HP’s Latin American AI education push with Goodwall could change the landscape for investing in HP (HPQ)

• In July 2026, Goodwall announced that it has expanded its partnership with HP Inc. to bring HP devices and beginner-friendly AI education to more young people in Brazil and Latin America through the AI ​​Fundamentals program and NextGen AI Alliance.
• This initiative combines HP-branded AI skills credentials, multilingual content in Brazilian Portuguese and Spanish, and mentoring of potential HP employees to better align HP with early-stage AI talent and future customers in fast-growing emerging markets.
• Here, we explore how HP’s deeper role in AI education across Latin America impacts the company’s investment story built around AI PCs and services.

Meet the 26 top quantum computing companies that are leading the revolution in next-generation technology and shaping the future with breakthrough advances in quantum algorithms, superconducting qubits, and cutting-edge research.

HP Investment Story Summary

To own HP today, you have to believe that the company can offset the depressed and competitive print and PC markets with its focus on AI PCs, services, and high-value software. Goodwall’s expansion into AI education in Latin America strengthens HP’s long-term brand and ecosystem story, but does not significantly change the short-term catalyst, which remains focused on AI execution on PCs and cost control, and the key risks of structurally constrained print and legacy hardware demand.

Among the recent announcements, the one most relevant to this Goodwall news is our partnership with OpenAI Frontier in June 2026. While Goodwall builds HP’s visibility into emerging AI users, the OpenAI Frontier collaboration targets AI experiences across HP devices, support channels, and enterprise workflows. Together, these position AI PCs and AI-enabled services as core potential growth drivers, but also highlight the risk that significant AI investments may not lead to clearly differentiated products or improved profit margins.

But behind the AI ​​education push, one risk investors should be aware of is how rising costs and intense price competition could still compress HP’s profit margins.

Read the full article on our website (it’s free!)

By 2029, HP projects sales of $58.3 billion and profits of $2.7 billion. This means annual sales will grow roughly flat and profits will increase by about $100 million from the current $2.6 billion.

We reveal how HP’s projections resulted in a fair value of $22.91, which is 11% lower than the current price.

explore other perspectives

Some analysts with the lowest forecasts are much more cautious, assuming sales will fall to around US$55.3 billion and profits to around US$2.3 billion. So they need to determine whether Goodwall and related AI efforts can truly offset the margin and demand declines they fear.

Check out 7 other fair value estimates for HP – Find out why the stock is worth 66% more than its current price.

decide for yourself

Don’t just follow the ticker, dig deep into the data and truly build your own beliefs.

• A great starting point for HP Research is our analysis that highlights 2 key benefits and 4 key warning signs that could influence your investment decision.
• Our free HP research report provides comprehensive fundamental analysis compiled into a single visual (snowflake), making it easy to assess HP’s overall financial health at a glance.

Does HP have a chance?

Every day is important. These free picks are already attracting attention. Let’s see them before the big crowds gather.

This article by Simply Wall St is general in nature. We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice. This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.

Do you have feedback on this article? Interested in its content? Please contact us directly. Alternatively, email editorial-team@simplywallst.com.