Lenovo Group Toekomstige groei
Future criteriumcontroles 1/6
Lenovo Group zal naar verwachting groeien in winst en omzet met respectievelijk 11.7% en 6.7% per jaar. De winst per aandeel zal naar verwachting groeien met 10.2% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 18.1% zijn.
Belangrijke informatie
11.7%
Groei van de winst
10.17%
Groei van de winst per aandeel
| Tech winstgroei | 7.1% |
| Inkomstengroei | 6.7% |
| Toekomstig rendement op eigen vermogen | 18.15% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 30 Apr 2026 |
Recente toekomstige groei-updates
Recent updates
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.
992: AI Chip Partnerships With Nvidia Will Drive Future Upside
Analysts have adjusted their fair value estimate for Lenovo Group slightly higher to HK$16.93, reflecting updated assumptions for the discount rate, revenue growth, profit margin and a higher future P/E multiple. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on laptops built around an Arm based Nvidia MediaTek system on a chip, with potential launches cited for the first half of 2026.
992: AI PC Transition And Hybrid AI Platforms Will Support Future Upside
Analysts have trimmed their HK$ fair value estimate for Lenovo Group from about HK$12.51 to around HK$12.23, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Dell, Lenovo and other PC makers are reported to be working with Nvidia on Arm based Nvidia MediaTek SoC laptops for a potential launch in the first half of 2026, alongside separate work between Nvidia and Intel on Windows PC chips that combine Intel CPUs with Nvidia graphics and AI technology (The Wall Street Journal).992: AI Hardware Cycles And Hybrid Cloud Plans Will Shape Fairly Priced Outlook
Analysts have slightly trimmed their HK$ 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 2026.992: 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 2026.992: 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.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.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.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.Investors Aren't Buying Lenovo Group Limited's (HKG:992) Earnings
Dec 31
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.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.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.Lenovo Group (HKG:992) Will Pay A Dividend Of $0.085
Nov 24992: 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.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.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.Return Trends At Lenovo Group (HKG:992) Aren't Appealing
Jul 28Lenovo Group's (HKG:992) Upcoming Dividend Will Be Larger Than Last Year's
Jul 14Shareholders Will Probably Hold Off On Increasing Lenovo Group Limited's (HKG:992) CEO Compensation For The Time Being
Jul 10Lenovo Group (HKG:992) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Jun 27Lenovo Group's (HKG:992) Dividend Will Be Increased To $0.305
Jun 26
Hybrid AI And Global Expansion Will Drive Future Success
Lenovo's focus on AI innovations and expansion in AI services is poised to drive revenue and enhance future profitability.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 3/31/2029 | 89,981 | 1,735 | N/A | N/A | 1 |
| 3/31/2028 | 93,851 | 2,121 | 2,611 | 3,244 | 19 |
| 3/31/2027 | 86,814 | 1,784 | 2,311 | 3,453 | 21 |
| 3/31/2026 | 80,373 | 1,687 | 2,035 | 2,924 | 19 |
| 12/31/2025 | 78,470 | 1,481 | 1,074 | 2,691 | N/A |
| 9/30/2025 | 75,062 | 1,628 | 618 | 2,084 | N/A |
| 6/30/2025 | 72,460 | 1,646 | N/A | N/A | N/A |
| 3/31/2025 | 69,077 | 1,384 | -51 | 1,100 | N/A |
| 12/31/2024 | 65,927 | 1,542 | 1,513 | 2,665 | N/A |
| 9/30/2024 | 62,851 | 1,187 | 1,526 | 2,686 | N/A |
| 6/30/2024 | 59,411 | 1,077 | 894 | 2,153 | N/A |
| 3/31/2024 | 56,864 | 1,011 | 725 | 2,011 | N/A |
| 12/31/2023 | 55,666 | 876 | 306 | 1,712 | N/A |
| 9/30/2023 | 55,211 | 977 | -63 | 1,422 | N/A |
| 6/30/2023 | 57,891 | 1,269 | 1,529 | 3,052 | N/A |
| 3/31/2023 | 61,947 | 1,608 | 1,223 | 2,801 | N/A |
| 12/31/2022 | 66,006 | 1,906 | 2,451 | 4,020 | N/A |
| 9/30/2022 | 70,865 | 2,109 | 3,056 | 4,552 | N/A |
| 6/30/2022 | 71,645 | 2,079 | 2,637 | 4,028 | N/A |
| 3/31/2022 | 71,618 | 2,030 | 2,793 | 4,077 | N/A |
| 12/31/2021 | 70,555 | 1,835 | 2,017 | 3,216 | N/A |
| 9/30/2021 | 67,673 | 1,591 | 3,531 | 4,573 | N/A |
| 6/30/2021 | 64,324 | 1,389 | 2,827 | 3,783 | N/A |
| 3/31/2021 | 60,742 | 1,136 | 2,809 | 3,653 | N/A |
| 12/31/2020 | 55,692 | 961 | 2,682 | 3,483 | N/A |
| 9/30/2020 | 52,549 | 824 | 1,235 | 2,058 | N/A |
| 6/30/2020 | 51,552 | 716 | 1,824 | 2,669 | N/A |
| 3/31/2020 | 50,716 | 665 | 1,273 | 2,210 | N/A |
| 12/31/2019 | 51,847 | 741 | 367 | 1,300 | N/A |
| 9/30/2019 | 51,780 | 715 | N/A | 2,309 | N/A |
| 6/30/2019 | 51,637 | 682 | N/A | 995 | N/A |
| 3/31/2019 | 51,038 | 596 | N/A | 1,473 | N/A |
| 12/31/2018 | 49,966 | 511 | N/A | 1,197 | N/A |
| 9/30/2018 | 48,869 | -11 | N/A | -139 | N/A |
| 6/30/2018 | 47,250 | -40 | N/A | 157 | N/A |
| 3/31/2018 | 45,350 | -189 | N/A | -756 | N/A |
| 12/31/2017 | 44,290 | -115 | N/A | 205 | N/A |
| 9/30/2017 | 43,521 | 272 | N/A | 339 | N/A |
| 6/30/2017 | 42,991 | 290 | N/A | 1,534 | N/A |
| 3/31/2017 | 43,035 | 535 | N/A | 2,120 | N/A |
| 12/31/2016 | 42,589 | 608 | N/A | 1,212 | N/A |
| 9/30/2016 | 43,333 | 810 | N/A | 1,260 | N/A |
| 6/30/2016 | 44,252 | -60 | N/A | 610 | N/A |
| 3/31/2016 | 44,912 | -128 | N/A | 292 | N/A |
| 12/31/2015 | 47,113 | -208 | N/A | -111 | N/A |
| 9/30/2015 | 48,291 | -255 | N/A | 233 | N/A |
| 6/30/2015 | 46,617 | 720 | N/A | -457 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei 992 ( 11.7% per jaar) ligt boven de spaarquote ( 3% ).
Winst versus markt: De winst van 992 ( 11.7% per jaar) zal naar verwachting langzamer groeien dan de markt Hong Kong ( 12.6% per jaar).
Hoge groeiwinsten: De winst van 992 zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van 992 ( 6.7% per jaar) zal naar verwachting langzamer groeien dan de markt Hong Kong ( 8.5% per jaar).
Hoge groei-inkomsten: De omzet van 992 ( 6.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen 992 zal naar verwachting over 3 jaar laag zijn ( 18.1 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/05 01:47 |
| Aandelenkoers aan het einde van de dag | 2026/05/05 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Lenovo Group Limited wordt gevolgd door 53 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Nam Hyung Kim | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| Yingchao Yang | Barclays |