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Lenovo Group (DE:LHL1)
OTHER OTC:LHL1

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-driven Revenue GrowthRapid AI revenue growth to roughly one-third of total revenue represents a structural diversification away from cyclical PC cycles. Over 2–6 months this supports durable demand across devices, services and infrastructure, enabling higher growth opportunities and long-term ecosystem monetization.
PC Market LeadershipSustained share gains and decade‑long volume outperformance reflect durable competitive advantages in scale, channel relationships and brand (ThinkPad/IdeaPad). This underpins predictable hardware revenue, bargaining power with suppliers, and a stable base for service and software upsell.
ISG AI Infrastructure PipelineA large AI server pipeline and rapid growth in cooling and infrastructure products position Lenovo to capture structural AI capex. This shifts revenue mix toward higher‑value, enterprise solutions and supports margin expansion if execution and supply alignment are sustained.
Bears Say
Thin Net Margins & Volatile Cash FlowStructurally low net margins and historically uneven free cash flow reduce the firm's buffer to absorb cost shocks and fund investment. Over months this limits reinvestment flexibility, increases sensitivity to margin pressure, and makes sustained R&D or capex without leverage more challenging.
Component Cost Inflation & Supply RiskAcute memory and silicon inflation plus supply constraints directly compress hardware margins and can force ASP tradeoffs. Persisting input-cost volatility impairs operating leverage and raises execution risk in delivering AI and device growth without eroding profitability.
ISG Turnaround & Execution RiskISG needed a one‑time restructuring to restore profitability, signalling that parts of the infrastructure business lacked prior operating discipline. The planned savings and returns hinge on successful execution; failure would weaken margin recovery and the AI infra opportunity's contribution.

Lenovo Group News

LHL1 FAQ

What was Lenovo Group’s price range in the past 12 months?
Lenovo Group lowest stock price was €16.90 and its highest was €33.40 in the past 12 months.
    What is Lenovo Group’s market cap?
    Lenovo Group’s market cap is €12.56B.
      When is Lenovo Group’s upcoming earnings report date?
      Lenovo Group’s upcoming earnings report date is May 21, 2026 which is in 87 days.
        How were Lenovo Group’s earnings last quarter?
        Lenovo Group released its earnings results on Feb 12, 2026. The company reported €0.66 earnings per share for the quarter, beating the consensus estimate of €0.606 by €0.053.
          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 0.39.
              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 €0.66 in its last earnings report, beating expectations of €0.606. Following the earnings report the stock price went down -4.569%.
                  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

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a largely positive tone: strong, broad‑based revenue growth, record quarter results across groups, rapid AI revenue expansion (~72% YoY to ~32% of revenue), market leadership in PCs, significant product and ecosystem launches, and clear operational plans (including >$200M annualized ISG savings) to capture AI demand. Notable headwinds include acute memory and silicon cost inflation, supply constraints, a $285M one‑time restructuring charge, modest adjusted net margin (2.7%), and management modeling unit declines for PCs and mobile. Overall, the positives — record revenues, expanding profitability, AI momentum and structural cost actions — materially outweigh the lowlights, which are being actively managed.View all DE:LHL1 earnings summaries
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