Update shared on 03 Dec 2025
Analysts have nudged their price target for GlobalWafers slightly higher to TWD 509.25, reflecting modestly lower perceived risk and a marginally reduced future valuation multiple, while keeping long term growth and profitability expectations effectively unchanged.
What's in the News
- The board of directors is scheduled to meet on November 4, 2025, to approve financial statements for the third quarter ended September 30, 2025 (company board meeting agenda).
Valuation Changes
- Fair Value: Unchanged at NT$509.25, indicating no revision to the central valuation estimate.
- Discount Rate: Fallen slightly from 11.35 percent to approximately 11.13 percent, reflecting a modest reduction in perceived risk.
- Revenue Growth: Essentially unchanged at around 10.63 percent, indicating stable long term growth expectations.
- Net Profit Margin: Effectively flat at about 17.94 percent, suggesting no material shift in profitability assumptions.
- Future P/E: Edged down slightly from 22.15x to about 22.02x, implying a marginally lower valuation multiple applied to future earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.