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23.02.26 - 09:06
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Lenovo hits North American partners with price increases driven by memory shortage (Digitimes)
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Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments on selected commercial client devices and server products from March 2026. Resellers were urged to order by February 25, 2026, and ensure delivery by February 28, 2026, to preserve current pricing....
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23.02.26 - 06:06
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Nvidia challenges Intel, AMD with AI laptop chips (Digitimes)
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Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's system-on-chip (SoC) processors are expected to debut this year in laptops from Dell and Lenovo. Analysts do not expect a near-term earnings impact, but the move secures Nvidia a role in the emerging AI PC upgrade cycle....
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16.02.26 - 08:15
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Research: HTSC: LENOVO GROUP AI Biz Proportion Hikes; Rating Kept at Buy (AAStocks)
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LENOVO GROUP (00992.HK) announced its 3FQ26 results, with a revenue of US$22.2 billion, up 18% YoY, about 7% ahead of Bloomberg's consensus estimate, Huatai Securities issued a research report saying. Its non-HKFRS net profit attributable to the parent company amounted to US$589 million, up 36% YoY, significantly surpassing ......
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16.02.26 - 05:15
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Research: CICC Lifts Annual NP Forecast for LENOVO GROUP; 3FQ Results Beat (AAStocks)
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LENOVO GROUP (00992.HK) achieved a revenue of USD22.204 billion in 3QFY26, marking an 18% YoY increase, according to CICC's research report. The non-HKFRS net profit grew by 36% YoY to USD589 million, while the net profit attributable to shareholders dropped by 21% YoY to USD546 million.CICC attributed the overall better-tha......
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16.02.26 - 04:15
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Research: HSBC Research Drops LENOVO GROUP TP to $11.5, Keeps Buy Rating (AAStocks)
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LENOVO GROUP (00992.HK)'s operating profit margin for 3FQ26 ended December 2025) beat market consensus, HSBC Global Research published a research report saying. Its operating profit amounted to US$903 million, 19%/ 8% higher than the expectations of the broker/ market, respectively.LENOVO GROUP expected decline in PC shipmen......
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13.02.26 - 10:01
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Memory prices surge, trade truce extension, Year of the Horse gallops in (SCMP)
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Subscribers: The Daily Pulse will not be published from February 16 to 19 as China celebrates Lunar New Year. We will resume publication on Friday, February 20. Kung hei fat choi!
A global shortage of memory chips that has seen prices for makers of consumer devices rise by more than 600 per cent in a year is likely to be prolonged, China's Lenovo Group, the world's biggest personal computer producer, warned this week.
The shortage, driven by demand from artificial intelligence (AI) data centres,......
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13.02.26 - 08:45
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Research: BofAS Cuts LENOVO GROUP TP to $9.9, Reaffirms Neutral Rating (AAStocks)
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LENOVO GROUP (00992.HK)'s 3FQ26 profit beat the expectations of BofA Securities/ the market by 15%/ 9% each, BofA Securities issued a research report saying. Sales were in line with the broker's expectation, but 8% above market consensus. Operating profit beat the expectations of BofA Securities/ the market by 25%/ 14% r......
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