Narrative Update: ASE Technology Holding Analyst Price Target Revision
Analysts have raised their price target for ASE Technology Holding from $172.76 to $176.29. They cite expectations of improved revenue growth and profit margins as reasons for the revision.
What's in the News
- ASE Technology Holding and Analog Devices Inc. have signed a memorandum of understanding for ASE to acquire 100% equity in Analog Devices Sdn. Bhd. and its Penang, Malaysia manufacturing facility. (Client Announcements)
- A long-term supply agreement is planned for ASE to provide manufacturing services for Analog Devices, along with co-investment in upskilling the Penang facility. (Client Announcements)
- The Penang facility acquisition will expand ASE's global IC packaging and testing operations. Completion is targeted for the first half of 2026, pending regulatory approval. (Client Announcements)
- ASE Technology Holding forecasts consolidated revenue growth of 12% to 14% quarter over quarter in NT dollars for the third quarter of 2025. (Corporate Guidance / New or Confirmed)
Valuation Changes
- Fair Value has risen slightly from NT$172.76 to NT$176.29.
- Discount Rate has fallen modestly from 10.41% to 10.11%.
- Revenue Growth has increased from 10.26% to 10.40%.
- Net Profit Margin has improved from 8.70% to 8.91%.
- Future P/E has decreased from 14.06x to 13.85x.
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