Hewlett Packard Enterprise Gestione
Criteri Gestione verificati 3/4
Hewlett Packard Enterprise Il CEO è Antonio Neri, nominato in Jun2017, e ha un mandato di 9.17 anni. la retribuzione annua totale è $ 23.48M, composta da 5.7% di stipendio e 94.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.13% delle azioni della società, per un valore di $ 99.06M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.5 anni e 8 anni.
Informazioni chiave
Antonio Neri
Amministratore delegato
US$23.5m
Compenso totale
| Percentuale dello stipendio del CEO | 5.75% |
| Mandato del CEO | 9.2yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 4.5yrs |
| Durata media del Consiglio di amministrazione | 8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 15
HPE: AI Server Pricing And Chipflation Will Limit Future Upside Potential
Hewlett Packard Enterprise’s analyst price target has been raised from $36.90 to $42.92 as analysts factor in stronger expected revenue growth, higher profit margins, and a lower assumed discount rate that reflects increased confidence in the company’s positioning in AI driven server and storage demand. Analyst Commentary Recent research coverage on Hewlett Packard Enterprise highlights a strong focus on AI driven infrastructure, server pricing, and multi year earnings potential.
Aggiornamento narrativa • Jul 31
HPE: AI Data Center Demand And Servers Will Drive Durable Upside
Analysts have raised their price target for Hewlett Packard Enterprise to $65.56 from $64.13, reflecting updated expectations for revenue growth, profit margins and P/E multiples, supported by stronger AI related server and data center commentary across recent research reports. Analyst Commentary Recent Street research on Hewlett Packard Enterprise gives you a mix of strong enthusiasm around AI driven growth and some caution around how durable that growth could be and how much is already reflected in the valuation.Seeking Alpha • Jul 19
Hewlett Packard Enterprise - Demand Is Not The Question, Timing Is (Rating Downgrade)
Summary Hewlett Packard Enterprise delivered a ~217% total return since my April 2023 Buy call, driven by AI high performance computing and an unpriced Juniper option. Valuation multiples have expanded significantly, now reflecting both aggressive earnings revisions and the high performance computing theme. Relative to peers like Dell, HPE screens slightly cheaper, but this is justified by its growth profile and current consensus expectations. I am downgrading HPE to Hold, as upside is now balanced by execution risks and fully priced-in guidance; a Buy would require valuation cooling or new catalysts. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 13
HPE: AI Server Demand And Raised Guidance Will Drive Future Upside
Hewlett Packard Enterprise’s analyst fair value estimate has been lifted from $34.98 to $80.00, as analysts cite stronger AI-related server demand, resilient enterprise compute spending, and updated long-term guidance as key reasons for revisiting assumptions on growth, margins, and P/E multiples. Analyst Commentary Recent research on Hewlett Packard Enterprise highlights a sharp shift in sentiment, with multiple bullish analysts recalibrating their models after the latest Q2 results, updated multi year guidance, and signs of strong AI related demand across servers and networking.Aggiornamento narrativa • Jun 29
HPE: AI Server Pricing And Memory Inflation Will Constrain Future Upside Potential
The analyst price target for Hewlett Packard Enterprise has been raised sharply to $36.90 from $21.00, with analysts pointing to stronger AI-driven server and data center demand, improved profitability assumptions, and a modestly lower discount rate in updated models. Analyst Commentary Recent research coverage on Hewlett Packard Enterprise highlights a sharp shift in expectations, with many firms lifting price targets after the latest Q2 results and AI driven server momentum.Aggiornamento narrativa • Jun 15
HPE: AI Data Center Demand Will Outweigh Future Memory Cost Pressures
Narrative Update: Hewlett Packard Enterprise The analyst price target for Hewlett Packard Enterprise has been raised sharply, with the updated fair value estimate moving from about $29.92 to roughly $64.13 as analysts factor in stronger AI data center demand, higher assumed revenue growth, improved profit margins, and a richer future P/E multiple. Analyst Commentary Recent Street research around Hewlett Packard Enterprise has turned more constructive, with multiple firms lifting price targets after the latest Q2 results and longer term guidance.Aggiornamento narrativa • Jun 01
