HP Inc.

NYSE:HPQ 주식 리포트

시가총액: US$21.3b

HP 향후 성장

Future 기준 점검 1/6

HP (는) 각각 연간 2.5% 및 0.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 3231.1% 로 예상됩니다.

핵심 정보

2.5%

이익 성장률

3.27%

EPS 성장률

Tech 이익 성장12.1%
매출 성장률0.3%
향후 자기자본이익률3,231.14%
애널리스트 커버리지

Good

마지막 업데이트23 Jun 2026

최근 향후 성장 업데이트

분석 기사 • Nov 28

HP Inc. (NYSE:HPQ) Just Reported, And Analysts Assigned A US$25.88 Price Target

As you might know, HP Inc. ( NYSE:HPQ ) recently reported its annual numbers. Results were roughly in line with...

Recent updates

내러티브 업데이트 • Jun 24

HPQ: AI PCs And Cost Discipline Will Shape Future Upside Potential

HP Inc. moves into this Narrative Update with a higher analyst price target of $29.60 from $25.18, reflecting research that cites recent Q2 earnings resilience, tighter cost management, and revised P/E and margin expectations, even as analysts remain cautious about slower PC unit growth, rising memory costs, and potential pressure in the second half of 2026 and into FY27.
분석 기사 • Jun 21

HP (HPQ) Stock Looks Fully Valued After Insider Selling And Strong Q2 Results

HP (HPQ) has come into focus after reports of insider selling without any insider buying, just as the company affirmed its regular cash dividend and highlighted solid Q2 2026 operating performance. See our latest analysis for HP. Despite the recent insider selling and dividend affirmation, HP’s share price has been choppy, with a 7 day share price return of down 6.9% and a 30 day share price return of down 6.9%. However, a 90 day share price return of 26.8% and a 1 year total shareholder...
내러티브 업데이트 • Jun 09

HPQ: Rising Memory Costs Will Constrain AI PC Margin Outlook

Analysts have raised the HP price target to $22.91 from $19.68, citing solid Q2 execution, cost control, and improved handling of memory-related headwinds. They also note ongoing pressure from input costs, PC demand pull-forward, and uncertainty related to the leadership transition.
Seeking Alpha • May 28

HP Inc.: The Discount Still Makes No Sense

Summary HP Inc. remains a Strong Buy, with a compelling valuation and robust free cash flow amid macro headwinds and a CEO transition. Q2 FY26 results beat expectations, with strong EMEA/APJ growth and $780 million free cash flow, supporting solid shareholder returns. HPQ guides FY26 non-GAAP EPS of $2.90–$3.10 and $2.8–$3.0 billion FCF, enabling a ~4.9% dividend yield and ongoing buybacks. Risks include inflationary pressures from Middle East conflict and rising component costs, but significant buybacks and a new replacement wave support long-term potential. Read the full article on Seeking Alpha
내러티브 업데이트 • May 26

HPQ: Rising Memory Costs Will Pressure AI PC Refresh Outlook

HP's updated fair value estimate edges up by about $0.25 per share as analysts modestly lift long term revenue growth assumptions and future P/E expectations, following recent price target increases that cite easing memory concerns and more resilient IT hardware spending. Analyst Commentary Recent research on HP reflects a split view, with some firms acknowledging easing memory worries and more stable IT hardware spending, while others still highlight execution and margin risks tied to memory costs and PC demand.
내러티브 업데이트 • May 12

HPQ: Rising Memory Costs Will Compress Margins And Challenge 2026 EPS Guide

Analysts have broadly reduced HP's targets, with several firms cutting their price targets by $2 to $9 to a range of around $16 to $22, citing rising memory costs, pressure on PC and printer demand, and questions around the durability of the company's FY26 EPS guidance. Analyst Commentary Recent research on HP clusters around a similar message for investors: the stock may look inexpensive on headline metrics, but many bearish analysts see that as a value trap risk rather than a clear opportunity, given the pressures on earnings and cash flow guidance.
내러티브 업데이트 • Apr 22

HPQ: Rising Memory Costs Will Pressure Margins And Undercut 2026 Outlook

Analysts reduced the HP price target to $16 from $18, citing concerns about rising memory costs, softer PC demand, margin pressure, and leadership uncertainty, even as they update their models to reflect current valuation metrics such as a lower assumed future P/E. Analyst Commentary Recent research on HP centers on how higher memory costs, softer PC demand, and leadership changes could weigh on the company’s ability to hit its long term earnings and free cash flow targets.
내러티브 업데이트 • Apr 08

