HPQ HP Inc

Latest Earnings Insight

HP Inc.'s strategic focus on AI-capable systems and the evolving landscape of personal computing positions it for a potentially strong fiscal third quarter, despite recent mixed earnings results. The company has demonstrated resilience with a 2.4% revenue increase in the first quarter of 2025, reaching $13.5 billion, and a steady climb in constant currency terms. However, the second quarter saw a shortfall in EPS, attributed partly to external pressures such as tariffs, which has kept market sentiment cautious. As HP prepares to announce its third-quarter results, analysts are eyeing an EPS estimate of $0.74 and revenue of $13.68 billion, with the whisper number slightly higher at $0.75, suggesting a modest expectation for outperformance. With a market cap of over $25 billion, HP's ability to navigate the challenges of the PC market and leverage its strategic initiatives in AI could be pivotal in meeting or exceeding these forecasts. Investors will be particularly attentive to any guidance updates, as HP's outlook has previously impacted stock performance despite revenue beats.