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To own HP today, you need to believe its pivot toward AI PCs, services and higher value software can offset sluggish, competitive print and PC markets. The Goodwall expansion into Latin American AI education reinforces HP’s long term brand and ecosystem story, but it does not materially change near term catalysts, which still center on execution in AI PCs and cost control, or the key risk of structurally pressured print and legacy hardware demand.
Among recent announcements, the June 2026 partnership with OpenAI Frontier is most connected to this Goodwall news. While Goodwall builds HP’s visibility with emerging AI users, the OpenAI Frontier collaboration targets AI experiences across HP devices, support channels and enterprise workflows. Together, they frame AI PCs and AI enabled services as the core potential growth driver, but also highlight the risk that heavy AI investment may not translate into clearly differentiated products or stronger margins.
Yet behind the AI education push, one risk investors should be aware of is how rising costs and intense price competition could still compress HP’s margins and...
Read the full narrative on HP (it's free!)
HP’s narrative projects $58.3 billion revenue and $2.7 billion earnings by 2029. This implies fairly flat yearly revenue growth and a roughly $0.1 billion earnings increase from $2.6 billion today.
Uncover how HP's forecasts yield a $22.91 fair value, a 11% downside to its current price.
Some of the lowest estimate analysts are far more cautious, assuming revenues fall to about US$55.3 billion and earnings to roughly US$2.3 billion, so you need to decide whether the Goodwall and related AI efforts can really offset the weaker margin and demand story they are worried about.
Explore 7 other fair value estimates on HP - why the stock might be worth as much as 66% more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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