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HPE vs QBTS
Which Stock Would AI Choose? Hewlett Packard Enterprise (HPE) vs. D-Wave Quantum (QBTS) Stock Comparison
Key Takeaways
- HPE exhibits greater stability with recent quarterly revenue of $9.3 billion, up 18% year-over-year, driven by AI infrastructure and networking demand.
- QBTS shows high volatility, with shares down over 30% in recent weeks amid earnings misses and insider selling, despite 179% fiscal 2025 revenue growth to $24.6 million.
- HPE benefits from established enterprise exposure and positive analyst upgrades, trading around $22-25 with YTD gains outperforming QBTS's declines.
- QBTS leverages quantum computing momentum with strong bookings over $30 million in early 2026, but faces profitability challenges and high cash burn.
- Both stocks operate in AI-adjacent tech, but HPE's scale contrasts QBTS's speculative growth profile in recent market activity.
Introduction
This stock comparison between HPE (Hewlett Packard Enterprise) and QBTS (D-Wave Quantum) examines two tech firms at different stages of maturity within the AI and computing ecosystem. HPE provides enterprise IT solutions including servers and networking, capitalizing on AI infrastructure demand. QBTS pioneers quantum annealing technology for optimization problems. Traders seeking balanced exposure to AI hardware may favor HPE, while speculative investors eye QBTS's high-growth potential. This analysis highlights relative performance, sentiment, and market positioning to inform stock comparison decisions in the current environment.
HPE Overview and Recent Performance
Hewlett Packard Enterprise (HPE) is a leading provider of enterprise servers, storage, networking, and hybrid cloud solutions, with a growing focus on AI-optimized infrastructure through its GreenLake platform. In recent market activity, HPE reported fiscal Q1 2026 revenue of $9.3 billion, up 18% year-over-year, beating EPS expectations at $0.65 despite supply constraints in memory components. The stock peaked near $26 in recent weeks before pulling back to around $22.61 amid competitive pressures from peers like Vertiv in AI data centers, reflecting broader sector rotation. Sentiment has been buoyed by networking growth post-Juniper Networks acquisition, raised full-year EPS guidance to $1.02-$1.22, and analyst upgrades citing AI catalysts, though YTD returns lag the S&P 500 slightly at -5.87%. Trading volumes spiked on earnings, underscoring investor focus on margin expansion in high-margin segments.
QBTS Overview and Recent Performance
D-Wave Quantum (QBTS) specializes in quantum annealing systems and cloud services for complex optimization, positioning itself in the emerging quantum computing market. Recent performance reflects volatility, with shares dropping over 30% in recent weeks to around $12.98, down 6.62% in the latest session amid high volumes exceeding 23 million shares. Fiscal 2025 revenue surged 179% to $24.6 million with 82.6% gross margins, driven by system sales and QCaaS (quantum computing as a service) contracts, including over $30 million in January 2026 bookings. However, Q4 earnings missed estimates with EPS loss of $0.09 and revenue at $2.75 million, compounded by insider selling and persistent net losses nearing $355 million TTM. YTD declines exceed 50%, underperforming benchmarks, as sentiment weighs execution risks in gate-model quantum expansion despite acquisitions like Quantum Circuits. High beta amplifies swings in risk-off environments.
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Head-to-Head Comparison
HPE and QBTS diverge sharply in business models: HPE's mature enterprise IT generates billions in recurring revenue via servers and networking (ARR at GreenLake hit $3.2 billion), while QBTS pursues nascent quantum applications with lumpy $24.6 million sales. Growth drivers favor QBTS's 179% revenue surge and bookings momentum versus HPE's steadier 18% uptick, but recent momentum tilts to HPE with shares stabilizing post-earnings gains while QBTS sheds 50% YTD. Risk factors amplify for QBTS—negative margins, dilution risks, tech commercialization hurdles—contrasting HPE's profitability and $2.3-$2.5 EPS guidance. Sector exposure overlaps in AI compute, but HPE offers broad stability versus QBTS's speculative quantum edge. Market sentiment leans cautious on QBTS volatility, favoring HPE's catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors HPE over QBTS based on superior trend consistency, earnings stability, and lower relative risk in recent market conditions. HPE's revenue beats, margin expansion, and AI infrastructure positioning suggest higher probability of sustained upside, while QBTS's growth potential is tempered by profitability gaps and volatility. This probabilistic edge aligns with observable momentum favoring established plays amid sector rotation.
