HPE Q3 FY26: Record $12.2B Revenue, $444M H3C Gain, Oracle Warrant, and CEO 10b5-1 Plan
HPE has more than doubled off its 52-week low of $19.84 on elevated volume (2.9× avg).
Summary
HPE's Q3 FY2026 10-Q confirms record $12.2B revenue and adds new disclosures: a $444M H3C divestiture gain, an Oracle warrant for 4.16M shares, five officer 10b5-1 trading plans, and completion of the Telco Solutions sale.
Key Events · Earnings and Guidance · HPE
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Record Q3 Revenue and Profit
Net revenue of $12.213 billion, up 33.7% YoY, with GAAP diluted EPS of $1.06 and net earnings attributable to HPE of $1.540 billion.
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H3C Divestiture Gain
Completed sale of remaining H3C equity interest in May 2026, recording a $444 million gain on sale of equity interest in Q3.
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Oracle Warrant Issued
Issued warrant to Oracle Corp. on July 2, 2026 for up to 4,156,466 shares at $0.01 exercise price, tied to strategic collaboration milestones for networking solutions in Oracle AI data centers.
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Officer 10b5-1 Trading Plans
Five officers adopted Rule 10b5-1 plans: CEO Antonio Neri (up to 750,000 shares), CFO Marie Myers (up to 109,069 shares), and three other EVPs, with sales windows beginning September 2026 through May 2027.
Analysis · HPE · Technology
The Q3 FY2026 10-Q confirms the record results previewed in yesterday's 8-K, but adds material new disclosures. Revenue of $12.2 billion grew 34% year-over-year, with GAAP diluted EPS of $1.06 and a $444 million gain from completing the H3C divestiture. The filing also reveals a warrant issued to Oracle for 4.16 million shares at $0.01 — a strategic collaboration incentive with minimal near-term dilution but meaningful signaling about the Oracle partnership. Five officers, including CEO Antonio Neri (up to 750,000 shares) and CFO Marie Myers (up to 109,069 shares), adopted Rule 10b5-1 trading plans, indicating planned insider selling over the coming months. The Telco Solutions divestiture to HCLTech closed August 1, 2026, completing another portfolio simplification step.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30% of the 1963 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.14%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, HPE was trading at $49.46 on NYSE in the Technology sector, with a market capitalization of approximately $68.6B. The 52-week trading range was $19.84 to $64.25. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.