Hewlett Packard Enterprise (NYSE:HPE) Given New $25.00 Price Target at Morgan Stanley

Hewlett Packard Enterprise (NYSE:HPE) had its target price raised by Morgan Stanley from $23.00 to $25.00 in a research report released on Tuesday,Benzinga reports. The firm currently has an equal weight rating on the technology company’s stock.

Other equities research analysts have also recently issued research reports about the company. Zacks Research raised Hewlett Packard Enterprise from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Argus lifted their price target on shares of Hewlett Packard Enterprise from $25.00 to $30.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Bank of America boosted their price objective on shares of Hewlett Packard Enterprise from $29.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Hewlett Packard Enterprise in a research note on Friday, December 26th. Finally, The Goldman Sachs Group began coverage on shares of Hewlett Packard Enterprise in a report on Tuesday, January 13th. They issued a “buy” rating and a $31.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Hewlett Packard Enterprise has an average rating of “Hold” and an average price target of $25.82.

Hewlett Packard Enterprise Price Performance

NYSE HPE opened at $21.09 on Tuesday. Hewlett Packard Enterprise has a fifty-two week low of $11.97 and a fifty-two week high of $26.44. The stock’s 50-day moving average is $22.05 and its two-hundred day moving average is $23.08. The firm has a market cap of $28.03 billion, a P/E ratio of -111.01, a price-to-earnings-growth ratio of 0.60 and a beta of 1.31. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.01 and a quick ratio of 0.76.

Hewlett Packard Enterprise (NYSE:HPE) last released its quarterly earnings results on Monday, March 9th. The technology company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.59 by $0.06. Hewlett Packard Enterprise had a positive return on equity of 9.97% and a negative net margin of 0.41%.The company had revenue of $9.30 billion during the quarter, compared to the consensus estimate of $9.31 billion. During the same quarter in the prior year, the company posted $0.49 EPS. The firm’s revenue was up 18.4% on a year-over-year basis. Hewlett Packard Enterprise has set its FY 2026 guidance at 2.300-2.500 EPS and its Q2 2026 guidance at 0.510-0.550 EPS. On average, analysts anticipate that Hewlett Packard Enterprise will post 1.85 earnings per share for the current fiscal year.

Hewlett Packard Enterprise Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Tuesday, March 24th will be issued a dividend of $0.1425 per share. The ex-dividend date is Tuesday, March 24th. This represents a $0.57 dividend on an annualized basis and a dividend yield of 2.7%. Hewlett Packard Enterprise’s payout ratio is -950.00%.

Insider Buying and Selling

In other news, SVP Jeremy Cox sold 13,463 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $24.68, for a total value of $332,266.84. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Maeve C. Culloty sold 35,958 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $24.66, for a total transaction of $886,724.28. The SEC filing for this sale provides additional information. Insiders sold 238,850 shares of company stock valued at $5,877,664 in the last ninety days. Company insiders own 0.44% of the company’s stock.

Hedge Funds Weigh In On Hewlett Packard Enterprise

Large investors have recently added to or reduced their stakes in the company. Investment Research Partners LLC boosted its stake in shares of Hewlett Packard Enterprise by 2.0% in the 4th quarter. Investment Research Partners LLC now owns 21,925 shares of the technology company’s stock valued at $527,000 after purchasing an additional 423 shares during the last quarter. Bleakley Financial Group LLC boosted its stake in Hewlett Packard Enterprise by 1.0% in the third quarter. Bleakley Financial Group LLC now owns 42,532 shares of the technology company’s stock valued at $1,045,000 after acquiring an additional 439 shares during the last quarter. Spire Wealth Management boosted its stake in Hewlett Packard Enterprise by 7.1% in the third quarter. Spire Wealth Management now owns 6,694 shares of the technology company’s stock valued at $164,000 after acquiring an additional 445 shares during the last quarter. TD Private Client Wealth LLC grew its holdings in Hewlett Packard Enterprise by 0.6% during the 4th quarter. TD Private Client Wealth LLC now owns 80,769 shares of the technology company’s stock worth $1,940,000 after acquiring an additional 448 shares during the period. Finally, JFS Wealth Advisors LLC raised its position in shares of Hewlett Packard Enterprise by 40.5% during the 4th quarter. JFS Wealth Advisors LLC now owns 1,565 shares of the technology company’s stock valued at $38,000 after acquiring an additional 451 shares during the last quarter. Institutional investors and hedge funds own 80.78% of the company’s stock.

Key Headlines Impacting Hewlett Packard Enterprise

Here are the key news stories impacting Hewlett Packard Enterprise this week:

• Positive Sentiment: Q1 beat and upgraded guidance — HPE topped non‑GAAP EPS estimates and raised FY‑2026 and Q2 guidance, citing strong networking demand and record profitability for the quarter. HPE Reports Fiscal 2026 First Quarter Results
• Positive Sentiment: AI/server and networking momentum — Management flagged sizable orders for AI‑optimized servers (NVIDIA‑based) and continued Juniper integration that is driving networking revenue and higher‑margin sales. This underpins the company’s above‑consensus Q2 revenue outlook. Hewlett Packard Enterprise forecasts revenue will surpass estimates
• Positive Sentiment: Short interest fell materially in February — Short interest declined about 12%, lowering potential downside pressure from short sellers and reducing a near‑term days‑to‑cover metric to ~5 days.
• Positive Sentiment: Analyst price‑target moves — Banks raised price targets (Bank of America to $32 and Morgan Stanley raised its target to $25), reflecting growing conviction in HPE’s AI/networking opportunity and providing upside case support. Tickerreport.com
• Neutral Sentiment: Dividend declared — HPE set a quarterly dividend (record date March 24), which supports income investors but is unlikely to change near‑term growth expectations.
• Neutral Sentiment: Mixed underlying performance — While networking surged, Cloud & AI revenue showed softness and GAAP results differ from non‑GAAP figures, prompting some caution about sustainability of margin gains. HPE reports mixed first quarter results, raises 2026 profit outlook
• Neutral Sentiment: Memory shortages and price actions — Management warns memory tightness will persist; HPE is passing on price increases to customers, which may protect revenue but complicate margin and demand visibility. HPE Stays Ahead of Memory Shortage With Price Hikes — Market Talk
• Negative Sentiment: Security vulnerability disclosed — A critical AOS‑CX flaw that can allow admin password resets was reported; remediation and customer impact will be monitored and could create short‑term reputational or support costs. HPE warns of critical AOS-CX flaw allowing admin password resets

Hewlett Packard Enterprise Company Profile

Hewlett Packard Enterprise (HPE) is an enterprise technology company that designs, develops and sells IT infrastructure, software and services for business and government customers. Its core offerings span servers, storage, networking, and related software, together with consulting, integration and support services aimed at modernizing and managing enterprise IT environments. HPE’s product portfolio includes systems for traditional data centers as well as solutions for high-performance computing, edge computing and telecommunications infrastructure.

A major focus for HPE is hybrid cloud and consumption-based IT.