Dell Technologies and HP reported quarterly financial results that suggest a long-awaited recovery of the personal computer market is stalling. The shares of each company dropped in premarket trading.
Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...
We forecast 1% compound annual sales growth through fiscal 2028. HP saw a boost in demand in 2021 and 2022 during the pandemic and 2023 was the natural hangover from the pull forward in demand. We ...
HP ( ) has provided an update. HP Inc. announced an increase in its quarterly cash dividend by 5%, starting fiscal year 2025, reflecting confidence in its financial health. For fi ...