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HPHPQ

HP Inc.

$HPQ·$28B·Computer Hardware·Technology
$30.85+1.3%YTD+35.9%1Y+7.8%
Price updated 14h ago·X counts updated 4d ago
HPHPQ
$HPQHP Inc.
$30.85+1.28%200 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HPQ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

200X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HPQ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-13

HP Inc. sentiment is bullish after partnering with NVIDIA and Red Hat on an enterprise edge AI inference platform centered on the HP ZGX Fury workstation using NVIDIA's GB300 Grace Blackwell superchips. HPQ extending data-center AI architecture to the edge; ex-dividend week supports the dividend-focused holding case.

Read what X is saying about $HPQ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HPQ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

HP is up 43% YTD on an AI-at-the-edge pitch — Nov 24 earnings tests whether the NVIDIA / Red Hat partnership shows up in revenue.

HP Inc. makes PCs and printers — the "boring" side of the HP split, now trying to reposition as an AI-PC and edge-AI inference platform via its new partnership with NVIDIA and Red Hat around the HP ZGX Fury workstation.

  • The core business is a steady cash generator: Q1 revenue +9% YoY at a 5.5% operating margin and ROIC of 22.7% — modest growth, decent capital efficiency, and the dividend keeps compounding alongside it.
  • The AI-edge pitch is specific: HP ZGX Fury workstations with NVIDIA GB300 Grace Blackwell superchips and Red Hat enterprise software — extending the data-center AI stack to the edge, which is the right story if it converts.
  • 52-week range position is 78% with volume at 83% of average — the chart has digested the YTD rally and is positioning into Nov 24 earnings; at 9.8x PE this is one of the cheaper AI-adjacent plays despite the +43% YTD.

Nov 24 Q4 is the gate — any AI-PC revenue mix disclosure plus a step-up in Workstation sales from the NVIDIA deal extends the move. A PC-market weakness or a print showing no AI-attach rate uplift and the stock gives back some YTD gain.

Agrees with X sentimentThe thread has the right drivers — the NVIDIA + Red Hat edge-AI deal, HP ZGX Fury workstations with GB300 Grace Blackwell, dividend-focused holding case — all substantively grounded in actual product-launch milestones.

What to watch: Nov 24 Q4 — AI-PC revenue mix, Workstation segment growth from the NVIDIA deal, operating-margin trajectory, and FY27 guide. A PC-market softness or a no-AI-attach print is the clear invalidator.

On the calendar: 2026-11-24 — Q4 earnings

Read the AI verdict on $HPQ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes PCs (EliteBook, Spectre, Omen) and printers with subscription ink (Instant Ink); pivoting toward commercial and premium consumer hardware.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $HPQ.

Computer Hardware · Technology

No material change from last week — hyperscaler AI server capex continues to drive the cycle.

What this means for $HPQ

Neutral — Makes PCs (EliteBook, Spectre, Omen) and printers with subscription ink (Instant Ink); pivoting toward commercial and premium consumer hardware.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+78.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
22.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-473%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-67.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$0.83$0.66+25.0%
Q1 2026May 27, 2026$0.86$0.71+21.0%
Q4 2025Feb 24, 2026$0.81$0.77+5.9%
Q3 2025Nov 25, 2025$0.93$0.92+1.0%
Next earningsTue, Nov 24·consensus EPS $0.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$14.4B+9.0%20.9%4.2%$0.49$756.0M
Q1 FY26$14.4B+6.9%19.6%5.3%$0.59$150.0M
Q4 FY25$14.6B+4.2%19.8%7.4%$0.85$1.4B
Q3 FY25$13.9B+3.1%20.5%5.1%$0.81$1.4B

Forward consensus

4-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$60.0B$59.8B – $60.4B$3.26$3.18 – $3.3010
FY27$60.8B$59.1B – $63.3B$3.19$2.86 – $3.4911
FY28$60.2B$55.8B – $66.2B$3.39$3.14 – $3.7512
FY29$68.1B$65.7B – $71.3B$4.11$3.92 – $4.366

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 899.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.195-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 2David P. McquarrieChief Commercial Officer31.6K sh$1.0MSellAug 7David P. McquarrieChief Commercial Officer21.0K sh$631KSellAug 4David P. McquarrieChief Commercial Officer10.5K sh$294KSellAug 3David P. McquarrieChief Commercial Officer10.5K sh$293KSellJul 28David P. McquarrieChief Commercial Officer10.5K sh$294KSellJun 12David P. McquarrieChief Commercial Officer10.5K sh$260K
+ 5 other (2 exempts · 2 inkinds · 1 gift) in window

See when $HPQ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 218-K — Item 7.01: Press release / Reg FD
8-KCharter amendmentJun 268-K — Item 5.03: Charter amendment
AI summary

HP Inc. amended its bylaws to narrow the definition of 'competitor' in director qualification provisions — the amended standard now requires a director to be affiliated with a 'principal competitor' as determined by the Board, rather than any competitor, effective June 24, 2026. The governance change makes it marginally easier to recruit directors with industry experience by reducing the breadth of the competitive conflict exclusion.

8-KOfficer or director changeApr 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

At HP Inc.'s (HPQ) April 16, 2026 Annual Meeting, stockholders approved the Fifth Amended and Restated HP Inc. 2004 Stock Incentive Plan, adding 73,600,000 shares for equity compensation (previously approved by the Board subject to shareholder ratification). Twelve directors were elected including Chip Bergh, Bruce Broussard, Stacy Brown-Philpot, and others, with vote tallies provided. Five total proposals were on the ballot as described in the proxy. The 73.6M share authorization is dilutive but appropriate for a major technology company; this is a routine annual meeting governance filing.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HP (HPQ) Outperforms Broader Market: What You Need to Knowzacks.com·16h agoHPQ Jumps 37% YTD: Should You Buy, Sell, or Hold the Stock?zacks.com·23h agoTech Weakness Takes Spotlight From Upbeat Bank Earningsschaeffersresearch.com·3d agoHP (HPQ) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·7d agoHP, Merck, and Seagate Just Paid Their Shareholders. Here's What Landed in Their Accounts.247wallst.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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