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HPE Rising Higher Thanks to Strong AI Demand

By: 
Lucas Downey
Wall Street buildings, US flag and bullish charts

Shares of Hewlett Packard Enterprise Co. (HPE) up 144% this year on strong institutional buying.

HPE sells servers, data storage, networking, AI, cloud containerization software, technology consulting, and customer support to large business customers, which is making it a key supplier in the AI build-out. The company’s third-quarter fiscal 2026 report showed record revenue of $12.2 billion (a 34% year-over-year gain), $9 billion in cloud and AI revenue (a 25% gain), per-share earnings of $1.11 (a 152.3% rise), and called for EPS of up to $1.30 next quarter.

No wonder HPE shares are up 144% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Big Money Flocks to HPE

Institutional volumes reveal plenty. In the last year, HPE has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in HPE shares. They reflect our proprietary inflow signal, pushing the stock higher:

Line chart tracks Hewlett Packard Enterprise Co. (HPE) stock price from Oct. 15, 2025, to Oct. 15, 2026, showing a rise from about $20 to a peak near $70 before ending around $65. Blue line represents HPE, green vertical markers indicate inflows, pink markers indicate outflows, and right axis shows prices from $10 to $70.
From April on it’s been nothing but buys for HPE shares, driving them higher by 160.6% in a year. Source: www.moneyflows.com

Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with HPE.

HPE Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, HPE has had strong sales and earnings growth:

  • 1-year sales growth rate (+14.2%)
  • 3-year EPS growth rate (+19%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +23%.

Now it makes sense why the stock has been generating Big Money interest. HPE has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

HPE has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s had three institutional outlier inflow signals since last month and is up 481% since institutions first got involved in 2017. The blue bars below show when HPE was a top pick in the last six months…institutional support means a lot:

Line chart tracks Hewlett Packard Enterprise Co. (HPE) stock price from Apr 15 to Oct 15, 2026, across a six-month period. Blue line rises from about $24 to nearly $70, with notable acceleration after late August and teal vertical markers in September and October for outlier inflows; yellow denotes outlier outflows in legend.
Three outlier inflow signals since last month have boosted HPE shares – they’re up 5.2% since the Sept. 15 signal. Source: www.moneyflows.com

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

HPE Price Prediction

The HPE action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in HPE at the time of publication.

If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here.

About the Author

Lucas Downeycontributor

Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

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