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2021-11-25

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HP jumps 11% as analysts weigh PC-driven earnings beat

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It's sticking with its Buy rating and $40 price target, now implying 12% upside.</p>\n<p>Jefferies has a Hold and observes that volumes of PC and printers fell year-over-year, but sales sustained growth on a value basis amid a mix shift to the high end (graphics, industrial applications).</p>\n<p>Cowen is at Market Perform and noted a strong backlog driving some sustainable sales in PCs. It's expecting component shortage through at least the first half of 2022. Its neutrality comes from the \"perspective that current work-from home demand for PCs may have peaked, with a risk of deceleration in CY21, macro uncertainty, and a shift to return-to-office that may lead to underperformance relative to enterprise-focused peers.\" The firm has a $34 price target.</p>\n<p>Barclays is Underweight, a little more bearish on end market growth. And BofA reiterated its Underperform rating noting some risks to the current-quarter guidance.</p>\n<p>\"We remain cautious on a bounce-back in PC unit sales, given tougher comps linked to WFH-related purchasing seen since the start of the pandemic,\" BofA says. It also expects supplies in Printing to continue to decline and the consumer printer business to face tougher year-over-year comparisons. It's staying Underperform on a view that HP is cyclically over-earning, but raises its price target to $33.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HP jumps 11% as analysts weigh PC-driven earnings beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHP jumps 11% as analysts weigh PC-driven earnings beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3774282-hp-jumps-11-as-analysts-weigh-pc-driven-earnings-beat><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HP(NYSE:HPQ)has come out of today's market open up 11.3% after its fiscal Q4 earnings easily topped expectationswith double-digit income gains and a surprising 9.3% gain in revenues.\nThe personal ...</p>\n\n<a href=\"https://seekingalpha.com/news/3774282-hp-jumps-11-as-analysts-weigh-pc-driven-earnings-beat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普"},"source_url":"https://seekingalpha.com/news/3774282-hp-jumps-11-as-analysts-weigh-pc-driven-earnings-beat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165821175","content_text":"HP(NYSE:HPQ)has come out of today's market open up 11.3% after its fiscal Q4 earnings easily topped expectationswith double-digit income gains and a surprising 9.3% gain in revenues.\nThe personal computer mix was in focus as the company's Personal Systems unit was the double-digit revenue gainer, and that was driven by commercial PC sales that rose 25%, more than offsetting a 3% drop in consumer PCs.\nIn analyst reaction, Citi was bullish, noting \"computing + printing + cash flow = Buy.\"\nThe bank's Jim Suva highlighted the cash flow and strong current-quarter guidance. \"We recognize the investor skepticism about both PC and printing demand as yes, many did purchase laptops and home printers during COVID but we believe the handoff to enterprise strength as workers return to the office in a hybrid manner will boost commercial PC demands for multiple quarters.\"\nCiti's expecting HP will \"walk up\" its 2022 EPS and cash flow guidance as the year unfolds. It's sticking with its Buy rating and $40 price target, now implying 12% upside.\nJefferies has a Hold and observes that volumes of PC and printers fell year-over-year, but sales sustained growth on a value basis amid a mix shift to the high end (graphics, industrial applications).\nCowen is at Market Perform and noted a strong backlog driving some sustainable sales in PCs. It's expecting component shortage through at least the first half of 2022. Its neutrality comes from the \"perspective that current work-from home demand for PCs may have peaked, with a risk of deceleration in CY21, macro uncertainty, and a shift to return-to-office that may lead to underperformance relative to enterprise-focused peers.\" The firm has a $34 price target.\nBarclays is Underweight, a little more bearish on end market growth. And BofA reiterated its Underperform rating noting some risks to the current-quarter guidance.\n\"We remain cautious on a bounce-back in PC unit sales, given tougher comps linked to WFH-related purchasing seen since the start of the pandemic,\" BofA says. It also expects supplies in Printing to continue to decline and the consumer printer business to face tougher year-over-year comparisons. It's staying Underperform on a view that HP is cyclically over-earning, but raises its price target to $33.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874219051"}