HPQ
HP Inc.

HP Inc.HPQ

Technology · Computer Hardware
32.04USD
-2.76%
Sep 23, 2026
HPQ overview ready
Global PC OEM and endpoint-lifecycle vendor serving commercial fleets and consumers; HP also has a substantial printing and supplies business that is outside this theme.
Narrative is still early
Exposed to the Enterprise AI at the Edge narrative through AI-Enabled PC Refresh and Endpoint Modernization — enabling supplier.
Constructive pullback in an uptrend
Longer-term context reads early trend, with a near-term setup of constructive pullback.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Supply chain disruptions impacting hardware production.
Market Sep 22Filing Jul 31Price action Sep 22Research Sep 20

Conviction Level

NarrativeHeat6.8ThemeHeat4.1PriceAction8.6Valuation7.0CompanyPosition7.3
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads early trend, with a near-term setup of constructive pullback.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$28.9B
Avg Volume (60D)
16.1M
60 sessions
Revenue Growth YoY
+3.2%
FY2025 vs FY2024
Gross Margin
+19.9%
Trailing twelve months
Operating Margin
+5.4%
Trailing twelve months
Free Cash Flow Yield
+13.4%
Distance from 200DMA
+39.9%
Next Earnings
2026-11-24
P/E
11.8x
EV / EBITDA
8.2x
EV / Sales
0.6x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
HP Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces. It trades at a 13.4% free-cash-flow yield and 8.2x EBITDA, which the underlying economics comfortably support.

Company Research

Thesis
Global PC OEM and endpoint-lifecycle vendor serving commercial fleets and consumers; HP also has a substantial printing and supplies business that is outside this theme. HP has genuine direct exposure to AI-capable PC replacement demand, especially in commercial notebooks, desktops, and workstations.
Opportunity
Limited opportunity
Enterprise and consumer replacement demand for PCs with dedicated AI compute, modern operating-system support, and higher-performance endpoint capabilities for local and hybrid AI workloads.
Key risk
Supply chain disruptions impacting hardware production.

Narrative & Theme

Enterprise AI at the Edge
Part of AI-Enabled PC Refresh and Endpoint Modernization, with moderate fit.
HP has genuine direct exposure to AI-capable PC replacement demand, especially in commercial notebooks, desktops, and workstations. This is a broad OEM demand cycle rather than a scarce-capability, bottleneck, or infrastructure-owner setup.
Narrative HeatNeutral6.8 / 10
Theme HeatCooling4.1 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Computer Hardware
What they do

HP Inc. designs, manufactures, and sells personal computing devices, printers, and related technologies globally, operating through Personal Systems, Printing, and Corporate Investments segments.

How it earns

Primarily transactional sales of hardware products and related services, including support and lifecycle services.

Products & services
Personal computers and notebooks
Printers and printing supplies
3D printing solutions
Hybrid work and gaming technologies
Endpoint security and lifecycle services
Customers & end markets
Commercial customers
Consumer customers
Market position

Leader in personal computing and printing hardware markets with a broad product portfolio.

Demand drivers
Medium cyclicality

Sales are influenced by technology upgrade cycles and broader economic conditions affecting IT spending.

Peers

Companies validated as economically comparable to HPQ — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Dell Technologies Inc.Extended Trend — Extended DailyExpensive6.5Medium9.5Hot8.6HotLocked$548.924.59%