HPE Shares Slide 2.55% to 212th Market Activity Rank as Dell-Driven AI Server Margin Pressures Fuel Sector Anxiety

On August 29, 2025, Hewlett Packard Enterprise (HPE) shares fell 2.55% with a trading volume of $0.45 billion, ranking 212th in market activity. The decline followed Dell Technologies’ profit forecast, which raised concerns about margin pressures in the AI server sector. Analysts noted that HPE’s performance reflects broader market anxiety over competitive pricing and component costs in enterprise hardware.

Recent financial results showed HPE’s Q2 revenue rose 5.9% year-over-year to $7.6 billion, driven by strong server demand. Server segment revenue reached $4.1 billion, while Hybrid Cloud and Intelligent Edge grew 13% and 7%, respectively. The company’s $14 billion acquisition of Juniper Networks, completed in July, bolstered its AI networking capabilities and was cited by Morgan Stanley as a catalyst for a recent “Overweight” rating upgrade.

Analysts highlighted HPE’s valuation at 14 times forward earnings, below the sector median of 23.5. Institutional ownership increased, with Synovus Financial Corp boosting its stake by 503.7% in Q1. The firm also announced a $0.13 quarterly dividend, yielding 2.3%. However, insider sales, including CEO Antonio Neri’s 166,666-share transaction, reduced insider ownership by 0.36% in the past 90 days.

HPE is set to report Q3 earnings on September 3, with guidance projecting revenue between $8.2 billion and $8.5 billion. Analysts remain cautiously optimistic, with a “Moderate Buy” consensus and a $23.27 average target price. The stock has gained 18.8% over the past year, outperforming the S&P 500. Investors are monitoring the Juniper integration and AI-driven infrastructure demand as key growth drivers.