Goldman downgrades HP; Wolfe, Mizuho move

Goldman Sachs, Wolfe Research and Mizuho were identified in social-market summaries published on June 1 as making fresh calls on HP Inc, Tempus AI and Fluence Energy. The posts said Goldman had a Sell rating on HP Inc, Wolfe Research set Peerperform on Tempus AI, and Mizuho cut Fluence Energy to Underperform. (13f.info) Publicly accessible reporting around the three names is uneven. Goldman Sachs’ Sell stance on HP has been reflected in third-party reports since January, while a February item said Goldman analyst Michael Ng maintained Sell and cut his price target to $16 from $21. (investors.tempus.com) A separate Fly item carried Mizuho’s downgrade on Fluence to Underperform from Neutral, with a $15 price target. The same June 1 social thread also linked the calls to Berkshire Hathaway’s exposure to Alphabet. Berkshire’s latest 13F filing for the quarter ended March 31 showed holdings of 54.25 million Alphabet Class A shares and 3.59 million Class C shares, valued at about $15.6 billion and $1.03 billion, respectively. (finance.yahoo.com) ### Which analyst calls can be verified from public reporting? Goldman Sachs’ negative view on HP is the easiest to verify in public sources. Yahoo Finance, citing a January 13 Goldman note, said analyst Katherine Murphy assumed coverage of HP with a Sell rating and a $21 price target, arguing the company faced secular pressure on PC margins and demand. (finance.yahoo.com) A later February report said Michael Ng maintained Sell and lowered the target to $16. Mizuho’s move on Fluence also appears in public aggregator coverage. The Fly reported that Mizuho downgraded Fluence Energy to Underperform from Neutral and set a $15 price target. (13f.info) The excerpt available publicly did not show the publication date in the search result, but it matched the direction cited in the June 1 social summary. Wolfe Research’s Tempus call is harder to confirm in open sources. MarketScreener and MarketBeat pages for Tempus show analyst-consensus coverage, but the accessible snippets reviewed did not independently display the June 1 Peerperform initiation or rating change. (finance.yahoo.com) ### What had Tempus just reported before the Wolfe call surfaced? Tempus AI reported first-quarter 2026 results on May 5. The company said revenue rose 36.1% year over year to $348.1 million for the quarter ended March 31. (thefly.com) Chicago-based Tempus also said diagnostics revenue increased to $261.1 million, and MarketBeat’s earnings summary said the company raised full-year revenue guidance to $1.59 billion to $1.60 billion with about $65 million in adjusted EBITDA. (marketscreener.com) ### What had Fluence just reported before Mizuho’s downgrade? Fluence Energy reported second-quarter 2026 results on May 6. The Arlington, Virginia-based company said revenue was about $464.9 million, up 7.7% from a year earlier, and reaffirmed full-year revenue guidance of $3.2 billion to $3.6 billion. (investors.tempus.com) Julian Nebreda, Fluence’s chief executive, said in the earnings release that the company had signed master supply agreements with two major hyperscalers and expected a first order during the third quarter of its fiscal year. (investors.tempus.com) Fluence said backlog stood at about $5.6 billion as of March 31. ### Where does Berkshire’s Alphabet position fit into this? Berkshire Hathaway filed its latest 13F on May 15 for holdings as of March 31. The filing showed Alphabet as one of Berkshire’s larger disclosed U.S. equity positions, behind stakes including Apple, American Express and Coca-Cola. (ir.fluenceenergy.com) The next scheduled checkpoints for the companies named in the June 1 posts will be their subsequent quarterly disclosures and any published broker note updates. Tempus last reported on May 5, Fluence on May 6, and Berkshire’s next 13F will disclose U.S. equity holdings for the quarter ending June 30. (ir.fluenceenergy.com) (investors.tempus.com) (13f.info)