This summary was created by AI, based on 7 opinions in the last 12 months.
Experts believe that HPQ-N is on the verge of a significant growth cycle, driven by the introduction of a new line of AI PCs. The company reported a strong quarter, with total revenue slightly down but still better than expected. The build-out of data centers and the potential for a PC refresh cycle fueled by AI are seen as positive indicators for future performance. Shares are up significantly after the unveiling of AI PCs, and the company is also pivoting into the networking space by acquiring Juniper Networks.
They lead the coming new cycle in PCS, driven by AI. HP unveiled its line of AI PCs 3 weeks ago, then reported a great quarter. Shares are up 20% in the past month.
Yesterday, they reported a fantastic quarter, making it clear that the build-out of data centres is not done and in fact are in the early innings of AI.
HP jumped 30% in May after unveiling a new line of AI PCs--and there's a PC refresh cycle coming fueled by AI. HP could be the first. Also, HP delivered an earnings beat last week.
It's not Dell. But they have the new AI PC. Should do well next quarter, not this one.
Pivoting into the networking space. Buying Juniper Networks. Own it here, south of $28, and just below $27.
They just reported, up 15% this year so far. But the quarter was mixed though mostly beat expectations: sales were a tad light, earnings beat though, excellent cash flow, good operating margin and raised their full-year forecast.
Imaging and printing, personal computing, SaaS. Proceeds from SHOP and NVDA were used to buy this one. Reminds him of ORCL. Strong cashflows, mature business, stable market share, returning significant amounts back to shareholders, progress on efficiencies. Attractive PE in mid-teens. Price target of $39.50. Different from HPE stock. Yield is 3.59%.
(Analysts’ price target is $29.30)The problem with this company is that it is a slow growth business. In the tech world there are companies that grow much faster. There are better opportunities out there where you are not paying a huge multiple for them.
It's now selling at exactly FMV. Its balance sheet can't support a stock buyback. In fact, they should be issuing stock. There's no upside. He doesn't like it now.
Hewlett-Packard Co is a American stock, trading under the symbol HPQ-N on the New York Stock Exchange (HPQ). It is usually referred to as NYSE:HPQ or HPQ-N
In the last year, 6 stock analysts published opinions about HPQ-N. 6 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Hewlett-Packard Co.
Hewlett-Packard Co was recommended as a Top Pick by on . Read the latest stock experts ratings for Hewlett-Packard Co.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
6 stock analysts on Stockchase covered Hewlett-Packard Co In the last year. It is a trending stock that is worth watching.
On 2024-12-13, Hewlett-Packard Co (HPQ-N) stock closed at a price of $34.55.
They surprised people with that offering, but shares are cheap now at $17.