HPQ: AI PC Refresh And Memory Costs Will Test Leadership Transition

Analysts have trimmed the base case fair value estimate for HP to $19.43 from $19.99. This reflects updated assumptions around slightly softer revenue growth, modestly better profit margins, and a lower future P/E multiple in light of recent price target cuts tied to memory cost headwinds, PC demand risks, and leadership uncertainty.
내러티브 업데이트 • Mar 25

HPQ: AI PCs And Memory Sourcing Shifts Will Define Future Upside Potential

Analysts have reset expectations on HP, with the internal fair value estimate moving from about $38.00 to $25.18 as they factor in lower profit margins, a reduced future P/E of 8.8x versus 10.9x, and ongoing memory cost headwinds reflected in a string of lower price targets across the Street. Analyst Commentary Street research on HP Inc.
내러티브 업데이트 • Mar 10

HPQ: AI PC Refresh And Memory Costs Will Shape Future Outcomes

Narrative Update: HP Inc. (HPQ) The updated analyst price target for HP has been reduced by about $3, with analysts pointing to lower fair value estimates, more cautious assumptions on revenue growth and profit margins, and rising memory cost headwinds as key reasons for the reset.
내러티브 업데이트 • Feb 24

HPQ: Cost Restructuring And AI PC Refresh Will Support Future Upside

Analysts have reduced their average price expectations for HP. Our updated fair value estimate has eased from about $25.01 to $23.21, reflecting recent target cuts to a $20 to $26 range and concerns around memory costs and end demand.
내러티브 업데이트 • Feb 10

HPQ: Memory Costs Leadership Change And AI PCs Will Shape 2026 Outlook

Analysts have trimmed their HP Inc. price targets, with our fair value estimate moving from $21.17 to $18.00 as they factor in leadership changes, expected memory cost headwinds into 2026, and more conservative revenue growth assumptions, despite slightly firmer margin expectations and a lower future P/E multiple.
내러티브 업데이트 • Jan 25

HPQ: Memory Supercycle Will Pressure Margins While Cost Plan Supports Future Upside

Analysts have trimmed their HP Inc. price expectations, with the updated fair value estimate moving slightly lower to about $25.01 from $25.88 as they factor in more cautious revenue growth, a modestly higher discount rate, and recent Street target cuts related to memory cost headwinds and softer printing trends.
내러티브 업데이트 • Jan 11

HPQ: Memory Cost Pressures And AI PC Push Will Shape 2026 Outlook

Analysts have trimmed their HP Inc. price targets to a range of about US$21 to US$26, reflecting updated views on fair value around US$21.17 as they factor in memory cost headwinds, softer margin expectations, and lower future P/E assumptions.
내러티브 업데이트 • Dec 25

HPQ: Memory Supercycle Will Pressure Margins While Restructuring Supports Future Upside

HP Inc.'s analyst price target has edged lower by a few dollars to the mid $20s range as analysts factor in weaker printing trends, higher memory costs impacting FY26 earnings, and the need for additional cost restructuring. Analyst Commentary Street research on HP reflects a more cautious stance overall, with most firms trimming price targets into the low to mid $20s as they reassess earnings power through FY26.
내러티브 업데이트 • Dec 11

HPQ: Memory Supercycle And Print Weakness Will Shape Balanced Future Returns

Analysts have trimmed their average price target on HP Inc. by about $2 to the mid $20s, as rising memory costs, a weaker printing outlook, and the resulting $1B cost restructuring plan temper the benefit of slightly better expected revenue growth and broadly stable margins.
분석 기사 • Nov 28

HP Inc. (NYSE:HPQ) Just Reported, And Analysts Assigned A US$25.88 Price Target

As you might know, HP Inc. ( NYSE:HPQ ) recently reported its annual numbers. Results were roughly in line with...
내러티브 업데이트 • Nov 27

HPQ: Supply Pressures And Competitive Threats Will Offset Personal Computer Resilience

HP’s analyst price target has moved lower, dropping from $28 to $25. Analysts cite supply challenges, particularly rising memory costs and a weaker outlook for the company’s printing segment.
내러티브 업데이트 • Nov 12

HPQ: Commercial PC Strength Will Drive Outperformance Even Amidst Rising Risks

HP's analyst price target saw a modest reduction to $27 from $28, reflecting analysts' view that while the company delivered in-line Q3 performance, gross margins remain pressured by elevated tariff costs and a less favorable product mix. Analyst Commentary Recent commentary from Street researchers on HP Inc.
내러티브 업데이트 • Oct 29

