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Lenovo Delivers Record FY2025/26 Revenue on Surging AI Demand and Margin Gains

Story Highlights
  • Lenovo posted record annual revenue and sharply higher profits, driven by margin expansion and double-digit growth across PCs, infrastructure, and services.
  • AI-related sales surged, infrastructure turned profitable, and a higher dividend reflected Lenovo’s confidence in its Hybrid AI and premiumization strategy.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Lenovo Delivers Record FY2025/26 Revenue on Surging AI Demand and Margin Gains

Meet Samuel – Your Personal Investing Prophet

Lenovo Group ( (HK:0992) ) has shared an announcement.

Lenovo Group reported record revenue of US$83.1 billion for the year ended March 31, 2026, up 20 percent year-on-year, with adjusted profit attributable to equity holders rising 42 percent to US$2.0 billion as margins expanded on strong AI demand and efficiency gains. All three business units delivered double-digit revenue growth, with the PC unit extending its global lead, the infrastructure unit turning profitable on surging AI server sales and a new storage acquisition, and the services arm increasing its mix of managed and project-based solutions.

Fourth-quarter revenue climbed 27 percent to a record US$21.6 billion, with AI-related sales accounting for 38 percent of total revenue and growing 84 percent year-on-year, underscoring Lenovo’s rapid pivot toward AI-centric hardware, software, and services. The company also advanced its Hybrid AI strategy and personal intelligence offerings, while proposing a higher final dividend, signaling management’s confidence in sustainable growth and reinforcing its competitive positioning in premium devices, enterprise infrastructure, and recurring services.

The most recent analyst rating on (HK:0992) stock is a Hold with a HK$9.80 price target. To see the full list of analyst forecasts on Lenovo Group stock, see the HK:0992 Stock Forecast page.

More about Lenovo Group

Lenovo Group is a Hong Kong–incorporated global technology company operating in the personal computers, smartphones, servers, storage, and IT services markets. Through its Intelligent Devices Group, Infrastructure Solutions Group, and Solutions & Services Group, Lenovo focuses on PCs, mobile devices, enterprise infrastructure, and higher-value, recurring solutions with a growing emphasis on AI-driven offerings.

Average Trading Volume: 95,131,639

Technical Sentiment Signal: Strong Buy

Current Market Cap: HK$163.7B

For a thorough assessment of 0992 stock, go to TipRanks’ Stock Analysis page.

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