A Morgan Stanley report released on February 21st, Jinshi Data, slightly lowered the target price of Lenovo Group (00992.HK) by 4.7%, from HK$13.8 to HK$13.15, maintaining a 'buy' rating. Morgan Stanley lowered its forecast for the end of the quarter for the company, reflecting the momentum of the quarter ending in December last year, mainly for personal computers. Therefore, Morgan Stanley lowered its profit forecast for Lenovo for the fiscal years 2026 and 2027, mainly reflecting non-cash interest expenses. The performance of the third quarter of the fiscal year 2025 shows that the group has achieved a significant milestone, with the Infrastructure Solutions Group turning losses into profits for the first time. It is expected that Lenovo will continue to streamline its enterprise product portfolio, which will help improve profitability. However, Morgan Stanley also hopes that it can expand into more profitable channel businesses. All of this is built on a very strong foundation in the field of cloud computing.
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Morgan Stanley: ligeiramente reduzir o preço-alvo da Lenovo em 5% mantendo a classificação de "overweight"
A Morgan Stanley report released on February 21st, Jinshi Data, slightly lowered the target price of Lenovo Group (00992.HK) by 4.7%, from HK$13.8 to HK$13.15, maintaining a 'buy' rating. Morgan Stanley lowered its forecast for the end of the quarter for the company, reflecting the momentum of the quarter ending in December last year, mainly for personal computers. Therefore, Morgan Stanley lowered its profit forecast for Lenovo for the fiscal years 2026 and 2027, mainly reflecting non-cash interest expenses. The performance of the third quarter of the fiscal year 2025 shows that the group has achieved a significant milestone, with the Infrastructure Solutions Group turning losses into profits for the first time. It is expected that Lenovo will continue to streamline its enterprise product portfolio, which will help improve profitability. However, Morgan Stanley also hopes that it can expand into more profitable channel businesses. All of this is built on a very strong foundation in the field of cloud computing.