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 insiders trim holdings amid steady trading as investors eye IT services stability.
- Director Michael Patsalos-Fox sold 2,000 shares on January 7 at $84.23 average under a pre-set 10b5-1 plan, part of broader insider sales totaling over $2.5M in recent months.
- Vest Financial LLC boosted its CTSH stake by 14.9% in Q3 to $39.85M, highlighting sustained institutional confidence in the company's fundamentals.
- Shares hit a daily high of $84.74 on January 21 amid average volume, underscoring resilience in a sector buoyed by prior Q3 earnings beats and solid FY2025 guidance.
HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors
- Hacker offers HPE's alleged source code for products like Zerto and iLO, plus private GitHub repos and Docker builds on a cybercrime forum.
- HPE activated cyber response protocols, disabled credentials, and confirmed no business disruption or evidence of customer info exposure.
- Claims echo past incidents targeting tech giants, prompting experts to urge HPE users to monitor for vulnerabilities and apply patches.
Cognizant insiders trim holdings amid steady trading as investors eye IT services stability.
- Director Michael Patsalos-Fox sold 2,000 shares on January 7 at $84.23 average under a pre-set 10b5-1 plan, part of broader insider sales totaling over $2.5M in recent months.
- Vest Financial LLC boosted its CTSH stake by 14.9% in Q3 to $39.85M, highlighting sustained institutional confidence in the company's fundamentals.
- Shares hit a daily high of $84.74 on January 21 amid average volume, underscoring resilience in a sector buoyed by prior Q3 earnings beats and solid FY2025 guidance.
HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors
- Hacker offers HPE's alleged source code for products like Zerto and iLO, plus private GitHub repos and Docker builds on a cybercrime forum.
- HPE activated cyber response protocols, disabled credentials, and confirmed no business disruption or evidence of customer info exposure.
- Claims echo past incidents targeting tech giants, prompting experts to urge HPE users to monitor for vulnerabilities and apply patches.
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.
Cognizant (CTSH) Next Earnings Date
Cognizant Technology Solutions (CTSH) is scheduled to release its next earnings report on February 4, 2026, covering the fourth quarter of 2025. This date aligns with the company's official announcement and consensus estimates from multiple analyst sources. Investors should anticipate detailed IT services performance metrics for the period ending December 2025.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise's next earnings report is scheduled for March 5, 2026, covering the Q1 2026 quarter. This follows the most recent Q4 2025 release on December 4, 2025, aligning with the company's historical early March pattern for fiscal first-quarter results. Investors should monitor for any official confirmation from the company.
Cognizant (CTSH) Next Earnings Date
Cognizant Technology Solutions (CTSH) is scheduled to release its next earnings report on February 4, 2026, covering the fourth quarter of 2025. This date aligns with the company's official announcement and consensus estimates from multiple analyst sources. Investors should anticipate detailed IT services performance metrics for the period ending December 2025.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise's next earnings report is scheduled for March 5, 2026, covering the Q1 2026 quarter. This follows the most recent Q4 2025 release on December 4, 2025, aligning with the company's historical early March pattern for fiscal first-quarter results. Investors should monitor for any official confirmation from the company.
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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