Assessing Lenovo Group (SEHK:992) Valuation As New AI Retail And Education Products Roll Out

Simply Wall St.01-24 18:16

Lenovo Group (SEHK:992) has just expanded its education and retail technology offerings, announcing new Chromebook models for classrooms alongside AI powered Smart Store Services and AI Retail ...

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See our latest analysis for Lenovo Group. These education and retail launches come after a tougher period for the shares, with a 90 day share price return of 23.26% decline and a 1 year total shareholder return of 3.02% decline. This contrasts with a 58.51% gain over three years and suggests longer term holders have seen stronger momentum than more recent buyers. If Lenovo’s AI and education push has caught your eye, this is also a good moment to see what other high growth tech and AI names are doing via high growth tech and AI stocks. So with education and retail AI products rolling out, a value score of 5, an intrinsic discount of 65%, and the shares trading at HK$8.84 against an HK$12.22 target, is Lenovo a mispriced opportunity or is the market already baking in future growth? AdvertisementMost Popular Narrative: 29.4% Undervalued The most followed narrative puts Lenovo’s fair value at about HK$12.51 versus the last close at HK$8.84, framing a sizeable valuation gap around its AI and services ambitions.  The strategic shift toward solutions and services (including Device-as-a-Service, Infrastructure-as-a-Service, and managed services like TruScale) is generating recurring, higher-margin revenue streams as evidenced by rapid growth and margin expansion in Lenovo's Services & Solutions Group, supporting durable improvements in group net margins and earnings stability.  Read the complete narrative. Curious what kind of revenue growth, margin profile, and future earnings multiple have to come together to support that HK$12.51 fair value? The narrative leans on specific forecasts for sales, profitability, and valuation, and it spells out exactly how those inputs stack up against the broader tech sector. Result: Fair Value of HK$12.51 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, remember this hinges on PC demand and AI infrastructure spend holding up, while memory price spikes and component shortages could still squeeze margins and execution. Find out about the key risks to this Lenovo Group narrative.  Build Your Own Lenovo Group Narrative If you think the assumptions here miss something or you would like to test your own view against the numbers, you can build a custom Lenovo story in a few minutes with Do it your way. A great starting point for your Lenovo Group research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Lenovo is on your radar, do not stop there. The screener can quickly surface other opportunities that might fit your style before the crowd catches on.  Spot potential bargains early by scanning these 864 undervalued stocks based on cash flows that line up with your expectations on cash flows and pricing. Explore the AI segment by reviewing these 24 AI penny stocks that are influencing how data, automation, and intelligent software appear in everyday products. Consider additional income potential by checking out these 13 dividend stocks with yields > 3% that combine yield above 3% with supporting fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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