Data Center Infrastructure

HPE

High86% confidenceProfile verified Jul 28, 2026
OverviewIndicatorsMore SignalsSourcesDependency mapStoryMilestones

HPE (Hewlett Packard Enterprise) manufactures enterprise servers, storage and networking equipment, and sells NVIDIA-powered AI infrastructure alongside its own supercomputing business. HPE reported record fiscal Q2 2026 revenue of $10.7 billion, with server revenue reaching $5.45 billion (up 32.7% year-over-year) and GreenLake annualized recurring revenue crossing $2.1 billion for the first time; following its Juniper Networks acquisition, Q1 FY2026 networking revenue reached $2.7 billion (up 151.5% year-over-year), and HPE raised its 'networks for AI' cumulative order outlook to $1.7-1.9 billion.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Defense — $21,303,595: SERVICES SUPPORTING POLICY AND PROGRAM DEVELOPMENT AND OVERSIGHT OF THE DISABILITY EVALUATION SYSTEM, SPECIAL COMPENSATION FOR ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, PHYSICAL DISABILITY BOARD OF REVIEW, AND COMPENSATION AND BENEFITS HANDBOOK.

USAspending.gov · Apr 16, 2022

Department of Defense — $6,271,179: INFORMATION TECHNOLOGY SERVICES SUPPORT FOR COMPACFLT

USAspending.gov · Aug 15, 2024

Department of the Treasury — $4,429,017: DEVELOPER EXPERIENCE PLATFORM (DXP) IMPLEMENTATION AND EXECUTION

USAspending.gov · Jul 30, 2025

Department of Defense — $4,070,734: ACCOUNTING CLERK

USAspending.gov · Mar 30, 2023

Department of Defense — $3,544,141: MARITIME VESSEL REPAIR

USAspending.gov · Sep 1, 2025

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

3 sources · 1 government/SEC filing · 85% avg. source confidence

Latest Activity

Insider Filing Activity

23Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

Correlated Activity

Both HPE and Supercomputing & High-Performance Computing — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Supercomputing & High-Performance Computing in the last 90 days).

Timing correlation only — not evidence of a causal link

Both HPE and Dell Technologies — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Dell Technologies in the last 90 days).

Timing correlation only — not evidence of a causal link

Both HPE and Quantinuum — which it depends on — are showing accelerating Activity at the same time (1 recorded change for Quantinuum in the last 90 days).

Timing correlation only — not evidence of a causal link

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Dependency Map

What HPE depends on below, and who depends on HPE above — click any node to make it the new center, 2 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Jun 2026: Stock jumps 40% on biggest earnings beat since 2018, raises FY2026 guidance→Jun 2026: China's LineShine displaces HPE-built El Capitan atop TOP500→Jun 2026: HPE posts record $10.7B quarterly revenue as AI server revenue jumps 32.7%→Jun 2026: HPE raises FY2026 revenue growth guidance to 29-33% as Juniper-fueled networking revenue…

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

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HPE's Timeline

A sourced, dated history of HPE's key moments — founding to present.

  1. Jan 2026 · Record quarterly revenue

    HPE reported record fiscal Q2 2026 revenue of $10.7 billion, with server revenue up 32.7% year-over-year and networking revenue up 151.5% following its Juniper Networks acquisition.

  2. Jun 2026 · Stock jumps 40% on biggest earnings beat since 2018, raises FY2026 guidance

    HPE shares surged as much as 40% after reporting Q2 FY2026 revenue of $10.68 billion (up 40% year-over-year, versus $9.79 billion expected) with adjusted EPS of $0.79 beating the $0.53 estimate, its biggest earnings beat since 2018; AI orders reached $2.1 billion in the quarter and server revenue hit $5.45 billion (versus $4.66 billion expected), prompting HPE to raise FY2026 revenue growth guidance to 29-33% (from 17-22%) and adjusted EPS guidance to $3.35-3.45 (from $2.30-2.50), alongside an upcoming ProLiant Compute DL394 Gen12 server launch.

  3. Jun 2026 · China's LineShine displaces HPE-built El Capitan atop TOP500

    China's LineShine supercomputer, installed at the National Supercomputing Centre in Shenzhen, took the #1 spot on the June 2026 TOP500 list with 2.198 exaflop/s -- the first Chinese system to top the list in nine years -- displacing HPE-built El Capitan (1.809 exaflop/s) at Lawrence Livermore National Laboratory; HPE-built Frontier and Aurora remained in the top tier, and NVIDIA GPUs now accelerate a record 238 of the 500 fastest systems, with HPE separately unveiling next-generation Cray supercomputing platforms with NVIDIA at GTC 2026 and delivering the Discovery and Lux AI supercomputers to Oak Ridge National Laboratory with AMD.