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 ...
Why It's Moving
Cognizant Shines as Industry 4.0 Leader, Boosting Momentum in IT Services.
- Named a Leader by Everest Group on January 22, signaling robust capabilities in Industry 4.0 services like smart manufacturing and IoT integration.
- Recent analyst endorsements, including Guggenheim's Buy rating, reflect confidence in Cognizant's AI-driven growth trajectory.
- Strong stock performance with 24% gains over three months, fueled by solid fundamentals and reinvested profits driving earnings expansion.
HPE Charges into FY2026 with AI Innovations and Retail Network Overhaul.
- Record Q4 results and full-year performance highlight surging demand for HPE's AI and hybrid cloud solutions, positioning the company for accelerated growth.
- Major HPE Discover unveils, including AMD Helios AI architecture and NVIDIA partnerships, empower faster AI scaling from edge to data center.
- NRF 2026 launches feature AI-native Aruba CX switches, Nonstop Compute upgrades, and Juniper Mist integration for resilient, insight-driven retail networks.
Cognizant Shines as Industry 4.0 Leader, Boosting Momentum in IT Services.
- Named a Leader by Everest Group on January 22, signaling robust capabilities in Industry 4.0 services like smart manufacturing and IoT integration.
- Recent analyst endorsements, including Guggenheim's Buy rating, reflect confidence in Cognizant's AI-driven growth trajectory.
- Strong stock performance with 24% gains over three months, fueled by solid fundamentals and reinvested profits driving earnings expansion.
HPE Charges into FY2026 with AI Innovations and Retail Network Overhaul.
- Record Q4 results and full-year performance highlight surging demand for HPE's AI and hybrid cloud solutions, positioning the company for accelerated growth.
- Major HPE Discover unveils, including AMD Helios AI architecture and NVIDIA partnerships, empower faster AI scaling from edge to data center.
- NRF 2026 launches feature AI-native Aruba CX switches, Nonstop Compute upgrades, and Juniper Mist integration for resilient, insight-driven retail networks.
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.
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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Cognizant (CTSH) Next Earnings Date
Cognizant Technology Solutions (CTSH) is scheduled to report its next earnings on February 4, 2026, before market open. This release will cover the fourth quarter of 2025 (Q4 2025), aligning with the company's official announcement and consensus estimates from multiple analysts. Investors should note this date reflects the most recent scheduling guidance as of early 2026.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise is estimated to report its next earnings on March 3-5, 2026, with most sources converging on early March based on the company's historical reporting schedule. This earnings report will cover the fiscal quarter ending in January 2026. The exact date has not yet been officially confirmed by the company, though March 5th appears most frequently cited across financial tracking platforms. Investors should monitor HPE's investor relations announcements for formal confirmation of the precise release date and time.
Cognizant (CTSH) Next Earnings Date
Cognizant Technology Solutions (CTSH) is scheduled to report its next earnings on February 4, 2026, before market open. This release will cover the fourth quarter of 2025 (Q4 2025), aligning with the company's official announcement and consensus estimates from multiple analysts. Investors should note this date reflects the most recent scheduling guidance as of early 2026.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise is estimated to report its next earnings on March 3-5, 2026, with most sources converging on early March based on the company's historical reporting schedule. This earnings report will cover the fiscal quarter ending in January 2026. The exact date has not yet been officially confirmed by the company, though March 5th appears most frequently cited across financial tracking platforms. Investors should monitor HPE's investor relations announcements for formal confirmation of the precise release date and time.
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 BasketWhich 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
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