Get weekly updates on this stock
HP The analyst suggests HP Inc. is in 'good value territory' and could benefit from an anticipated PC refresh cycle, as pandemic-era purchases reach…
The YouTuber suggests that if one bought HPQ during a previous crash, now is the time to sell. He notes that the stock has boomed in an 'AI crazy bubble' and is now high again, implying it's overvalued despite its P/E ratio, dividend, and buybacks.
The YouTuber suggests that if one bought HPQ during a previous crash, now is the time to sell. He notes that the stock has boomed in an 'AI crazy bubble' and is now high again, implying it's overvalued despite its P/E ratio, dividend, and buybacks.
“So if you bought here, now is the time to sell what you bought here.”
The YouTuber advises avoiding HPQ due to a tough 2025 and the expectation that higher input costs for electronics, driven by AI data center memory demand, will lead to lower sales growth and hit profitability. He warns value investors against trying to catch a 'falling knife' in this sector.
The YouTuber advises avoiding HPQ due to a tough 2025 and the expectation that higher input costs for electronics, driven by AI data center memory demand, will lead to lower sales growth and hit profitability. He warns value investors against trying to catch a 'falling knife' in this sector.
“So, here I would avoid any pure play consumer electronics companies until prices come down.”
The YouTuber plans to buy shares of HP ahead of its next earnings report, seeing good long-term potential. He notes that HP, along with Dell, trades at a discount on a price-to-revenue basis compared to SMCI, which could be due to its more diversified business model.
“That said I'm still buying smci but I'm also likely to pick up shares of HP ahead of its earnings reported next month”
The analyst suggests HP Inc. is in 'good value territory' and could benefit from an anticipated PC refresh cycle, as pandemic-era purchases reach their replacement point. Its valuation at 9 times trailing earnings and an 8% operating margin makes it cheaper and better performing than competitor Dell.
“The valuation at just nine times trailing earnings on strong operating margin of 8% really beats out its competitor Dell with an 11 times PE valuation”
HP Inc. is recommended due to its attractive valuation despite a tough environment for laptop demand. Warren Buffett's significant stake (over 12%) signals confidence, and the company's 25% payout ratio and 13% annual dividend growth make its 3.5% dividend safe, with potential for recovery when hardware demand improves.
“Buffett in this Berkshire Hathaway owned more than 12% of the company a stake worth 3.6 billion dollars and the dividend here is safe with the company paying out just 25% of its profits.”
The YouTuber highlights Warren Buffett's recent investment in HP, suggesting it's a buy due to its attractive valuation metrics like a P/S ratio of 0.8, P/B of 1, and a P/E of 6 (forward P/E of 8), which are significantly below market averages. Additionally, HP's capital allocation, including a 3% dividend yield, and its position in the technology sector with potential tailwinds from digitalization, make it an appealing value play despite slower growth.
The YouTuber highlights Warren Buffett's recent investment in HP, suggesting it's a buy due to its attractive valuation metrics like a P/S ratio of 0.8, P/B of 1, and a P/E of 6 (forward P/E of 8), which are significantly below market averages. Additionally, HP's capital allocation, including a 3% dividend yield, and its position in the technology sector with potential tailwinds from digitalization, make it an appealing value play despite slower growth.
“warren buffett der als erfolgreichster dass du der welt gilt ist in großem stil wieder bei einem aktion unternehmen eingestiegen und zwar bei hp”
A named stock, a clear buy or sell stance, and real reasoning. Passing mentions and hype are filtered out.
Each channel counts once per stock, so a single loud voice can't skew the ranking.
We weigh how many creators agree, how convinced they are, and how recent each call is.
3 finance YouTubers analysed HP Inc. with qualified reasoning — consensus: Sell, average analysis quality 70/100. This is not financial advice; review the individual analyses and sources above.
Among the channels covering HP Inc., 1 are buying and 2 are selling or avoiding — overall Sell.
Only qualified analyses count: a clear buy/sell stance on HP Inc. with real reasoning (valuation, fundamentals, a catalyst or a chart setup). Passing mentions are excluded.