A Look At Hewlett Packard Enterprise (HPE) Valuation As Geopolitics And AI Infrastructure Keep Interest Elevated

Simply Wall St.01-23

Hewlett Packard Enterprise (HPE) is back in the spotlight as investors weigh recent stock swings tied to US and EU geopolitical tensions against the company’s growing role in AI and sovereign cloud ...

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See our latest analysis for Hewlett Packard Enterprise. Those geopolitical headlines and fresh AI product updates are landing against a choppy backdrop, with a 13.10% 1 month share price decline and an 11.63% year to date share price pullback. At the same time, a 97.14% 5 year total shareholder return hints at longer term resilience. If HPE’s AI and cloud story has your attention, it could be a good moment to see what else is moving in high growth tech and AI stocks right now. With HPE trading around US$21.36, sitting on an 11.63% year to date pullback despite a 97.14% 5 year total return and flagged intrinsic and analyst target discounts, is this weakness a reset worth considering, or is the market already baking in future AI and cloud growth? AdvertisementMost Popular Narrative: 19.2% Undervalued With Hewlett Packard Enterprise last closing at $21.36 against a widely followed fair value estimate of $26.44, the current narrative leans toward a meaningful valuation gap built on specific growth, margin and multiple assumptions.  Strategic acquisitions and expansion in high-growth technologies, including the integration of Juniper, launches of next-gen Gen12 servers, and AI-driven management platforms, are enhancing HPE's competitive positioning in edge, networking, and AI, laying the groundwork for continued share gains and outsized revenue growth relative to traditional industry averages.  Read the complete narrative. Curious what earnings power that kind of shift could support? The narrative leans on faster revenue expansion, richer margins, and a future earnings multiple that together aim to justify that higher fair value. The exact mix of growth, profitability and valuation expectations sits behind the headline number. Result: Fair Value of $26.44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could change quickly if the Juniper integration stumbles or if weaker hardware demand and lower gross margins keep weighing on earnings and cash generation. Find out about the key risks to this Hewlett Packard Enterprise narrative.  Build Your Own Hewlett Packard Enterprise Narrative If you see the numbers differently, or prefer testing your own assumptions, you can build a custom view of HPE in a few minutes by starting with Do it your way. A great starting point for your Hewlett Packard Enterprise research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are serious about building a stronger portfolio, do not stop at one stock; use the Simply Wall St Screener to scan for clear, data driven opportunities.  Target income potential by checking out these 12 dividend stocks with yields > 3% that might suit a yield focused approach. Hunt for growth by reviewing these 24 AI penny stocks that are connected to artificial intelligence themes. Spot value opportunities early by screening through these 879 undervalued stocks based on cash flows that may be trading below their estimated cash flow value.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Hewlett Packard Enterprise might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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