$HPQ (HP Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 89.0%)

Graded daily on value A+, growth C-, profitability D-, momentum B, revisions A+. Sector-relative, identical for every user.

Most active credible voices on $HPQ

@schaeffers (Schaeffer's Investment Research) — 31 mentions · 14.7K followers
@primetrading_ (Alex Desjardins) — 21 mentions · 32.1K followers
@allday_stocks (alldaystocks) — 16 mentions · 6.0K followers

Recent headlines featuring $HPQ

2026-09-21: HP sees 2027 PC market down mid-single digits
2026-08-27: HPQ posts $15.7 billion revenue, $0.83 EPS and lifts FY26 guidance

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$HPQHP Inc. · Computer Hardware · $26.5B

$29.39

+3.4%at close · 11/11

Event thread

Key events, in time order

13 items

2026-11-058-K filing
8-K: Item 5.02, Item 5.03, Item 7.01, Item 9.01
D1 -1.6% · since -3.5%
2026-11-04Company
HP Appoints Ex-GSK CEO Emma Walmsley as New Chief Executive
Board picks pharma heavyweight as CEO; Broussard moves to Chair, market watches strategy shift
D1 +5.9% · since -5.0%

11 earlier events

2026-10-28Company
HP, Asus Shift Some PC Production Back to China on AI Cost Rise
Nikkei: AI-driven cost increases push PC makers to adjust supply chains; Dell evaluating similar move
D1 -3.4% · +5d -7.8%
2026-09-21CompanyBear
HP Withholds FY2027 Outlook, Sees Mid-Single-Digit PC Unit Decline
First explicit industry PC unit decline forecast for 2027; formal guidance withheld, pressuring shares
D1 -4.2% · +5d -4.9%
2026-09-01AnalystBull
HPQ International Revenue Strong, Estimates Raised
Q3 international revenue beat; estimates raised; Zacks #2 Buy
D1 +4.3% · +5d +3.4%
2 waves of this story
- 2026-09-01 Zacks analyses flag international revenue reliance and upward estimate revisions, with Rank #2 Buy
- 2026-09-01 Q3 international revenue beat; estimates raised; Zacks #2 Buy
2026-08-27Analyst
Analysts boost HPQ targets post-earnings; ratings mixed
Firms lift targets on beat, but some caution on margins & PC demand
D1 -2.9% · +5d +7.8%
2026-08-278-K filing
8-K: Item 2.02, Item 9.01
D1 -2.9% · +5d +7.8%
2026-08-21 → 08-27EarningsBull
HPQ raises FY2026 EPS & FCF guidance; AI PC shipments reach 46% of Q3
Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
D1 +0.8% · +5d +2.7%
6 waves of this story
- 2026-08-21 Multiple sources flag the earnings date; AI PC momentum and Windows 11 refresh may lift revenue, but rising memory and shipping costs could pressure margins.
- 2026-08-24 Multiple financial media confirm earnings date; reports suggest laptop production shifting back to China, potentially affecting HPQ supply chain
- 2026-08-26 Implied move far exceeds 4.5% historical average; 8.6% short interest raises stakes
- 2026-08-27 Revenue and EPS beat, but shares fell 10.5% on investor concerns
- 2026-08-27 PC shipments fell, memory costs rose; Q4 margin guide below Q3; market concerned on sustainability
- 2026-08-27 Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
2026-08-26Earnings
Earnings report
Print 营收同比下降 2%，工业打印连续第 12 个季度增长；大容量墨仓打印机出货量增长 42%，市场份额再增 4 个百分点。
D1 +3.4% · +5d +4.8%
2026-08-25Capital
Bank of New York Mellon Builds New $109.93M Stake in HPQ in Q2
13F filing reveals new institutional position ahead of earnings
D1 +3.3% · +5d +6.1%
2026-08-21AnalystBear
Analysts Assign HPQ Average 'Reduce' Rating; 15 Firms Cover
Per MarketBeat, 15 research firms give HPQ an average 'Reduce' rating, reflecting cautious market sentiment.
D1 +0.8% · +5d +2.7%
2026-08-13CompanyBull
Lenovo Beat Lifts HPQ
Lenovo record revenue boosts PC sector; HPQ up 6% premarket
D1 +6.9% · +5d -5.8%
2026-08-06Earnings
HP Inc. to Report Q3 FY2026 Earnings on Aug 26
Company confirms earnings date and investor conference attendance, setting timeline for market expectations
D1 -1.2% · +5d +11.1%

