Lenovo Posts Record Quarterly Revenue as AI Business Surges

An announcement from Lenovo Group ( (HK:0992) ) is now available.

Lenovo reported record third-quarter revenue of US$22 billion for FY2025/26, up 18% year-on-year, with adjusted profit attributable to equity holders rising 36% to US$589 million. AI-related revenue surged 72% and now represents nearly a third of total sales, underscoring the company’s strategic shift toward AI devices, servers, and services.

All three business units delivered double-digit growth as the Intelligent Devices Group strengthened its dominant PC market share and set records in smartphone volumes, while the Infrastructure Solutions Group posted record revenue and a strong AI server pipeline supported by a restructuring program aimed at restoring profitability and generating over US$200 million in annual savings. The Solutions and Services Group extended its run of double-digit growth with near-record margins, driven by higher-value managed services and TruScale offerings, and Lenovo’s latest AI innovations, including the Qira personal AI agent, reinforced its ambition to lead the global AI ecosystem.

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 Limited is a Hong Kong–incorporated technology company operating globally in personal computers, smartphones, infrastructure solutions, and services. It leads the worldwide PC market with a share above 25%, and is increasingly focused on AI-enabled devices, enterprise AI infrastructure, and managed services, targeting both consumer and enterprise customers across key geographies.

Average Trading Volume: 104,255,229

Technical Sentiment Signal: Buy

Current Market Cap: HK$114B

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