Lenovo's Margin Could Stay Resilient -- Market Talk

Dow Jones

02/13

0335 GMT - Lenovo's margins could remain resilient despite higher component costs, CGS International's Summer Wang says in a research note. The analyst expects Lenovo's 2026 PC shipments to fall 5% as consumer demand weakens on rising PC prices amid component cost pressures. The Windows 10 end-of-support upgrade cycle may provide some support to shipments. Lenovo's PC pretax income margin could remain stable at 6.8%-7% in fiscal 2027 and 2028, supported by higher selling prices as AI PC shipments make up a bigger share of the product mix, the analyst adds. CGS International maintains a buy call but lowers its target price to HK$12.00 from HK$12.60. Shares rise 1.8% to HK$9.16. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 12, 2026 22:35 ET (03:35 GMT)

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(sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2026 22:35 ET (03:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000306685.HKD","symbol_name":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2611185764","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2611185764","pubTimestamp":1770953700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0335 GMT - Lenovo's margins could remain resilient despite higher component costs, CGS International's Summer Wang says in a research note. The analyst expects Lenovo's 2026 PC shipments to fall 5% as consumer demand weakens on rising PC prices amid component cost pressures. The Windows 10 end-of-support upgrade cycle may provide some support to shipments. Lenovo's PC pretax income margin could remain stable at 6.8%-7% in fiscal 2027 and 2028, supported by higher selling prices as AI PC shipments make up a bigger share of the product mix, the analyst adds. CGS International maintains a buy call but lowers its target price to HK$12.00 from HK$12.60. Shares rise 1.8% to HK$9.16. 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