Lenovo Group Limited

SEHK:992 Rapport sur les actions

Capitalisation boursière : HK$304.7b

Lenovo Group Croissance future

Future contrôle des critères 4/6

Lenovo Group devrait augmenter ses bénéfices et son chiffre d'affaires de 17% et de 8.8% par an respectivement. Le BPA devrait croître de de 14.5% par an. Le rendement des capitaux propres devrait être 27.8% dans 3 ans.

Informations clés

17.0%

Taux de croissance des bénéfices

14.47%

Taux de croissance du BPA

Tech croissance des bénéfices31.4%
Taux de croissance des recettes8.8%
Rendement futur des capitaux propres27.76%
Couverture par les analystes

Good

Dernière mise à jour05 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jun 07

992: AI Infrastructure And Edge Partnerships Will Drive Future Upside

Analysts have lifted their HK$ price target for Lenovo Group from about HK$16.93 to around HK$37.39, as they factor in updated assumptions for higher revenue growth, stronger profit margins and a lower future P/E multiple. What's in the News Lenovo reported its strongest fiscal year on record for 2025/26, with full year revenue of US$83.1b and adjusted net income of US$2b.
Mise à jour du récit • May 24

992: AI PC Transition Will Face Delayed Benefit From New Chip Partnerships

Analysts now see fair value for Lenovo Group at about HK$14.00, up from roughly HK$12.23, reflecting updated assumptions for revenue growth, profit margins, and a lower expected future P/E multiple. What's in the News Dell, Lenovo, and other PC companies are reported to be working with Nvidia on laptops using an Arm based Nvidia MediaTek system on a chip, with potential launch timing in the first half of 2026.
Nouveau récit • May 17

Lenovo is a global AI infrastructure orchestrator with unique full-stack reach

Here is the investment memo , made with Copilot, integrating strategic AI alliances (based strictly on Lenovo News + credible external coverage + Simply Wall St context). Investment Memo – Lenovo Group (HK: 992) Upgraded with Strategic AI Alliances Executive Summary Lenovo is evolving into a full-stack AI infrastructure and devices player , supported not only by internal execution but by deep strategic alliances with global AI leaders (notably NVIDIA and AMD, and a multi-model ecosystem approach).
Mise à jour du récit • May 01

992: Future AI Chip Partnerships Will Strain Already Full Pricing Assumptions

Analysts have slightly revised their HK$ price target on Lenovo Group, reflecting updated views on revenue growth, profit margins, discount rates and future P/E assumptions that differ only modestly from prior estimates. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on Arm based Nvidia MediaTek system on a chip for laptops, with potential launch timing in the first half of 2026.
Mise à jour du récit • Apr 16

992: AI Chip Partnerships With Nvidia Will Drive Future Upside

Analysts have adjusted their fair value estimate for Lenovo Group slightly higher to HK$16.93, reflecting updated assumptions for the discount rate, revenue growth, profit margin and a higher future P/E multiple. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on laptops built around an Arm based Nvidia MediaTek system on a chip, with potential launches cited for the first half of 2026.
Mise à jour du récit • Apr 02

992: AI PC Transition And Hybrid AI Platforms Will Support Future Upside

Analysts have trimmed their HK$ fair value estimate for Lenovo Group from about HK$12.51 to around HK$12.23, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on Arm based Nvidia MediaTek SoC laptops for a potential launch in the first half of 2026, alongside separate work between Nvidia and Intel on Windows PC chips that combine Intel CPUs with Nvidia graphics and AI technology (The Wall Street Journal).
Mise à jour du récit • Mar 19

992: AI Hardware Cycles And Hybrid Cloud Plans Will Shape Fairly Priced Outlook

Analysts have slightly trimmed their HK$ price target on Lenovo Group, reflecting small adjustments to revenue growth and P/E expectations alongside a modest improvement in the profit margin outlook. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on laptops using an Arm based Nvidia MediaTek system on a chip, with potential launch timing in the first half of 2026.
Mise à jour du récit • Mar 05

992: AI Hardware Partnerships And Edge Computing Will Drive Future Recovery

Analysts have slightly reduced their average 12 month price target for Lenovo Group to about HK$16.89 from roughly HK$16.91, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on laptops built around an Arm based Nvidia MediaTek system on a chip, with potential launches in the first half of 2026.
Mise à jour du récit • Feb 18

