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CSCO vs HPE
Which Stock Would AI Choose? Cisco Systems (CSCO) vs. Hewlett Packard Enterprise (HPE) Stock Comparison
Key Takeaways
- Cisco Systems (CSCO) delivered record fiscal 2026 results with revenue of $63.33 billion, up 12% year over year, driven by strong AI infrastructure demand and hyperscaler orders totaling $9.3 billion.
- Hewlett Packard Enterprise (HPE) reported exceptional Q2 fiscal 2026 revenue growth of 40% to $10.7 billion, fueled by its Juniper Networks acquisition and accelerated AI networking momentum, with raised full-year guidance.
- Over recent market activity, CSCO shares have shown substantial year-to-date gains exceeding 40%, reflecting improved sentiment around its broad networking and security portfolio.
- HPE shares have experienced even sharper year-to-date appreciation amid heightened AI infrastructure spending, though with greater volatility compared to the broader market.
- CSCO maintains a larger market capitalization and higher operating margins, while HPE offers higher recent revenue growth rates and benefits from integration synergies in enterprise networking.
- Both stocks operate in the AI-driven networking sector, with relative performance tied to enterprise and hyperscaler capital expenditure trends over the past several weeks.
Introduction
Investors and traders seeking exposure to the artificial intelligence infrastructure buildout often examine networking equipment providers for their role in enabling data center connectivity and enterprise digital transformation. Cisco Systems (CSCO) and Hewlett Packard Enterprise (HPE) represent two established players in this space, each with distinct business models and recent performance trajectories influenced by AI-related demand. This comparison provides objective data on their financial metrics, market positioning, and recent developments to assist those evaluating relative value and momentum in the technology hardware sector.
CSCO Overview and Recent Performance
Cisco Systems (CSCO) is a leading provider of networking, security, and collaboration solutions for enterprises and service providers worldwide. In recent market activity, the stock has advanced significantly year to date, supported by robust demand for its AI-optimized infrastructure offerings. Fiscal fourth-quarter results released in mid-August showed revenue reaching $17.3 billion, an 18% increase year over year, alongside non-GAAP earnings per share of $1.22 that exceeded consensus estimates. Full-year fiscal 2026 revenue totaled $63.33 billion, reflecting double-digit growth. Management raised fiscal 2027 guidance, citing continued hyperscaler AI orders and campus networking upgrades as key drivers of sentiment. The company’s scale and diversified portfolio have contributed to relatively stable trading patterns amid broader market fluctuations.
HPE Overview and Recent Performance
Hewlett Packard Enterprise (HPE) specializes in servers, storage, networking, and hybrid cloud solutions, with a growing emphasis on AI infrastructure following its acquisition of Juniper Networks. Recent market activity has featured pronounced gains for the shares, driven by accelerating demand in the networking segment. Second-quarter fiscal 2026 results highlighted revenue of $10.7 billion, representing 40% year-over-year growth, with networking revenues surging notably due to the Juniper integration. Management subsequently raised fiscal 2026 outlook ranges and highlighted record backlog levels. The company’s positioning in enterprise storage and AI data center solutions has supported positive analyst revisions, though share price movements have reflected higher sensitivity to sector sentiment compared with larger peers.
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Head-to-Head Comparison
Cisco Systems (CSCO) operates with a broader portfolio spanning enterprise networking, security, and software subscriptions, providing exposure to both traditional IT refresh cycles and AI infrastructure. In contrast, Hewlett Packard Enterprise (HPE) focuses more narrowly on servers, storage, and high-performance networking, amplified by the Juniper acquisition that has accelerated its data center and routing capabilities. Recent momentum favors both companies amid elevated AI capital spending, yet CSCO exhibits greater earnings stability and higher operating margins, while HPE has posted faster top-line expansion in the latest reported quarter. Risk factors include CSCO’s larger size potentially limiting percentage growth upside versus HPE’s smaller base and higher beta. Sector exposure overlaps in enterprise networking, though CSCO maintains a stronger emphasis on cybersecurity, and market sentiment remains constructive for both on sustained AI buildout visibility.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, trend durability, and relative positioning within the AI infrastructure theme, Tickeron’s AI models currently assign a modestly higher probabilistic preference to Cisco Systems (CSCO). The company’s record results, raised guidance, and established scale in hyperscaler orders provide a foundation of stability that aligns with sustained momentum signals. Hewlett Packard Enterprise (HPE) demonstrates compelling growth potential from integration progress but carries comparatively elevated volatility. This assessment reflects pattern recognition across recent performance data rather than forward projections.
