Hewlett Packard Enterprise (HPE): Wake Up and Smell the Earnings Momentum

Hewlett Packard Enterprises (HPE) is riding the same hot AI trend as DELL. That being a massive increase in the need for hardware (especially servers) for the surge in AI center demand.

This was on full display in their recent 48% earnings beat that woke up the investment world with shares rocketing up to $64...and now a bit more appealing back closer to $50. All the while the average Wall Street target stands at $70 with a street high $80.

This very much has the feeling of another Micron and SanDisk which we recently took profits on in the Zen Investor portfolio (332% and 234% respectively). 

The earnings outlook is not as explosive...but certainly a tremendous earnings momentum story we want to ride for a while.

Turning to the Zen Ratings we not only have an A rated stock...but also scoring in the top 1.5% of all stocks analyzed. Now let’s drill down into the Component Grades:

Top 17% for Value

Top 16% Momentum (yes to long erm momentum...even better is buying it on a greater than 20% dip from recent highs)

Top 6% for Sentiment as the Smart money is already loading up on shares.

Top 3% for Growth (best predictor of future beats)

That is a lot of fundamental goodness packed into shares. Best of all is the earnings momentum story that has not fully unfolded given management's discussion of a record backlog of business raising visibility to future growth. 

I would be plenty happy buying HPE around $50 and it rising to $80 this year. Yet, I would not be surprised with it being our next 100%+ winner.

What To Do Next?

Hewlett Packard Enterprise (HPE) is just one of 20 stellar stocks found in my Zen Investor portfolio.

And that portfolio generated a +39.83% in the first half of 2026…yes 4X better than the S&P 500. 

How is that possible?  

Perhaps it’s time to discover my unique investing process meant to unlock more 100%+ winners…and how to see my current top 20 stocks: 

Discover Zen Investor & Top 20 Stocks Now > 

Wishing you a world of investment success!

Steve Reitmeister…but everyone calls me Reity (pronounced “Righty”)

Editor of the Zen Investor

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