Hewlett Packard Enterprise Company

NYSE:HPE 株式レポート

時価総額:US$43.9b

Hewlett Packard Enterprise マネジメント

マネジメント 基準チェック /24

Hewlett Packard Enterpriseの CEO はAntonio Neriで、 Jun2017年に任命され、 の在任期間は 8.92年です。 の年間総報酬は$ 23.48Mで、 5.7%給与と94.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.13%を直接所有しており、その価値は$ 55.85M 。経営陣と取締役会の平均在任期間はそれぞれ4.7年と7.8年です。

主要情報

Antonio Neri

最高経営責任者

US$23.5m

報酬総額

CEO給与比率5.75%
CEO在任期間8.9yrs
CEOの所有権0.1%
経営陣の平均在職期間4.7yrs
取締役会の平均在任期間7.8yrs

経営陣の近況

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...

CEO報酬分析

Hewlett Packard Enterprise の収益と比較して、Antonio Neri の報酬はどのように変化したか?
日付総報酬給与会社業績
Jan 31 2026n/an/a

-US$234m

Oct 31 2025US$23mUS$1m

-US$59m

Jul 31 2025n/an/a

US$1b

Apr 30 2025n/an/a

US$1b

Jan 31 2025n/an/a

US$3b

Oct 31 2024US$21mUS$1m

US$3b

Jul 31 2024n/an/a

US$2b

Apr 30 2024n/an/a

US$2b

Jan 31 2024n/an/a

US$2b

Oct 31 2023US$20mUS$1m

US$2b

Jul 31 2023n/an/a

US$1b

Apr 30 2023n/an/a

US$1b

Jan 31 2023n/an/a

US$856m

Oct 31 2022US$17mUS$1m

US$868m

Jul 31 2022n/an/a

US$4b

Apr 30 2022n/an/a

US$4b

Jan 31 2022n/an/a

US$4b

Oct 31 2021US$19mUS$1m

US$3b

Jul 31 2021n/an/a

US$1b

Apr 30 2021n/an/a

US$648m

Jan 31 2021n/an/a

-US$432m

Oct 31 2020US$13mUS$1m

-US$322m

Jul 31 2020n/an/a

US$1m

Apr 30 2020n/an/a

-US$35m

Jan 31 2020n/an/a

US$1b

Oct 31 2019US$14mUS$1m

US$1b

報酬と市場: Antonioの 総報酬 ($USD 23.48M ) は、 US市場 ($USD 14.79M ) の同規模の企業の平均を上回っています。

報酬と収益: Antonioの報酬は増加しましたが、会社は利益を上げていません。


CEO

Antonio Neri (58 yo)

8.9yrs
在職期間
US$23,482,721
報酬

Mr. Antonio Fabio Neri has been President of Hewlett Packard Enterprise Company since June 21, 2017. Mr. Neri has been Chief Executive Officer and Director of Hewlett Packard Enterprise Company since Febru...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Antonio Neri
CEO, President & Director8.9yrsUS$23.48m0.13%
$ 55.9m
Marie Myers
Executive VP & CFO2.3yrsUS$11.81m0.015%
$ 6.8m
John Schultz
Executive VP and Chief Operating & Legal Officer8.4yrsUS$10.34m0.019%
$ 8.2m
Fidelma Russo
Executive VP4.7yrsUS$8.43m0%
$ 0
Rami Rahim
Executive VP1.3yrsUS$17.17m0.026%
$ 11.4m
Jeremy Cox
Senior VP3.8yrsUS$4.64mデータなし
Rom Kosla
Chief Information Officer2.8yrsデータなしデータなし
Paul Glaser
Head of Hewlett Packard Pathfinder & Investor Relationsno dataデータなしデータなし
Jennifer Temple
Executive VP and Chief Marketing & Communications Officer7.8yrsデータなしデータなし
Kirt Karros
Senior VP10.5yrsデータなし0.0014%
$ 623.6k
Philip Mottram
Executive VP & Chief Sales Officer4.9yrsUS$6.63m0.0032%
$ 1.4m
Stacy Dillow
Executive VP & Chief People Officer1yrデータなしデータなし
4.7yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: HPEの経営陣は 経験豊富 であると考えられます ( 4.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Antonio Neri
CEO, President & Director8.3yrsUS$23.48m0.13%
$ 55.9m
Gary Reiner
Independent Director10.5yrsUS$374.99k0.0078%
$ 3.4m
Ann Livermore
Independent Director10.5yrsUS$355.00k0.016%
$ 7.2m
Charles Noski
Independent Director6.1yrsUS$375.00k0.0019%
$ 816.9k
Patricia Russo
Independent Non Executive Chairman11.8yrsUS$555.00k0.0011%
$ 505.1k
Pamela Carter
Independent Director10.5yrsUS$385.00k0.010%
$ 4.4m
Robert Calderoni
Independent Directorless than a yearUS$198.74k0.00060%
$ 263.5k
Raymond Lane
Independent Director10.5yrsUS$355.01k0.075%
$ 32.8m
Frank D'Amelio
Independent Director3.3yrsUS$362.50k0.00026%
$ 114.2k
Bethany Mayer
Independent Director2.9yrsUS$360.00k0.0021%
$ 931.1k
Regina Dugan
Independent Director3.7yrsUS$355.00k0.0042%
$ 1.8m
Jean Hobby
Independent Director7.3yrsUS$385.00k0.0024%
$ 1.1m
7.8yrs
平均在職期間
66.5yo
平均年齢

経験豊富なボード: HPEの 取締役会経験豊富 であると考えられます ( 7.8年の平均在任期間)。


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2026/05/18 20:27
終値2026/05/15 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。

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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

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