| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | MENTIONED | LOW | Rob Black Show Big Story Rate Hike Odds Surged |
Hewlett Packard Enterprise was named among the companies supplying the data-center build-out. [audio] | -1.9% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-3-26 |
Hewlett Packard Enterprise was up 5% on the session, a number Rob was skeptical of and moved past. [audio] | +1.4% | — | — |
| 2026-09-03 | HOLD | MEDIUM | Rob Black Show Mega Cap Names Doing Well Today |
HPE posted record results and huge AI infrastructure demand yet fell roughly 3-6%; Rob said plainly he does not own it and has always preferred Dell. [audio] | +1.4% | — | — |
| 2026-09-01 | BUY | MEDIUM | Rob Black Show Rough Start To September |
Also initiated with a buy rating by Deutsche Bank on the AI hardware infrastructure theme. [audio] | +10.1% | — | — |
| 2026-08-12 | BUY | HIGH | Rob Black Show Tame Inflation Data |
Rob named HP Enterprise alongside Dell as the AI server names he would rather buy than Super Micro. [audio] | -9.6% | +5.6% | — |
| 2026-08-10 | BUY | MEDIUM | Rob Black Show Iran Makes Demands |
HPE was upgraded to overweight from equal weight at Morgan Stanley with a $69 price target. [audio] | +5.4% | +7.7% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
HPE collaborating with Rigetti Computing for supercomputing testbed. [audio] | +4.2% | +14.6% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Supermicro's results helped Dell and HP Enterprises. [audio] | -7.7% | +11.1% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
HP Enterprises is up 4% to 5% today, benefiting from client CapEx shifts toward servers, storage, and memory purchases. [audio] | -5.7% | +20.7% | — |
| 2026-06-02 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-2-26 |
Suggested as an additional pick in the server and infrastructure hardware manufacturing space. [audio] | -14.0% | -26.3% | -6.7% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Afternoon podcast 6-1-26 |
Host reports HPE stock is soaring 30% due to AI-related success. [audio] | +6.1% | -6.2% | +11.6% |