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Market Impact: 0.6

The PC Collapse Has a Winner -- and It's Not Who You Think

HPQ
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Soaring memory chip prices are expected to severely reduce PC demand this year, creating material margin pressure across OEMs. HP is identified as a major loser with few levers to offset escalating input costs, likely pressuring its earnings and guidance and increasing downside risk for PC suppliers and related component vendors.

Analysis

Soaring memory chip prices are expected to severely reduce PC demand this year, creating material margin pressure across OEMs. HP is identified as a major loser with few levers to offset escalating input costs, likely pressuring its earnings and guidance and increasing downside risk for PC suppliers and related component vendors.

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Market Sentiment

Overall Sentiment

strongly negative

Sentiment Score

-0.55

Ticker Sentiment

HPQ-0.80