Lenovo Achieves 14.6% Growth in PC Shipments to 71 Million Units in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Should l Buy TTGT?
Source: Yahoo Finance
- Market Leadership: Lenovo achieved shipments of 19.3 million units in Q4 2025, capturing 25.8% market share, which not only reflects a 14.4% quarterly growth but also solidifies its leadership position in the global PC market.
- Annual Growth Performance: In 2025, Lenovo's total shipments reached 71 million units, marking a 14.6% increase from 2024, demonstrating its ability to expand continuously in a highly competitive environment.
- Competitor Performance: HP and Dell followed closely with shipments of 15.4 million and 12.5 million units respectively, while Dell notably achieved a robust 26% year-on-year growth in Q4, indicating intensifying market competition.
- Future Outlook: Despite facing challenges of supply constraints and rising prices in 2026, 57% of B2B channel partners still expect growth in their PC business, indicating strong market demand and presenting opportunities for vendors that can effectively manage their supply chains.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TTGT is 11.67 USD with a low forecast of 10.00 USD and a high forecast of 15.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 5.160
Low
10.00
Averages
11.67
High
15.00
Current: 5.160
Low
10.00
Averages
11.67
High
15.00
About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Regional Performance Variance: Central and Eastern Europe emerged as the fastest-growing region in 2025, closely followed by Asia Pacific, while North America experienced a year-on-year decline; however, a healthy holiday season supported by vendor and retail discounts mitigated the overall downturn, showcasing regional market vitality.
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See More
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- Shipment Growth: According to Omdia's latest research, global tablet shipments rose 9.8% year-on-year in 2025, reaching 162 million units, indicating a market recovery post-pandemic, particularly strong in the holiday quarter.
- Regional Growth Variance: Central and Eastern Europe emerged as the fastest-growing region in 2025, closely followed by Asia Pacific, while North America experienced a decline; however, holiday season promotions helped mitigate the annual drop, showcasing regional market vitality.
- Major Vendor Performance: Apple shipped 19.63 million iPads in Q4 2025, a 16.5% increase, solidifying its market leadership, while Samsung's shipments fell 9.2% to 6.44 million units, reflecting pressures from a slowing market and highlighting competitive intensity.
- Future Market Outlook: Tablet demand is expected to face pressures in 2026, requiring vendors to balance competitiveness with profitability while driving replacement cycles for premium products and addressing educational market demands to adapt to the evolving market landscape.
See More
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- Call Timing and Participation: CEO Gary Nugent and CFO Dan Noreck will host a conference call at 5:00 p.m. ET on the same day, allowing investors to access financial results via the company's website and engage in discussions.
- Global Dial-In Information: The conference offers dial-in options for multiple countries, including toll-free numbers for the U.S. and U.K., ensuring global investor participation and enhancing company transparency and investor relations.
- Replay Information: A replay of the conference call will be available starting one hour after the call until April 10, 2026, allowing investors who missed the live event to access key information, further strengthening communication between the company and its investors.
See More
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- Walmart Shipment Surge: Walmart's CastOS shipments are expected to reach 14 million units by 2027, driven by its acquisition of Vizio, which has seen its shipments rise from 4.8 million units in 2024 to 6.6 million in 2025, a 37.5% increase.
- Amazon Growth Trend: Amazon's FireTV shipments are also projected to grow from 6.1 million units in 2024 to 6.8 million in 2025, an 11.5% increase, showcasing the increasing competitiveness of retailers in the smart TV market.
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See More
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- Online Video Driving Growth: The expansion in LATAM is primarily driven by online video and advertising-led models, with Brazil and Mexico showing FAST service usage rates of 53% and 40%, respectively, indicating strong consumer demand for new media formats.
- Rise of Microdramas: Microdramas are expected to generate $14 billion globally by 2026, with $3 billion coming from outside China, as their low production costs and high engagement make them a core driver of mobile video consumption, threatening traditional streaming platforms' market share.
- Advertising as Growth Engine: By 2025, $42 billion of global online video expansion is attributed to ad-driven models, indicating a rapid transformation in the LATAM market where advertising strategies become a key growth engine in the media ecosystem.
See More
