Shares of LENOVO GROUP (00992) have surged more than 10%, leading gains among blue-chip stocks.

At the time of writing, the stock is up 9.4% to HK$24.44, with a turnover of HK$27.16 billion.

For the 2025/26 fiscal year, the company reported revenue of US$83.075 billion, a 20% year-on-year increase, with adjusted net profit reaching US$2 billion, up 42% year-on-year. This marks the first time all three of its core business groups—IDG, ISG, and SSG—have achieved full-year profitability simultaneously.

During the 2025/26 fiscal year, the company's revenue related to artificial intelligence grew by 105% year-on-year.

Analysts anticipate that its Infrastructure Solutions Group (ISG), AI personal computers, and AI servers could drive a re-rating of the company, diversifying its portfolio away from the highly competitive consumer electronics market and positioning it to benefit from the generative AI trend.

Looking ahead to FY27, against a backdrop of improving U.S.-China relations and increased investment in AI, the company is expected to continue benefiting from robust demand for AI servers and an acceleration in the profitability growth of its ISG division.