HPE: AI Server Demand Will Later Be Undermined By Memory Cost Pressures
Hewlett Packard Enterprise's updated analyst price target shifts from $26.44 to $29.92. This reflects a mix of higher Street targets in the $33 to $40 range and analyst expectations for steadier margins, lower perceived risk and AI related server demand, alongside balance sheet flexibility from the partial H3C stake sale.Aggiornamento narrativa • May 01
HPE: AI Infrastructure And Raised Long Term Guidance Will Drive Future Upside
Analysts have raised the Hewlett Packard Enterprise fair value estimate from $32.00 to about $34.98. This reflects updated views on growth, margins, and a modestly higher future P/E multiple following a series of recent price target changes and mixed but generally constructive research commentary.Aggiornamento narrativa • Apr 16
HPE: Memory Cost Inflation Will Cap AI Infrastructure Upside Potential
Hewlett Packard Enterprise's analyst price targets have recently moved within a range of $23 to $32, with some firms raising targets by up to $3 and others trimming them by $2, as analysts weigh stronger demand signals against concerns about memory cost inflation and mixed hardware spending commentary. Analyst Commentary Recent research on Hewlett Packard Enterprise shows a split picture, with some firms lifting price targets while others trim expectations or issue downgrades.Aggiornamento narrativa • Apr 02
HPE: Juniper Merger And AI Networking Execution Will Drive Future Upside
Analysts have nudged the fair value estimate for Hewlett Packard Enterprise to $32.00 from $31.00, reflecting updated views on revenue growth, profit margins, and P/E assumptions following a series of recent price target revisions across the Street. Analyst Commentary Recent Street research around Hewlett Packard Enterprise reflects a generally constructive tone, with several bullish analysts lifting price targets and highlighting specific execution and growth drivers alongside the updated fair value estimate of US$32.00.Aggiornamento narrativa • Mar 19
HPE: Juniper Merger And Memory Costs Will Shape AI Infrastructure Outlook
Analysts have modestly lifted their average price targets on Hewlett Packard Enterprise into the mid to high $20s, reflecting recent research that highlights resilient demand, higher long term guidance, and an improved networking profile following the Juniper merger, while still acknowledging risks such as memory cost inflation and mixed end market commentary. Analyst Commentary Recent research on Hewlett Packard Enterprise reflects a mix of confidence in the long term story and caution around near term execution, cost trends, and demand quality.Aggiornamento narrativa • Mar 04
HPE: Juniper Merger And Memory Concerns Will Shape A Balanced 2026 Outcome
Analysts now see fair value for Hewlett Packard Enterprise at $21 per share, up from $16, reflecting updated views on growth, margins, and a higher future P/E multiple as they weigh cautious memory trends against mixed demand commentary and the potential benefits of the Juniper merger. Analyst Commentary Recent Street research around Hewlett Packard Enterprise highlights a mix of caution and optimism, with several firms resetting expectations even as they acknowledge potential upside from the Juniper merger and broader hardware demand.Aggiornamento narrativa • Feb 18
HPE: Juniper Merger And Networking Positioning Will Drive Future Upside Potential
Narrative Update: Hewlett Packard Enterprise Analysts have reset their view on Hewlett Packard Enterprise with price targets now clustering around $26 to $31. This reflects mixed hardware and storage demand commentary alongside a more constructive view on the Juniper merger and HPE's position in enterprise and data center networking.Aggiornamento narrativa • Feb 03
HPE: Juniper Networking Expansion Will Drive Future Upside Despite Memory Cycle Risks
Narrative Update The analyst price target for Hewlett Packard Enterprise has shifted toward the low to mid US$20s. This reflects mixed views, with some analysts pointing to benefits from the Juniper merger and networking scale, while others flag potential hardware margin pressure tied to memory cycle risks.Aggiornamento narrativa • Jan 20
HPE: Juniper Networking Integration And AI Supercomputers Will Drive Future Upside
