HP Inc. faces a secular print decline offset by an AI PC refresh cycle that should drive a 2026-2027 hardware upgrade wave. Workstation share gains in AI developer segments offer a higher-margin pocket, and the Poly acquisition strengthens hybrid work positioning. Capital returns remain disciplined. The equity is a cyclical recovery vehicle rather than a growth story.
Thesis reviewed May 29, 2026
HP Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States59NEUTRALView United States risk detail →💻Technology23WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
Investors who hold HPQ may also have indirect exposure through these country funds.
HP unveils new AI PC lineup with NPU-optimized workloads
Commercial print revenue stabilizes in EMEA Q1
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| John Boozman | Sell | $1k–$15k | Jan 28, 25 | -11.1% |