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 sheds institutional stake amid insider sales as storage sector faces headwinds.
- Strs Ohio sold shares in Pure Storage, reducing its stake valued at $13.2 million in the latest SEC filing.
- Insiders net sold 207,178 shares worth $16.77 million over the past 90 days, including founder John Colgrove's 100,000-share block.
- Stock closed at $69.75 on Jan 23, down from a 52-week high of $100.59, reflecting heightened volatility.
HPE Charges into FY2026 with AI Innovations and Retail Network Overhaul.
- Record Q4 results and full-year performance highlight surging demand for HPE's AI and hybrid cloud solutions, positioning the company for accelerated growth.
- Major HPE Discover unveils, including AMD Helios AI architecture and NVIDIA partnerships, empower faster AI scaling from edge to data center.
- NRF 2026 launches feature AI-native Aruba CX switches, Nonstop Compute upgrades, and Juniper Mist integration for resilient, insight-driven retail networks.
Pure Storage sheds institutional stake amid insider sales as storage sector faces headwinds.
- Strs Ohio sold shares in Pure Storage, reducing its stake valued at $13.2 million in the latest SEC filing.
- Insiders net sold 207,178 shares worth $16.77 million over the past 90 days, including founder John Colgrove's 100,000-share block.
- Stock closed at $69.75 on Jan 23, down from a 52-week high of $100.59, reflecting heightened volatility.
HPE Charges into FY2026 with AI Innovations and Retail Network Overhaul.
- Record Q4 results and full-year performance highlight surging demand for HPE's AI and hybrid cloud solutions, positioning the company for accelerated growth.
- Major HPE Discover unveils, including AMD Helios AI architecture and NVIDIA partnerships, empower faster AI scaling from edge to data center.
- NRF 2026 launches feature AI-native Aruba CX switches, Nonstop Compute upgrades, and Juniper Mist integration for resilient, insight-driven retail networks.
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.
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Pure Storage (PSTG) Next Earnings Date
Pure Storage (PSTG) reported its third quarter fiscal 2026 earnings on December 2, 2025, covering the period ended November 2, 2025. The next earnings date for fourth quarter fiscal 2026 is estimated for February 25, 2026, aligning with the company's historical reporting patterns. Investors should monitor official announcements for confirmation, as dates remain subject to adjustment.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise is estimated to report its next earnings on March 3-5, 2026, with most sources converging on early March based on the company's historical reporting schedule. This earnings report will cover the fiscal quarter ending in January 2026. The exact date has not yet been officially confirmed by the company, though March 5th appears most frequently cited across financial tracking platforms. Investors should monitor HPE's investor relations announcements for formal confirmation of the precise release date and time.
Pure Storage (PSTG) Next Earnings Date
Pure Storage (PSTG) reported its third quarter fiscal 2026 earnings on December 2, 2025, covering the period ended November 2, 2025. The next earnings date for fourth quarter fiscal 2026 is estimated for February 25, 2026, aligning with the company's historical reporting patterns. Investors should monitor official announcements for confirmation, as dates remain subject to adjustment.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise is estimated to report its next earnings on March 3-5, 2026, with most sources converging on early March based on the company's historical reporting schedule. This earnings report will cover the fiscal quarter ending in January 2026. The exact date has not yet been officially confirmed by the company, though March 5th appears most frequently cited across financial tracking platforms. Investors should monitor HPE's investor relations announcements for formal confirmation of the precise release date and time.
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
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