HPE jumps 4.3% as analyst target hikes extend post-earnings momentum

Hewlett Packard Enterprise (HPE) is up 4.3% today. Here is some analysis on what might have caused this price movement.

Analysis: HPE appears to be moving higher as bullish analyst commentary and price-target increases reinforce confidence in the company’s AI infrastructure and networking growth narrative following its recent quarterly results. The rally also looks consistent with continued “follow-through” buying after HPE lifted its fiscal-year outlook.

Details:

Recent analyst notes raised HPE’s price target to $30 while keeping a positive rating, helping improve near-term sentiment around the shares.

In its fiscal 2026 first-quarter update, HPE posted stronger-than-expected profitability and highlighted strength in its Networking segment, alongside an improved fiscal 2026 outlook.

Investors have been focused on HPE’s positioning in AI infrastructure (servers, networking, and related services), with management commentary pointing to continued demand even as deal timing can be uneven.

Separately, HPE’s regular quarterly dividend (payable in late April 2026) may be supporting incremental demand from income-oriented holders.

Sources:

HPE Investor Relations, MarketScreener, TipRanks (The Fly)

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HPE Insider Trading Activity

$HPE insiders have traded $HPE stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.

Here’s a breakdown of recent trading of $HPE stock by insiders over the last 6 months:

ANTONIO F NERI (President and CEO) has made 0 purchases and 3 sales selling 290,889 shares for an estimated $7,306,481.
JOHN F SCHULTZ (EVP, COLO) has made 0 purchases and 3 sales selling 254,184 shares for an estimated $6,168,310.
FIDELMA RUSSO (EVP, GM, Hybrid Cloud & CTO) has made 0 purchases and 3 sales selling 160,513 shares for an estimated $3,966,003.
NEIL B MACDONALD (EVP, GM, Server) has made 0 purchases and 2 sales selling 112,652 shares for an estimated $2,826,604.
JEREMY COX (SVP, Controller & CTO) has made 0 purchases and 3 sales selling 76,966 shares for an estimated $1,851,455.
KIRT P KARROS (SVP, Treasurer, Corp Dev) sold 36,460 shares for an estimated $897,167
MAEVE C CULLOTY (EVP, Pres & CEO Financial Serv) sold 35,958 shares for an estimated $886,562
JEAN M. HOBBY sold 29,000 shares for an estimated $689,968

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$HPE Hedge Fund Activity

We have seen 501 institutional investors add shares of $HPE stock to their portfolio, and 500 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 39,383,491 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $945,991,453
CAPITAL WORLD INVESTORS added 37,541,672 shares (+inf%) to their portfolio in Q4 2025, for an estimated $901,750,961
BARROW HANLEY MEWHINNEY & STRAUSS LLC added 18,049,010 shares (+inf%) to their portfolio in Q4 2025, for an estimated $433,537,220
BANK OF AMERICA CORP /DE/ added 17,336,750 shares (+31.6%) to their portfolio in Q4 2025, for an estimated $416,428,735
JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 16,974,768 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $407,733,927
POINT72 ASSET MANAGEMENT, L.P. removed 11,565,283 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $277,798,097
D. E. SHAW & CO., INC. added 11,259,326 shares (+478.4%) to their portfolio in Q4 2025, for an estimated $270,449,010

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$HPE Government Contracts

We have seen $4,496,831 of award payments to $HPE over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

TI 22 ARL: $807,156
TI-24 SYSTEM ADMINISTRATION FOR TI-24 BASE SYSTEM AND TEST AND DEVLOPMENT SYSTEM.: $792,733
BASE SYSTEM: $764,400
BASE SUPERCOMPUTER SYSTEM FOR THE NAVY DOD SUPERCOMPUTING RESOURCE CENTER: $529,600
TI-24 ORDER 29 ERDC BASE SYSTEM, TEST AND DEVLOPMENT SYSTEM.: $511,794

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$HPE Congressional Stock Trading

Members of Congress have traded $HPE stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $HPE stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$HPE Analyst Ratings

Wall Street analysts have issued reports on $HPE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BWG Global issued a "Positive" rating on 11/24/2025

To track analyst ratings and price targets for $HPE, check out Quiver Quantitative's $HPE forecast page.

$HPE Price Targets

Multiple analysts have issued price targets for $HPE recently. We have seen 7 analysts offer price targets for $HPE in the last 6 months, with a median target of $30.0.

Here are some recent targets:

Simon Leopold from Raymond James set a target price of $29.0 on 04/13/2026
Matthew Niknam from Truist Securities set a target price of $31.0 on 03/31/2026
Amit Daryanani from Evercore ISI Group set a target price of $30.0 on 03/26/2026
Asiya Merchant from Citigroup set a target price of $27.0 on 03/11/2026
Meta Marshall from Morgan Stanley set a target price of $25.0 on 03/10/2026
Wamsi Mohan from B of A Securities set a target price of $32.0 on 03/10/2026
Jim Kelleher from Argus Research set a target price of $30.0 on 12/10/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.