Update shared on27 Aug 2025
Fair value Increased 2.14%Lenovo Group’s consensus analyst price target has increased modestly, despite a significant rise in the forward P/E multiple and reduced revenue growth forecasts, resulting in a new fair value estimate of HK$13.43.
What's in the News
- Lenovo and Sphere Entertainment Co established a multi-year global partnership, making Lenovo an Official Technology Partner of Sphere Studios; Lenovo’s annual Tech World event will debut at Sphere in Las Vegas during CES 2026, highlighting AI-driven innovation and immersive content.
- Lenovo launched TruScale Device as a Service (DaaS) for Sustainability, enabling enterprises to advance ESG goals, extend device lifecycle, and offset emissions, with 20% TCO reduction and strong IT efficiency benefits.
- Lenovo and WeRide released the HPC 3.0 platform for Level 4 autonomous vehicles, leveraging Lenovo’s domain controller and NVIDIA’s DRIVE AGX Thor, reducing Robotaxi suite costs by 50% and supporting global deployment.
- Lenovo Legion became the Official PC & Gaming Hardware partner for Esports World Cup 2025, equipping EWC athletes with high-performance gaming devices and boosting brand exposure through global tournaments and digital activations.
- Lenovo expanded its Hybrid AI Advantage platform, launching new advisory services, enterprise AI solutions, and validated infrastructure partnerships (including with IBM, Cisco, NVIDIA), accelerating enterprise AI adoption and performance.
Valuation Changes
Summary of Valuation Changes for Lenovo Group
- The Consensus Analyst Price Target has risen slightly from HK$13.15 to HK$13.43.
- The Future P/E for Lenovo Group has significantly risen from 13.04x to 96.42x.
- The Consensus Revenue Growth forecasts for Lenovo Group has significantly fallen from 8.3% per annum to 6.9% per annum.
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