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HPQ coverage

Every article, report, and earnings note where HPQ appears.

Best AI PCs Stocks for September 2026: 5 Market Leaders

A countdown of five AI PC plays spans chip suppliers and hardware makers, with AMD, HP and Intel offering distinct exposure to the device refresh.

Sep 10, 2026·11 MIN

ai pcs

Research ReportHPQ

HP Inc. (HPQ): AI PCs Support a Hold Case

HPQ combines a credible AI PC upgrade cycle with a high-margin Printing franchise and strong cash generation. But negative equity, margin pressure from memory costs, and a fair value below the current price keep the stock at Hold.

Aug 27, 2026·22 MIN

Technology Computer Hardware AI

Trending StockHPQ

HP Inc. (HPQ) falls 12% after earnings despite outlook raise

HP Inc. (HPQ) falls sharply after fiscal Q3 2026 earnings, even as the company posted record revenue, beat EPS estimates, and raised full-year guidance. Investors are focusing on margin pressure, rising input costs, and softer PC shipments rather than the headline beat.

Aug 27, 2026·5 MIN

OpinionSMCI

Super Micro’s margin shock just changed the SMCI debate

Super Micro’s latest update was not a revenue story. The real shock was gross margin jumping to 15%–17% from prior guidance of 8.2%–8.4%, a reset that says the market has been underestimating SMCI’s earnings power.

Jul 22, 2026·4 MIN

AI Valuation Hardware

OpinionSMCI

Super Micro’s crash is the market finally pricing the cost of AI growth

Super Micro’s latest capital raise makes the core problem hard to ignore: AI demand is booming, but the business is consuming so much capital that existing shareholders may not capture that upside cleanly. The stock’s collapse on bullish news looks less like panic and more like the market finally pricing the cost of growth.