Opinions The Weekly Buzzing Stocks by Billy Kawasaki
Hewlett Packard Enterprise Co.HPETOP PICKSep 03, 2026
Stock price when the opinion was issued
As of Sep 03, 2026. Market Open.
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Yesterday, they reported what looked like a strong quarter. Shares popped after hours, but gave back those gains today. Shares have been flat 7-8 years, now dragged down by the messy Juniper Networks takeover, sloppy execution, and now Trump's on-again, off-again tariffs. Their March report was terrible, and shares tanked. Activist Elliott Mgt., though has gotten involved, which offers some hope. Yesterday's report was good: healthy revenue beat, strength across businesses, an earnings beat, good margins. Also, their AI systems is seeing a backlog. Guidance was guarded, but overall positive. Some products are made in Mexico, but comply to the CUSMA, so tariffs will be lower than expected. The quarter was fine, beating low expectations.
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Premium contentThe Hewlett Packard Enterprise Company is an American multinational information technology company. It is a business-focused organization which works in servers, storage, networking, containerization software and consulting and support. Additionally, the company invests in communications and media solutions. Social media mentions are up 130% in the past 24h.
With a P/E at 9.7x we would not say it is too late to buy HPE but the recent quarterly results did miss revenue forecasts which were slight cause for concern. On the otherhand, shares are trading at an all-time high so while the news is promising and it is cheap on an earnings basis we understand the concern. We would not expect too much growth out of HPE even with this news as it is more of a value investment that offers a decent yield of 2.85%.
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Lorne Steinberg
Lorne SteinbergHe sees good value in this. Generally sees good value in tech. May not be everyone’s pick as emphasis is on services side and software. With the pull back over the last few weeks, it is not a bad entry point. A move into this name now should be considered a short term trade. It is not a long term hold.
HP-N was old tech. It split and HPE-N is up 40% in his fund already. Everyone is confused. This part is the cloud, security, etc. The old one is the contract manufacturer. HPE-N is at EBV whereas peers are multiples of this. 31% upside.
Brian Acker, CA
Record Q3 results with 34% revenue growth, record orders, and backlog driven by AI and networking demand. Raised FY26 and FY27 guidance, with strong outlook for both segments despite ongoing supply constraints. Integration of Juniper Networks and major AI deals further strengthen growth prospects. Social media mentions are up 363 in the past 24h.