Latest ideas and analyses related to HP Inc. Common Stock

DELL , HPQ

Preparing for the Perfect PC Storm: Further Reducing Our PC Market & OEM Forecasts

By mooreideas on Aug. 11, 2022, 11:43 a.m.
Tagged topics: analyst lowers estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 1

ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 14, Votes: 3, Responses: 0, Attachments: 1

HPQ

$HPQ PC Supply/Demand Normalization Increases 2H Risks

By realmomobags on June 1, 2022, 3:44 a.m.
Tagged topics: earnings results , PC market

Views: 8, Votes: 1, Responses: 0, Attachments: 1

DELL , NTAP , HPE , HPQ

IT Hardware likely to see tough earnings setup over coming weeks given supply constraints and valuations yet to bottom

By realjoe on May 25, 2022, 12:08 p.m.
Tagged topics: downside risk , earnings preview

Views: 121, Votes: 2, Responses: 0, Attachments: 1

ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 20, Votes: 2, Responses: 0, Attachments: 1

HPQ , DELL

$HPQ $DELL - Why it may be too early to short PC names

By bbern3 on April 18, 2022, 10:32 a.m.
Tagged topics: analyst checks

Views: 89, Votes: 4, Responses: 0, Attachments: 1

HPQ

HP Inc. A deep dive into HP’s ability to outgrow the broader PC market Reiterate Rating: UNDERPERFORM | PO: 33.00 USD | Price: 36.00 USD

By tvalerttelegram on April 7, 2022, 2:12 a.m.
Tagged topics: bofa

Views: 9, Votes: 1, Responses: 0, Attachments: 1

HPQ

HPInc. | NorthAmerica Doubling Down on Hybrid Work With the Acquisition of POLY

By tvalerttelegram on April 7, 2022, 1:51 a.m.
Tagged topics: Morgan Stanley

Views: 9, Votes: 1, Responses: 0, Attachments: 1

DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 29, Votes: 3, Responses: 0, Attachments: 1

DELL , HPQ , CDW

Macro Uncertainty Contributing to Cautious Hardware Outlook; Cutting PC Forecasts & Ratings

By mooreideas on March 31, 2022, 3:15 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 26, Votes: 3, Responses: 0, Attachments: 1

HPQ

$HPQ Buybacks To Support EPS Growth For HP

By Btam on March 6, 2022, 9:40 a.m.
Tagged topics: buybacks

Views: 28, Votes: 5, Responses: 0, Attachments: 1

HPQ

$HPQ: expect solid results despite supply chain constraints; supply and gross margin in focus

By mooreideas on Feb. 21, 2022, 3:41 p.m.
Tagged topics: earnings preview

Views: 25, Votes: 2, Responses: 0, Attachments: 1

HPQ , DELL , AAPL

Increased Component Shortages Whipsaw Forecasts

By realjoe on Feb. 15, 2022, 12:09 p.m.
Tagged topics: analyst checks

Views: 23, Votes: 3, Responses: 0, Attachments: 1

AAPL , QCOM , ANET , CIEN , DELL , HPQ , NTAP

$AAPL & $QCOM positioned to outperform on estimates upside and improving supply management

By puckerman17 on Feb. 7, 2022, 11:40 a.m.
Tagged topics: analyst checks

Views: 311, Votes: 5, Responses: 0, Attachments: 1

DELL , IBM , HPQ , LOGI

4Q21 VAR Survey: Data Center Infrastructure Over PCs & Peripherals

By underdog on Jan. 21, 2022, 2:40 p.m.
Tagged topics: deep dive

Views: 42, Votes: 2, Responses: 0, Attachments: 1

DELL , HPQ , AAPL

Americas Technology: Hardware: PC Model Q3'21 Update: Commercial demand strong, consumer segment weakens

By ethonomics on Dec. 27, 2021, 1 p.m.
Tagged topics: return-to-normal , work from home

Views: 70, Votes: 5, Responses: 1, Attachments: 1

ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 112, Votes: 10, Responses: 0, Attachments: 1

DELL , HPQ , AAPL

Barclays PC Pulse: August 2021 NBs a Little Better While MBs Materially Miss

By bbern3 on Aug. 12, 2021, 7:43 p.m.
Tagged topics: analyst checks , DRAM , Barclays , semiconductors , NAND

Views: 75, Votes: 2, Responses: 0, Attachments: 2

CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 264, Votes: 6, Responses: 0, Attachments: 19

HPQ

$HPQ - Morgan Stanley hosted meetings with CEO, and bullish on near term outlook driven by growing PC and printer density per household

By phenphen on Jan. 12, 2021, 12:34 p.m.
Tagged topics: management commentary , work from home , Morgan Stanley , growing PC and printer density per household

Views: 164, Votes: 1, Responses: 0, Attachments: 8