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Lenovo Group (DE:LHL1)
OTHER OTC:LHL1
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Lenovo Group (LHL1) Price & Analysis

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LHL1 Stock Chart & Stats

€21.40
-€0.40(-1.67%)
At close: 4:00 PM EST
€21.40
-€0.40(-1.67%)

Bulls Say, Bears Say

Bulls Say
AI Revenue MomentumAI now accounts for a large, fast-growing share of revenue, signaling a structural shift in Lenovo’s mix toward higher-growth, differentiated products and services. Sustained AI adoption across devices, infrastructure and services supports recurring engagements, premium pricing and multi-year revenue tailwinds.
ISG Turnaround & PipelineA large, monetizable AI server pipeline and accelerating ISG revenue/profitability indicate Lenovo is moving up the value chain into higher‑margin enterprise infrastructure. Durable enterprise relationships and multi‑customer deployments improve revenue visibility and create ongoing upgrade and service opportunities.
PC Leadership & PremiumizationSustained market leadership and a shift to premium units strengthen Lenovo’s pricing power and gross margins over time. Scale advantages in manufacturing, channel reach and brand credibility support durable competitive moats in PCs and connected devices, helping buffer cyclical demand swings.
Bears Say
Thin ProfitabilityMargins remain slim relative to the mix and leave limited buffer against cost inflation or pricing pressure. Persistent low net margins constrain internal reinvestment capacity, reduce resilience through downturns and increase reliance on volume mix or higher‑margin segments to sustainably improve returns.
Supply & Component ConstraintsChronic component shortages and higher BOM costs can structurally limit Lenovo’s ability to convert demand into revenue and compress margins. For capital‑intensive AI infrastructure and premium devices, persistent supply constraints raise execution risk and may slow sustainable share gains.
Cash Flow Volatility Vs CapEx NeedsIrregular FCF generation reduces cushion to fund required incremental CapEx for ISG scaling and capacity buildouts. If cash conversion remains volatile, Lenovo may face recurring financing or timing risks when investing to meet AI infrastructure demand, pressuring returns on incremental capital.

Lenovo Group News

LHL1 FAQ

What was Lenovo Group’s price range in the past 12 months?
Lenovo Group lowest stock price was €18.30 and its highest was €33.40 in the past 12 months.
    What is Lenovo Group’s market cap?
    Lenovo Group’s market cap is €21.42B.
      When is Lenovo Group’s upcoming earnings report date?
      Lenovo Group’s upcoming earnings report date is Aug 13, 2026 which is in 80 days.
        How were Lenovo Group’s earnings last quarter?
        Lenovo Group released its earnings results on May 21, 2026. The company reported €0.742 earnings per share for the quarter, beating the consensus estimate of €0.467 by €0.276.
          Is Lenovo Group overvalued?
          According to Wall Street analysts Lenovo Group’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Lenovo Group pay dividends?
            Lenovo Group does not currently pay dividends.
            What is Lenovo Group’s EPS estimate?
            Lenovo Group’s EPS estimate is 0.67.
              How many shares outstanding does Lenovo Group have?
              Lenovo Group has 620,233,000 shares outstanding.
                What happened to Lenovo Group’s price movement after its last earnings report?
                Lenovo Group reported an EPS of €0.742 in its last earnings report, beating expectations of €0.467. Following the earnings report the stock price went up 14.384%.
                  Which hedge fund is a major shareholder of Lenovo Group?
                  Currently, no hedge funds are holding shares in DE:LHL1
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Lenovo Group Stock Smart Score

                    Company Description

                    Lenovo Group

                    Lenovo Group Limited, an investment holding company, develops, manufactures, and markets technology products and services. It operates through Intelligent Devices Group, Infrastructure Solutions Group, and Solutions and Services Group segments. The company offers commercial and consumer personal computers, as well as servers and workstations; and a family of mobile Internet devices, including tablets and smartphones. It also provides laptops, monitors, accessories, smart home and collaboration solutions, augmented and virtual reality, commercial internet of things, and smart infrastructure data center solutions. In addition, the company manufactures and distributes IT products, computers, computer hardware, and peripheral equipment; and offers IT, business planning, management, supply chain, finance, administration support, procurement agency, data management, intellectual property, and investment management services. Further, it is involved in the retail and service business for consumer electronic products and related digital services; development, ownership, licensing, and sale of communications hardware and software; and develops software and applications. Additionally, the company is involved in motherboard design and system, full-rack assembly across server, storage, and other products; and provides device-, infrastructure-, and software-as-a-service. It operates in China, the Asia Pacific, Europe, the Middle East, Africa, and the Americas. Lenovo Group Limited was founded in 1984 and is based in Quarry Bay, Hong Kong.

                    Lenovo Group (LHL1) Earnings & Revenues

                    LHL1 Company Deck

                    LHL1 Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized multiple sizable operational and financial wins — record quarterly and full‑year revenues, strong margin and adjusted profit expansion, clear AI acceleration across devices, infrastructure and services, ISG’s turnaround with a large AI pipeline, and material progress in premiumization and recurring services. The primary negatives were ongoing supply‑chain constraints, rising component costs, demand outpacing supply for AI infrastructure, and the need for incremental CapEx to scale ISG. On balance, the positive results, breadth of growth across business groups, and strong AI momentum outweigh the risks cited.View all DE:LHL1 earnings summaries
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