Cognizant vs Hewlett Packard Enterprise

This page compares Cognizant and Hewlett Packard Enterprise, focusing on business models, financial performance, and market context to help readers understand each company's positioning. The analysis remains neutral and accessible, presenting information without speculation or endorsements. Educational content, not financial advice.

This page compares Cognizant and Hewlett Packard Enterprise, focusing on business models, financial performance, and market context to help readers understand each company's positioning. The analysis ...

Comparison Snapshot

Key Financial Metrics

CTSH

Metric

HPE

$40.02B

Market Cap

$29.37B

17.57%

Potential Profit

18.33%

Hold

Analyst Rating

Buy

Why It's Moving

Cognizant Powers Up AI Partnerships with Uniphore and Adobe Amid Pre-Earnings Buzz.

Teamed with Uniphore on February 2 to co-develop smarter, industry-tailored AI, enhancing enterprise efficiency in key sectors.
Partnered with Adobe to accelerate AI content generation, positioning Cognizant to capture rising demand for creative AI tools.
Stock holds above 200-day moving average at $82 amid lighter trading, reflecting investor interest ahead of earnings despite mixed institutional moves.

Sentiment:

🐃Bullish

Institutional Investors Pile into HPE as AI Networking Push Signals Retail Edge Strength.

National Pension Service upped its HPE holding by 9.7% with 334k shares, now owning 0.29% of the company worth $93M, signaling strong long-term conviction.
Convergence Investment Partners surged its stake 188% by adding 126k shares to reach $4.75M, ranking HPE as its 17th largest position.
HPE unveiled AI-native CX 6000 switches and Nonstop upgrades at NRF, boosting retail connectivity and performance by 15% to power POS and IoT devices.

Sentiment:

🐃Bullish

Cognizant Powers Up AI Partnerships with Uniphore and Adobe Amid Pre-Earnings Buzz.

Teamed with Uniphore on February 2 to co-develop smarter, industry-tailored AI, enhancing enterprise efficiency in key sectors.
Partnered with Adobe to accelerate AI content generation, positioning Cognizant to capture rising demand for creative AI tools.
Stock holds above 200-day moving average at $82 amid lighter trading, reflecting investor interest ahead of earnings despite mixed institutional moves.

Sentiment:

🐃Bullish

Institutional Investors Pile into HPE as AI Networking Push Signals Retail Edge Strength.

National Pension Service upped its HPE holding by 9.7% with 334k shares, now owning 0.29% of the company worth $93M, signaling strong long-term conviction.
Convergence Investment Partners surged its stake 188% by adding 126k shares to reach $4.75M, ranking HPE as its 17th largest position.
HPE unveiled AI-native CX 6000 switches and Nonstop upgrades at NRF, boosting retail connectivity and performance by 15% to power POS and IoT devices.

Sentiment:

🐃Bullish

Investment Analysis

Cognizant

CTSH

Pros

Cognizant is expanding its digital services and cloud offerings, securing new client wins in healthcare and financial sectors.
The company generates strong free cash flow, projected to grow steadily over the coming years.
Cognizant's asset efficiency is above industry average, with a sales-to-total-assets ratio of 1.04 compared to 0.88.

Considerations

Cognizant's return on equity is below several key peers, suggesting less efficient use of shareholder capital.
The stock has underperformed its sector over the past year, declining 1.4% while peers have gained.
Recent analyst price targets imply only moderate upside, with limited margin for significant capital appreciation.

Hewlett Packard Enterprise

HPE

Pros

Hewlett Packard Enterprise has diversified business segments, including compute, storage, and edge solutions, supporting resilience.
The company has delivered solid revenue growth and improved profitability in recent quarters.
HPE's stock has outperformed the broader market over the past year, rising 22%.

Considerations

HPE's return on equity is relatively low compared to industry peers, reflecting capital intensity and competitive pressures.
The company faces ongoing challenges from rapid technological change and shifting demand in hardware markets.
HPE's valuation is sensitive to macroeconomic cycles, with exposure to enterprise IT spending trends.

