LENS Stock Performance: LENS (06613.HK) opened 1.4% higher and peaked at $30.68, marking a nearly three-month high, with a significant trading volume of 35.4689 million shares and a last recorded price of $29.64, reflecting a 10.67% increase.
LENS A-Shares Surge: LENS TECHNOLOGY (300433.SZ) saw its A-shares rise by 15% to RMB39, indicating strong market interest.
BrainCo Financing Achievement: BrainCo, a notable company in the brain-computer interface sector, completed approximately RMB2 billion in financing, the second-largest in its field, with LENS being a strategic investor and responsible for mass production of its core hardware.
Market Insights: CICC predicts challenges for the Chinese auto sector in domestic demand this year, while overseas sales are expected to grow steadily, with a focus on smart driving, humanoid robots, and data center liquid cooling.
Wall Street analysts forecast 06613 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 06613 is USD with a low forecast of USD and a high forecast of 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.
0 Analyst Rating
Wall Street analysts forecast 06613 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 06613 is USD with a low forecast of USD and a high forecast of 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.
0 Buy
0 Hold
0 Sell
Current: 28.620
Low
Averages
High
Current: 28.620
Low
Averages
High
CLSA
Outperform
maintain
$38
Al Analysis
2025-12-12
Reason
CLSA
Price Target
$38
Al Analysis
2025-12-12
maintain
Outperform
Reason
The analyst rating for LENS (06613.HK) was reiterated as Outperform due to the company's plans to acquire over 95% of Yuans Technology, which is a supplier to Nvidia. This acquisition is expected to enable LENS to break into Nvidia's AI server supply chain, thereby driving rapid growth in its AI server business. The anticipated completion of the deal next year further supports the positive outlook. The target price remains unchanged at HKD38.
Haitong International
Haitong International
Outperform
initiated
$36.5
2025-11-05
Reason
Haitong International
Haitong International
Price Target
$36.5
2025-11-05
initiated
Outperform
Reason
The analyst rating for LENS (06613.HK) is based on several key factors highlighted in the research report by Haitong International. The reasons for the Outperform rating include:
1. Leading Position: LENS is recognized as a leading platform in the entire industrial chain of smart terminals, which positions it well to benefit from industry trends.
2. Innovation Cycle: The company is expected to fully benefit from the innovation cycles of major clients, particularly in the smartphone and computer sectors, over the next three years.
3. High Business Visibility: There is a strong visibility in the business outlook, suggesting confidence in future performance.
4. Accelerated Growth: Haitong International predicts that LENS will experience accelerated growth in 2026 and 2027, with profit growth expected to outpace revenue growth.
5. Revenue and Profit Projections: The projected revenue and net profit figures for 2025-2027 indicate a positive financial trajectory, with significant increases in both revenue and net profit.
6. Target Price and Upside Potential: The assigned target price of HKD36.5 reflects a 46.7% upside potential, further supporting the positive outlook.
Overall, these factors contribute to the favorable analyst rating and the decision to initiate coverage with an Outperform rating.
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CCBI
CCBI
maintain
$38
2025-10-31
Reason
CCBI
CCBI
Price Target
$38
2025-10-31
maintain
Reason
The analyst rating for LENS (06613.HK) was maintained as "Outperform" due to a 19% year-over-year revenue growth driven by increased demand for iPhones, sustained growth in automotive products, and XR wearable devices. Additionally, CCBI slightly raised its EPS forecast for LENS for 2025 and 2026 by 4%, which contributed to an increase in the target price for both H-shares and A-shares. Despite a slight miss in net profit growth, the overall positive outlook on revenue and EPS adjustments supported the favorable rating.
BofA Securities
BofA Securities
Buy
maintain
$26 -> $30
2025-08-28
Reason
BofA Securities
BofA Securities
Price Target
$26 -> $30
2025-08-28
maintain
Buy
Reason
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.
