HPE (NYSE: HPE) CEO Antonio Neri Warns Supply Chain Cannot Keep Pace With "Exceptional" AI Demand

HPE (NYSE: HPE) CEO Antonio Neri Warns Supply Chain Cannot Keep Pace With "Exceptional" AI Demand

Hewlett Packard Enterprise (NYSE: HPE) reported its third quarter earnings results on Wednesday, with CEO Antonio Neri painting a picture of surging demand that its supply chain simply cannot satisfy. Neri sat down with Yahoo Finance Executive Editor Brian Sozzi to discuss the widening gap between customer appetite for AI infrastructure and the industry’s ability […]

Why Hewlett Packard Enterprise’s Sell-Off May Not Last

HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.

HPE raises outlook after record revenue & AI demand

Demand for AI infrastructure and networking lifted HPE's backlog to a record, prompting the group to raise its fiscal 2026 and 2027 outlook.

HPE Stock Ends Near Square One as Cloud and AI Margin Guide Falls to 13%

HOUSTON, Sept. 6, 2026, 2:34 p.m. EDT — Hewlett Packard Enterprise (NYSE:HPE) closed Friday at $52.00. That left the stock just 0.3% above its pre-earnings close, after a two-day swing that carried it from $45.70 to $54.88. The round trip is more revealing than Friday’s 4.5% decline. Investors did not reject HPE’s record quarter. They…

Hewlett Packard Enterprise (HPE) Stock Surges on Stellar Q3 Results and Elevated AI Demand

HPE stock rose 5% after reporting Q3 2026 revenue of $12.2B, up 34% YoY, with record cash flow, AI backlog at all-time highs, and raised guidance.

HPE Stock: Record Q3 Revenue, Raised Guidance and AI Backlog Hits All-Time High

TLDR HPE reported Q3 2026 revenue of $12.2 billion, up 34% year over year, beating analyst estimates Non-GAAP EPS of $1.11 beat consensus by over 18%, the first time adjusted EPS topped $1.00 in a single quarter Free cash flow hit $958 million, the highest Q3 cash generation in company history AI...