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HP Withholds FY2027 Outlook, Sees Mid-Single-Digit PC Unit Decline
First explicit industry PC unit decline forecast for 2027; formal guidance withheld, pressuring shares
D1 -4.2% · +5d -4.9%
AnalystBull
HPQ International Revenue Strong, Estimates Raised
Q3 international revenue beat; estimates raised; Zacks #2 Buy
D1 +4.3% · +5d +3.4%
›2 waves of this story
2026-09-01 Zacks analyses flag international revenue reliance and upward estimate revisions, with Rank #2 Buy
2026-09-01 Q3 international revenue beat; estimates raised; Zacks #2 Buy
9 earlier events›
EarningsBull
HPQ raises FY2026 EPS & FCF guidance; AI PC shipments reach 46% of Q3
Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
D1 +0.8% · +5d +2.7%
›6 waves of this story
2026-08-21 Multiple sources flag the earnings date; AI PC momentum and Windows 11 refresh may lift revenue, but rising memory and shipping costs could pressure margins.
2026-08-24 Multiple financial media confirm earnings date; reports suggest laptop production shifting back to China, potentially affecting HPQ supply chain
2026-08-26 Implied move far exceeds 4.5% historical average; 8.6% short interest raises stakes
2026-08-27 Revenue and EPS beat, but shares fell 10.5% on investor concerns
2026-08-27 PC shipments fell, memory costs rose; Q4 margin guide below Q3; market concerned on sustainability
2026-08-27 Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
Bank of New York Mellon Builds New $109.93M Stake in HPQ in Q2
13F filing reveals new institutional position ahead of earnings
D1 +3.3% · +5d +6.1%
AnalystBear
Analysts Assign HPQ Average 'Reduce' Rating; 15 Firms Cover
Per MarketBeat, 15 research firms give HPQ an average 'Reduce' rating, reflecting cautious market sentiment.
D1 +0.8% · +5d +2.7%
CompanyBull
Lenovo Beat Lifts HPQ
Lenovo record revenue boosts PC sector; HPQ up 6% premarket
D1 +6.9% · +5d -5.8%
Earnings
HP Inc. to Report Q3 FY2026 Earnings on Aug 26
Company confirms earnings date and investor conference attendance, setting timeline for market expectations
D1 -1.2% · +5d +11.1%
8-K filing
8-K: Item 5.03, Item 9.01
D1 -0.2% · +5d -1.2%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
11 items
CompanyBear
HP Withholds FY2027 Outlook, Sees Mid-Single-Digit PC Unit Decline
First explicit industry PC unit decline forecast for 2027; formal guidance withheld, pressuring shares
D1 -4.2% · +5d -4.9%
AnalystBull
HPQ International Revenue Strong, Estimates Raised
Q3 international revenue beat; estimates raised; Zacks #2 Buy
D1 +4.3% · +5d +3.4%
›2 waves of this story
2026-09-01 Zacks analyses flag international revenue reliance and upward estimate revisions, with Rank #2 Buy
2026-09-01 Q3 international revenue beat; estimates raised; Zacks #2 Buy
EarningsBull
HPQ raises FY2026 EPS & FCF guidance; AI PC shipments reach 46% of Q3
Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
D1 +0.8% · +5d +2.7%
›6 waves of this story
2026-08-21 Multiple sources flag the earnings date; AI PC momentum and Windows 11 refresh may lift revenue, but rising memory and shipping costs could pressure margins.
2026-08-24 Multiple financial media confirm earnings date; reports suggest laptop production shifting back to China, potentially affecting HPQ supply chain
2026-08-26 Implied move far exceeds 4.5% historical average; 8.6% short interest raises stakes
2026-08-27 Revenue and EPS beat, but shares fell 10.5% on investor concerns
2026-08-27 PC shipments fell, memory costs rose; Q4 margin guide below Q3; market concerned on sustainability
2026-08-27 Raised guidance reflects pricing discipline and AI PC adoption, reinforcing recovery narrative
