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。 ...

Computer maker HP blamed the surge in memory chip prices as it forecast earnings for the year to come in at the low end of previously issued guidance. ...

Market Overview - U.S. stock futures rose on Wednesday after a positive close on Tuesday, with all major benchmark indices showing gains [1] - The Dow Jones increased by 0.14%, S&P 500 by 0.16%, Nasdaq 100 by 0.20%, and Russell 2000 by 0.42% [3] Company Performance - Workday Inc. (NASDAQ: WDAY) saw a premarket decline of 9.51% despite reporting upbeat fourth-quarter earnings, as forward guidance fell below estimates [4] - HP Inc. (NYSE: HPQ) dropped 5.16% after issuing second-quarter GAAP EPS guidance below expectations [4] - HSBC Holdings PLC (NYSE: HSBC) rose 4.43% following a 6% increase in net interest income to $34.8 billion for 2025, while also cutting 10% of its U.S.-based debt capital [4] - Nvidia Corp. (NASDAQ: NVDA) was up 0.44% with analysts expecting earnings of $1.53 per share on revenue of $65.87 billion [4] - Shell PLC (SHEL) maintains a strong price trend across all time frames, supported by a solid value score [5] Sector Insights - Consumer discretionary, information technology, and industrials sectors led the S&P 500 higher, while energy and health care stocks trended lower [6] Analyst Insights - Professor Jeremy Siegel maintains an optimistic outlook for the U.S. economy and equity markets in 2026, citing strong underlying private demand despite a softer 1.4% fourth-quarter GDP report [7] - Siegel anticipates a market rotation favoring small caps, industrials, and globally exposed companies, viewing potential energy-driven volatility as a recalibration rather than a cycle-ending shock [8]

惠普公司预计2026年个人电脑销量下滑后，戴尔股价在盘前交易中下跌1.1%。 来源：滚动播报 ...

本文源自：金融界AI电报 惠普(HPQ.N)美股盘前下跌5.4%，此前该公司预计2026年个人电脑部门出货量将出现两位数降幅。 ...

惠普(HPQ.US)盘前跌5.2%，报17.25美元。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) ...

Core Viewpoint - HP has issued a profit warning, indicating that the volatility in memory chip prices will persist into next year, leading to a projected double-digit decline in PC shipments, which caused its stock to drop approximately 6% in after-hours trading [1][3]. Group 1: Financial Forecast - For the fiscal year ending October 31, 2026, HP expects adjusted earnings per share to be at the lower end of the previously forecasted range of $2.90 to $3.20 [3]. - The company acknowledged that the weakness in the PC market has exceeded prior expectations, with shipment declines aligning with overall industry trends [3]. Group 2: Profitability and Cost Pressures - HP's adjusted operating profit margin for the first fiscal quarter of 2026 was reported at 6.9%, below the market average expectation of 7.4%, indicating ongoing cost pressures affecting profitability [3]. Group 3: Strategic Responses - To mitigate the impact of rising memory chip prices, HP has implemented several self-help measures, including price increases to pass on some costs, expanding its supplier network to reduce dependency, and optimizing product designs to decrease memory chip usage [3]. - The company announced that these strategic initiatives have made progress, including the completion of the certification process for new suppliers [3].

摩根大通将惠普公司目标价从21美元下调至19美元。 来源：滚动播报 ...

摩根大通将惠普的目标价从21美元下调至19美元。 ...

Financial Performance - For the quarter ended January 2026, HP reported revenue of $14.44 billion, a 6.9% increase year-over-year, and EPS of $0.81, up from $0.74 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $14.26 billion by 1.22%, and the EPS also surpassed the consensus estimate of $0.77 by 4.65% [1] Key Metrics - Personal Systems revenue was $10.25 billion, a year-over-year increase of 11.1%, but below the average estimate of $10.39 billion [4] - Commercial Personal Systems revenue was $7.25 billion, a 9.2% increase year-over-year, but below the average estimate of $7.43 billion [4] - Consumer Personal Systems revenue reached $3 billion, exceeding the estimated $2.96 billion, with a year-over-year growth of 16.3% [4] - Printing revenue totaled $4.19 billion, slightly above the average estimate of $4.14 billion, but represented a year-over-year decline of 1.9% [4] Operational Earnings - Earnings from operations in Personal Systems were $511 million, below the average estimate of $568.76 million [4] - Corporate Investments reported a loss of $24 million, significantly better than the estimated loss of $155.43 million [4] - Earnings from operations in Printing were $765 million, slightly above the average estimate of $759.07 million [4] Stock Performance - HP shares have returned -5.7% over the past month, compared to a -1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]