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About The Companies

Cognizant (CTSH)

Cognizant Technology Solutions (CTSH) is a large IT services and consulting company focused on digital transformation, cloud migration, application development and business process services for clients across healthcare, financial services, retail and other sectors. With a market capitalisation of about $33.6 billion, Cognizant blends legacy outsourcing contracts with faster-growing digital and cloud work. Investors should note the company's efforts to shift its revenue mix toward higher-margin, recurring digital services while managing cost pressures and competition from peers such as Accenture, TCS and Infosys. Key considerations include client concentration, exposure to wage and pricing pressure, and sensitivity to macroeconomic slowdowns. Financial metrics such as revenue growth, operating margins and free cash flow are useful to watch. This summary is educational, not investment advice; stock values can rise or fall and suitability depends on an individual’s situation.

Hewlett Packard Enterprise (HPE)

Hewlett Packard Enterprise (HPE) is an enterprise technology company focused on servers, storage, networking, edge computing and hybrid cloud software and services. Investors should know HPE is transitioning revenue toward recurring software and as-a-service offerings while still deriving substantial sales from hardware and integrated solutions for large businesses and public-sector customers. This mix can offer more predictable income over time but depends on successful execution and customer adoption. HPE faces competition from large cloud providers and other hardware vendors, and its results remain sensitive to corporate IT spending cycles and macroeconomic conditions. With a market capitalisation of about $30.70bn, HPE may suit investors looking for exposure to enterprise IT transformation, but outcomes can vary and past performance is not indicative of future returns. This is general information only—not personalised advice—and investors should assess risk tolerance and diversify accordingly.

Cognizant (CTSH) Next Earnings Date

Cognizant (CTSH) is scheduled to report its next earnings on Wednesday, February 4, 2026, before market open. This release will cover Q4 2025 results. The earnings conference call is expected shortly thereafter, aligning with the company's historical pattern of early February IT services sector reporting.

Hewlett Packard Enterprise (HPE) Next Earnings Date

Hewlett Packard Enterprise's next earnings date is estimated for Thursday, March 5, 2026, following its historical reporting pattern in early March. This report will cover the Q1 2026 results, typically released after market close. The date remains unconfirmed by the company, with estimates aligning across multiple analyst projections.

Cognizant (CTSH) Next Earnings Date

Cognizant (CTSH) is scheduled to report its next earnings on Wednesday, February 4, 2026, before market open. This release will cover Q4 2025 results. The earnings conference call is expected shortly thereafter, aligning with the company's historical pattern of early February IT services sector reporting.

Hewlett Packard Enterprise (HPE) Next Earnings Date

Hewlett Packard Enterprise's next earnings date is estimated for Thursday, March 5, 2026, following its historical reporting pattern in early March. This report will cover the Q1 2026 results, typically released after market close. The date remains unconfirmed by the company, with estimates aligning across multiple analyst projections.

Which Baskets Do They Appear In?

Enterprise AI Revolution

Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.

Published: July 2, 2025

Explore Basket

Which Baskets Do They Appear In?

Enterprise AI Revolution

Tap into the massive corporate spending wave on artificial intelligence and digital transformation. These carefully selected stocks span IT consulting, cloud infrastructure, and the hardware powering the next generation of business technology.

Published: July 2, 2025

Explore Basket

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Cognizant vs Hewlett Packard Enterprise

Comparison Snapshot

Why It's Moving

Cognizant Powers Up AI Partnerships with Uniphore and Adobe Amid Pre-Earnings Buzz.

Institutional Investors Pile into HPE as AI Networking Push Signals Retail Edge Strength.

Cognizant Powers Up AI Partnerships with Uniphore and Adobe Amid Pre-Earnings Buzz.

Institutional Investors Pile into HPE as AI Networking Push Signals Retail Edge Strength.