Morgan Stanley just upgraded HPE to Overweight after a stock run that most investors missed entirely, and the valuation argument for buying near a 52-week high is more complicated than it looks.
Quick Read
- Morgan Stanley upgraded HPE to Overweight with a $69 target after shares surged 159% year-to-date to a fresh 52-week high of $59.
- A trailing P/E of 1,263 is a goodwill-impairment illusion; the real forward P/E sits at 14 after Q2 EPS of $0.79 obliterated HPE's own $0.55 guidance.
- Insiders are net sellers across 38 transactions and HPE trades at double its 200-day moving average, making a pullback toward $48 the smarter entry zone.
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