Hewlett Packard Enterprise operates at the OEM layer (S-P8), providing server, storage, and networking hardware. The focus is shifting toward High-Performance Compute (HPC) and AI infrastructure through its Cray supercomputer line and the GreenLake subscription service.
HPE is executing a critical infrastructure pivot, shifting from commodity server cycles to the high-value AI stack (C2). The pending JNPR acquisition aggressively reinforces the 'Intelligent Edge' position, essential for distributed AI inference. While recent reported financials show catastrophic deceleration (Acceleration: -118.5%) and negative FCF margin (-4.86%), the valuation is compressed (P/S 0.97). Crucially, insiders have demonstrated extreme conviction, executing over $153M in net buying in the last six months, signaling management believes the market severely undervalues the structural transition.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 24.55 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||
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