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. Disclaimers and Limitations
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 HPE is a Hold and QBTS is a Hold.
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).
HPE’s FA Score shows that 3 FA rating(s) are green whileQBTS’s FA Score has 0 green FA rating(s).
- HPE’s FA Score: 3 green, 2 red.
- QBTS’s FA Score: 0 green, 5 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.
HPE’s TA Score shows that 7 TA indicator(s) are bullish while QBTS’s TA Score has 4 bullish TA indicator(s).
- HPE’s TA Score: 7 bullish, 4 bearish.
- QBTS’s TA Score: 4 bullish, 6 bearish.
Price Growth
HPE (@Telecommunications Equipment) experienced а +6.23% price change this week, while QBTS (@Computer Processing Hardware) price change was +52.21% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +5.72%. For the same industry, the average monthly price growth was +11.74%, and the average quarterly price growth was +40.97%.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was +10.33%. For the same industry, the average monthly price growth was +6.24%, and the average quarterly price growth was +4.82%.
Reported Earning Dates
HPE is expected to report earnings on Jun 02, 2026.
QBTS is expected to report earnings on May 20, 2026.
Industries' Descriptions
@Telecommunications Equipment (+5.72% 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.
@Computer Processing Hardware (+10.33% 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.
| HPE | QBTS | HPE / QBTS | |
| Capitalization | 35.1B | 8.02B | 437% |
| EBITDA | 4.73B | -348.74M | -1,355% |
| Gain YTD | 10.782 | -17.055 | -63% |
| P/E Ratio | 27.45 | N/A | - |
| Revenue | 35.7B | 24.6M | 145,122% |
| Total Cash | 4.84B | 884M | 548% |
| Total Debt | 21.6B | 43.5M | 49,655% |
HPE | ||
|---|---|---|
OUTLOOK RATING 1..100 | 32 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 43 | |
SMR RATING 1..100 | 90 | |
PRICE GROWTH RATING 1..100 | 6 | |
P/E GROWTH RATING 1..100 | 9 | |
SEASONALITY SCORE 1..100 | 10 |
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 | QBTS | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 60% | 3 days ago 83% |
| Stochastic ODDS (%) | 3 days ago 65% | 3 days ago 90% |
| Momentum ODDS (%) | 3 days ago 63% | 3 days ago 85% |
| MACD ODDS (%) | 3 days ago 67% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 87% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 88% |
| Advances ODDS (%) | 3 days ago 71% | 3 days ago 86% |
| Declines ODDS (%) | 6 days ago 62% | 13 days ago 88% |
| BollingerBands ODDS (%) | 3 days ago 67% | 3 days ago 89% |
| Aroon ODDS (%) | 3 days ago 73% | 3 days ago 88% |
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HPE and
Correlation & Price change
A.I.dvisor indicates that over the last year, HPE has been loosely correlated with HLIT. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if HPE jumps, then HLIT could also see price increases.
| Ticker / NAME | Correlation To HPE | 1D Price Change % | ||
|---|---|---|---|---|
| HPE | 100% | +2.12% | ||
| HLIT - HPE | 45% Loosely correlated | +2.74% | ||
| CSCO - HPE | 45% Loosely correlated | +2.07% | ||
| ITRN - HPE | 42% Loosely correlated | +1.91% | ||
| EXTR - HPE | 42% Loosely correlated | +2.80% | ||
| VIAV - HPE | 41% Loosely correlated | +7.23% | ||
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QBTS and
Correlation & Price change
A.I.dvisor indicates that over the last year, QBTS has been closely correlated with RGTI. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if QBTS jumps, then RGTI could also see price increases.
| Ticker / NAME | Correlation To QBTS | 1D Price Change % | ||
|---|---|---|---|---|
| QBTS | 100% | +0.79% | ||
| RGTI - QBTS | 78% Closely correlated | +1.85% | ||
| QUBT - QBTS | 71% Closely correlated | +1.38% | ||
| IONQ - QBTS | 65% Loosely correlated | +3.16% | ||
| QMCO - QBTS | 49% Loosely correlated | +2.97% | ||
| CAN - QBTS | 45% Loosely correlated | +9.00% | ||
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