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

13 items

2026-11-058-K filing
8-K: Item 5.02, Item 5.03, Item 7.01, Item 9.01
D1 -1.6% · since -3.5%
2026-11-04Company
HP Appoints Ex-GSK CEO Emma Walmsley as New Chief Executive
Board picks pharma heavyweight as CEO; Broussard moves to Chair, market watches strategy shift
D1 +5.9% · since -5.0%
2026-10-28Company
HP, Asus Shift Some PC Production Back to China on AI Cost Rise
Nikkei: AI-driven cost increases push PC makers to adjust supply chains; Dell evaluating similar move
D1 -3.4% · +5d -7.8%
2026-09-21CompanyBear
HP Withholds FY2027 Outlook, Sees Mid-Single-Digit PC Unit Decline
First explicit industry PC unit decline forecast for 2027; formal guidance withheld, pressuring shares
D1 -4.2% · +5d -4.9%
2026-09-01AnalystBull
HPQ International Revenue Strong, Estimates Raised
Q3 international revenue beat; estimates raised; Zacks #2 Buy
D1 +4.3% · +5d +3.4%
2 waves of this story
- 2026-09-01 Zacks analyses flag international revenue reliance and upward estimate revisions, with Rank #2 Buy
- 2026-09-01 Q3 international revenue beat; estimates raised; Zacks #2 Buy

8 earlier events

2026-08-27Analyst
Analysts boost HPQ targets post-earnings; ratings mixed
Firms lift targets on beat, but some caution on margins & PC demand
D1 -2.9% · +5d +7.8%
2026-08-278-K filing
8-K: Item 2.02, Item 9.01
D1 -2.9% · +5d +7.8%
2026-08-21 → 08-27EarningsBull
HPQ raises FY2026 EPS & FCF guidance; AI PC shipments reach 46% of Q3
Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
D1 +0.8% · +5d +2.7%
6 waves of this story
- 2026-08-21 Multiple sources flag the earnings date; AI PC momentum and Windows 11 refresh may lift revenue, but rising memory and shipping costs could pressure margins.
- 2026-08-24 Multiple financial media confirm earnings date; reports suggest laptop production shifting back to China, potentially affecting HPQ supply chain
- 2026-08-26 Implied move far exceeds 4.5% historical average; 8.6% short interest raises stakes
- 2026-08-27 Revenue and EPS beat, but shares fell 10.5% on investor concerns
- 2026-08-27 PC shipments fell, memory costs rose; Q4 margin guide below Q3; market concerned on sustainability
- 2026-08-27 Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
2026-08-26Earnings
Earnings report
Print 营收同比下降 2%，工业打印连续第 12 个季度增长；大容量墨仓打印机出货量增长 42%，市场份额再增 4 个百分点。
D1 +3.4% · +5d +4.8%
2026-08-25Capital
Bank of New York Mellon Builds New $109.93M Stake in HPQ in Q2
13F filing reveals new institutional position ahead of earnings
D1 +3.3% · +5d +6.1%
2026-08-21AnalystBear
Analysts Assign HPQ Average 'Reduce' Rating; 15 Firms Cover
Per MarketBeat, 15 research firms give HPQ an average 'Reduce' rating, reflecting cautious market sentiment.
D1 +0.8% · +5d +2.7%
2026-08-13CompanyBull
Lenovo Beat Lifts HPQ
Lenovo record revenue boosts PC sector; HPQ up 6% premarket
D1 +6.9% · +5d -5.8%
2026-08-06Earnings
HP Inc. to Report Q3 FY2026 Earnings on Aug 26
Company confirms earnings date and investor conference attendance, setting timeline for market expectations
D1 -1.2% · +5d +11.1%

$HPQ — what investors on X are saying · SpikePanel

$HPQ (HP Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 89.0%)

Most active credible voices on $HPQ

Recent headlines featuring $HPQ

8-K: Item 5.02, Item 5.03, Item 7.01, Item 9.01

HP Appoints Ex-GSK CEO Emma Walmsley as New Chief Executive

HP, Asus Shift Some PC Production Back to China on AI Cost Rise

HP Withholds FY2027 Outlook, Sees Mid-Single-Digit PC Unit Decline

HPQ International Revenue Strong, Estimates Raised

Analysts boost HPQ targets post-earnings; ratings mixed

8-K: Item 2.02, Item 9.01

HPQ raises FY2026 EPS & FCF guidance; AI PC shipments reach 46% of Q3

Earnings report

Bank of New York Mellon Builds New $109.93M Stake in HPQ in Q2

Analysts Assign HPQ Average 'Reduce' Rating; 15 Firms Cover

Lenovo Beat Lifts HPQ

HP Inc. to Report Q3 FY2026 Earnings on Aug 26

Bull vs bear

Discussion

8-K: Item 5.02, Item 5.03, Item 7.01, Item 9.01

HP Appoints Ex-GSK CEO Emma Walmsley as New Chief Executive

HP, Asus Shift Some PC Production Back to China on AI Cost Rise

HP Withholds FY2027 Outlook, Sees Mid-Single-Digit PC Unit Decline

HPQ International Revenue Strong, Estimates Raised

Analysts boost HPQ targets post-earnings; ratings mixed

8-K: Item 2.02, Item 9.01

HPQ raises FY2026 EPS & FCF guidance; AI PC shipments reach 46% of Q3

Earnings report

Bank of New York Mellon Builds New $109.93M Stake in HPQ in Q2

Analysts Assign HPQ Average 'Reduce' Rating; 15 Firms Cover

Lenovo Beat Lifts HPQ

HP Inc. to Report Q3 FY2026 Earnings on Aug 26

$HPQ (HP Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 89.0%)

Most active credible voices on $HPQ

Recent headlines featuring $HPQ