992: Memory Cost Headwinds Will Set Up Future AI Hardware Recovery

Analysts have reduced their price target on Lenovo Group to HK$9.50 from HK$13.00, citing concerns that rising memory prices and potential component shortages over the next six months could pressure earnings and support a lower fair value and P/E assumption. Analyst Commentary The latest move from JPMorgan to trim its price target on Lenovo Group to HK$9.50 from HK$13 centers on concerns that higher memory costs and potential component shortages over the next six months could weigh on earnings and justify a lower P/E assumption.
Mise à jour du récit • Feb 04

992: Memory Super Cycle Risks Will Test AI Hardware And Agentic AI Plans

Analysts have trimmed their price targets on Lenovo Group, with recent revisions from HK$13.00 to HK$9.50 and from HK$13.00 to HK$10.20, reflecting concerns about higher memory costs and potential component shortages that could pressure margins and earnings. Analyst Commentary Recent research from JPMorgan and other bearish analysts highlights a more cautious stance on Lenovo, centered on cost pressures and their possible impact on earnings quality and valuation.
Mise à jour du récit • Jan 21

992: Memory Super Cycle Risks Will Temper AI Hardware Ambitions

Analysts have trimmed their price targets for Lenovo Group to around HK$9.50 to HK$10.20. This reflects lower fair value estimates and expectations for softer revenue growth and margins as rising memory costs and potential component shortages weigh on the hardware outlook.
Mise à jour du récit • Jan 07

992: Rising Memory Super Cycle Will Pressure Margins Yet Support AI Upside

Narrative update Analysts have trimmed their fair value estimate for Lenovo Group slightly to about $12.51, reflecting lower price targets in the HK$9.50 to HK$10.20 range as they factor in higher memory costs and potential component shortages that could pressure margins over the next year. Analyst Commentary Recent rating changes from JPMorgan and others highlight a more cautious stance on Lenovo Group, with price targets now clustered in the HK$9.50 to HK$10.20 range.
Article d’analyse • Dec 31

Investors Aren't Buying Lenovo Group Limited's (HKG:992) Earnings

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") above 13x, you may consider...
Mise à jour du récit • Dec 24

992 Memory Cost Headwinds Will Eventually Set Up AI Hardware Rebound

Analysts have modestly lowered their price target on Lenovo Group to HK$9.50 from HK$13.00, citing expectations that rising memory costs and potential component shortages will compress margins and weigh on earnings over the next several years. Analyst Commentary While the recent revisions reflect a more cautious stance on near term profitability, major houses such as JPMorgan emphasize that the reset in expectations also creates a cleaner starting point for Lenovo Group.
Mise à jour du récit • Dec 09

992: Rising Memory Super Cycle Will Pressure Margins But Support Long Term Upside

The analyst price target for Lenovo Group has been revised downward from HK$13.00 to a range of HK$9.50 to HK$10.20, as analysts factor in higher memory costs and potential component shortages that are expected to pressure earnings and margins. Analyst Commentary Analysts are reassessing Lenovo's investment case in light of rising memory prices and anticipated component shortages, which are expected to compress margins and temper earnings growth over the next year.
Mise à jour du récit • Nov 25

992: Rising Memory Costs Will Shape Margin Potential Over The Next Year

Lenovo Group’s analyst price target has been revised down from HK$13 to HK$9.50, as analysts cite rising memory costs and expected margin pressure as primary reasons for the more cautious outlook. Analyst Commentary Recent analyst updates have offered insight into how shifting market dynamics could affect Lenovo Group's valuation, growth prospects, and execution abilities over the coming quarters.
Article d’analyse • Nov 24

Lenovo Group (HKG:992) Will Pay A Dividend Of $0.085

Lenovo Group Limited's ( HKG:992 ) investors are due to receive a payment of $0.085 per share on 24th of December. This...
Mise à jour du récit • Nov 04

992: Next-Gen AI Capabilities Will Drive Performance Upside in 2024

Analysts have slightly raised their price target for Lenovo Group, increasing it from $13.55 to $13.56. This change reflects marginally improved forecasts for key financial metrics including revenue growth and future valuation.
Mise à jour du récit • Oct 21

Analysts Lift Lenovo Price Target Slightly as New AI Solutions and Valuation Tweaks Emerge

