Pure Storage vs Hewlett Packard Enterprise
This page compares Pure Storage and Hewlett Packard Enterprise, outlining how their business models, financial performance, and market context differ. It provides neutral, accessible analysis to help readers understand each company’s position within the storage and enterprise technology landscape. Educational content, not financial advice.
This page compares Pure Storage and Hewlett Packard Enterprise, outlining how their business models, financial performance, and market context differ. It provides neutral, accessible analysis to help ...
Why It's Moving
Pure Storage Powers Ahead with Stellar Q3 Earnings and Raised Outlook Fueling Analyst Optimism for 2026
- Revenue hit $964 million, up 16% year-over-year, with gross margins expanding to 74.1% on a richer mix of high-performance products.
- Operating profit soared 17% to a record $196 million at 20.3% margins, prompting upward revisions to FY26 revenue ($3.63B-$3.64B) and profit forecasts.
- Q4 guidance points to $1.02B-$1.04B revenue, a 17% jump, as CFO underscores investments in R&D and sales to seize AI growth opportunities.
HPE Gears Up for Q1 Earnings as Wall Street Bets on Growth Momentum.
- Consensus EPS estimate climbed 0.95% in the last 30 days, with Earnings ESP at +0.85% signaling analysts' rising confidence in a beat.
- Q1 forecasts call for $0.60 EPS and $9.31B revenue, aligning with HPE's own guidance of 0.570-0.610 EPS amid steady AI and cloud tailwinds.
- Last quarter's $0.62 EPS topped estimates by $0.03, highlighting HPE's ability to deliver profitability despite revenue shortfalls.
Pure Storage Powers Ahead with Stellar Q3 Earnings and Raised Outlook Fueling Analyst Optimism for 2026
- Revenue hit $964 million, up 16% year-over-year, with gross margins expanding to 74.1% on a richer mix of high-performance products.
- Operating profit soared 17% to a record $196 million at 20.3% margins, prompting upward revisions to FY26 revenue ($3.63B-$3.64B) and profit forecasts.
- Q4 guidance points to $1.02B-$1.04B revenue, a 17% jump, as CFO underscores investments in R&D and sales to seize AI growth opportunities.
HPE Gears Up for Q1 Earnings as Wall Street Bets on Growth Momentum.
- Consensus EPS estimate climbed 0.95% in the last 30 days, with Earnings ESP at +0.85% signaling analysts' rising confidence in a beat.
- Q1 forecasts call for $0.60 EPS and $9.31B revenue, aligning with HPE's own guidance of 0.570-0.610 EPS amid steady AI and cloud tailwinds.
- Last quarter's $0.62 EPS topped estimates by $0.03, highlighting HPE's ability to deliver profitability despite revenue shortfalls.
Investment Analysis
Pure Storage
PSTG
Pros
- Pure Storage achieved record annual revenue exceeding $3 billion in fiscal 2025, reflecting strong double-digit growth and solid operating profitability.
- Subscription services revenue grew 22% year-over-year, indicating a successful shift towards recurring, high-margin business models.
- The company's Fusion platform is driving enterprise adoption by modernising legacy storage architectures and improving operational efficiency for customers.
Considerations
- Pure Storage faces intense competition from established players like Dell, NetApp, and Hewlett Packard Enterprise, which could pressure pricing and market share.
- Valuation metrics suggest the stock may be stretched, with some analysts rating it as modestly undervalued based on traditional checks.
- The company's rapid growth trajectory increases execution risk, particularly in maintaining profitability as it scales globally.
Pros
- Hewlett Packard Enterprise maintains a diversified portfolio across hybrid cloud, edge computing, and enterprise services, supporting stable revenue streams.
- The company has a strong balance sheet and consistent cash flow generation, enabling strategic investments and shareholder returns.
- HPE is actively restructuring and focusing on higher-growth areas like AI infrastructure and software, positioning itself for future technology trends.
Considerations
- HPE's legacy hardware businesses face ongoing secular decline, which could constrain overall growth and margin expansion.
- The company operates in a highly competitive enterprise IT market, with pressure from both cloud providers and specialist vendors.
- Recent strategic shifts and restructuring efforts introduce execution risk and may impact near-term operational performance.
Related Market Insights
AI Data Centres: Could Nvidia's $100B Drive Growth?
Nvidia's $100B OpenAI investment fuels massive AI data centre demand. Discover companies supplying essential infrastructure components & invest in the future of AI with Nemo.
Aimee Silverwood | Financial Analyst
September 24, 2025
Related Market Insights
AI Data Centres: Could Nvidia's $100B Drive Growth?
Nvidia's $100B OpenAI investment fuels massive AI data centre demand. Discover companies supplying essential infrastructure components & invest in the future of AI with Nemo.
Aimee Silverwood | Financial Analyst
September 24, 2025
Pure Storage (PSTG) Next Earnings Date
Pure Storage (PSTG) reported its Q4 2026 earnings on February 25, 2026, after market close, covering the quarter ended in early 2026. As of March 2, 2026, the next earnings release for Q1 2027 is expected in late May or early June, consistent with the company's historical quarterly pattern. Investors should monitor official announcements for the precise date and details.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise (HPE) is scheduled to report its next earnings on Monday, March 9, 2026, after market close, covering Q1 2026 results. An earnings conference call is set for 5:00 PM ET following the release. This aligns with the company's typical quarterly reporting cadence post-quarter end.
Pure Storage (PSTG) Next Earnings Date
Pure Storage (PSTG) reported its Q4 2026 earnings on February 25, 2026, after market close, covering the quarter ended in early 2026. As of March 2, 2026, the next earnings release for Q1 2027 is expected in late May or early June, consistent with the company's historical quarterly pattern. Investors should monitor official announcements for the precise date and details.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise (HPE) is scheduled to report its next earnings on Monday, March 9, 2026, after market close, covering Q1 2026 results. An earnings conference call is set for 5:00 PM ET following the release. This aligns with the company's typical quarterly reporting cadence post-quarter end.
Which Baskets Do They Appear In?
AI Data Centers: Could Nvidia's $100B Drive Growth?
Nvidia's landmark $100 billion investment in OpenAI is set to create the world's most powerful AI supercomputing infrastructure. This monumental undertaking will drive massive demand for the underlying physical components, from power and cooling to specialized hardware, creating a ripple effect for companies that build and support large-scale data centers.
Published: September 24, 2025
Explore BasketWhich Baskets Do They Appear In?
AI Data Centers: Could Nvidia's $100B Drive Growth?
Nvidia's landmark $100 billion investment in OpenAI is set to create the world's most powerful AI supercomputing infrastructure. This monumental undertaking will drive massive demand for the underlying physical components, from power and cooling to specialized hardware, creating a ripple effect for companies that build and support large-scale data centers.
Published: September 24, 2025
Explore BasketBuy PSTG or HPE in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Pure Storage vs Charter Communications
Pure Storage vs Charter Communications
FIS vs Hewlett Packard Enterprise
FIS vs Hewlett Packard Enterprise: a stock comparison
Ericsson vs Hewlett Packard Enterprise
Ericsson vs Hewlett Packard Enterprise: stock comparison