{ "ticker": "HPE", "reference_close": "2026-09-25", "analysis_path": "data/analyses-data/HPE.json", "analysis_sha256": "01e72714df2696319bdd2d31e97765ccb6e619e5db52f35d5c34f1c212c291c4", "claims": [ { "path": "meta.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "25 septembre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Hewlett Packard Enterprise : Juniper qui double le réseau, des revenus à +34 % et un titre qui bute sur son sommet de série. Dossier au close du 25 septembre 2026, statut surveiller.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "HPE : revenus +34 %, réseau +74,9 % avec Juniper, prévision relevée ; titre à 62,94 $, rejeté deux fois à 65,65 $ les 24-25 septembre ; niveaux à surveiller.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-27T21:52:27.817084268Z", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-27T21:52:27.817084268Z", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T18:35:39.362059167Z", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 62.33, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "meta.statusHistory.1.at", "value": "2026-09-27T21:52:27.817084268Z", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.at" }, { "path": "meta.statusHistory.1.note", "value": "rafraîchissement au close du 25 septembre : deux cassures intraday non tenues (65,65), déclencheur porté au sommet de la série", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.note" }, { "path": "meta.statusHistory.1.close", "value": 62.94, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/meta/statusHistory/1/close" }, { "path": "header.price", "value": 62.94, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -0.9130982367758222, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "88,3 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "15,5 M", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evEbitda", "value": "16,8×", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/header.metrics.evEbitda" }, { "path": "verdict.score", "value": 53, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "HPE a publié le 2 septembre un troisième trimestre à 12,2 Md$ de revenus (+34 %), porté par le réseau, 2,9 Md$ (+74,9 %) depuis l’intégration de Juniper, et par les serveurs, 6,8 Md$ (+35,3 %). La prévision annuelle a été relevée. Les 24 et 25 septembre, le titre a dépassé en séance le plus haut du 2 juin, 63,90 $, montant jusqu’à 65,65 $, mais a clôturé les deux fois plus bas, à 63,52 $ puis 62,94 $ : deux cassures non tenues. Il vaut environ 3,2 fois son plus bas du 20 novembre 2025. À 16,8 fois l’EBITDA GAAP des douze derniers mois, préférentielles converties, HPE se paie moins cher que Dell (21,5×), Cisco (23,4×) et NetApp (18,4×), plus que le seul Super Micro (11,7×) parmi les assembleurs — ces multiples de pairs sont des statistiques courantes du 27 septembre, non ramenées à la clôture. Signal utile : une clôture au-dessus de 65,65 $, le sommet de série, avec un plafond d’achat à 0,39 $ seulement au-dessus.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Revenus du troisième trimestre de 12,2 Md$ (+34 %) et marge opérationnelle GAAP de 11,4 %, en hausse de 8,7 points.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Réseau à 2,9 Md$ (+74,9 %) avec Juniper, à 22,0 % de marge opérationnelle de segment.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Prévision de flux libre relevée à au moins 3,75 Md$ sur l’exercice, et 75 % au moins promis aux actionnaires au quatrième trimestre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Cadre 2027 relevé : croissance des revenus de 13 à 17 % et flux libre d’au moins 5,0 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Deux cassures intraday non tenues les 24 et 25 septembre, jusqu’à 65,65 $ : les vendeurs plafonnent le titre au-dessus de 65 $.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Le titre vaut environ 3,2 fois son plus bas de novembre 2025, et deux écarts d’ouverture de plus de 8 % en septembre montrent sa nervosité.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Les stocks ont presque doublé depuis octobre, à 11,8 Md$ : un ralentissement des livraisons pèserait sur le flux de trésorerie.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "76 millions d’actions naîtront de la conversion obligatoire des préférentielles le 1er septembre 2027, au cours actuel ; le directeur général et un administrateur ont déclaré des ventes à la mi-septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 25 septembre, source de repli documentée.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Micron le 30 septembre", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Micron publie le 30 septembre après la clôture selon le calendrier collecté, non confirmé ici par l’émetteur ; le coût des mémoires touche les serveurs de HPE. Aucune date de résultats de HPE disponible dans le calendrier collecté ; la date du quatrième trimestre n’est pas annoncée.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "30 millions de préférentielles se convertiront le 1er septembre 2027 en 76,1 millions d’actions au taux minimal, soit environ 5,7 % de plus.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Raisonner sur 1 403,5 millions d’actions, pas sur 1 327,5 millions.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

HPE vend des serveurs, dont des systèmes pour l’IA, du réseau d’entreprise et de centres de données, du stockage, et finance une partie de ces équipements par sa division de services financiers. Au troisième trimestre de l’exercice 2026, clos le 31 juillet, les revenus ont atteint 12,2 Md$ (+34 %) : 9,0 Md$ pour le cloud et l’IA, dont 6,8 Md$ de serveurs, et 2,9 Md$ pour le réseau.

