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CSCO vs HPE
Which Stock Would AI Choose? Cisco Systems (CSCO) vs. Hewlett Packard Enterprise (HPE) Stock Comparison
Key Takeaways
- CSCO has delivered strong year-to-date gains of approximately 58%, driven by AI networking demand and consistent earnings beats.
- HPE has significantly outperformed with year-to-date returns exceeding 123%, reflecting robust growth in AI infrastructure and enterprise solutions.
- Both companies benefit from AI-related tailwinds, though CSCO focuses more on core networking while HPE emphasizes broader IT infrastructure including servers and storage.
- CSCO faces an upcoming Q4 FY2026 earnings report on August 12, 2026, with high expectations for AI contributions.
- Recent market activity shows elevated volatility and analyst optimism for both stocks amid sector-wide AI enthusiasm.
- Relative performance highlights HPE’s stronger momentum versus CSCO’s more stable, established positioning.
Introduction
This comparison examines CSCO and HPE, two prominent technology companies with overlapping exposure to networking and AI-driven infrastructure. Investors and traders seeking to understand relative performance in the current market environment may find this analysis relevant, particularly those focused on enterprise hardware, digital transformation trends, and sector rotation within technology. The article reviews recent price behavior, key business drivers, and market sentiment using verifiable data from the past several weeks to provide a balanced perspective on their positioning.
CSCO Overview and Recent Performance
Cisco Systems, Inc. develops and sells networking hardware, software, and related services, with increasing emphasis on AI infrastructure solutions. In recent market activity, the stock has shown resilience, closing at approximately $121.43 on August 7, 2026, following gains of about 58% year-to-date and over 67% over the trailing twelve months. Sentiment has been supported by analyst upgrades and expectations for AI-related revenue growth ahead of the Q4 FY2026 earnings release scheduled for August 12, 2026. Broader market activity reflects optimism around the company’s role in AI deployments, tempered by elevated valuation multiples and the need to sustain recent momentum through upcoming results.
HPE Overview and Recent Performance
Hewlett Packard Enterprise Company provides enterprise IT solutions, including servers, storage, networking, and AI-optimized infrastructure. Recent performance has been notably strong, with the stock closing near $53.22 on August 7, 2026, after surging more than 123% year-to-date. Positive drivers include record results in networking and cloud segments, alongside expanding AI and quantum-related partnerships. Market sentiment has benefited from broad-based demand strength and raised outlooks, though the sharp rally introduces considerations around sustainability in a volatile technology sector.
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Head-to-Head Comparison
In business model terms, CSCO maintains a leadership position in enterprise networking and collaboration tools, while HPE offers a broader portfolio spanning compute, storage, and edge solutions. Growth drivers for both center on AI infrastructure spending, yet HPE has captured more pronounced recent momentum through diversified offerings and record quarterly results. Risk factors include valuation sensitivity for CSCO ahead of earnings and potential profit-taking pressures for the higher-flying HPE. Sector exposure overlaps in technology hardware, with CSCO showing steadier sentiment and HPE demonstrating sharper outperformance in recent periods.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative momentum, Tickeron’s AI would currently assign a higher probability of near-term favor to HPE due to its stronger recent performance trajectory and broad demand indicators. However, CSCO presents a more balanced profile with established market positioning and upcoming catalysts that could support stability. This assessment remains probabilistic and subject to evolving market data.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSCO is a Buy and HPE is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CSCO’s FA Score shows that 2 FA rating(s) are green whileHPE’s FA Score has 3 green FA rating(s).
- CSCO’s FA Score: 2 green, 3 red.
- HPE’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CSCO’s TA Score shows that 5 TA indicator(s) are bullish while HPE’s TA Score has 5 bullish TA indicator(s).
- CSCO’s TA Score: 5 bullish, 4 bearish.
- HPE’s TA Score: 5 bullish, 4 bearish.
Price Growth
CSCO (@Telecommunications Equipment) experienced а +1.96% price change this week, while HPE (@Telecommunications Equipment) price change was +10.47% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +5.26%. For the same industry, the average monthly price growth was +5.24%, and the average quarterly price growth was +31.07%.
Reported Earning Dates
CSCO is expected to report earnings on Aug 19, 2026.
