智通财经网·2025-10-21 08:18Core Viewpoint - UBS reports that Lenovo Group (00992) is expected to announce its fiscal quarter results for the period ending September, with healthy sales anticipated and low double-digit year-on-year growth projected for both sales and devices [1] Group 1: Financial Performance - Lenovo's Infrastructure Solutions Group (ISG) is expected to see a year-on-year growth of approximately 20% to 23% [1] - The Services Solutions Group (SSG) is projected to achieve high teens growth [1] - The company is expected to maintain its fiscal quarter revenue estimate at $440 million, slightly up from the previous expectation of $435 million [1] Group 2: Valuation and Price Target - UBS extends its valuation basis to the fiscal year 2027 while maintaining earnings per share estimates for 2026 and 2027 [1] - The target price for Lenovo Group has been raised from HKD 11 to HKD 12 [1] Group 3: Market Position and Profitability - Lenovo's personal computer segment is expected to grow at a low single-digit rate, outperforming the market [1] - The operating profit margin is anticipated to be between 7% and 7.5% [1] - Adjusted net profit forecast has been increased to between $150 million and $200 million due to impacts from warrants accounted at market value [1]