Le réseau a changé de dimension avec Juniper, racheté le 2 juillet 2025 pour environ 13,4 Md$ en numéraire : ses revenus ont progressé de 74,9 %, dont une hausse de 270 % dans le routage. La marge opérationnelle GAAP du groupe atteint 11,4 %, le résultat opérationnel un record, et la prévision de l’exercice a été relevée, avec un flux libre d’au moins 3,75 Md$.

La société a aussi soldé sa participation dans le chinois H3C en mai, pour environ 1,36 Md$, avec un gain de 444 M$ enregistré hors exploitation. Un accord de coopération avec le fonds activiste Elliott, amendé en mai, encadre la composition du conseil. Le 10-K cite Dell, Super Micro, Cisco et Lenovo comme concurrents dans les serveurs.

", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.moat", "value": "L’avantage tient à la combinaison du réseau, désormais renforcé par Juniper, des serveurs et du financement : HPE peut vendre un centre de données complet et le financer. Il est plus fort dans le réseau, où les marges atteignent 22 %, que dans les serveurs, où les grands clients mettent les assembleurs en concurrence.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.moat" }, { "path": "business.segments.0.revenue", "value": "9,0 Md$ au troisième trimestre", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "74 % des revenus", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.0.description", "value": "Serveurs 6,8 Md$, stockage 1,3 Md$, services financiers 0,9 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.revenue", "value": "2,9 Md$ au troisième trimestre", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "24 % des revenus", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Hewlett Packard Enterprise 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000078/ex-991x922026x8k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-09-02", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Hewlett Packard Enterprise 10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/hpe-20260731.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-09-03", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "Hewlett Packard Enterprise 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559025000130/hpe-20251031.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2025-12-18", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 2 septembre et 10-Q ; date du quatrième trimestre non annoncée.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Préférentielles convertibles comptées au dénominateur, obligations de mars et cession de H3C séparées.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Douze mois glissants au 31 juillet 2026, reconstitués depuis les données XBRL officielles.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.5.decision", "value": "Ventes du directeur général et d’un administrateur déclarées à la mi-septembre (formulaires 4) ; couverture officielle incomplète, aucun solde net publié.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.coverageMatrix.5.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Chaîne relevée en séance le 27 septembre, non rattachée à la clôture de référence.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-09-03", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Ouverture à −8,2 %, clôture à +5,0 %", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le communiqué est daté du 2 septembre ; la première séance qui le reflète est celle du 3. Ce jour-là, le titre ouvre à 47,48 $, 8,16 % sous la clôture de la veille, 51,70 $, descend à 45,59 $, puis clôture à 54,30 $ (+5,03 %). SMH fait +0,39 % et Dell +4,91 % la même séance : la clôture suit celle de Dell ; c’est l’ouverture en forte baisse, absente chez les pairs, qui est propre à HPE. Un stop placé la veille sous 50 $ aurait été exécuté à l’ouverture, bien plus bas que prévu.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.1.date", "value": "2026-09-14", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Gap de −10,4 % à l’ouverture", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Après une hausse de 12,4 % le 11 septembre, le titre ouvre à 55,47 $ (−10,43 %) et clôture à 55,27 $ (−10,75 %). Dell fait −5,82 %, Super Micro −8,38 % et SMH −4,75 % la même séance : le repli touche tous les serveurs, HPE plus que les autres ; aucun dépôt ouvert ici n’en donne la cause.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Deux cassures intraday non tenues à 65,65 $", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Le 24 septembre, le titre monte jusqu’à 65,48 $, au-dessus du plus haut du 2 juin, 63,90 $, mais clôture à 63,52 $ (+1,91 %). Le 25, il ouvre à 63,65 $, pousse jusqu’à 65,65 $, nouveau sommet de la série, puis reflue et clôture à 62,94 $ (−0,91 %), près du bas du jour, 62,88 $. Dell fait +5,01 % et SMH +1,01 % ce jour-là : deux tentatives de sortie par le haut rejetées, sans dépôt ouvert pour l’expliquer.