Lenovo Group's analyst price target has been increased slightly from $13.42 to $13.55, as analysts cite marginal improvements in the company's discount rate and fair value estimates. What's in the News Lenovo announced an upcoming Board Meeting on November 19, 2025, to consider and potentially approve unaudited financial results for the six months ended September 30, 2025.
Mise à jour du récit • Aug 27

AI Investments Will Strengthen Brand Through Global Partnerships

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.
Article d’analyse • Jul 28

Return Trends At Lenovo Group (HKG:992) Aren't Appealing

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Article d’analyse • Jul 14

Lenovo Group's (HKG:992) Upcoming Dividend Will Be Larger Than Last Year's

Lenovo Group Limited ( HKG:992 ) has announced that it will be increasing its dividend from last year's comparable...
Article d’analyse • Jul 10

Shareholders Will Probably Hold Off On Increasing Lenovo Group Limited's (HKG:992) CEO Compensation For The Time Being

Key Insights Lenovo Group's Annual General Meeting to take place on 17th of July Total pay for CEO Yuanqing Yang...
Article d’analyse • Jun 27

Lenovo Group (HKG:992) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Lenovo Group Limited's ( HKG:992 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Article d’analyse • Jun 26

Lenovo Group's (HKG:992) Dividend Will Be Increased To $0.305

Lenovo Group Limited ( HKG:992 ) will increase its dividend from last year's comparable payment on the 13th of August...

Prévisions de croissance des bénéfices et des revenus

SEHK:992 - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/2029114,7433,6763,1574,49611
3/31/2028101,9742,8683,5914,63819
3/31/202793,1612,3094,2604,55218
3/31/202683,0751,9122,1654,024N/A
12/31/202578,4701,4811,0742,691N/A
9/30/202575,0621,6286182,084N/A
6/30/202572,4601,6462131,528N/A
3/31/202569,0771,384-511,100N/A
12/31/202465,9271,5421,5132,665N/A
9/30/202462,8511,1871,5262,686N/A
6/30/202459,4111,0778942,153N/A
3/31/202456,8641,0117252,011N/A
12/31/202355,6668763061,712N/A
9/30/202355,211977-631,422N/A
6/30/202357,8911,2691,5293,052N/A
3/31/202361,9471,6081,2232,801N/A
12/31/202266,0061,9062,4514,020N/A
9/30/202270,8652,1093,0564,552N/A
6/30/202271,6452,0792,6374,028N/A
3/31/202271,6182,0302,7934,077N/A
12/31/202170,5551,8352,0173,216N/A
9/30/202167,6731,5913,5314,573N/A
6/30/202164,3241,3892,8273,783N/A
3/31/202160,7421,1362,8093,653N/A
12/31/202055,6929612,6823,483N/A
9/30/202052,5498241,2352,058N/A
6/30/202051,5527161,8242,669N/A
3/31/202050,7166651,2732,210N/A
12/31/201951,847741N/A1,300N/A
9/30/201951,780715N/A2,309N/A
6/30/201951,637682N/A995N/A
3/31/201951,038596N/A1,473N/A
12/31/201849,966511N/A1,197N/A
9/30/201848,869-11N/A-139N/A
6/30/201847,250-40N/A157N/A
3/31/201845,350-189N/A-756N/A
12/31/201744,290-115N/A205N/A
9/30/201743,521272N/A339N/A
6/30/201742,991290N/A1,534N/A
3/31/201743,035535N/A2,120N/A
12/31/201642,589608N/A1,212N/A
9/30/201643,333810N/A1,260N/A
6/30/201644,252-60N/A610N/A
3/31/201644,912-128N/A292N/A
12/31/201547,113-208N/A-111N/A
9/30/201548,291-255N/A233N/A
6/30/201546,617720N/A-457N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 992 ( 17% par an) est supérieure au taux d'épargne ( 3% ).

Bénéfices vs marché: Les bénéfices de 992 ( 17% par an) devraient croître plus rapidement que le marché Hong Kong ( 12.6% par an).

Croissance élevée des bénéfices: Les bénéfices de 992 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 992 ( 8.8% par an) devrait croître plus rapidement que le marché Hong Kong ( 8.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 992 ( 8.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 992 devrait être élevé dans 3 ans ( 27.8 %)

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/09 14:47
Cours de l'action en fin de journée2026/06/09 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Lenovo Group Limited est couverte par 46 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Brett SimpsonArete Research Services LLP
Nam Hyung KimArete Research Services LLP
Yingchao YangBarclays