HPQ HP Inc. Loading... : Bullish and Bearish Analyst Opinions
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03:26
Sep 02
Sep 02
Dell strength positive for server peers
Dell's strong earnings and after-hours surge are positive for server/hardware peers such as Supermicro and HP, but Park warns the read-across is too narrow to lift the entire semiconductor complex.
MED
02:17
Sep 02
Sep 02
AI server makers have leveraged upside.
AI server demand is strong while memory supply is tight, leaving server and rack makers with large order backlogs. Companies at the tail end of the AI supply chain, including Dell, HP, Supermicro, and Lenovo, have bullwhip-effect leverage to the AI capex cycle, so their earnings and stock volatility are amplified. As long as the AI industry trend is not damaged, their uptrend should continue, though supply-chain changes are a key risk.
HIGH
17:55
Sep 01
Sep 01
Dell and HP are experiencing their best stock market years driven by AI enthusiasm.
Dell and HP are experiencing their best stock market years driven by AI enthusiasm, but investors await their upcoming earnings reports to see if the rally can continue.
21:16
Aug 27
Aug 27
Memory costs hurt HP PC demand.
HP Inc shares fell after unit shipments dropped 16% in its PC business because it had to raise prices due to higher memory chip costs; even with overall revenue growth, investors are worried about what higher prices will mean for long-run demand.
MED
12:36
Aug 27
Aug 27
HP hurt by weak PCs, memory costs.
HP is falling after results revived concerns about waning PC demand and the profit impact of higher memory prices.
MED
22:02
Aug 26
Aug 26
HP's CFO says Q4 margins will be below Q3 levels before sequentially improving into FY27.
HP's CFO says Q4 margins will be below Q3 levels before sequentially improving into FY27, with personal systems operating rate expected to return to long-term range.
21:53
Aug 26
Aug 26
HP's interim CEO reaffirms that AI PCs are still expected to reach 50% of shipment mix.
HP's interim CEO reaffirms that AI PCs are still expected to reach 50% of shipment mix by fiscal year-end, citing portfolio strength and share gains despite commodity headwinds.
21:30
Aug 26
Aug 26
Management guides to a trough in Q4 margins before a recovery into FY27, reflecting a conviction in its mitigation plan and mix shift.
HIGH
20:44
Aug 26
Aug 26
CrowdStrike and Salesforce issued strong revenue outlooks, HP fell on demand worries.
CrowdStrike and Salesforce issued strong revenue outlooks, HP fell on demand worries, Meta agreed to an $18 billion settlement, Anthropic committed $45 billion to Nscale's data center, while gold and oil declined.
20:28
Aug 26
Aug 26
HP shares declined as investors focused on future demand concerns for computers and printers.
HP shares declined as investors focused on future demand concerns for computers and printers despite a widely expected profit forecast boost.
20:21
Aug 26
Aug 26
HP Inc raises its full-year adjusted EPS guidance to $3.19-$3.29 from $2.90-$3.10 and lifts.
HP Inc raises its full-year adjusted EPS guidance to $3.19-$3.29 from $2.90-$3.10 and lifts free cash flow outlook to $3.0-$3.2 billion, with Q4 EPS seen at 69-79 cents including an 8-cent tariff refund benefit.
20:21
Aug 26
Aug 26
HP Inc reported fiscal Q3 revenue of 15.68 billion dollars beating estimates of 14.42 billion.
HP Inc reported fiscal Q3 revenue of 15.68 billion dollars beating estimates of 14.42 billion with adjusted EPS of 83 cents versus 66 cents expected.
20:19
Aug 26
Aug 26
HPQ reports third quarter earnings with non-GAAP EPS up 10.7% year over year and raises fiscal.
HPQ reports third quarter earnings with non-GAAP EPS up 10.7% year over year and raises fiscal 2026 EPS and free cash flow outlook.
20:17
Aug 26
Aug 26
HP Inc. reports strong fiscal third quarter earnings with revenue and adjusted EPS beating.
HP Inc. reports strong fiscal third quarter earnings with revenue and adjusted EPS beating estimates while issuing better than expected fourth quarter guidance.
22:05
Aug 13
Aug 13
AI agent era lifts server/PC OEMs
Server and PC hardware names remain at the center of the AI agent narrative. Lenovo surged about 20% in Hong Kong after its strongest results since 2009, Dell hit an all-time high, and HP also rose, showing AI-era server and CPU demand is still driving these OEMs despite valuation concerns.
MED
13:58
Aug 09
Aug 09
HP secures limited CXMT memory volume
Reports HP secured only limited CXMT memory volumes and faces competition for next-year allocation; no directional stance.
