Credo vs Hewlett Packard Enterprise

Credo and Hewlett Packard Enterprise are examined side by side to compare business models, financial performance, and market context. This page presents neutral, accessible information to help readers understand each company’s strategic positioning, strengths, and potential considerations without bias. Educational content, not financial advice.

Credo and Hewlett Packard Enterprise are examined side by side to compare business models, financial performance, and market context. This page presents neutral, accessible information to help readers...

Comparison Snapshot

Key Financial Metrics

CRDO

Metric

HPE

$27.68B

Market Cap

$27.21B

59.75%

Potential Profit

22.61%

Buy

Analyst Rating

Buy

Why It's Moving

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.

Sentiment:

🐻Bearish

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.

Sentiment:

🐻Bearish

Investment Analysis

Credo

CRDO

Pros

Credo is a leader in high-speed connectivity and SerDes solutions crucial for AI, cloud, and hyperscale data centre applications.
The company has shown strong global expansion with new design centres and offices in Asia and Europe supporting growing international demand.
Credo benefits from a robust market position supplying hyperscalers, OEMs, ODMs, and enterprise HPC markets with diverse product offerings.

Considerations

Credo’s price-to-earnings ratio of over 220 indicates a high valuation which may imply growth expectations are already priced in.
The company is exposed to the capital-intensive semiconductor industry which can face cyclical demand and supply chain challenges.
Rapid technological innovation in data connectivity requires continuous R&D investment, posing execution risk if product leadership is lost.

Hewlett Packard Enterprise

HPE

Pros

Hewlett Packard Enterprise has a diversified portfolio in enterprise IT infrastructure with strong brand recognition and customer base.
The company is positioned to benefit from ongoing digital transformation trends and hybrid cloud adoption in enterprise markets.
Analyst consensus price targets suggest potential upside from current levels reflecting expected operational improvements.

Considerations

HPE shares currently trade below historical median stock scores, indicating elevated perceived risk levels and potential volatility.
The enterprise hardware sector is highly competitive and HPE faces margin pressure from commoditisation and pricing competition.
Economic uncertainty and IT spending cyclicality could weigh on near-term revenue and profit growth.

About The Companies

Credo (CRDO)

Credo Technology Group Holding Ltd is a company focused on delivering high-speed connectivity solutions for the data infrastructure market. As the demand for bandwidth grows, Credo aims to break through limitations with its technology. Its solutions are designed to improve power efficiency for optical and electrical Ethernet applications, targeting emerging high-speed markets like 100G, 400G, and even 1.6T. The company's products are built upon its proprietary Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Its offerings include integrated circuits (ICs), active electrical cables (AECs), and SerDes Chiplets, alongside intellectual property (IP) licensing. For investors, Credo represents a specialist player in the critical infrastructure that underpins our increasingly data-driven world. As with any investment, its value can go down as well as up, and returns are not guaranteed. This general information is not a recommendation to invest.

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.

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.

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.

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Comparison Snapshot

Why It's Moving

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors