Hewlett Packard Enterprise Company (HPE): A Bull Case Theory

We came across a bullish thesis on Hewlett Packard Enterprise Company on Stock Region Research’s Substack by Stock Region. In this article, we will summarize the bulls’ thesis on HPE. Hewlett Packard Enterprise Company's share was trading at $20.45 as of June 30^th. HPE’s trailing and forward P/E were 19.66 and 11.25 respectively according to Yahoo Finance.

Hewlett Packard Enterprise (HPE) is emerging as a key player in the rapidly evolving edge computing and hybrid cloud landscape, with a particular emphasis on easing AI adoption for businesses. The company's strategic focus is centered around making advanced technologies accessible and practical, which aligns with the increasing enterprise demand for integrated AI solutions. A major catalyst for this momentum is the recent expansion of HPE’s GreenLake platform, which now includes robust AI and machine learning capabilities.

This cloud-native platform allows businesses to access scalable computing power and advanced analytics tools without needing to build infrastructure from scratch, positioning HPE as a partner of choice in digital transformation. As enterprises across industries accelerate their cloud and AI initiatives, HPE stands out by offering a comprehensive solution that blends infrastructure, software, and services. The company's ability to meet current tech demands through GreenLake not only underscores its innovative approach but also enhances its competitive edge.

From a technical standpoint, investors are closely watching key support and resistance levels, with $18.76 marked as a downside threshold and $21.35 as an upside breakout level. These indicators suggest near-term trading parameters, but the broader story lies in HPE’s potential to capitalize on long-term structural trends in AI and cloud.

By enabling seamless AI integration at the edge and in hybrid environments, HPE is well-positioned to capture growing enterprise IT budgets. Its strategic direction, coupled with strong product offerings and growing relevance in AI, makes HPE a compelling opportunity for investors seeking exposure to foundational digital infrastructure trends.

Previously, we covered a bullish thesis on Cisco Systems, Inc. by Kroker Equity Research in June 2025, which highlighted its pivot to software, AI infrastructure, and observability via the Splunk acquisition. The stock has appreciated by ~3% since. The thesis still stands due to strong AI tailwinds. Stock Region shares a similar view but emphasizes HPE’s edge AI strategy.

HPE isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of HPE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. This article was originally published at Insider Monkey.