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HPE vs UI
Which Stock Would AI Choose? Hewlett Packard Enterprise (HPE) vs. Ubiquiti Inc. (UI) Stock Comparison
Key Takeaways
- HPE delivered 18% year-over-year revenue growth in recent quarterly results, driven by a record $5 billion AI systems backlog and surging networking sales.
- UI has significantly outperformed with 82% YTD returns compared to HPE's 20%, fueled by strong earnings beats and wireless networking demand.
- Both stocks operate in the technology sector with networking exposure, but UI boasts higher margins through its direct-to-consumer model, while HPE benefits from enterprise AI catalysts.
- UI's market cap exceeds $60 billion versus HPE's $38 billion, reflecting superior recent momentum despite elevated valuations.
- AI trading signals show bullish trends for both, with UI exhibiting stronger relative strength in recent market activity.
- Traders may weigh HPE's stability against UI's growth trajectory in volatile conditions.
Introduction
This stock comparison examines HPE (Hewlett Packard Enterprise) and UI (Ubiquiti Inc.), two technology firms with significant networking and infrastructure footprints. Both benefit from rising demand for AI-driven systems and wireless solutions amid digital transformation trends. Investors seeking exposure to enterprise hardware and service provider tech, or traders eyeing relative performance in the communication equipment space, will find value in contrasting their recent momentum, growth drivers, and market positioning. This analysis draws on verifiable data from sources like Yahoo Finance and recent earnings to highlight key differences in a neutral market environment.
HPE Overview and Recent Performance
Hewlett Packard Enterprise (HPE), a multinational provider of servers, hybrid cloud platforms, networking, and financial services, operates across enterprise and public sectors. In recent market activity, HPE shares traded around $28.71, reflecting year-to-date gains of approximately 20% and one-year returns near 75%, outpacing the S&P 500. Key influences include robust fiscal Q1 2026 results with 18% year-over-year revenue growth to $9.3 billion, record $5 billion AI systems backlog, and networking revenue surging over 150%. These developments, bolstered by raised full-year guidance for 17-22% revenue expansion, have driven positive sentiment despite integration risks and debt concerns. Technical signals like bullish Aroon and MACD crossovers support upward trends in recent weeks.
UI Overview and Recent Performance
Ubiquiti Inc. (UI) specializes in networking technology for service providers, enterprises, and consumers, offering platforms like UniFi for wireless LAN, video surveillance, and fiber systems. Shares recently hovered near $1,004, showcasing explosive year-to-date performance of 82% and one-year gains exceeding 194%, far surpassing broader indices. Recent quarterly earnings featured revenue growth around 36% year-over-year, with non-GAAP EPS of $3.88 beating estimates, alongside dividend hikes and buybacks enhancing shareholder appeal. Sentiment has shifted positively on Wi-Fi advancements and sector strength, though high valuations prompt caution. AI patterns indicate strong momentum with Aroon bullish signals, tempered by overbought RSI exits in recent activity.
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Head-to-Head Comparison
HPE and UI share technology sector exposure in communication equipment, but diverge in business models: HPE focuses on enterprise-scale servers and hybrid cloud via resellers, while UI leverages a lean, direct-to-consumer approach for SMB and carrier wireless gear. Growth drivers contrast with HPE's AI backlog and networking surge versus UI's Wi-Fi/IoT adoption. Recent momentum favors UI's triple-digit YTD gains over HPE's steady climb, though UI carries higher risk from valuation stretches (P/E ~69). HPE offers lower volatility and AI catalysts; UI excels in margins but faces competition. Market sentiment tilts toward UI for growth, HPE for stability.
Tickeron AI Verdict
Tickeron’s AI currently favors UI over HPE, based on superior trend consistency, explosive relative strength (82% YTD vs. 20%), and bullish patterns like Aroon signals amid strong earnings momentum. While HPE shows stability via AI backlog growth, UI's positioning in high-growth wireless suggests higher probability of near-term outperformance, albeit with elevated volatility risks.
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 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 UI 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 whileUI’s FA Score has 1 green FA rating(s).
