Hewlett Packard Enterprise Company ($HPE) Earnings

Hewlett Packard Enterprise Company ($HPE) — Q4 2025 results

Total revenue: $9.7 billion, up 14.4% year-over-year; missed the revenue estimate of $10.0 billion.

Gross profit reported at $9.7 billion, a 271.4% increase year-over-year — this equals reported revenue and suggests a likely reporting anomaly in the gross-profit figure.

Operating result: operating loss of -$8.0 million, a swing of more than 100% versus the prior year.

Net income attributable to common shareholders: $146 million, down 89.1% year-over-year.

Diluted earnings per share: $0.11, compared with an estimate of $0.59, a significant miss versus expectations.

Cash flow and capital spending: cash from operations rose to $2.5 billion (+21.4% YoY); purchases of property, plant and equipment were $641 million.

Balance sheet highlights: cash and cash equivalents fell to $5.8 billion (down 61.1% YoY) while total liabilities grew to $51.2 billion (+10.3% YoY).

Cost of sales: $6.5 billion, up 10.5% year-over-year.

Summary view: Hewlett Packard Enterprise Company ($HPE) delivered top-line growth and stronger operating cash flow, but reported sharply lower net income and EPS and a potentially anomalous gross-profit figure that merits further clarification.

Hewlett Packard Enterprise Company Insider Trading Activity

Hewlett Packard Enterprise Company insiders have traded $HPE stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 4 sales selling 500,000 shares for an estimated $11,846,649.
JEREMY COX (SVP, Controller & CTO) sold 68,590 shares for an estimated $1,264,621
PHIL MOTTRAM (EVP, GM, Intelligent Edge) has made 0 purchases and 2 sales selling 60,000 shares for an estimated $1,171,173.
GARY M REINER sold 40,000 shares for an estimated $983,048
MAEVE C CULLOTY (EVP, Pres & CEO Financial Serv) sold 3,738 shares for an estimated $93,898

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

Hewlett Packard Enterprise Company Hedge Fund Activity

We have seen 579 institutional investors add shares of Hewlett Packard Enterprise Company stock to their portfolio, and 504 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NOMURA HOLDINGS INC removed 18,460,597 shares (-95.1%) from their portfolio in Q3 2025, for an estimated $453,392,262
JERICHO CAPITAL ASSET MANAGEMENT L.P. added 16,974,768 shares (+inf%) to their portfolio in Q3 2025, for an estimated $416,900,302
GOLDMAN SACHS GROUP INC removed 14,786,194 shares (-56.9%) from their portfolio in Q3 2025, for an estimated $363,148,924
NATIONAL BANK OF CANADA /FI/ removed 13,728,153 shares (-96.9%) from their portfolio in Q3 2025, for an estimated $337,163,437
POINT72 ASSET MANAGEMENT, L.P. added 11,094,474 shares (+2356.5%) to their portfolio in Q3 2025, for an estimated $272,480,281
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 7,861,222 shares (+42.7%) to their portfolio in Q3 2025, for an estimated $193,071,612
UBS GROUP AG added 7,630,279 shares (+104.3%) to their portfolio in Q3 2025, for an estimated $187,399,652

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

Hewlett Packard Enterprise Company Government Contracts

We have seen $1,636,596 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:

IPCS - OPTION PERIOD ONE: $763,050
IPCS - BASE PERIOD YEAR FIVE: $325,000
BASE SUPERCOMPUTER SYSTEM FOR THE NAVY DOD SUPERCOMPUTING RESOURCE CENTER: $264,800
TI-24 SYSTEM ADMINISTRATION FOR TI-24 BASE SYSTEM AND TEST AND DEVLOPMENT SYSTEM.: $243,697
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 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 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 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.

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 7 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
B of A Securities issued a "Buy" rating on 09/02/2025
Citigroup issued a "Buy" rating on 07/25/2025
Deutsche Bank issued a "Buy" rating on 07/23/2025
JP Morgan issued a "Overweight" rating on 07/17/2025
Evercore ISI Group issued a "Outperform" rating on 07/11/2025
Barclays issued a "Overweight" rating on 07/03/2025

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 15 analysts offer price targets for $HPE in the last 6 months, with a median target of $26.0.

Here are some recent targets:

Meta Marshall from Morgan Stanley set a target price of $25.0 on 11/17/2025
James Fish from Piper Sandler set a target price of $24.0 on 10/22/2025
Tim Long from Barclays set a target price of $27.0 on 10/16/2025
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
Asiya Merchant from Citigroup set a target price of $28.0 on 10/06/2025
Toni Sacconaghi from Bernstein set a target price of $24.0 on 09/16/2025

Hewlett Packard Enterprise Company ($HPE) Earnings — Q4 2025: Revenue Up, EPS Miss