Hewlett Packard Enterprise Co vs Intuitive Surgical, Inc. — how do they compare? Hewlett Packard Enterprise Co trades at $58.45 (market cap $72.01B), while Intuitive Surgical, Inc. trades at $401.01 (market cap $141.75B). The key difference: Intuitive Surgical, Inc. is the larger of the two by market cap, and Hewlett Packard Enterprise Co pays a 1.05% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals.
| HPE | ISRG | |
|---|---|---|
Market Cap | $72.01B | $141.75B |
Sector | Technology | Health |
52-Week High | $56.14 | $592.85 |
52-Week Low | $20.01 | $332.02 |
Enterprise Value | $87.96B | $136.53B |
Dividend Yield | 1.05% | — |
Signals from Pluang's Aura AI — not financial advice
HPE stock trades at $57.72, up 5.58% in the last session, supported by a bullish technical outlook and strong earnings beats. Recent momentum is fueled by Morgan Stanley's upgrade citing AI infrastructure demand, with the stock near its 52-week high. Revenue growth accelerated to $34.3B in 2025, though net income margins compressed sharply to 0.16%. The consensus price target of $69.81 implies 21% upside, with analysts divided between Buy (46%) and Hold (51%) ratings.
Outlook: HPE benefits from AI server tailwinds and institutional accumulation, but high P/E (50.8) and volatile cash flows pose valuation risks. Key catalysts include Q2 2026 earnings (expected EPS $0.925) and execution in competitive AI hardware markets. Risks include debt growth (29.5% debt-to-assets) and margin pressure from rising investments.
Intuitive Surgical (ISRG) trades at $401.46, up 2.05% today, with strong quarterly earnings beats and bullish analyst consensus. The stock shows robust revenue growth, expanding margins, and solid cash flow, supported by the da Vinci 5 system adoption. Technical indicators are mixed, with RSI signaling overbought conditions but moving averages bullish.
Outlook remains positive due to durable demand and innovation, though high valuation and competition pose risks. Upside to the $518.10 consensus target offers potential, but investors should weigh premium multiples against growth sustainability.
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 →