What investors are saying about Hewlett Packard Enterprise Company (HPE)

Summary

In the past 30 days, 4 people on 4 investor and market shows discussed Hewlett Packard Enterprise Company (HPE) in 4 views. Going by each speaker's latest call, 3 are bullish and 1 is bearish. Chorus has followed Hewlett Packard Enterprise Company since October 9, 2026: 5 views from 4 people on 4 shows.

Who talks about it most

• Rob Sechan · 2
• Steven Feldman · 1
• Jay Peters · 1
• Andreas Steno · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Rob Sechan · NewEdge WealthBullish

  HPE is the plumbing for enterprise AI; doubled this year, near 10x earnings after a 30% drop.

  Sechan calls HPE a fantastic business that has doubled this year and still trades at 10 times earnings. It fell 30% from its October peak, which he sees as an opportunity. He describes it as the plumbing for the entire enterprise AI market: servers, storage and networking, unlike neocloud companies that borrow to build. It runs its own AI data centers and sells to hyperscalers.

  “It's doubled this year and still trades at 10 times earnings. It fell 30% from the October peak... It's the plumbing for the entire enterprise AI. This is not a neo cloud borrowing to build.”at 36:50

  CNBC Halftime Report: NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets · November 10, 2026

• Steven Feldman · GBI (Gold Bullion International) / WealthionBearish

  Hewlett Packard is up two to four times, so it's fine to take profits.

  Feldman lists Hewlett Packard among AI-trade names that have risen two, three or four times. He says investors who made money there should sell, take profits and find a new place to reallocate. The argument is that the AI hardware rally has run far enough that the risk-reward for holding has deteriorated.

  “if you owned Hewlett Packard, if you owned Dell, you're up two, three, four X. It's okay to sell those.”at 5:30

  Wealthion: What to Own if the Tech Boom Falters | Steven Feldman · November 2, 2026

• Jay Peters · NewEdge WealthBullish

  Hewlett Packard Enterprise benefits from enterprises building private AI clouds; valuation is reasonable.

  Peters argues enterprise adoption will be key to the AI cycle over the next couple of years. HPE sells mainly hardware and software for building private clouds. He sees adoption trends plus a focus on AI safety and security pushing large companies to bring cloud networks in house, which HPE is positioned to serve. He calls the valuation reasonable at about 13 times earnings with a mid-single-digit free cash flow yield, and says the story is just getting started despite the stock being up strongly this year.

  “It's a reasonable valuation around 13 times earnings, sort of mid single digit free cash flow yield, so we think the story there is just getting started”at 9:40

  CNBC Power Lunch: Alphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans · October 29, 2026

• Andreas Steno · Steno ResearchBullish

  HP Enterprise's Nvidia production-line partnership makes it another compelling AI server name.

  HP Enterprise is making a partnership with Nvidia on a new production line, which he finds very interesting. He sees it as another name in the computer-server space that looks compelling, alongside Dell.

  “We also saw HP Enterprise making a partnership with Nvidia now on a new production line, which is very interesting. So another name in that space that looks compelling.”at 24:07

  Real Vision: Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026 · October 19, 2026

• Rob Sechan · NewEdge WealthBullish

  Hewlett Packard Enterprise will capture enterprise AI adoption and trades at a reasonable valuation.

  Sechan expects HPE to be a better fisher of enterprise AI adoption, meaning it will win enterprise AI spending. He argues the stock is at a reasonable valuation and still cheap.

  “I think they're gonna be a better fisher of Enterprise AI adoption. They're at a reasonable valuation and, you know, still cheap.”at 45:45

  CNBC Halftime Report: The State of the AI Trade 10/9/26 · October 9, 2026