Lenovo's Infrastructure-Services Segment Could Return to Operating Profit in Fiscal 2026 -- Market Talk

Dow Jones11-18

0828 GMT - Lenovo's infrastructure-services segment could continue narrowing operating losses and achieve a turnaround in early fiscal 2026, CCB International analyst Clint Su says in a research note. The segment could gradually narrow its operating loss in the quarters ahead, supported by high-margin products such as storage, high-performance computing and the Neptune liquid-cooling technology. Meanwhile, the PC maker is expected to continue leveraging its AI PC advantage with several new products due to be released in 2H this year, including those equipped with Intel's Lunar Lake chips, he says. The AI PCs could further boost Lenovo's margins and average selling price, he adds. CCB International maintains an outperform rating on the stock, with the target price unchanged at HK$12.50. Shares ended at HK$8.98. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

November 18, 2024 03:28 ET (08:28 GMT)

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Meanwhile, the PC maker is expected to continue leveraging its AI PC advantage with several new products due to be released in 2H this year, including those equipped with Intel's Lunar Lake chips, he says. The AI PCs could further boost Lenovo's margins and average selling price, he adds. CCB International maintains an outperform rating on the stock, with the target price unchanged at HK$12.50. Shares ended at HK$8.98. 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