LOW
22:05
Jul 29
Jul 29
The author provides a detailed read-through of FormFactor's earnings call highlighting DDR5.
The author provides a detailed read-through of FormFactor's earnings call highlighting DDR5 pricing strength and AI semiconductor demand but does not state a personal position in any ticker.
00:34
Jul 23
Jul 23
AI server shortage boosts assembler margins
Super Micro's preliminary quarterly earnings showed gross margin guidance doubling to 15-17%, far above the prior 8.2-8.4%. The company attributed this to AI server demand far exceeding supply, giving assemblers rare pricing power. Dell and HP also rose on the same logic, as they face the same supply-demand conditions and should enjoy similar margin improvement. The market is rewarding assemblers that can convert AI demand into margin expansion.
HIGH
03:17
Jul 22
Jul 22
Semiconductor sell-off was positioning, buy now.
The sharp semiconductor sell-off was caused by positioning and leverage unwinding, not fundamental deterioration. AI demand remains robust, with Databricks CEO noting GPU shortages and TSMC planning a 10% price hike next year. UBS upgraded its S&P 500 target and called the correction a buying opportunity, listing a basket of semiconductor stocks to buy.
MED
23:32
Jun 24
Jun 24
Watch low-margin OEMs as memory inflation squeezes BOM costs and unit elasticity.
Watch low-margin OEMs as memory inflation squeezes BOM costs and unit elasticity; margin compression risk is near-term.
MED
14:54
Jun 02
Jun 02
Watch DELL and HPQ as AI PC replacement cycles and enterprise refresh drive ASP mix gains.
MED
14:27
Jun 02
Jun 02
Watch these PC OEMs for AI PC premiumization tailwinds, though not yet a broad unit-cycle call.
MED
11:56
Jun 01
Jun 01
Pre-market movers report highlights Nvidia and Microsoft unveiling AI superchip for PCs.
Pre-market movers report highlights Nvidia and Microsoft unveiling AI superchip for PCs, causing chip competitors to fall and partners to gain, along with other corporate news including Berkshire Hathaway's acquisition of TMHC and FedEx completing its spin-off.
12:00
May 28
May 28
Best Buy is augmenting its computing inventory for the rest of fiscal 2027, which is leading to an 8% inventory growth, yet they do not expect material product shortages. — The company is pulling forward supply to manage memory cost inflation, but the statement indicates that PC OEM supply chains are healthy and can meet demand, despite component price pressures.
MED
21:30
May 27
May 27
Guidance for the fiscal year was raised, but the tone is cautious due to rising input costs expected to pressure margins in the second half, particularly in Personal Systems, with Q4 seen as the low point.
HIGH
03:20
May 26
May 26
Rotate from NVDA to CPU/server stocks
Investors should reduce NVDA weight and instead increase exposure to AMD, Qualcomm, Dell, and HP because the AI inference era places greater relative importance on CPUs and server OEMs. These companies will benefit more from the shift away from pure GPU dominance.
HIGH
01:28
May 26
May 26
Rotate from Nvidia to CPU stocks.
As AI shifts from training to inference, the relative importance of CPUs versus GPUs will increase. US CPU-related companies like AMD, Intel, Qualcomm, and ARM will benefit more than Nvidia. Nvidia should be reduced to fund these positions. Dell and HP as system integrators also benefit.
HIGH
22:28
May 25
May 25
AI agents drive CPU demand surge
Lisa Su, CEO of AMD, projected the CPU market to grow over 35% annually for the next 5 years, a tenfold increase from historical 3-4% growth. UBS also forecast server CPU TAM to expand 5x in 5 years. Jensen Huang of Nvidia echoed that AI agents will require massive CPU deployment. Consequently, the market is heavily rotating into CPU-related companies like AMD, ARM, Dell, HP, and Lenovo, driving strong price action.
HIGH
15:04
May 25
May 25
HP benefits from semis scarcity.
HP has a strong supply chain and pricing power allowing it to pass on increased semiconductor costs to enterprise consumers, making it a beneficiary of the wafer cannibalization and scarcity in consumer electronics.
MED
21:56
May 21
May 21
Bearish view on consumer hardware OEMs as memory constraints and weak consumer sentiment.
Bearish view on consumer hardware OEMs as memory constraints and weak consumer sentiment pressure margins and product mix.
HIGH
About HPQ Analyst Coverage
Buzzberg tracks HPQ (HP Inc.) across 16 sources. 11 bullish vs 1 bearish calls from 30 analysts. Sentiment: predominantly bullish (17%). 60 total trade ideas tracked. Past 7 days: 2 bullish, 1 watch. Latest voices: Park Myung-seok, Park Se-ik, Bloomberg.