The analyst rating for Lens Technology was influenced by a recorded loss in the first quarter of 2026 due to increased operating expenses and foreign exchange losses. The broker anticipates that these challenges, along with weak orders from Android customers, will continue in the short term. However, the company is expected to benefit from upgrades in iPhone specifications and expansion into new businesses, which could provide long-term growth potential. Consequently, the earnings forecasts for 2026 to 2028 were lowered, and the target price for H shares was reduced, but a Buy rating was maintained due to the stock trading below its historical average.
