Yahoo · Sep 12, 2026
HPE's $7.6 Billion AI Backlog Is Waiting on Memory Supply to Catch Up
The company's enterprise and government customers are driving a surge in AI orders.

NASDAQ · HPE
Technology · Communication Equipment
$55.88
Up+$0.48 (+0.87%)
Updated Sep 16, 2026, 11:42 AM
SID Score
6.5/10
Composite research score
Smart Money
62/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
HPE closed at $55.88 after 20 trading sessions, up 0.34% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $55.745 | $57.7397 | $55.49 | $55.88 | 23.31M |
| Sep 14, 2026 | $55.605 | $57.20 | $55.16 | $55.41 | 31.21M |
| Sep 11, 2026 | $56.37 | $62.15 | $56.335 | $62.09 | 39.05M |
| Sep 10, 2026 | $57.80 | $57.9202 | $55.13 | $55.22 | 19.81M |
| Sep 9, 2026 | $56.94 | $58.92 | $56.55 | $58.90 | 30.06M |
| Sep 8, 2026 | $52.29 | $56.17 | $51.80 | $56.03 | 27.64M |
| Sep 4, 2026 | $53.85 | $54.64 | $51.4902 | $52.00 | 30.21M |
| Sep 3, 2026 | $47.60 | $54.88 | $45.70 | $54.44 | 72.14M |
| Sep 2, 2026 | $51.99 | $52.48 | $49.80 | $51.83 | 60.7M |
| Sep 1, 2026 | $52.49 | $53.16 | $50.24 | $50.87 | 19.45M |
| Aug 31, 2026 | $53.09 | $53.80 | $52.21 | $52.24 | 30.31M |
| Aug 28, 2026 | $53.659 | $53.9633 | $52.01 | $52.31 | 13.92M |
| Aug 27, 2026 | $55.75 | $55.785 | $54.085 | $54.41 | 14.95M |
| Aug 26, 2026 | $53.40 | $55.45 | $53.40 | $55.23 | 10.38M |
| Aug 25, 2026 | $53.60 | $54.67 | $53.00 | $53.44 | 11.21M |
| Aug 24, 2026 | $53.00 | $54.62 | $51.3001 | $52.43 | 10.48M |
| Aug 21, 2026 | $53.30 | $54.10 | $52.75 | $53.45 | 7.9M |
| Aug 20, 2026 | $53.35 | $54.135 | $52.51 | $52.89 | 11.17M |
| Aug 19, 2026 | $55.69 | $55.94 | $51.59 | $53.13 | 17.72M |
| Aug 18, 2026 | $55.86 | $58.09 | $54.87 | $55.69 | 19.36M |
The latest Smart Investors Daily articles mentioning HPE.
HPE research
Company profile and research snapshot.
Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment; it also has a high-performance computing business. HPE's stated goal is to be a complete edge-to-cloud company. Its portfolio enables hybrid clouds and hyperconverged infrastructure.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 14, 2026 | Evercore ISI Group | In-Line | — |
| Sep 4, 2026 | Argus Research | Buy | — |
| Sep 3, 2026 | Truist Securities | Buy | — |
| Sep 3, 2026 | UBS | Neutral | — |
| Sep 3, 2026 | Citigroup | Buy | — |
No generated briefing is available yet.
Yahoo · Sep 12, 2026
The company's enterprise and government customers are driving a surge in AI orders.
Yahoo · Sep 11, 2026
The next AI trade may extend well beyond GPUs.
Yahoo · Sep 11, 2026
A $95 billion backlog and a fresh Wall Street call are pushing Dell higher.
Yahoo · Sep 5, 2026
Hewlett Packard Enterprise stock has delivered a very strong 5 year run, yet the latest valuation work points to the shares still trading at a discount to an intrinsic value estimate based on a Discounted Cash Flow model and to earnings and cash flow multiples that lean cheap. Over 5 years, Hewlett Packard Enterprise has returned 315.1%, which puts the recent pullback into context as a move within a much longer period of strong gains. Strong demand for AI servers and related infrastructure...
Interpretive context generated from the platform’s current data sources.
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AI research layers have not been published yet.


The latest Smart Investors Daily articles mentioning HPE.