Analysts have inched their blended fair value estimate for Hewlett Packard Enterprise up from about $26.28 to $26.44 per share, reflecting modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions after recent research pointed to a stronger networking position following the Juniper merger, along with mixed views on hardware demand risks into 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the Juniper merger as reinforcing Hewlett Packard Enterprise's role as a leading enterprise and campus networking vendor.Aggiornamento narrativa • Jan 06
HPE: Hardware Earnings Risk Will Test Constructive View On Future Upside
Narrative Update Analysts lifted their fair value estimate for Hewlett Packard Enterprise to $31.00 from $30.00, reflecting recent price target increases and a generally more constructive stance on the shares, alongside some caution around hardware earnings risk. Analyst Commentary Recent research on Hewlett Packard Enterprise sends a mixed but generally constructive signal, with several bullish analysts adjusting their views alongside one high profile downgrade that highlights hardware earnings risk heading into 2026.Aggiornamento narrativa • Dec 23
HPE: Networking Expansion And AI Supercomputers Will Shape Outlook Amid Memory Cycle Risks
Analysts have modestly lifted their price target on Hewlett Packard Enterprise to $26.28 per share from $25.00, reflecting improved expectations for networking driven by the Juniper acquisition and data center switching momentum, partially offset by concerns around a memory supercycle pressuring hardware margins into 2026. Analyst Commentary Recent Street research reflects a more nuanced view of Hewlett Packard Enterprise, with constructive commentary on networking driven by the Juniper acquisition and cautious views on hardware earnings risk as the memory cycle unfolds.Aggiornamento narrativa • Dec 09
HPE: Networking And Supercomputing Partnerships Will Shape Outlook Amid Merger And Margin Risks
Analysts have modestly reduced their fair value estimate for Hewlett Packard Enterprise to $26.28 from $26.50, reflecting tempered expectations for revenue growth and profit margins, even as confidence in the companys networking and data center positioning supports a higher future earnings multiple. Analyst Commentary Recent research updates on Hewlett Packard Enterprise reflect a mixed but generally constructive view, with modestly higher price targets and one notable downgrade balancing out improving sentiment around networking and data center growth.Articolo di analisi • Dec 08
Hewlett Packard Enterprise (NYSE:HPE) Will Pay A Larger Dividend Than Last Year At $0.1425
Hewlett Packard Enterprise Company ( NYSE:HPE ) will increase its dividend from last year's comparable payment on the...Aggiornamento narrativa • Nov 25
HPE: Networking Growth And Supercomputing Partnerships Will Drive Outlook Amid Merger Scrutiny
Hewlett Packard Enterprise's analyst price target has shifted slightly to $26.50 from $26.51, as analysts factor in higher input costs and evolving hardware demand trends into their assessments. Analyst Commentary Recent analyst activity around Hewlett Packard Enterprise (HPE) reflects an evolving landscape of both optimism and caution as market dynamics and company-specific developments inform revised expectations.Aggiornamento narrativa • Nov 11
HPE: Networking Momentum And Supercomputing Deals Will Shape Outlook Amid Integration Risks
Hewlett Packard Enterprise's analyst price targets have been raised by $1 to $2 across several firms. This reflects growing optimism around the company's Networking growth and the anticipated benefits from its Juniper acquisition, according to analysts.Aggiornamento narrativa • Oct 28
AI Momentum And Cloud Expansion Will Shape Next-Generation Enterprise Infrastructure
The consensus analyst price target for Hewlett Packard Enterprise has increased by $0.25 to $26.51. Analysts cite improving profit margins, ongoing revenue growth, and momentum in key business segments as reasons for the revised outlook.Aggiornamento narrativa • Oct 13
AI And Hybrid Cloud Shifts Will Transform Digital Infrastructure
Hewlett Packard Enterprise's analyst price target has increased modestly to $26.26 from $25.82, as analysts cite enhanced confidence in networking growth and synergies following recent acquisitions. Analyst Commentary Recent analyst coverage of Hewlett Packard Enterprise (HPE) reflects a nuanced outlook, with improvements in price targets and assessments of both growth prospects and operational challenges following the Juniper acquisition.Aggiornamento narrativa • Sep 19
