Hewlett Packard Enterprise to Host Q1 Fiscal 2026 Earnings Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 03 2025
0mins
Should l Buy HPE?
Source: Yahoo Finance
Hewlett Packard Enterprise Co (HPE) shares rose 3.02% as the stock reached a 20-day high.
The company is set to hold a conference call on March 9, 2026, to discuss its financial results for Q1 fiscal 2026, which is expected to attract significant attention from analysts and investors. This event is likely to enhance transparency and engagement with stakeholders, contributing to positive investor sentiment.
The upcoming earnings call could provide insights into HPE's performance and strategic direction, potentially influencing future stock movements.
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Analyst Views on HPE
Wall Street analysts forecast HPE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HPE is 27.13 USD with a low forecast of 21.00 USD and a high forecast of 31.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 22.710
Low
21.00
Averages
27.13
High
31.00
Current: 22.710
Low
21.00
Averages
27.13
High
31.00
About HPE
Hewlett Packard Enterprise Company is a global technology company focused on developing intelligent solutions that allow customers to capture, analyze and act upon data seamlessly from edge to cloud. Its customers range from small-and-medium-sized businesses to large global enterprises and governmental entities. Its segments include Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other. Its Server segment offerings consist of general-purpose servers for multi-workload computing, workload-optimized servers, and integrated systems. Its Hybrid Cloud segment offers a range of cloud-native and hybrid solutions across storage, private cloud and the infrastructure software-as-a-service space. The Networking segment develops and sells high-performance networking and security products and services. Its Financial Services segment provides flexible investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Upgraded Revenue Guidance: The company raised its full-year revenue guidance to at least $40 billion, indicating that AI-driven growth is sustainable, although ongoing margin pressures remain a concern for investors.
- Surge in Trading Volume: Trading volume reached 115 million shares, approximately four times the three-month average, highlighting strong market interest in Super Micro's growth potential.
- Impact of Competitive Pressures: Despite the impressive earnings, the company's gross margin declined compared to both the previous quarter and the same period last year, prompting investors to monitor how management will stabilize margins while maintaining growth.
See More
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- Webcast Details: The call will be available via live audio webcast on HPE's website, allowing investors to tune in at www.hpe.com/investor/2026Q1Webcast, thereby enhancing transparency and engagement with stakeholders.
- Replay Availability: A replay of the webcast will be accessible shortly after the call and will remain available for approximately one year, providing an opportunity for investors who cannot attend live to review the information.
- Company Overview: HPE is a leader in essential enterprise technology, integrating AI, cloud, and networking to empower customers across industries to optimize operational performance and transform data into actionable insights, maximizing their business impact.
See More
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- Capital Expenditure Plans: Management anticipates capital spending between $52 billion and $56 billion in 2026, with approximately 40% of revenue allocated to capital expenditures, indicating strong confidence in future growth and ongoing investment in the AI market.
- Increase in Advanced Process Share: Three-nanometer chips accounted for 28% of total wafer revenue, five-nanometer for 35%, and seven-nanometer for 14%, totaling 77% of revenue from the most advanced processes, highlighting the robust demand driven by AI applications and TSMC's technological edge.
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See More
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- Technological Architecture Advantage: The solution, built on HPE Private Cloud AI and NVIDIA technology, seamlessly integrates with multiple EMR systems to identify payment gaps and coding errors in real-time, significantly enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation cost of Generate for Healthcare represents only 0.1% of net patient revenue, providing healthcare organizations with a substantial revenue opportunity while helping partners stand out in a competitive market.
- Strategic Collaboration: By partnering with HPE and TD SYNNEX, Iterate.ai can rapidly bring this solution to market, ensuring hospitals can quickly deploy it and realize financial benefits, further solidifying its leadership position in the healthcare AI space.
See More
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- Strategic Collaboration: HPE has partnered with New Zealand's telecommunications provider 2degrees to accelerate AI-driven innovation by developing a purpose-built private AI platform, modernizing their technology environment while enhancing security and ensuring data sovereignty.
- Platform Benefits: The new platform, built on HPE Private Cloud AI and co-developed with NVIDIA, enables dynamic resource allocation, optimizes network performance, and reduces internal development cycles, allowing for faster product and service launches that enhance customer experience.
- Commitment to Data Sovereignty: This collaboration underscores 2degrees' commitment to data sovereignty, ensuring that New Zealand customer and operational data is stored locally, complying with increasingly complex global data regulations and strengthening the company's competitive position in the market.
- AI Application Prospects: Initial AI use cases include autonomous network operations and predictive maintenance, with 2degrees already seeing significant results across multiple areas, driving the network towards a smarter, more resilient, and self-driving future to better serve customers across New Zealand.
See More
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- Accelerated Construction: Despite concerns about 'overbuilding,' data shows that existing data centers are insufficient to meet the demands of AI and other intensive computing applications, indicating continued market growth potential.
- Diverse Investment Opportunities: Analysts suggest that investors can gain exposure to the data center buildout by focusing on related companies like Hewlett Packard Enterprise, especially in the context of rapid AI data center development.
- Energy Self-Sufficiency: Major tech firms like Microsoft and Amazon are taking control of energy costs by building or acquiring nuclear facilities, a trend that could reshape the energy supply landscape for data centers and reduce long-term operational costs.
See More
