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The themes Hewlett Packard Enterprise is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- 精选
AI networking & optics
由 InspectStocks 整理 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 股价，1 年
- +44.6%
- 营收，1 年
- +53.7%
+14A 14B 2C 1D 3
- 精选
AI servers, memory & storage
由 InspectStocks 整理 · 17 companies
Servers, memory chips and drives that fill AI data centres, and the contract makers that assemble them.
- 股价，1 年
- +68.3%
- 营收，1 年
- +77.7%
+11A 9B 3C 4D 1
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
LITELumentum Holdings Inc.US$54.1BA
UIUbiquiti Inc.US$40.5BA+
CIENCiena CorpUS$39.8BA+
ZBRAZebra Technologies CorporationUS$15.3BA
VIAVViavi Solutions Inc.US$7.6BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A- UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Servers for business computing, AI workloads and supercomputers51%
- Networking equipment, software and services26%
- Data storage, private cloud and related software11%
- Technology financing and asset management8%
各项收入占比是对nine months ended July 31, 2026的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
HPE ProLiant servers
Rack and tower computers that businesses use to run applications, store and process data, and support AI workloads.
HPE Cray EX
Large, high-performance computer systems for demanding scientific, government and commercial computing tasks.
HPE Alletra Storage MP
A data-storage system for keeping and managing information used by business applications and AI workloads.
再显示 3 项
HPE GreenLake
A service for managing computing, storage and software across a customer’s own facilities and public cloud services, with pay-for-use options.
HPE Private Cloud AI
An integrated system for running AI applications on a customer’s own premises, with control over data, security and operations.
Juniper switches and routers
Equipment that moves data between computers, offices, data centers and cloud facilities.
谁在买5
- Small and medium-sized businesses buy computing, storage and networking equipment directly or through resellers.
- Large businesses buy equipment, software and services directly from HPE or through resellers, systems integrators and other partners.
- Government agencies buy computing, storage and networking systems and related services, directly or through partners.
再显示 2 项
- Cloud service providers buy servers and networking equipment for their data centers.
- Customers seeking to spread out technology costs use HPE financing, leasing and pay-for-use arrangements.
靠什么支撑，什么会击垮它
业务依赖什么
- 1HPE relies on outside manufacturers and suppliers for many products and components, including memory, solid-state drives, processors and graphics processing units.
- 2Some customized parts have single or limited sources of supply; shortages or delays can hold up manufacturing or raise costs.
- 3A single distributor accounted for approximately 10% of total revenue (fiscal 2025, high).
- 4HPE sells internationally and depends on cross-border trade, exposing it to tariffs, export controls and other changes in trade rules.
可能出什么问题
- 1Shortages of memory, graphics processing units and other components can delay customer orders, constrain shipments and increase costs; large orders and long delivery timelines can also make sales uneven from quarter to quarter.
- 2Tariffs, export restrictions and geopolitical tensions can raise the cost of components and finished products or limit where HPE can sell them.
- 3HPE may not complete the Juniper Networks integration as planned, including combining operations and products; problems with the integration could affect its business and financial results.
关于Hewlett Packard Enterprise Co
HPE makes computer servers that run business software and artificial intelligence (AI), storage systems that hold and protect data, and networking equipment that connects offices and data centers. It also sells software and services to manage customers’ computer systems across their own facilities and public cloud services. Customers can buy equipment outright, use some services on a pay-for-use basis, or finance technology purchases through HPE.
- 总部
- Spring, Texas
- 成立于
- 2015
- 员工人数
- Approximately 67,000 (October 31, 2025, high)
- 上市于
- NYSE
- 财年结束
- October 31
基于 Hewlett Packard Enterprise Co 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。