AI And Hybrid Cloud Shifts Will Transform Digital Infrastructure
Analysts raised Hewlett Packard Enterprise’s price target slightly to $25.82, citing the completed Juniper Networks acquisition’s expected revenue growth, operating synergies, and enhanced AI/networking positioning, though ongoing core business and execution concerns kept optimism in check. Analyst Commentary Bullish analysts raise price targets driven by the completed Juniper Networks acquisition, highlighting improved revenue growth prospects, networking strength, and robust cost and EPS synergies.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$1b |
| Jan 31 2026 | n/a | n/a | -US$234m |
| Oct 31 2025 | US$23m | US$1m | -US$59m |
| Jul 31 2025 | n/a | n/a | US$1b |
| Apr 30 2025 | n/a | n/a | US$1b |
| Jan 31 2025 | n/a | n/a | US$3b |
| Oct 31 2024 | US$21m | US$1m | US$3b |
| Jul 31 2024 | n/a | n/a | US$2b |
| Apr 30 2024 | n/a | n/a | US$2b |
| Jan 31 2024 | n/a | n/a | US$2b |
| Oct 31 2023 | US$20m | US$1m | US$2b |
| Jul 31 2023 | n/a | n/a | US$1b |
| Apr 30 2023 | n/a | n/a | US$1b |
| Jan 31 2023 | n/a | n/a | US$856m |
| Oct 31 2022 | US$17m | US$1m | US$868m |
| Jul 31 2022 | n/a | n/a | US$4b |
| Apr 30 2022 | n/a | n/a | US$4b |
| Jan 31 2022 | n/a | n/a | US$4b |
| Oct 31 2021 | US$19m | US$1m | US$3b |
| Jul 31 2021 | n/a | n/a | US$1b |
| Apr 30 2021 | n/a | n/a | US$648m |
| Jan 31 2021 | n/a | n/a | -US$432m |
| Oct 31 2020 | US$13m | US$1m | -US$322m |
| Jul 31 2020 | n/a | n/a | US$1m |
| Apr 30 2020 | n/a | n/a | -US$35m |
| Jan 31 2020 | n/a | n/a | US$1b |
| Oct 31 2019 | US$14m | US$1m | US$1b |
Compensazione vs Mercato: La retribuzione totale di Antonio ($USD 23.48M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.46M ).
Compensazione vs guadagni: La retribuzione di Antonio è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Antonio Neri (59 yo)
9.2yrs
Mandato
US$23,482,721
Compensazione
Mr. Antonio Fabio Neri serves as President & Chief Executive Officer at Juniper Networks, Inc.. He has been President of Hewlett Packard Enterprise Company since June 21, 2017. Mr. Neri has been Chief Exec...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 9.2yrs | US$23.48m | 0.13% $ 99.1m | |
| Executive VP & CFO | 2.6yrs | US$11.81m | 0.015% $ 12.0m | |
| Executive VP and Chief Operating & Legal Officer | 8.7yrs | US$10.34m | 0.019% $ 14.6m | |
| Executive VP | 4.9yrs | US$8.43m | 0% $ 0 | |
| Executive VP | 1.6yrs | US$17.17m | 0.069% $ 53.4m | |
| Senior VP | 4.1yrs | US$4.64m | Nessun dato | |
| Chief Information Officer | 3.1yrs | Nessun dato | Nessun dato | |
| VP of Investor Relations | less than a year | Nessun dato | Nessun dato | |
| Executive VP and Chief Marketing & Communications Officer | 8.1yrs | Nessun dato | Nessun dato | |
| Senior VP | 10.8yrs | Nessun dato | 0% $ 0 | |
| Executive VP & Chief Sales Officer | 5.2yrs | US$6.63m | 0.0032% $ 2.5m | |
| Executive VP & Chief People Officer | 1.3yrs | Nessun dato | 0.0014% $ 1.1m |
4.5yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di HPE è considerato esperto (durata media dell'incarico 4.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 8.5yrs | US$23.48m | 0.13% $ 99.1m | |
| Independent Director | 10.8yrs | US$374.99k | 0.0062% $ 4.8m | |
| Independent Director | 10.8yrs | US$355.00k | 0.016% $ 12.8m | |
| Independent Director | 6.3yrs | US$375.00k | 0.0019% $ 1.5m | |
| Independent Non Executive Chairman | 12.1yrs | US$555.00k | 0.0012% $ 901.8k | |
| Independent Director | 10.8yrs | US$385.00k | 0.010% $ 7.8m | |
| Independent Director | 10.8yrs | US$355.01k | 0.075% $ 58.1m | |
| Independent Director | 3.6yrs | US$362.50k | 0.00026% $ 202.1k | |
| Independent Director | 3.2yrs | US$360.00k | 0.0021% $ 1.6m | |
| Independent Director | 3.9yrs | US$355.00k | 0.0042% $ 3.3m | |
| Independent Director | 7.6yrs | US$385.00k | 0.0024% $ 1.9m | |
| Director | less than a year | US$5.40m | 0.000020% $ 15.5k |
8.0yrs
Durata media
67.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HPE sono considerati esperti (durata media dell'incarico 8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/17 23:32 |
| Prezzo dell'azione a fine giornata | 2026/08/17 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2025/10/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Hewlett Packard Enterprise Company è coperta da 48 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Jayson Noland | Baird |
| Timothy Long | Barclays |