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Hewlett Packard Enterprise CompanyNYSE:HPE 株式レポート

時価総額 US$44.8b
株価
US$33.97
US$26.44
28.5% 割高 内在価値ディスカウント
1Y93.6%
7D-0.5%
1D
ポートフォリオ価値
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Hewlett Packard Enterprise Company

NYSE:HPE 株式レポート

時価総額:US$44.8b

Hewlett Packard Enterprise(HPE)株式概要

ヒューレット・パッカード・エンタープライズは、その子会社とともに、米国、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域、日本、および国際的なインテリジェント・ソリューションを開発しています。 詳細

HPE ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長3/6
過去の実績0/6
財務の健全性4/6
配当金4/6

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Hewlett Packard Enterprise Company 競合他社

価格と性能

株価の高値、安値、推移の概要Hewlett Packard Enterprise
過去の株価
現在の株価US$33.97
52週高値US$34.70
52週安値US$17.03
ベータ1.3
1ヶ月の変化18.12%
3ヶ月変化58.96%
1年変化93.56%
3年間の変化131.56%
5年間の変化107.89%
IPOからの変化105.26%

最新ニュース

Recent updates

Seeking Alpha May 04

HP Enterprise: AI Drives The Dominant Growth Theme, As Buy Rating Reaffirmed

Summary Hewlett Packard Enterprise remains a buy as AI infrastructure demand and a $5B+ AI backlog drive growth prospects. HPE's Juniper Networks acquisition strengthens its networking position, but integration risks and negative ROE warrant monitoring. Valuation is attractive with a forward P/E of 11.8x and a price forecast of $32.17 by 2027, implying 12.6% upside. Technical indicators confirm a bullish trend, while dividend growth is flat; capital is prioritized for reinvestment and share repurchases. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ Mar 08

Hewlett Packard Enterprise (HPE): The "Value AI" Play — A High-Stakes Narrative Ahead of Monday’s AMC Report.

Hewlett Packard Enterprise (HPE) enters its Q1 2026 earnings report on Monday, March 9, trading at $21.13 , approximately 20% below its 52-week high of $26.44. While peers like Dell and Super Micro have captured the initial "AI server" spotlight, HPE has spent the last year executing a massive structural pivot through its $14 billion acquisition of Juniper Networks , which closed in July 2025.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 Sep 08

Hewlett Packard Enterprise (NYSE:HPE) Has Announced A Dividend Of $0.13

Hewlett Packard Enterprise Company's ( NYSE:HPE ) investors are due to receive a payment of $0.13 per share on 17th of...
ナラティブの更新 Aug 27

Potential Synergies From Juniper Acquisition And AI Focus May Be Offset By Regulatory And Market Challenges

Analysts have raised Hewlett Packard Enterprise’s price target slightly to $23.60, citing expected revenue and cost synergies from the Juniper acquisition, projected EPS and margin improvements, and a stronger risk/reward profile, despite lingering concerns about execution and growth relative to peers. Analyst Commentary Bullish analysts expect significant revenue and cost synergies, especially from the Juniper acquisition, positioning HPE favorably for secular growth in AI and enterprise networking.
分析記事 Jun 22

Is It Time To Consider Buying Hewlett Packard Enterprise Company (NYSE:HPE)?

Today we're going to take a look at the well-established Hewlett Packard Enterprise Company ( NYSE:HPE ). The company's...

株主還元

HPEUS TechUS 市場
7D-0.5%2.4%-0.8%
1Y93.6%65.8%27.1%

業界別リターン: HPE過去 1 年間で65.8 % の収益を上げたUS Tech業界を上回りました。

リターン対市場: HPE過去 1 年間で27.1 % の収益を上げたUS市場を上回りました。

価格変動

Is HPE's price volatile compared to industry and market?
HPE volatility
HPE Average Weekly Movement6.7%
Tech Industry Average Movement10.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

安定した株価: HPE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: HPEの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
193967,000Antonio Neriwww.hpe.com

ヒューレット・パッカード・エンタープライズは、その子会社とともに、米国、米州、欧州、中東、アフリカ、アジア太平洋地域、日本、および国際的なインテリジェント・ソリューションを開発している。5つのセグメントで事業を展開している:サーバー、ハイブリッド・クラウド、ネットワーキング、金融サービス、企業投資およびその他。HPE ProLiant Rack and Towerサーバー、HPE Synergy、HPE Scale Upサーバー、HPE Edgelineサーバー、HPE Cray EX、HPE Cray XD、HPE NonStopなどの汎用サーバー、ワークロード最適化サーバー、統合システムを提供している。また、HPE Alletra Storage、HPE InfoSight、HPE CloudPhysics、HPE GreenLakeなどのクラウドネイティブおよびハイブリッドソリューションも提供している。さらに、同社は、Wi-Fiおよびプライベートセルラーアクセスポイント、MXおよびPTXルーター、ゲートウェイ、QFX、EX、CXスイッチなどのハードウェア製品、Mist、Aruba Centralなどのソフトウェア製品、プロフェッショナル、メンテナンス、サポートサービス、管理ソフトウェア、教育およびトレーニングプログラムなどのサービスから成るネットワークおよびセキュリティ製品およびサービスを開発、販売している。さらに、リース、融資、IT消費、ユーティリティ・プログラム、資産管理サービスなどの投資ソリューションを提供し、オンプレミスの柔軟な消費モデル向けの金融ソリューションもサポートしている。同社は、商業および大企業グループ、ビジネスおよび公共部門の企業にサービスを提供している。リセラー、販売パートナー、マスターエリアパートナー、相手先商標製品メーカー、独立系ソフトウェアベンダー、システムインテグレーター、アドバイザリー会社を通じて製品を販売している。同社は1939年に設立され、テキサス州スプリングに本社を置いている。

Hewlett Packard Enterprise Company 基礎のまとめ

Hewlett Packard Enterprise の収益と売上を時価総額と比較するとどうか。
HPE 基礎統計学
時価総額US$44.85b
収益(TTM)-US$234.00m
売上高(TTM)US$35.74b
1.3x
P/Sレシオ
-192.6x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
HPE 損益計算書(TTM)
収益US$35.74b
売上原価US$23.79b
売上総利益US$11.46b
その他の費用US$11.70b
収益-US$234.00m

直近の収益報告

Jan 31, 2026

次回決算日

Jun 01, 2026

一株当たり利益(EPS)-0.18
グロス・マージン32.07%
純利益率-0.65%
有利子負債/自己資本比率87.2%

HPE の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.7%
現在の配当利回り
-302%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 20:36
終値2026/05/21 00:00
収益2026/01/31
年間収益2025/10/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Hewlett Packard Enterprise Company 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48

アナリスト機関
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Jayson NolandBaird
Timothy LongBarclays