Update shared on06 Oct 2025
Fair value Increased 6.89%Analysts have raised their price target for Phison Electronics from $641.10 to $685.30. They cite stronger revenue growth forecasts, despite a slightly higher discount rate and relatively stable profit margins.
What's in the News
- RedData and Carahsoft Technology Corp. formed a strategic partnership with Phison to offer "RedData Powered by Phison" SSDs, which provide high-performance, secure, and AI-ready storage options for commercial and Government customers (Key Developments).
- The new drive portfolio includes self-encrypting drives (SEDs) and Government-grade Commercial Solutions for Classified (CSfC) ready products that meet data-at-rest security requirements and support high-performance computing environments (Key Developments).
- RedData, through RPI-CS Inc., now provides design, deployment, and maintenance support services. This delivers comprehensive and compliant storage solutions, which can become NSA CSfC-ready when paired with trusted software (Key Developments).
- Phison is collaborating with Supermicro to offer one of the market's most advanced server solutions, enabling customers to use the high-capacity 122.88 TB Pascari D205V SSD for Petascale Storage Family workloads (Key Developments).
- The E3.L form factor in the Pascari D-Series doubles previous storage capacities, improves airflow and thermal management, and is designed for high-density and high-performance environments such as AI clusters and edge deployments (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Raised from NT$641.10 to NT$685.30, reflecting increased optimism among analysts.
- Discount Rate: Increased slightly from 8.93% to 9.03%.
- Revenue Growth: Forecasted growth has risen from 18.48% to 20.77%.
- Net Profit Margin: Remains relatively stable, shifting marginally from 10.13% to 10.08%.
- Future P/E: Increased from 17.73x to 18.04x, indicating a modest adjustment in valuation multiples.
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