Hewlett Packard Enterprise (HPE) Releases Q1 2026 Earnings: Revenue Up but EPS Miss

Hewlett Packard Enterprise Company $HPE reported results for Q1 2026 showing solid revenue growth but a decline in net income and earnings per share.

Total revenue: $9.3 billion (+18.4% year-over-year)

Gross profit: $3.3 billion (+45.5% year-over-year)

Operating profit: $470 million (+8.6% year-over-year)

Net income attributable to common shareholders: $423 million (-29.3% year-over-year)

Diluted earnings per share: $0.31 (-29.6% year-over-year)

On consensus comparisons, revenue came in slightly below expectations while EPS missed estimates by a wide margin.

Reported revenue: $9.3 billion vs. estimate $9.4 billion

Reported diluted EPS: $0.31 vs. estimate $0.59

Cash flow and balance-sheet highlights underline mixed operational cash and a lower cash position versus the prior year.

Cash from operating activities: $2.5 billion (YoY -732.1%)

Purchases of property, plant and equipment: $641 million (+21.4% year-over-year)

Cash and cash equivalents: $4.8 billion (-64.0% year-over-year)

Total liabilities: $50.9 billion (+13.1% year-over-year)

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Hewlett Packard Enterprise Company Insider Trading Activity

Hewlett Packard Enterprise Company insiders have traded $HPE stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

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

JOHN F SCHULTZ (EVP, COLO) has made 0 purchases and 3 sales selling 254,184 shares for an estimated $6,168,310.
ANTONIO F NERI (President and CEO) has made 0 purchases and 2 sales selling 193,123 shares for an estimated $4,820,169.
FIDELMA RUSSO (EVP, GM, Hybrid Cloud & CTO) sold 126,512 shares for an estimated $3,113,257
JEREMY COX (SVP, Controller & CTO) has made 0 purchases and 3 sales selling 76,966 shares for an estimated $1,851,455.
GARY M REINER sold 40,000 shares for an estimated $983,048
MAEVE C CULLOTY (EVP, Pres & CEO Financial Serv) has made 0 purchases and 2 sales selling 39,696 shares for an estimated $980,461.
KIRT P KARROS (SVP, Treasurer, Corp Dev) sold 36,460 shares for an estimated $897,167
JEAN M. HOBBY sold 29,000 shares for an estimated $689,968

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

Hewlett Packard Enterprise Company Hedge Fund Activity

We have seen 509 institutional investors add shares of Hewlett Packard Enterprise Company stock to their portfolio, and 572 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.

Hewlett Packard Enterprise Company Government Contracts

We have seen $1,126,813 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-24 SYSTEM ADMINISTRATION FOR TI-24 BASE SYSTEM AND TEST AND DEVLOPMENT SYSTEM.: $396,366
BASE SUPERCOMPUTER SYSTEM FOR THE NAVY DOD SUPERCOMPUTING RESOURCE CENTER: $264,800
IPCS - OPTION PERIOD ONE: $255,000
TI-24 ORDER 29 ERDC BASE SYSTEM, TEST AND DEVLOPMENT SYSTEM.: $170,598
THE SHADOWBASE LICENSE SERVES AS A REPLACEMENT FOR AN EXISTING LICENSE ON AN FSA SERVER. THIS UPDATE IS REQ...: $24,426

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

Hewlett Packard Enterprise Company 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.

Hewlett Packard Enterprise Company 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 Hewlett Packard Enterprise Company, check out Quiver Quantitative's $HPE forecast page.

Hewlett Packard Enterprise Company Price Targets

Multiple analysts have issued price targets for $HPE recently. We have seen 8 analysts offer price targets for $HPE in the last 6 months, with a median target of $25.5.

Here are some recent targets:

Meta Marshall from Morgan Stanley set a target price of $23.0 on 02/18/2026
Asiya Merchant from Citigroup set a target price of $26.0 on 02/17/2026
Jim Kelleher from Argus Research set a target price of $30.0 on 12/10/2025
James Fish from Piper Sandler set a target price of $24.0 on 10/22/2025
Michael Ng from Goldman Sachs set a target price of $31.0 on 10/16/2025
David Vogt from UBS set a target price of $25.0 on 10/16/2025
Tim Long from Barclays set a target price of $27.0 on 10/16/2025