- HPE’s FA Score: 3 green, 2 red.
- UI’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.
HPE’s TA Score shows that 3 TA indicator(s) are bullish while UI’s TA Score has 5 bullish TA indicator(s).
- HPE’s TA Score: 3 bullish, 5 bearish.
- UI’s TA Score: 5 bullish, 3 bearish.
Price Growth
HPE (@Telecommunications Equipment) experienced а +1.60% price change this week, while UI (@Telecommunications Equipment) price change was +1.32% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was -4.15%. For the same industry, the average monthly price growth was +6.83%, and the average quarterly price growth was +67.42%.
Reported Earning Dates
HPE is expected to report earnings on Sep 01, 2026.
UI is expected to report earnings on Aug 21, 2026.
Industries' Descriptions
@Telecommunications Equipment (-4.15% 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.
| HPE | UI | HPE / UI | |
| Capitalization | 62.8B | 35.7B | 176% |
| EBITDA | 5.56B | 1.13B | 494% |
| Gain YTD | 99.224 | 6.781 | 1,463% |
| P/E Ratio | 44.31 | 37.91 | 117% |
| Revenue | 38.8B | 3.1B | 1,253% |
| Total Cash | N/A | 369M | - |
| Total Debt | 21.6B | 66.9M | 32,287% |
HPE | UI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 92 | 71 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 39 Fair valued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 12 | 65 | |
SMR RATING 1..100 | 84 | 11 | |
PRICE GROWTH RATING 1..100 | 2 | 53 | |
P/E GROWTH RATING 1..100 | 7 | 61 | |
SEASONALITY SCORE 1..100 | 24 | n/a |
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 (39) in the Computer Processing Hardware industry is somewhat better than the same rating for UI (78) in the null industry. This means that HPE’s stock grew somewhat faster than UI’s over the last 12 months.
HPE's Profit vs Risk Rating (12) in the Computer Processing Hardware industry is somewhat better than the same rating for UI (65) in the null industry. This means that HPE’s stock grew somewhat faster than UI’s over the last 12 months.
UI's SMR Rating (11) in the null industry is significantly better than the same rating for HPE (84) in the Computer Processing Hardware industry. This means that UI’s stock grew significantly faster than HPE’s over the last 12 months.
HPE's Price Growth Rating (2) in the Computer Processing Hardware industry is somewhat better than the same rating for UI (53) in the null industry. This means that HPE’s stock grew somewhat faster than UI’s over the last 12 months.
HPE's P/E Growth Rating (7) in the Computer Processing Hardware industry is somewhat better than the same rating for UI (61) in the null industry. This means that HPE’s stock grew somewhat faster than UI’s over the last 12 months.
| HPE | UI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | 3 days ago 60% |
| Stochastic ODDS (%) | 3 days ago 73% | 3 days ago 75% |
| Momentum ODDS (%) | 3 days ago 71% | 3 days ago 68% |
| MACD ODDS (%) | 3 days ago 57% | 3 days ago 71% |
| TrendWeek ODDS (%) | 3 days ago 71% | 3 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 71% |
| Advances ODDS (%) | 6 days ago 73% | 3 days ago 72% |
| Declines ODDS (%) | 3 days ago 61% | 5 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 64% | N/A |
| Aroon ODDS (%) | 3 days ago 76% | 3 days ago 70% |
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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 49% 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% | -1.64% | ||
| CSCO - HPE | 49% Loosely correlated | +1.88% | ||
| ITRN - HPE | 42% Loosely correlated | +1.71% | ||
| CRNT - HPE | 41% Loosely correlated | -0.37% | ||
| NTGR - HPE | 41% Loosely correlated | +1.23% | ||
| EXTR - HPE | 41% Loosely correlated | +1.78% | ||
More | ||||
UI and
Correlation & Price change
A.I.dvisor indicates that over the last year, UI has been loosely correlated with HPE. These tickers have moved in lockstep 43% of the time. This A.I.-generated data suggests there is some statistical probability that if UI jumps, then HPE could also see price increases.