Update shared on 21 Nov 2025
Fair value Increased 2.70%Analysts have increased their price target for ASE Technology Holding from $239.69 to $246.16. This reflects modestly improved outlooks for fair value and future price-to-earnings ratios in the latest assessment.
What's in the News
- ASE Technology Holding and Analog Devices Inc. have signed a binding Memorandum of Understanding to pursue a strategic partnership in Penang, Malaysia (Key Developments).
- ASE intends to acquire 100% of the equity of Analog Devices Sdn. Bhd., including its 680,000-square-foot manufacturing facility located in Bayan Lepas, Penang (Key Developments).
- ADI and ASE plan to enter into a long-term supply agreement in which ASE will provide manufacturing services for ADI, with joint investments focused on upskilling the Penang facility (Key Developments).
- The acquisition is expected to close in the first half of 2026, pending customer closing conditions and required regulatory approvals (Key Developments).
- Upon completion, ASE will take over operations at the Penang facility and further develop the site to support both ADI and other customers (Key Developments).
Valuation Changes
- Consensus Analyst Price Target (Fair Value) has risen slightly, moving from NT$239.69 to NT$246.16.
- Discount Rate increased slightly, shifting from 10.55% to 10.59%.
- Revenue Growth projections remain nearly unchanged, staying at approximately 13.53%.
- Net Profit Margin estimates are essentially flat, holding steady at about 10.88%.
- Future P/E ratio has risen modestly, climbing from 14.05x to 14.71x.
Disclaimer
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