惠普(HPQ.US)跌3.3%，报17.56美元，创2020年10月以来新低。消息面上，惠普第一财季营收同比增长 6.9%至144亿美元，调整后每股收益81美分，均超过市场预期；调整后营业利润率为6.9%，低于市场预 期的7.4%。惠普目前预计2026财年每股收益将位于2.9至3.2美元指引范围的低端，多重因素挤压利润空 间，包括美国关税的不确定性，以及 存储芯片供应短缺且价格飙升。(格隆汇) ...

HP issues cautious guidance after fiscal Q1 results top estimates Proactive uses images sourced from Shutterstock HP Inc (NYSE:HPQ) reported first quarter fiscal 2026 results that exceeded Wall Street expectations, but its shares were little changed on the report as the firm issued cautious guidance amid tariff uncertainty and industry challenges. For Q1, the company posted net revenue of $14.44 billion, up 6.9% from the same period last year and above analyst estimates of $13.87 billion to $13.90 billion ...

惠普(HPQ.US)跌3.3%，报17.56美元，创2020年10月以来新低。消息面上，惠普第一财季营收同比增长 6.9%至144亿美元，调整后每股收益81美分，均超过市场预期；调整后营业利润率为6.9%，低于市场预 期的7.4%。惠普目前预计2026财年每股收益将位于2.9至3.2美元指引范围的低端，多重因素挤压利润空 间，包括美国关税的不确定性，以及存储芯片供应短缺且价格飙升。(格隆汇) ...

惠普公司预计2026年个人电脑销售额下降后，戴尔股价下跌1.3%。 来源：滚动播报 ...

甲骨文涨2.7%，Oppenheimer将其评级上调至"跑赢大盘"。Circle涨20.1%，Q4调整后EBITDA为1.67亿 美元，同比增长412%。第一太阳能跌17.8%，今年净销售额指引不及预期。惠普跌4.2%，关税及内存成 本上涨拖累盈利指引。Workday跌10%，财年订阅收入指引低于预期。 来源：滚动播报 ...

Core Insights - HP Inc. reported first-quarter fiscal 2026 earnings of 81 cents per share, exceeding the Zacks Consensus Estimate by 5.2% and up from 74 cents per share a year ago [1] - The company posted revenues of $14.4 billion for the first quarter, a 6.7% year-over-year increase, surpassing the Zacks Consensus Estimate by 1.22% [2] Financial Performance - Personal Systems revenues, which account for 71.5% of net revenues, reached $10.3 billion, reflecting an 11% year-over-year growth [3] - Total PC units increased by 12%, with Consumer PS shipments up 14% and Commercial PS shipments up 11% [4] - The Printing business generated $4.2 billion, down 2% year over year, with total hardware units declining by 6% [4] Geographic Performance - Revenue growth was observed in all regions, with the Americas rising 1%, EMEA up 5%, and Asia Pacific & Japan growing 13% year over year [5] Margins and Cash Flow - HP's gross margin for the first quarter was 19.6%, influenced by a favorable mix from Personal Systems and cost reduction measures [5] - The company ended the quarter with $3.2 billion in cash, down from $3.7 billion in the previous quarter, and generated $383 million from operating activities [6] Guidance - HP expects fiscal 2026 non-GAAP earnings to range between $2.90 and $3.20, with the Zacks Consensus Estimate at $2.95, indicating a year-over-year decline of 5.5% [7] - For the second quarter of fiscal 2026, HP anticipates non-GAAP earnings per share between 70 cents and 76 cents, with a consensus estimate of 72 cents, reflecting a 1.4% year-over-year increase [9] Revenue Projections - The Zacks Consensus Estimate for HP's fiscal 2026 revenues is $55 billion, indicating a slight year-over-year decline of 0.1% [9][10]

HP Delivers Surprise Beat but Signals Trouble Ahead as Memory Costs Double - 24/7 Wall St.[S&P 5006,920.00 +0.42%][Dow Jones49,379.40 +0.44%][Nasdaq 10025,110.30 +0.52%][Russell 20002,672.46 +0.79%][FTSE 10010,775.30 +0.57%][Nikkei 22559,540.30 +2.78%][Stock Market Live February 25, 2026: S&P 500 (SPY) Up on Trump and Tech][Investing]# HP Delivers Surprise Beat but Signals Trouble Ahead as Memory Costs Double### Quick ReadHP (HPQ) beat Q1 estimates with $0.81 EPS and $14.44B revenue. AI PCs reached 35% of t ...

道明·科文公司将惠普公司目标股价从26美元下调至20美元。 来源：滚动播报 ...

富国银行将惠普公司目标价从25美元下调至18美元。 来源：滚动播报 ...

来源：滚动播报 巴克莱银行将惠普公司目标价从18美元下调至16美元。 ...