Lenovo's Infrastructure Services Business Likely to See Robust Growth

Dow Jones

06/26

0416 GMT - Lenovo's infrastructure services business could see robust growth in the next three years, Citi analysts say in a research note. Citi raises its 2027-2029 earnings estimates on Lenovo by 6%, 29% and 40%, respectively, on stronger revenue and better profitability for its infrastructure solutions business, which includes servers. The segment is supported by robust server demand from both China and overseas, ramping AI server delivery and improving pricing given tightened CPU and memory supply, they say. The analysts forecast the segment revenue to grow 47%, 44%, 23% in 2027-2029, respectively. Citi maintains a buy call on Lenovo and raises its target price to HK$31.00 from HK$20.00, Shares are last 5.1% lower at HK$22.76. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

June 26, 2026 00:16 ET (04:16 GMT)

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Citi raises its 2027-2029 earnings estimates on Lenovo by 6%, 29% and 40%, respectively, on stronger revenue and better profitability for its infrastructure solutions business, which includes servers. The segment is supported by robust server demand from both China and overseas, ramping AI server delivery and improving pricing given tightened CPU and memory supply, they say. The analysts forecast the segment revenue to grow 47%, 44%, 23% in 2027-2029, respectively. Citi maintains a buy call on Lenovo and raises its target price to HK$31.00 from HK$20.00, Shares are last 5.1% lower at HK$22.76. (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  June 26, 2026 00:16 ET (04:16 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":"LU0049112450.USD","symbol_name":"FIDELITY PACIFIC \"A\" INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2646335795","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2646335795","pubTimestamp":1782447360,"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":"0416 GMT - Lenovo's infrastructure services business could see robust growth in the next three years, Citi analysts say in a research note. Citi raises its 2027-2029 earnings estimates on Lenovo by 6%, 29% and 40%, respectively, on stronger revenue and better profitability for its infrastructure solutions business, which includes servers. The segment is supported by robust server demand from both China and overseas, ramping AI server delivery and improving pricing given tightened CPU and memory supply, they say. The analysts forecast the segment revenue to grow 47%, 44%, 23% in 2027-2029, respectively. Citi maintains a buy call on Lenovo and raises its target price to HK$31.00 from HK$20.00, Shares are last 5.1% lower at HK$22.76.  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Citi raises its 2027-2029 earnings estimates on Lenovo by 6%, 29% and 40%, respectively, on stronger revenue and better profitability for its infrastructure solutions business, which includes servers. The segment is supported by robust server demand from both China and overseas, ramping AI server delivery and improving pricing given tightened CPU and memory supply, they say. The analysts forecast the segment revenue to grow 47%, 44%, 23% in 2027-2029, respectively. Citi maintains a buy call on Lenovo and raises its target price to HK$31.00 from HK$20.00, Shares are last 5.1% lower at HK$22.76. 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