AI Demand And Margin Pressures Will Shape Performance Amid Digital Sector Shifts

Analysts have slightly lowered their price target for HP Inc. to $27 from $28.
내러티브 업데이트 • Oct 15

AI Computing And Digital Services Will Drive Future Market Expansion

Analysts have modestly increased their fair value estimate for HP to $28.28 per share, citing a slightly improved revenue growth outlook. However, they continue to expect stable profit margins and valuation multiples in light of recent sector trends.
내러티브 업데이트 • Aug 29

AI And Software Investments Will Build Intelligent Ecosystem Across Devices

Despite a modest decline in HP’s consensus revenue growth forecast, a higher future P/E ratio suggests increased investor optimism, resulting in a slight upward revision of the analyst price target to $27.73. What's in the News HP issued Q4 FY25 GAAP diluted net EPS guidance of $0.75 to $0.85.
분석 기사 • Jul 11

Take Care Before Diving Into The Deep End On HP Inc. (NYSE:HPQ)

HP Inc.'s ( NYSE:HPQ ) price-to-earnings (or "P/E") ratio of 9.6x might make it look like a buy right now compared to...

이익 및 매출 성장 예측

NYSE:HPQ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
10/31/202857,8362,7233,1503,92710
10/31/202757,6942,4572,9643,79214
10/31/202657,7332,0932,8033,76114
4/30/202657,4172,5533,7794,594N/A
1/31/202656,2292,5092,8783,706N/A
10/31/202555,2952,5292,8003,697N/A
7/31/202554,7112,6402,8433,696N/A
4/30/202554,2982,5172,6593,459N/A
1/31/202553,8782,7183,2664,002N/A
10/31/202453,5592,7753,1573,749N/A
7/31/202453,3212,8433,5284,101N/A
4/30/202452,9982,9693,1053,653N/A
1/31/202453,1053,4163,1493,708N/A
10/31/202353,7183,2632,9783,571N/A
7/31/202354,6752,2662,8973,500N/A
4/30/202356,1272,6222,2562,918N/A
1/31/202359,6802,5152,0802,790N/A
10/31/202262,9103,1323,6984,463N/A
7/31/202264,8116,2544,5885,407N/A
4/30/202265,4526,2405,3256,106N/A
1/31/202264,8696,5216,3207,044N/A
10/31/202163,4606,5415,8276,409N/A
7/31/202162,0704,0724,9095,435N/A
4/30/202161,0753,6985,5246,009N/A
1/31/202157,6673,2343,5404,053N/A
10/31/202056,6392,8443,7364,316N/A
7/31/202056,7882,5642,3703,030N/A
4/30/202057,0973,0092,9913,706N/A
1/31/202058,6643,027N/A5,077N/A
10/31/201958,7563,152N/A4,654N/A
7/31/201958,7154,215N/A5,034N/A
4/30/201958,6983,916N/A4,205N/A
1/31/201958,6654,192N/A4,394N/A
10/31/201858,4725,327N/A4,528N/A
7/31/201857,0334,536N/A4,240N/A
4/30/201855,5074,352N/A4,501N/A
1/31/201853,8893,853N/A3,906N/A
10/31/201752,0562,526N/A3,677N/A
7/31/201750,6412,379N/A3,701N/A
4/30/201749,4732,526N/A2,997N/A
1/31/201748,6762,627N/A4,121N/A
10/31/201648,2382,666N/A3,252N/A
7/31/201647,9923,668N/A5,157N/A
4/30/201648,4623,525N/A5,759N/A
1/31/201649,8513,598N/A5,644N/A
10/31/201551,4633,718N/A7,026N/A
7/31/201567,6033,533N/A6,582N/A

애널리스트 향후 성장 전망

수입 대 저축률: HPQ 의 연간 예상 수익 증가율(2.5%)이 saving rate(3.5%) 미만입니다.

수익 vs 시장: HPQ 의 연간 수익(2.5%)이 US 시장(18.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: HPQ 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: HPQ 의 수익(연간 0.3%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: HPQ 의 수익(연간 0.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: HPQ의 자본 수익률은 3년 후 3231.1%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/25 04:30
종가2026/06/25 00:00
수익2026/04/30
연간 수익2025/10/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

HP Inc.는 46명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Jayson NolandBaird
Benjamin ReitzesBarclays