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.3.date", "value": "2026-05-28", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.3.date" }, { "path": "news.3.title", "value": "Cession du solde de H3C", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.3.title" }, { "path": "news.3.detail", "value": "13,8 % du capital de H3C cédés le 13 mai pour environ 987 M$, puis 5,2 % le 28 mai pour environ 370 M$ ; gain de 444 M$ hors exploitation au troisième trimestre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.3.detail" }, { "path": "news.3.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/hpe-20260731.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/news.3.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "12,2 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+34 % sur un an, communiqué du 2 septembre", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "2,9 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+74,9 % avec Juniper, marge de segment de 22,0 %", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "13,9 à 14,8 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Bénéfice GAAP de l’exercice guidé entre 2,93 et 3,03 $ par action", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "41,87 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Douze mois glissants au 31 juillet 2026 (XBRL SEC)", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "2,60 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Marge de 6,2 %, douze mois glissants au 31 juillet 2026", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "2,79 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Dont 444 M$ de gain sur la cession de H3C, hors exploitation, et 118 M$ d’impôt associé", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "6,69 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Douze mois glissants au 31 juillet 2026", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.metric", "value": "Dette au 31 juillet 2026", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.metric" }, { "path": "fundamentals.rows.7.value", "value": "20,24 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.8.metric", "value": "Stocks au 31 juillet 2026", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.metric" }, { "path": "fundamentals.rows.8.value", "value": "11,8 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Contre 6,4 Md$ au 31 octobre 2025 : les commandes de serveurs d’IA immobilisent du fonds de roulement", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.metric", "value": "Liquidités au 31 juillet 2026", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.metric" }, { "path": "fundamentals.rows.9.value", "value": "6,22 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.10.value", "value": "16,8×", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Valeur d’entreprise au close du 2026-09-25, 1 403,5 millions d’actions préférentielles converties, sur EBITDA GAAP douze mois au 2026-07-31", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.10.comparison", "value": "Versus Dell à 21,5×, Cisco à 23,4×, NetApp à 18,4×, Super Micro à 11,7×, Arista à 53,3× et Fortinet à 49,2× (statistiques courantes du 27 septembre, non point-in-time) : HPE se paie entre les assembleurs et sous les spécialistes du réseau.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.comparison" }, { "path": "fundamentals.rows.11.value", "value": "2,44×", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-25 sur revenus GAAP douze mois au 2026-07-31", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.11.comparison", "value": "Versus la marge opérationnelle GAAP de 6,2 % : les revenus sont volumineux et peu margés hors réseau.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.comparison" }, { "path": "fundamentals.rows.12.metric", "value": "P/E GAAP hors cession de H3C", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.metric" }, { "path": "fundamentals.rows.12.value", "value": "35,8×", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Capitalisation au 2026-09-25, préférentielles converties, sur résultat net GAAP douze mois au 2026-07-31 moins le gain de 444 M$ de H3C net des 118 M$ d’impôt publiés par le 10-Q, soit 326 M$", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.source", "value": "Clôture certifiée, XBRL SEC et 10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.source" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus le P/E brut de 31,7× : la cession, nette d’impôt, flatte le résultat de 11,7 %.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "42,09 $ par action", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Scénario : multiple ramené à douze fois l’EBITDA GAAP douze mois au 2026-07-31 par hypothèse, bilan du 31 juillet, préférentielles converties, soit −33 % sous le close du 2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus Super Micro à 11,7× (statistique courante) : douze fois correspond au multiple de l’assembleur ; ce que coûterait de perdre la prime du réseau, pas un objectif.