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LENOVO GROUP Mushrooms 15.5% at Close to Record High; Summary of Latest Broker Ratings, TPs, Views
Recommend 25 Positive 36 Negative 21 |
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LENOVO GROUP (00992.HK) once skyrocketed 19.1% today (26th), hitting an intraday peak of HKD18.76. It closed up 15.49% at HKD18.19, a record high, with 548 million shares traded, involving HKD9.861 billion. The latest consolidated summary by AASTOCKS Financial News of investment ratings, TPs and views from eight brokers on LENOVO GROUP is as follows: Brokers | Ratings | TPs | Core Views Goldman Sachs | Buy | HKD12.53 -> HKD27 The impact of rising memory costs is manageable. AI will continue to drive Lenovo s future growth. Non-HKFRS earnings forecasts for FY2027-29 were raised by 5%, 6% and 5%, respectively. DBS | Buy | HKD19 -> HKD23.5 The broker expects sustained server profitability. Coupled with improved visibility of AI rack-scale orders, it should help valuation converge with AI infrastructure peers. Macquarie | Outperform | HKD12.93 -> HKD21.75 The ISG achieved a meaningful turnaround, driving valuation re-rating. The stock has been added to Marquee Buy for Asia. CLSA | Outperform | HKD12.9 -> HKD21 4FQ results beat expectations; improved profitability of ISG has become a new growth driver. Citi | Buy | HKD12.6 -> HKD20 Solid ISG demand and continued improvement in profitability. CICC | Outperform | Raised to HKD20 PC revenue ballooned; turnaround of ISG drives valuation re-rating. UOB Kay Hian | Buy | HKD9.85 -> HKD20.2 Successful transformation into a major beneficiary of AI infrastructure. Driven by AI growth momentum and record ISG profitability, 4FQ results far exceeded expectations. JP Morgan | Neutral | HKD9.5 -> HKD16.8 Breakthrough in ISG profitability is a structural positive, but risks of PC demand reset may emerge in 2H. Morgan Stanley | Equalweight | HKD14.2 The sharp rally may be temporary. Cost inflation poses headwinds to shipment volume and margins; a cautious stance is maintained. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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