Hewlett Packard Enterprise Co vs Intuitive Surgical, Inc. — how do they compare? Hewlett Packard Enterprise Co trades at $46.5 (market cap $59.01B), while Intuitive Surgical, Inc. trades at $359.54 (market cap $125.08B). The key difference: Intuitive Surgical, Inc. is far larger — about 2.1× Hewlett Packard Enterprise Co's market cap, and Hewlett Packard Enterprise Co pays a 1.28% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals.
| HPE | ISRG | |
|---|---|---|
Market Cap | $59.01B | $125.08B |
Sector | Technology | Health |
52-Week High | $56.14 | $592.85 |
52-Week Low | $19.81 | $345.42 |
Enterprise Value | $74.96B | $116.45B |
Dividend Yield | 1.28% | — |
Signals from Pluang's Aura AI — not financial advice
HPE trades at $44.95, down 1.9% today, with a bearish technical signal despite recent earnings beats. The stock shows strong AI infrastructure momentum with a record $6.3 billion backlog, though 2025 net income declined sharply to $57 million. Valuation metrics include a P/E of 42.8 and P/S of 1.6, while analyst consensus favors a Buy rating with a $69.69 price target representing 55% upside potential.
HPE's transformation into an AI infrastructure leader presents significant growth opportunity, supported by strong enterprise demand and improving cash flow projections. Key risks include competitive pressure in AI hardware, execution challenges with Juniper integration, and volatile cash flow patterns. The current valuation appears reasonable given AI growth prospects despite near-term profitability concerns.
Intuitive Surgical (ISRG) trades at $354.00, up 2.48% today, but remains near its 52-week low of $344.55. The stock faces technical bearish pressure despite strong Q2 2026 earnings beats, with revenue reaching $10.06B in 2025 and net income margin at 28.45%. Recent news highlights investor concerns over moderated U.S. procedure growth and a cautious 2026 outlook, driving the stock's recent decline.
The outlook balances robust fundamentals against near-term headwinds. Wall Street maintains a bullish consensus price target of $504.56, but risks include slowing procedure growth and insurance-related challenges. Long-term growth drivers like global da Vinci adoption and AI integration offer upside, though volatility may persist amid sentiment shifts.
Trailing returns across standard periods
Latest headlines on both assets
Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →Intuitive Surgical develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed nearly 7,000 da Vinci systems in hospitals worldwide, with more than 4,000 installations in the United States and a growing number in emerging markets.
Read more on ISRG →