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Hewlett Packard Enterprise 10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/hpe-20260731.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-09-03", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Hewlett Packard Enterprise 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000078/ex-991x922026x8k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-09-02", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Troisième trimestre de l’exercice 2026 : revenus de 12,2 Md$ (+34 %), marge opérationnelle GAAP de 11,4 % et ajustée de 16,2 %, bénéfice GAAP de 1,06 $ par action, au-dessus de la fourchette annoncée, flux opérationnel de 1,6 Md$. La guidance du quatrième trimestre vise 13,9 à 14,8 Md$ de revenus et 1,12 à 1,22 $ de bénéfice GAAP par action ; celle de l’exercice, 2,93 à 3,03 $ et au moins 3,75 Md$ de flux libre. Le cadre 2027 vise 13 à 17 % de croissance. La date du quatrième trimestre est non annoncée par l’émetteur, et indisponible dans le calendrier collecté.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "Hewlett Packard Enterprise 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000078/ex-991x922026x8k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-09-02", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "1 327 464 779 actions ordinaires au 27 août 2026 (page de garde du 10-Q) et 30 000 000 de préférentielles obligatoirement convertibles", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : actions ordinaires en circulation plus conversion obligatoire des préférentielles. Les 30 millions de préférentielles à 7,625 %, émises pour 1,5 Md$, se convertiront automatiquement le 1er septembre 2027 en 2,5352 à 3,1056 actions chacune selon le cours moyen ; au-dessus de 19,72 $, le taux minimal s’applique, soit 76,1 millions d’actions nouvelles, environ 5,7 % de plus. Elles sont comptées au dénominateur et non comme dette. Passage au nombre dilué : 1 327,5 millions d’actions ordinaires au 27 août, plus 76,1 millions issues des préférentielles, soit 1 403,5 millions ; les attributions salariales ne sont pas ajoutées. Les actions ordinaires émises passent de 1 318,3 millions au 31 octobre 2025 à 1 328,1 millions au 31 juillet 2026, par les plans salariés. La dette atteint 20,2 Md$, dont 2,0 Md$ d’obligations émises en mars.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Hewlett Packard Enterprise 10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/hpe-20260731.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-09-03", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Hewlett Packard Enterprise 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559025000130/hpe-20251031.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2025-12-18", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Hewlett Packard Enterprise 8-K", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000114036126010222/ef20068126_8k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-03-18", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.summary", "value": "Cinq dépôts décisionnels ouverts et hachés, inchangés depuis le 23 septembre. Ils montrent un groupe transformé par Juniper, un réseau qui porte les marges, une participation chinoise soldée et une dilution programmée par les préférentielles. L’activisme d’Elliott encadre la gouvernance sans toucher au capital.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-09-03", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-Q", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001645590-26-000080", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport trimestriel au 31 juillet 2026 : 1 327 464 779 actions au 27 août ; 30 millions de préférentielles obligatoirement convertibles ; cession du solde de H3C en mai pour environ 1,36 Md$, gain de 444 M$ hors exploitation, sur lequel pèsent 118 M$ d’impôt. Stocks de 11,8 Md$ contre 6,4 Md$ en octobre ; dette de 20,2 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000080/hpe-20260731.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-09-02", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001645590-26-000078", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du troisième trimestre, daté du 2 septembre : revenus de 12,2 Md$ (+34 %), marge opérationnelle GAAP de 11,4 %, réseau à 2,9 Md$ (+74,9 %), serveurs à 6,8 Md$ (+35,3 %). Prévision relevée : 13,9 à 14,8 Md$ au quatrième trimestre, bénéfice GAAP de 2,93 à 3,03 $ par action sur l’exercice, flux libre d’au moins 3,75 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000078/ex-991x922026x8k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2025-12-18", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001645590-25-000130", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel de l’exercice clos le 31 octobre 2025 : conversion obligatoire des préférentielles le 1er septembre 2027 en 2,5352 à 3,1056 actions chacune ; concurrents cités, Dell, Super Micro, Cisco et Lenovo ; aucun client à plus de 10 % des créances de financement, un distributeur à 10 % des créances.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559025000130/hpe-20251031.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-06-01", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001645590-26-000052", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Accord de coopération avec le fonds activiste Elliott amendé le 29 mai : conseil limité à 14 administrateurs jusqu’à l’assemblée 2027 ; nomination de Christopher Hsu au conseil. Gouvernance, sans effet sur le capital.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/hpe-20260601.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-03-18", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "8-K", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001140361-26-010222", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Émission de 2,0 Md$ d’obligations en quatre tranches, à taux variable 2028 et à 4,500 %, 4,600 % et 5,250 % pour 2028, 2029 et 2033 : de la dette, pas d’actions.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1645590/000114036126010222/ef20068126_8k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "La croissance du réseau mélange Juniper, racheté en juillet 2025, et la croissance interne : la part organique n’est pas isolée dans les documents ouverts.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.2", "value": "La conversion des préférentielles ajoutera environ 5,7 % d’actions en septembre 2027.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "technicals.rsi14", "value": 61.45, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 2.63, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": 2.12, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 58.51, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 54.23, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 40.12, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 3.51, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "4,1 % sous le sommet de série", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.badges.2", "value": "Deux cassures intraday non tenues les 24-25 septembre", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/technicals.badges.2" }, { "path": "technicals.supports.0", "value": 61.3, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 60.55, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 57.01, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 63.9, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 65.48, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 65.65, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 62,94 $, 7,6 % au-dessus de sa moyenne à vingt séances et 4,1 % sous le sommet de série, 65,65 $, atteint le 25 septembre. Le plus haut du 2 juin, 63,90 $, a été dépassé en séance les 24 et 25 sans clôture au-dessus ; le plus haut du 24, 65,48 $, est la seconde résistance. Avant activation, aucune entrée ; une clôture sous 57,01 $, le bas du 17 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $65.65. Après activation, stop sous $60.55, le plus bas du 24 septembre, soit 1,45 ATR sous le déclencheur. Supports : 61,30 $, 60,55 $ et 57,01 $. Résistances : 63,90 $, 65,48 $ et 65,65 $ ; au-dessus, les objectifs sont des projections de la hauteur du couloir.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne relevée en séance le 27 septembre, non rattachée à la clôture de référence", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "4,80 % du flottant", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "2,30 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Le directeur général Antonio Neri et l’administrateur Gary Reiner ont déclaré des ventes d’actions ordinaires à la mi-septembre, formulaires 4 déposés les 15 et 16 septembre, après la publication et dans la hausse. Aucun achat relevé. Couverture officielle partielle : aucun solde net publié, ni quantité de transaction reprise dans les données collectées.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "62,94 $, séance complète", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+3,59 %", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+14,25 %", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 6, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de HPE est d’abord dans la nervosité du titre : deux écarts d’ouverture de plus de 8 % en septembre, puis deux cassures intraday rejetées les 24 et 25, après un triplement en dix mois. Viennent ensuite des stocks presque doublés, la publication de Micron le 30 septembre, qui fixera le ton sur le coût des mémoires, et une dilution de 5,7 % déjà programmée pour 2027.