ab 17 August 2026 Global Research US Enterprise Hardware and Networking Earnings Preview: Expect slight upside for HPQ & Everpure but share prices already discount beats Broad-based price increases only partially mitigate higher component costs OEM price increases should partly offset July-quarter memory inflation, supporting modest upside to our HP PC and Everpure storage revenue estimates. However, only modest enterprise IT budget growth and the shift toward AI spending should limit customers' ability to ...