智通财经APP获悉，摩根大通将惠普(HPQ.US)的目标价从27美元上调至30美元，同时维持“增持”评级。
此前惠普公布的第三财季报告表明，个人电脑(PC)市场的需求趋势十分强劲。
摩根大通分析师Samik Chatterjee表示，这些趋势预计会降低2025财年业绩预期下调的风险，从而为惠普未来走势带来积极的前景。
财报显示，在截至7月31日的2025财年第三财季，惠普营收同比增长3.1%至139亿美元，好于分析师平均预期的137亿美元。调整后的每股收益为0.75美元，好于分析师平均预期的0.74美元。
在第三财季，惠普的个人系统业务营收同比增长6%至99亿美元，个人电脑的销量增长了6%。该公司预计个人电脑销量在第四财季将继续实现“中个位数”的增长。
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