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Ouverture à −8,2 % le 3 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Gap de −10,4 % le 14 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Poussée à 65,48 $ le 24, clôture 63,52 $.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "Poussée à 65,65 $ le 25, clôture 62,94 $.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.1.verdict", "value": "Deux rejets au-dessus de 65 $ : sans clôture au-dessus du sommet de série, la cassure n’est pas confirmée.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.1.verdict" }, { "path": "risks.riskCards.2.points.0", "value": "Stocks de 11,8 Md$ contre 6,4 Md$ en octobre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Micron publie le 30 septembre, dans l’horizon du plan.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "76,1 millions d’actions à naître le 1er septembre 2027.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.pedagogy", "value": "Le 3 septembre montre la différence entre gap et slippage. Le gap, c’est l’ouverture à 47,48 $ quand la veille finissait à 51,70 $ : tout stop placé entre les deux est exécuté au premier prix disponible. Le slippage, l’écart entre prix voulu et prix obtenu dans une séance normale, reste faible sur environ 1,5 Md$ échangés par séance. Sur ce titre, la taille de la position doit tenir compte du gap, pas seulement de la distance au stop.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 57,01 $ abandonne le scénario. Activation : clôture au-dessus de 65,65 $, le sommet de série, puis achat à l’ouverture suivante seulement sous 66,04 $, ou par ordre limité à ce plafond pendant trois séances, annulé après une clôture sous 65,65 $ et jamais laissé actif sur une ouverture sous 60,55 $. Après activation : stop sous 60,55 $. Les deux poussées des 24 et 25 septembre, rejetées, n’ont pas validé de clôture au-dessus du sommet.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 65.65, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 60.55, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 74.29, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 78.61, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-7.8%", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+13.2%", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+19.7%", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.69 TP1 / 1:2.54 TP2", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 25 septembre, sommet de la série, pas sur un franchissement en séance : les 24 et 25, le titre est monté au-dessus sans y clôturer. Entrée à l’ouverture suivante uniquement sous 66,04 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Ce plafond n’est qu’à 0,39 $ au-dessus du déclencheur, soit 0,11 ATR. Mesure : sur les 250 dernières séances, 48 ouvertures ont dépassé la clôture de la veille de plus de 0,39 $, soit environ 19 % ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 0,29 $. Sur la série, 30 clôtures ont cassé un plus haut de vingt séances : 4 ont fini à moins de 0,59 % au-dessus du niveau cassé, l’écart relatif du plafond, et 3 ont ensuite ouvert sous ce seuil, soit environ 10 % des cassures : l’entrée à l’ouverture est quasi inexécutable. Plan de repli : si l’ouverture dépasse le plafond, un ordre à cours limité à 66,04 $, valable trois séances, garde le même R/R et le même stop. Bornes de cet ordre : il est annulé après toute clôture sous le déclencheur, 65,65 $ ; il n’est pas laissé actif à l’ouverture d’une séance qui ouvre sous le stop, 60,55 $, ni si le stop est touché avant exécution. Rejouées avec ces bornes sur les 27 cassures non achetables à l’ouverture, l’ordre aurait été exécuté 17 fois, sans que le stop soit touché la même séance ; aucun retrait sur ouverture sous le stop ; 6 de ces exécutions ont fini la séance sous le niveau cassé. La borne de clôture sous le déclencheur n’est pas comptée à part : une telle clôture suppose que le plafond a été touché dans la séance, donc que l’ordre a déjà été exécuté. Définition statistique, identique au gabarit du lot précédent : une cassure est la première clôture au-dessus du plus haut des vingt séances précédentes, la veille ayant clôturé à ce niveau ou dessous ; le plan, lui, s’active sur toute clôture au-dessus du déclencheur. Objectifs : TP1 à une hauteur de couloir au-dessus du déclencheur, TP2 à une fois et demie. Liquidité : environ 1,5 Md$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 5,49 $ par action, donne 18 actions ; un gap comme celui du 3 septembre pourrait doubler la perte réelle.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le titre a dépassé en séance le plus haut de juin les 24 et 25 septembre sans y clôturer : les acheteurs y sont, les vendeurs plafonnent au-dessus de 65 $. Une clôture au-dessus de $65.65, le sommet de série, montrerait que la cassure tient. Avant activation, une clôture sous 57,01 $ abandonne le dossier. Après activation, le stop sous $60.55 limite le coût d’une fausse sortie. TP1 à 74,29 $ et TP2 à 78,61 $. Ne pas anticiper le déclencheur, ne pas acheter un gap au-dessus du plafond, réduire avant la publication de Micron.