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DELL vs HPE
Which Stock Would AI Choose? Dell Technologies (DELL) vs. Hewlett Packard Enterprise (HPE) Stock Comparison
Key Takeaways
- DELL has delivered substantially stronger year-to-date stock returns than HPE, driven by robust AI server demand and record financial results.
- Both companies operate in the enterprise infrastructure space and have benefited from AI-related spending, though DELL has shown greater scale in server revenue growth.
- HPE has emphasized networking capabilities and margin discipline, supported by its Juniper integration and recent earnings beats.
- Recent market activity reflects heightened investor interest in AI infrastructure providers, with both stocks exhibiting elevated volatility tied to sector sentiment.
- DELL maintains a larger market capitalization and broader product portfolio compared to HPE, influencing relative risk profiles.
- Relative performance highlights trade-offs between growth momentum and operational focus in the current technology hardware environment.
Introduction
Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) represent two established players in the enterprise computing and infrastructure sector. Both companies supply servers, storage, and networking solutions that support data centers and emerging artificial intelligence workloads. This comparison appeals to traders and investors seeking to understand relative positioning within the technology hardware space, particularly those focused on AI-driven demand cycles, valuation differentials, and sector-specific catalysts. Market participants evaluating portfolio allocation or short-term momentum trades may find the analysis of recent performance trends and business model contrasts informative for assessing opportunities in infrastructure equities.
Dell Technologies (DELL) Overview and Recent Performance
Dell Technologies provides a wide range of servers, storage systems, personal computers, and related services to enterprise and hyperscale customers. In recent market activity, the stock has recorded substantial gains amid strong demand for AI-optimized servers. Year-to-date returns have exceeded 200 percent in some measures, reflecting record quarterly revenues and earnings that surpassed analyst expectations. Key influences include expanded AI server offerings and supply chain execution that captured significant market share. Broader sentiment has been supported by analyst commentary highlighting the company’s positioning in the AI infrastructure cycle, alongside occasional volatility tied to sector rotation and earnings interpretations. Overall, recent performance demonstrates resilience in a high-growth environment for data center hardware.
Hewlett Packard Enterprise (HPE) Overview and Recent Performance
Hewlett Packard Enterprise delivers servers, storage, networking equipment, and hybrid cloud solutions primarily to enterprise clients. Recent market activity has shown solid advances, supported by fiscal second-quarter results that featured revenue growth of approximately 40 percent year-over-year and raised full-year guidance. The stock has posted meaningful year-to-date appreciation, though at a more moderate pace than some peers. Influences on performance include expanded partnerships in AI networking, integration benefits from prior acquisitions, and steady free cash flow generation. Sentiment has remained constructive amid ongoing AI infrastructure spending, with periodic fluctuations reflecting broader technology sector movements and competitive dynamics. The company’s focus on high-margin segments has contributed to operational stability during the recent period.
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Head-to-Head Comparison
In business model terms, DELL emphasizes volume-driven server sales and a broad ecosystem that includes personal computing, while HPE places greater weight on networking integration and hybrid cloud offerings following its Juniper Networks acquisition. Growth drivers differ accordingly: DELL has leveraged large-scale AI server deployments, whereas HPE has highlighted margin-accretive networking and services. Recent momentum favors DELL on absolute stock returns, yet HPE has demonstrated consistent earnings beats and guidance increases. Risk factors include supply chain dependencies for both, with DELL carrying higher valuation multiples reflective of its growth profile. Sector exposure remains concentrated in technology hardware for each, though market sentiment has rewarded scale advantages more prominently in recent weeks. Trade-offs center on growth velocity versus margin stability and diversification.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AI server demand, earnings stability, and relative market positioning, Tickeron’s AI models currently assign a higher probabilistic preference to DELL over HPE. Stronger recent momentum and scale advantages in the AI infrastructure segment contribute to this assessment, though outcomes remain subject to evolving sector dynamics and macroeconomic influences.
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 DELL is a StrongBuy 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).
DELL’s FA Score shows that 2 FA rating(s) are green whileHPE’s FA Score has 2 green FA rating(s).
