以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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HPQ
25 atoms · 跨 7 天 · 首见 2026-05-24 · 最近 2026-07-09
三色: 🟦 fact 17 · 🟥 take 8 · stance ▲11/▼2/◆0
来源: X 21 · 卖 1
时态: fresh:25
标签: 好数字:15 · 好观点:5 · 好思考:5 · 好信源:3
叙事 (narrative) (8)
- 2026-06-01 · Goldman Sachs 评级
Goldman Sachs reiterates Sell on HP, Inc., maintains PT at $19
tags: 好思考·好信源 · → daily
value: qty=Sell · price=$19
- 2026-06-23 · PC周期判断
ISI argues investors remain too focused on cyclical PC demand and are underestimating multiple emerging profit drivers.
tags: 好思考 · → daily
- 2026-06-23 · AI PC带来的催化剂
The firm highlighted a longer-lasting PC refresh cycle driven by AI PCs, Windows migration, and commercial upgrades, while AI-enabled devices are increasingly becoming a meaningful attach opportunity through services, software, security, and premium hardware.
tags: 好思考 · → daily
- 2026-06-23 · 利润率判断
ISI also sees upside from margin expansion initiatives, growing software and services contribution, and HP’s AI workstation and edge-AI opportunities
tags: 好思考 · → daily
- 2026-07-09 · 列为讨论标的
HPQ mentioned in list
tags: 好观点 · → daily
- 2026-06-01 · FCF倍数变化预期
If AI PCs take off, $HPQ may fly from a current 8x FCF multiple
tags: 好思考 · → daily
value: direction=up
- 2026-05-29 · AI服务器业务
AI服务器业务高速增长
tags: 好观点 · → daily
value: qty=高速增长 · date=
- 2026-05-27 · 记忆体供应挑战
navigating the memory supply challenges so far
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-06-25 · 面临挑战
I think the overall HW ecosystem like $HPE $HPQ $LOGI now challenged
tags: 好观点 · → daily
value: direction=down
事实 (fact) (16)
- 2026-05-27 ⭐ · non-GAAP稀释每股收益展望
2026财年非GAAP稀释每股收益展望 (non-GAAP EPS Outlook): $2.90 to $3.10
tags: 好数字·好信源 · → daily
value: qty=$2.90 to $3.10 · date=2026财年全年
- 2026-05-27 · 实际每股收益
实际每股收益 (Actual EPS): $0.86
tags: 好数字 · → daily
value: qty=$0.86 · date=2026财年Q2
- 2026-05-27 · 预期每股收益
预期每股收益 (Expected EPS): $0.72
tags: 好数字 · → daily
value: qty=$0.72 · date=2026财年Q2
- 2026-05-27 · 实际营收
实际营收 (Actual Revenue): $14.40B
tags: 好数字 · → daily
value: qty=$14.40B · date=2026财年Q2
- 2026-05-27 · 预期营收
预期营收 (Expected Revenue): $14.07B
tags: 好数字 · → daily
value: qty=$14.07B · date=2026财年Q2
- 2026-05-27 · PC 份额增长
PC share gains
tags: 好观点·好信源 · → daily
- 2026-06-01 · 当前FCF倍数
current 8x FCF multiple
tags: 好数字 · → daily
value: qty=8x
- 2026-06-01 · 当日FCF倍数
Closer to 9x after today
tags: 好数字 · → daily
value: qty=9x
- 2026-06-01 · YTD 表现相对 NVDA 和 AVGO
guys $HPQ is outperforming $NVDA and $AVGO YTD.
tags: 好数字 · → daily
value: direction=outperforming
- 2026-05-29 · AI服务器业务高速增长
惠普AI服务器业务高速增长，企业转型故事持续
tags: 好数字 · → daily
- 2026-05-27 · FYQ2 非GAAP EPS
Non-GAAP EPS of $0.86, BEAT 21%
tags: 好数字 · → daily
value: qty=0.86
- 2026-05-27 · FYQ2 营收
Revenue of $14.41 billion exceeded the $13.99 billion consensus BEAT
tags: 好数字 · → daily
value: qty=14.41B
- 2026-05-27 · 个人系统营收增长
Personal Systems growing 13% to $10.2 billion
tags: 好数字 · → daily
value: qty=13% · direction=增长
- 2026-05-27 · FY26 非GAAP EPS 指引
Raised full-year FY26 non-GAAP EPS guidance to $2.90–$3.10
tags: 好数字 · → daily
value: qty=2.90-3.10 · date=FY26
- 2026-05-27 · FY26 自由现金流指引
free cash flow guidance to $2.8–$3.0 billion
tags: 好数字 · → daily
value: qty=2.8-3.0B · date=FY26
- 2026-05-24 · 股价涨幅
惠普、HPE也都有10%以上涨幅
tags: 好数字 · → daily
value: qty=10%
时间轴 (近 20)
- 2026-07-09 ·
narrative · 列为讨论标的 · → daily
- 2026-06-25 ·
forecast · 面临挑战 · → daily
- 2026-06-23 ·
narrative · PC周期判断 · → daily
- 2026-06-23 ·
narrative · AI PC带来的催化剂 · → daily
- 2026-06-23 ·
narrative · 利润率判断 · → daily
- 2026-06-01 ·
fact · 当前FCF倍数 · → daily
- 2026-06-01 ·
narrative · FCF倍数变化预期 · → daily
- 2026-06-01 ·
fact · 当日FCF倍数 · → daily
- 2026-06-01 ·
fact · YTD 表现相对 NVDA 和 AVGO · → daily
- 2026-06-01 ·
narrative · Goldman Sachs 评级 · → daily
- 2026-05-29 ·
fact · AI服务器业务高速增长 · → daily
- 2026-05-29 ·
narrative · AI服务器业务 · → daily
- 2026-05-27 ·
fact · 实际每股收益 · → daily
- 2026-05-27 ·
fact · 预期每股收益 · → daily
- 2026-05-27 ·
fact · 实际营收 · → daily
- 2026-05-27 ·
fact · 预期营收 · → daily
- 2026-05-27 ·
fact · non-GAAP稀释每股收益展望 · → daily
- 2026-05-27 ·
fact · FYQ2 非GAAP EPS · → daily
- 2026-05-27 ·
fact · FYQ2 营收 · → daily
- 2026-05-27 ·
fact · 个人系统营收增长 · → daily
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