UBS revised its 2027 PC sales outlook from growth to decline due to rising memory prices causing buyers to delay or skip purchases. This downgrade caused Dell's stock to drop 4.56% and HP's by 2.78%, despite HP having more revenue exposure to PCs. Dell's strong AI server business cushions its impact, while HP relies heavily on PC sales, making the forecast more critical for its earnings. The market reaction reflects valuation differences, with Dell's high gains this year leading to a sharper selloff. Investors will watch if Dell's AI server margins hold as PC sales shrink, which will influence future earnings and stock multiples.
Despite UBS's downgrade on PC sales impacting Dell and HP stocks, on Pluang Dell's price is nearly stable with a slight 0.08% decrease at USD 548.58, while HPQ shows a modest 0.37% gain at USD 32.16. Dell's market cap stands at $349.01 billion, significantly larger than HP's $28.89 billion, reflecting their different market positions. These figures are as of Sep 24, 2026 02:22 WIB.
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