- DELL’s FA Score: 2 green, 3 red.
- HPE’s FA Score: 2 green, 3 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.
DELL’s TA Score shows that 4 TA indicator(s) are bullish while HPE’s TA Score has 3 bullish TA indicator(s).
- DELL’s TA Score: 4 bullish, 2 bearish.
- HPE’s TA Score: 3 bullish, 4 bearish.
Price Growth
DELL (@Computer Processing Hardware) experienced а +7.23% price change this week, while HPE (@Telecommunications Equipment) price change was +1.56% for the same time period.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was +2.88%. For the same industry, the average monthly price growth was -11.61%, and the average quarterly price growth was +13.38%.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was -1.42%. For the same industry, the average monthly price growth was -9.44%, and the average quarterly price growth was +30.68%.
Reported Earning Dates
DELL is expected to report earnings on Sep 03, 2026.
HPE is expected to report earnings on Sep 01, 2026.
Industries' Descriptions
@Computer Processing Hardware (+2.88% weekly)Computer Processing Hardware industry produces central processing unit, monitor, keyboard, computer data storage devices, and graphics card. Business activity and economic growth are potential drivers of this industry – if more businesses are growing or flourishing, so would their investments in computer equipment. Dell Technologies, Inc, Hewlett Packard Enterprise Co., NCR Corporation are key producers of computer processing hardware.
@Telecommunications Equipment (-1.42% 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.
| DELL | HPE | DELL / HPE | |
| Capitalization | 285B | 63.7B | 447% |
| EBITDA | 14.8B | 5.56B | 266% |
| Gain YTD | 254.180 | 102.250 | 249% |
| P/E Ratio | 35.20 | 44.98 | 78% |
| Revenue | 134B | 38.8B | 345% |
| Total Cash | N/A | 5.29B | - |
| Total Debt | 31.2B | 21.2B | 147% |
DELL | HPE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 83 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 43 Fair valued | |
PROFIT vs RISK RATING 1..100 | 5 | 17 | |
SMR RATING 1..100 | 100 | 100 | |
PRICE GROWTH RATING 1..100 | 34 | 35 | |
P/E GROWTH RATING 1..100 | 11 | 7 | |
SEASONALITY SCORE 1..100 | 50 | 32 |
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 (43) in the Computer Processing Hardware industry is in the same range as DELL (46). This means that HPE’s stock grew similarly to DELL’s over the last 12 months.
DELL's Profit vs Risk Rating (5) in the Computer Processing Hardware industry is in the same range as HPE (17). This means that DELL’s stock grew similarly to HPE’s over the last 12 months.
DELL's SMR Rating (100) in the Computer Processing Hardware industry is in the same range as HPE (100). This means that DELL’s stock grew similarly to HPE’s over the last 12 months.
DELL's Price Growth Rating (34) in the Computer Processing Hardware industry is in the same range as HPE (35). This means that DELL’s stock grew similarly to HPE’s over the last 12 months.
HPE's P/E Growth Rating (7) in the Computer Processing Hardware industry is in the same range as DELL (11). This means that HPE’s stock grew similarly to DELL’s over the last 12 months.
| DELL | HPE | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 85% | 2 days ago 74% |
| Momentum ODDS (%) | 2 days ago 86% | 2 days ago 77% |
| MACD ODDS (%) | N/A | 2 days ago 56% |
| TrendWeek ODDS (%) | 2 days ago 80% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 79% | 2 days ago 71% |
| Advances ODDS (%) | 2 days ago 79% | 2 days ago 74% |
| Declines ODDS (%) | 8 days ago 62% | 8 days ago 61% |
| BollingerBands ODDS (%) | 2 days ago 56% | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 78% | 2 days ago 55% |
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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 53% 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% | +3.02% | ||
| CSCO - HPE | 53% Loosely correlated | +0.03% | ||
| EXTR - HPE | 44% Loosely correlated | -0.56% | ||
| ITRN - HPE | 42% Loosely correlated | -2.21% | ||
| CRNT - HPE | 41% Loosely correlated | -1.32% | ||
| NTGR - HPE | 41% Loosely correlated | +1.59% | ||
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