Update shared on 17 Dec 2025
Analysts have modestly raised their price target on GlobalWafers, citing a slightly higher assumed discount rate while maintaining essentially unchanged views on long term growth, margins, and valuation multiples.
What's in the News
- Board meeting scheduled for November 4, 2025 to approve financial statements for the third quarter ended September 30, 2025 (company filing)
Valuation Changes
- The fair value estimate remains unchanged at NT$509.25, indicating no revision to the intrinsic value assessment.
- The discount rate has risen slightly from 11.13 percent to approximately 11.27 percent, reflecting a modestly higher assumed cost of capital.
- Revenue growth has edged down fractionally from 10.63 percent to about 10.63 percent, with the change immaterial to the overall growth outlook.
- The net profit margin has eased marginally from 17.94 percent to about 17.94 percent, implying effectively stable long-term profitability assumptions.
- The future P/E has increased slightly from 22.02x to about 22.11x, signaling a modestly higher valuation multiple applied to forward earnings.
Have other thoughts on GlobalWafers?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
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.