Lenovo Stock Surges 109% in May on AI Server Growth, Best Month Since 1999
By
Jose Antonio Lanz
Pulled from the oven just right. Trustworthy, fact-dense, deeply satisfying.
Summary
Lenovo's stock surged 109% in May 2025—its best monthly performance since 1999—driven by an AI server boom. The world's largest PC maker reported Q4 revenue of $21.6 billion (up 27% YoY) and net profit of $521 million (up 479% YoY). AI-related revenue reached 38% of quarterly sales, prompting Goldman Sachs to more than double its price target. The stock is now up 159% year-to-date, making it the top performer on the Hang Seng Index.
Key quotes
· 4 pulledLenovo's stock surged as much as 31% on Friday and has now gained 109% in May—its best monthly performance since 1999.
Lenovo's Q4 earnings showed quarterly revenue of $21.6 billion—up 27% year-on-year and the fastest quarterly growth rate in five years.
Net profit hit $521 million, up 479% from $90 million a year earlier.
When a company Lenovo's size nearly sextuples its quarterly profit, it forces the market to rethink its
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