Fresh off its first appearance in TIME’s ranking of the world’s best companies, Lenovo finds itself in an enviable position: trading just shy of its 52-week high while riding a wave of record financial results and expanding partnerships across sports and sustainability.
The Chinese technology group claimed 51st place globally in TIME’s 2026 list of the best companies, unveiled on September 14. Lenovo earned an overall score of 87.51 points, with growth performance singled out as particularly strong. Among roughly 600 companies evaluated, the hardware maker posted the highest overall score in its industry, adding to earlier top placements from 2022 and 2025.
Market Momentum Builds
Investors have taken notice. The stock changed hands at EUR 4.02 on Thursday, a modest daily decline of 1.9 percent, leaving it just 4.6 percent below the 52-week high of EUR 4.21 set on September 18. The pullback comes after a robust run-up through the year, with the share price having climbed steadily on the back of operational expansion.
That expansion rests on a solid foundation from the current 2026/27 fiscal year. First-quarter group revenue surged 43 percent year-over-year to a record USD 26.9 billion, with every business segment delivering peak revenue and operating profit for the period. The leap reflects a deliberate repositioning: while the PC business provides a dependable base, the infrastructure solutions division is increasingly driving growth, and higher server margins are lifting the group’s overall profitability to a more stable level.
AI Revenue Emerges as Growth Engine
Artificial intelligence has become a major contributor to that trajectory. AI-related revenue reached USD 9.3 billion in the first fiscal quarter, a 60 percent jump year-over-year, and now accounts for 35 percent of total group revenue. The sales pipeline for AI servers also swelled significantly compared with the prior quarter, giving management visibility into the months ahead.
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Product development has kept pace. On September 16, Lenovo introduced new ThinkAgile systems alongside expanded Express Solutions and deployment services, designed to give enterprises greater choice, resilience and operational control when running complex workloads. Preconfigured architectures that cut deployment effort are proving increasingly attractive to businesses reliant on flexible computing capacity — an approach that deepens customer ties in the higher-margin enterprise segment and layers long-term service contracts onto traditional hardware sales.
Partnerships Extend Global Footprint
Beyond the data center, Lenovo has moved aggressively to broaden its international profile. The company announced a partnership with the Olympic Council of Asia, serving as official solutions and services partner through 2030 to build the technological backbone for future AI-powered sporting events. In Japan, it will supply PC systems and related services for the 20th Asian Games and 5th Para Asian Games, a role confirmed on Monday.
Sustainability efforts within its distribution network are advancing in parallel. Schneider Electric joined the Lenovo 360 Circle as a strategic partner on Monday, bringing decarbonization expertise and specialized management tools to IT resellers. The collaboration pairs Lenovo’s network reach with Schneider Electric’s consulting capabilities in carbon management, enabling service providers to embed sustainability strategies directly into client projects.
Eyes on October Results
For shareholders, attention now shifts to operational performance. Media reports indicate the next earnings release is scheduled for October 29 — a date that should reveal how effectively the recent sales wins and partnerships translate into the group’s financial metrics.
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