE Slingshot 400 chassis with 64x400Gbps ports, and K3000 availability in early 2026; compute blades and software available early 2027.