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 25 septembre, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "La publication de Micron le 30 septembre, date donnée par le calendrier collecté, après la clôture : le coût des mémoires touche les serveurs.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 57,01 $, bas du couloir, abandonne le scénario.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 60,55 $ invalide le trade.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 66,04 $ après la clôture de déclenchement : pas d’achat à l’ouverture ; seul l’ordre limité à 66,04 $ reste valable trois séances.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "tradeIdea.invalidation.3", "value": "Ordre limité de repli annulé après une clôture sous 65,65 $, retiré avant toute ouverture sous le stop à 60,55 $ et si le stop est touché avant exécution.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.3" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Revenus +34 %, réseau +74,9 %.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Marge GAAP record de 11,4 %.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "Flux libre d’au moins 3,75 Md$ guidé.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.2" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Deux cassures intraday rejetées à 65,65.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.2", "value": "Préférentielles : 5,7 % d’actions en plus en 2027.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.2" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": 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"debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/blastRadius/groups/4/symbols/2/beta" }, { "path": "blastRadius.groups.4.symbols.2.r2", "value": 0.2326, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/blastRadius/groups/4/symbols/2/r2" }, { "path": "blastRadius.groups.4.symbols.2.observations", "value": 179, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/blastRadius/groups/4/symbols/2/observations" }, { "path": "blastRadius.groups.4.symbols.2.return5d", "value": 3.3, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/blastRadius/groups/4/symbols/2/return5d" }, { "path": "blastRadius.groups.4.symbols.2.return21d", "value": 4.77, "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/values/blastRadius/groups/4/symbols/2/return21d" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus de 65,65 $ avec Dell en hausse.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre oscille entre le bas du 17 septembre et le sommet de série.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.1.confirmation", "value": "Des clôtures entre 57,01 $ et 65,65 $ pendant plusieurs séances.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.confirmation" }, { "path": "blastRadius.scenarios.2.firstOrder", "value": "Le titre repasse sous le bas du 17 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.firstOrder" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous 57,01 $ avec Dell en baisse.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.contradictions.0", "value": "Le trimestre bat la prévision, mais le titre a été rejeté deux fois au-dessus de 65 $ les 24 et 25 septembre : la demande et l’offre s’équilibrent au sommet.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.0" }, { "path": "blastRadius.contradictions.1", "value": "Une corrélation élevée avec Dell ne prouve pas un lien commercial ; le distributeur à 10 % des créances n’est pas nommé.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.1" }, { "path": "blastRadius.missingData.0", "value": "Aucun client à plus de 10 % du chiffre d’affaires et un distributeur non nommé : aucun client coté n’entre dans les comparables comme client documenté.", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.missingData.0" }, { "path": "blastRadius.missingData.2", "value": "Multiples de pairs en statistiques courantes du 27 septembre, non ramenées à la clôture de référence ; aucune fiche pair 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"value": "https://www.sec.gov/Archives/edgar/data/1645590/000164559025000130/hpe-20251031.htm", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.url" }, { "path": "blastRadius.sourceRefs.1.date", "value": "2025-12-18", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.date" }, { "path": "performance.windowReturns.startDate", "value": "2026-08-26", "as_of": "2026-09-25", "source_artifact": "analyses/HPE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "debe67517cd5eb62f34bf5bd652308601f295fea74009769bef52ba7eef63154", "source_pointer": 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