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 Hold 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 1 green FA rating(s).
- CSCO’s FA Score: 2 green, 3 red.
- HPE’s FA Score: 1 green, 4 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 3 TA indicator(s) are bullish while HPE’s TA Score has 3 bullish TA indicator(s).
- CSCO’s TA Score: 3 bullish, 6 bearish.
- HPE’s TA Score: 3 bullish, 5 bearish.
Price Growth
CSCO (@Telecommunications Equipment) experienced а -0.66% price change this week, while HPE (@Telecommunications Equipment) price change was -0.59% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was -1.53%. For the same industry, the average monthly price growth was -7.00%, and the average quarterly price growth was +11.23%.
Reported Earning Dates
CSCO is expected to report earnings on Nov 18, 2026.
HPE is expected to report earnings on Dec 03, 2026.
Industries' Descriptions
@Telecommunications Equipment (-1.53% 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 | 431B | 69B | 625% |
| EBITDA | 20B | 6.77B | 295% |
| Gain YTD | 43.830 | 118.512 | 37% |
| P/E Ratio | 32.79 | 26.80 | 122% |
| Revenue | 63.3B | 41.9B | 151% |
| Total Cash | 15.9B | 6.22B | 256% |
| Total Debt | 29.5B | 20.2B | 146% |
CSCO | HPE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 35 Fair valued | |
PROFIT vs RISK RATING 1..100 | 10 | 13 | |
SMR RATING 1..100 | 35 | 68 | |
PRICE GROWTH RATING 1..100 | 46 | 36 | |
P/E GROWTH RATING 1..100 | 23 | 45 | |
SEASONALITY SCORE 1..100 | 50 | 31 |
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 (35) 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 (10) in the Computer Communications industry is in the same range as HPE (13) 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 (35) in the Computer Communications industry is somewhat better than the same rating for HPE (68) 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 (36) in the Computer Processing Hardware industry is in the same range as CSCO (46) in the Computer Communications industry. This means that HPE’s stock grew similarly to CSCO’s over the last 12 months.
CSCO's P/E Growth Rating (23) in the Computer Communications industry is in the same range as HPE (45) in the Computer Processing Hardware industry. This means that CSCO’s stock grew similarly to HPE’s over the last 12 months.
| CSCO | HPE | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 56% |
| Stochastic ODDS (%) | 3 days ago 55% | 3 days ago 73% |
| Momentum ODDS (%) | 3 days ago 43% | 3 days ago 66% |
| MACD ODDS (%) | 3 days ago 39% | 3 days ago 67% |
| TrendWeek ODDS (%) | 3 days ago 39% | 3 days ago 60% |
| TrendMonth ODDS (%) | 3 days ago 43% | 3 days ago 63% |
| Advances ODDS (%) | 12 days ago 63% | 4 days ago 75% |
| Declines ODDS (%) | 4 days ago 42% | 6 days ago 62% |
| BollingerBands ODDS (%) | 4 days ago 40% | 3 days ago 73% |
| Aroon ODDS (%) | 3 days ago 53% | 3 days 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 50% 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% | +0.54% | ||
| HPE - CSCO | 50% Loosely correlated | -4.48% | ||
| EXTR - CSCO | 48% Loosely correlated | -0.87% | ||
| ITRN - CSCO | 42% Loosely correlated | +1.17% | ||
| VIAV - CSCO | 37% Loosely correlated | +3.66% | ||
| CRNT - CSCO | 36% Loosely correlated | +2.69% | ||
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