HP Inc. CEO Enrique Lores Transition to PayPal Raises Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy HPQ?
HP Inc. shares fell 5.01% as the stock crossed below its 5-day SMA, reflecting investor concerns following the announcement of CEO Enrique Lores transitioning to PayPal.
The leadership change at PayPal, with Lores taking over amidst disappointing earnings, has raised questions about HP's future direction and stability. Investors are wary of the potential impact on HP's operations and strategic initiatives, as Lores was instrumental in driving HP's recent growth. This uncertainty has contributed to the stock's decline, as market participants reassess their positions in light of the leadership shift.
The implications of Lores's departure could be significant for HP, as the company navigates a competitive landscape in the technology sector. Stakeholders will be closely monitoring how HP adapts to this change and whether it can maintain its growth trajectory without its current CEO.
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Analyst Views on HPQ
Wall Street analysts forecast HPQ stock price to rise
14 Analyst Rating
1 Buy
10 Hold
3 Sell
Hold
Current: 21.090
Low
20.00
Averages
25.30
High
30.00
Current: 21.090
Low
20.00
Averages
25.30
High
30.00
About HPQ
HP Inc. is a global provider of sustainable devices, services and subscriptions for personal computing (PC), printing, three-dimensional (3D) printing, hybrid work, gaming and other related technologies. The Company’s segments include Personal Systems, Printing and Corporate Investments. Its Personal Systems segment offers desktops, notebooks, and workstations, thin clients, retail point-of-sale (POS) systems, displays, hybrid systems, software, solutions including endpoint security and services. Its Printing segment provides consumer and commercial printer hardware, supplies, services and solutions. Printing is also focused on graphics and 3D printing and personalization in the commercial and industrial markets. Its Corporate Investments segment includes certain business incubation and investment projects. Its security solutions provide layered resiliency using features such as containment and isolation technology as well as artificial intelligence (AI) deep learning.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Shareholder Vote Outcome: During the 2026 annual shareholder meeting, HP secured approval for all proposals, including the Fifth Amended and Restated HP Inc. 2004 Stock Incentive Plan, which increases the number of shares available for issuance by 73.6 million, providing greater flexibility for future employee incentives and retention.
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- Competitor Influence: The rise in HP's stock price contrasts with Dell's performance, which has surged approximately 90% since January 20, leading investors to have heightened expectations for HP's future, particularly in light of its new product launches.
See More
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- Share Price Surge: HP Inc.'s stock price increased by 7.66% on Tuesday, closing at $21.09 per share, as investors reacted positively to the approval of corporate resolutions aimed at enhancing company growth, indicating strong market confidence in its future prospects.
- Shareholder Approval: In a regulatory filing on the same day, HP announced that shareholders officially approved several corporate resolutions, including the 2004 Stock Incentive Plan, which is designed to compensate executive management and employees upon achieving growth targets, thereby further motivating the team.
- Share Issuance: The Incentive Plan includes the issuance of 73.6 million additional shares for stock-based compensation awards, a move that not only strengthens employee incentives but also has the potential to enhance the company's overall market performance.
- Acquisition Rumors Impact: HP's stock price surged for three consecutive days last week, partly due to rumors that Nvidia might acquire it as one of the largest PC makers globally, although Nvidia later denied the report, highlighting the market's sensitivity to industry dynamics.
See More
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- Market Reaction: Despite Nvidia's denial of acquisition rumors, HPQ's compelling valuation may attract interest from private equity firms like Blackstone and KKR, indicating market recognition of its value.
- Business Structure Consideration: Analyst Gary Alexander notes that HP's printing division accounts for 60% of its operating profit, which diminishes overall acquisition appeal; however, Nvidia might consider acquiring its PC division to integrate its GPU business.
- Competitive Advantage: HP's strong position in the PC market, particularly in the enterprise sector, suggests that a major hardware manufacturer acquisition could yield significant synergies, further solidifying its market standing.
See More
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- Oil Price Plunge: WTI crude oil prices fell over 7% due to potential US-Iran ceasefire extensions, which will lower jet fuel costs for airlines, thereby boosting profitability and further supporting stock market gains.
- Inflation Data Impact: The March PPI report showed a 4.0% year-over-year increase, below the expected 4.6%, indicating easing inflation pressures that could influence the Fed's rate hike decisions, leading to more cautious market expectations regarding future monetary policy.
- Airline Stocks Surge: American Airlines Group saw its stock rise over 8% as a result of falling oil prices, demonstrating market confidence in the airline industry's recovery and reflecting investor optimism about the profitability potential from lower fuel costs.
See More
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- Significant Oil Price Drop: WTI crude oil prices fell over 5% due to optimistic expectations surrounding US-Iran negotiations, which not only alleviates inflationary pressures but may also support the stock market, indicating confidence in future economic growth.
- Inflation Data Impact: The US March PPI rose 4.0% year-over-year, below the expected 4.6%, suggesting that rising fuel prices are slowly filtering into inflation statistics, potentially prompting the Fed to adopt a more dovish stance in upcoming policy meetings.
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See More
