HPE
Hewlett Packard Enterprise CompanyEvidence as of 2026-09-03Overview · Hewlett Packard Enterprise Company
Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It operates in six segments: Compute, HPC & AI, Storage, Intelligent Edge, Financial Services, and Corporate Investments and Other. The company offers general purpose servers for multi-workload computing and workload…
Management team
- Ms. Jennifer Temple · Executive VP and Chief Marketing & Communications OfficerFind on LinkedIn
- Ms. Shannon Siemsen Cross · Senior VP, Chief Strategy Officer & Investor RelationsFind on LinkedIn
- Ms. Bethany Jean Mayer · Chief Integration Officer for Talent & Culture and DirectorFind on LinkedIn
- Mr. Neil B. MacDonald · Executive VP & General Manager of ServerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale — was +0.2 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
What the evidence shows
The desk's surviving evidence is mixed (+0.1 of a possible +2; confidence high). Reported revenues rose from $7,854,000,000 to $10,678,000,000 between the two quarter facts cited, an increase of $2,824,000,000, while operating income increased by $314,000,000 from $433,000,000 to $747,000,000. Net income and diluted EPS were essentially unchanged at $627,000,000 versus $624,000,000 and $0.44 versus $0.44, respectively. Market signals are a blend: pronounced momentum measures in the top percentiles sit alongside elevated short‑term volatility (30‑day annualized +49.9%, 90‑day +68.9%) and a beta versus SPY of 1.98; valuation metrics show EV/EBITDA of 27.11 and a trailing P/E of 370.21.
What the debate changed
The analysts argued over how much weight to place on the strong revenue and operating‑income lift versus flat net income and very high valuation multiples. Nothing was dropped or materially weakened in the surviving claims; the desk simply narrowed the evidence balance from +0.2 to Mixed (+0.1) by giving greater weight to the valuation and cash‑flow signals that temper the upbeat revenue/operating income facts. The risk review held: 25 surviving claims from 11 sources remain, with the single heaviest analyst carrying 24% of the claims and 96% of the original desk points surviving the discussion.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported revenues increased from $7,854,000,000 in the fiscal Q1 2026 (period ended 2025-01-31, 3mo) to $10,678,000,000 in the fiscal Q2 2026 (period ended 2026-04-30, 3mo), a rise of $2,824,000,000 between those quarter facts.
XBRL companyfacts · 0001645590-26-000032Operating income rose from $433,000,000 in the fiscal Q1 2026 (period ended 2025-01-31, 3mo) to $747,000,000 in the fiscal Q2 2026 (period ended 2026-04-30, 3mo), an increase of $314,000,000 across those quarter facts.
XBRL companyfacts · 0001645590-26-000032Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the past 6 months is +142.7% and this metric ranks in the 99th percentile of the 547-stock research universe on 2026-09-02.
Moneyta signal set · 2026-09-02weakened in debateThe 12-1 momentum measure is +169.8% and ranks in the 96th percentile of the 547-stock research universe on 2026-09-02.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, Hewlett Packard Enterprise Company (HPE) was a holding in the iShares Core S&P 500 ETF (IVV).
ETF constituents · market dataHPE's weight in IVV was 0.09% of the fund as of 2026-09-02.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Hewlett Packard Enterprise reported record fiscal third-quarter 2026 revenue and profitability in its results announced 2 September 2026.
News · finance.yahoo.com · 2026-09-02The company raised its fiscal 2026 outlook in connection with the fiscal Q3 2026 results, according to the earnings-call coverage published 2 September 2026.
News · finance.yahoo.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
As of the price date, the market capitalization is $68,633,468,493 and the enterprise value is $85,089,468,493.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month EBITDA is $3,139,000,000 and the resulting EV/EBITDA multiple is 27.11.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific facts and market signals together form a favorable informational read: sequential revenue and operating-income growth across fiscal Q1→Q2 2026 (fundamentals-0, fundamentals-1) coincide with material positive news flow reporting record fiscal Q3 revenue/profitability and an upwardly revised fiscal-2026 outlook (news-0, news-1). Momentum measures are exceptionally strong on multiple horizons (market-0, market-1) and technicals show constructive positioning versus moving averages with a sustained golden cross (market-4), which, combined with media pickup across outlets (news-5), strengthens the signal that recent operational improvements are being recognized by the market. A modest reduction in common shares outstanding (fundamentals-5) supports a tighter share base context for reported per-share metrics. The bear case rides on stretched trailing valuation multiples and weak trailing free cash flow (valuation-1, valuation-2, valuation-3) and on volatility/debt observations (market-2, market-3, fundamentals-4); these are relevant but mainly describe market-level risk and backward-looking cash-flow/valuation anchors rather than the contemporaneous acceleration in revenue, operating income, and corroborating news. Overall, the strongest supporting evidence is the combination of sequential fundamental improvement and corroborating market momentum/news; the weakest opposing evidence is that the valuation and trailing FCF figures are backward-looking snapshots that do not, by themselves, negate the contemporaneous operational and market-sentiment signals.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.36
25 surviving claims rest on 11 distinct sources; the heaviest analyst carries 24% of them, and 96% of what the desk raised survived the debate.
The evidence set rests on a modestly diverse base of sources but still shows concentration risk: a single analyst thread contributes nearly a quarter of surviving claims, so those claims carry extra leverage to that contributor's views. The very high debate-survival rate means the desk did not prune much — useful for coverage breadth but it raises the chance that quietly correlated errors (a shared data feed or misread filing) would propagate across many claims.
Peer context · computed, not argued
12-1 momentum ranks 3rd of 6 in Communication Equipment (as of 2026-09-02).
90-day volatility ranks 5th of 6 in Communication Equipment (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.3 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.0 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on HPE Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.