HPE is expected to report earnings on Sep 01, 2026.
Industries' Descriptions
@Telecommunications Equipment (+5.26% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
| CSCO | HPE | CSCO / HPE | |
| Capitalization | 488B | 77.8B | 627% |
| EBITDA | 18.1B | 5.56B | 325% |
| Gain YTD | 63.165 | 147.045 | 43% |
| P/E Ratio | 37.20 | 54.94 | 68% |
| Revenue | 60.7B | 38.8B | 156% |
| Total Cash | 16.6B | 5.29B | 314% |
| Total Debt | 31.3B | 21.2B | 148% |
CSCO | HPE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 34 | 24 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 54 Fair valued | |
PROFIT vs RISK RATING 1..100 | 6 | 9 | |
SMR RATING 1..100 | 39 | 83 | |
PRICE GROWTH RATING 1..100 | 39 | 1 | |
P/E GROWTH RATING 1..100 | 25 | 6 | |
SEASONALITY SCORE 1..100 | 50 | 37 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
HPE's Valuation (54) in the Computer Processing Hardware industry is in the same range as CSCO (58) in the Computer Communications industry. This means that HPE’s stock grew similarly to CSCO’s over the last 12 months.
CSCO's Profit vs Risk Rating (6) in the Computer Communications industry is in the same range as HPE (9) in the Computer Processing Hardware industry. This means that CSCO’s stock grew similarly to HPE’s over the last 12 months.
CSCO's SMR Rating (39) in the Computer Communications industry is somewhat better than the same rating for HPE (83) in the Computer Processing Hardware industry. This means that CSCO’s stock grew somewhat faster than HPE’s over the last 12 months.
HPE's Price Growth Rating (1) in the Computer Processing Hardware industry is somewhat better than the same rating for CSCO (39) in the Computer Communications industry. This means that HPE’s stock grew somewhat faster than CSCO’s over the last 12 months.
HPE's P/E Growth Rating (6) in the Computer Processing Hardware industry is in the same range as CSCO (25) in the Computer Communications industry. This means that HPE’s stock grew similarly to CSCO’s over the last 12 months.
| CSCO | HPE | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 55% |
| Stochastic ODDS (%) | 1 day ago 40% | 1 day ago 71% |
| Momentum ODDS (%) | 1 day ago 73% | 1 day ago 78% |
| MACD ODDS (%) | 1 day ago 63% | 1 day ago 80% |
| TrendWeek ODDS (%) | 1 day ago 60% | 1 day ago 71% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 72% |
| Advances ODDS (%) | 14 days ago 62% | 9 days ago 74% |
| Declines ODDS (%) | 8 days ago 42% | 16 days ago 62% |
| BollingerBands ODDS (%) | 1 day ago 40% | 1 day ago 58% |
| Aroon ODDS (%) | 1 day ago 47% | 1 day ago 74% |
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CSCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, CSCO has been loosely correlated with HPE. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if CSCO jumps, then HPE could also see price increases.
| Ticker / NAME | Correlation To CSCO | 1D Price Change % | ||
|---|---|---|---|---|
| CSCO | 100% | +2.86% | ||
| HPE - CSCO | 52% Loosely correlated | +8.11% | ||
| EXTR - CSCO | 48% Loosely correlated | +2.18% | ||
| ITRN - CSCO | 42% Loosely correlated | +2.68% | ||
| CRNT - CSCO | 38% Loosely correlated | +0.91% | ||
| VIAV - CSCO | 36% Loosely correlated | +12.27% | ||
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HPE and
Correlation & Price change
A.I.dvisor indicates that over the last year, HPE has been loosely correlated with CSCO. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if HPE jumps, then CSCO could also see price increases.
| Ticker / NAME | Correlation To HPE | 1D Price Change % | ||
|---|---|---|---|---|
| HPE | 100% | +8.11% | ||
| CSCO - HPE | 52% Loosely correlated | +2.86% | ||
| EXTR - HPE | 44% Loosely correlated | +2.18% | ||
| ITRN - HPE | 42% Loosely correlated | +2.68% | ||
| CRNT - HPE | 41% Loosely correlated | +0.91% | ||
| NOK - HPE | 41% Loosely correlated | +9.32% | ||
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