Macquarie released a research report stating that Lenovo Group aims to increase its market share by 2026 through innovative and high-end product portfolios, driving growth in its device business revenue. Its Infrastructure Solutions Group (ISG) restructuring plan is designed to capture the rapidly growing demand for inference. Macquarie maintains its 'Outperform' rating for Lenovo and raises the target price by 5% to HK$12.93, citing positive progress in turning around Lenovo's ISG business.
