Lenovo Expected to Meet High Revenue Targets

Dow Jones

06/30

0914 GMT - Lenovo is expected to meet its revenue targets, which are well above previous forecasts, Morningstar analyst Jing Jie Yu says. He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. (jason.chau@wsj.com)

(END) Dow Jones Newswires

June 30, 2026 05:15 ET (09:15 GMT)

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He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. 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He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. (jason.chau@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 30, 2026 05:15 ET (09:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0672654166.SGD","symbol_name":"FTIF - Templeton Asian Growth A (acc) SGD-H1","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2647539458","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2647539458","pubTimestamp":1782810900,"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":"0914 GMT - Lenovo is expected to meet its revenue targets, which are well above previous forecasts, Morningstar analyst Jing Jie Yu says. He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02.  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He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. 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