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HPEHPE

Data centers · NYSE · USA

$71.00
Down 1.5% todayClose

Up 193.4% this year and +62.4% since June 26, ahead of the AI sector at +7.5%. HPE supplies 1 mapped company and buys from 1.

Market cap
$93.9B
This year
+193.4%
1 year
+184.3%
P/E
33.6
P/S
2.2
P/B
3.5

Price vs the AI sector

since Jun 26HPEAI sector, equal weight
HPE (HPE) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. HPE: +62.4% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%+60%Jun 26AugSepOct 8HPE +62.4%Sector +7.5% HPE (HPE) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. HPE: +62.4% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%+60%Jun 26AugSepOct 8HPE+62.4%Sector+7.5%

Supply chain

1 supplier · 1 customer
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%Digital Realty (DLR)DLRDigital Realty−2.4%HPEHPE

Suppliers 1

Customers 1

Open the full chain →

About HPE

Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.

Theme exposure

AI serversNetworkingSupercomputers (Cray)Networking (Juniper)

Products

  • Cray/HPC systems
  • ProLiant servers
  • Juniper/Aruba networking

Competitors

Risks

  • Low-margin business
  • Integration of acquisitions

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%Digital RealtyDLR−2.4%CoherentCOHR−9.6%CienaCIEN−4.6%

Compare HPE

Side by side with the largest companies in the same segment.

HPE vs CSCOHPE vs DELLHPE vs ANETHPE vs APHHPE vs EQIXHPE vs DLR

See where HPE sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →