Update shared on 01 Nov 2025
Fair value Increased 13%Analysts have raised their price target for Lite-On Technology from $160.67 to $181.33. They cite expectations of stronger revenue growth and improved profit margins as reasons for the increase.
What's in the News
- LITEON Technology will showcase next-generation AI data center solutions, including the 800 VDC Power Rack, advanced liquid cooling systems, and high-efficiency backup battery units, at the 2025 Open Compute Project Global Summit in San Jose. (Key Developments)
- The company's 800 VDC power architecture aims to improve efficiency for megawatt-scale NVIDIA AI server racks. This approach is designed to reduce energy losses and deployment costs while supporting higher computing power density. (Key Developments)
- LITEON's new liquid cooling technologies promise greater reliability and energy savings for high-density AI data centers. These systems also feature real-time thermal monitoring capabilities. (Key Developments)
- TriEye and LITEON have partnered to develop a VCSEL-powered Short-Wave Infrared (SWIR) sensing and imaging solution. This collaboration leverages LITEON's new 1135 nm VCSEL product for broader industrial and consumer applications. (Key Developments)
Valuation Changes
- Fair Value Estimate: Increased from NT$160.67 to NT$181.33, reflecting higher projected company worth.
- Discount Rate: Decreased slightly from 6.83% to 6.77%, indicating marginally lower risk assumptions in valuation models.
- Revenue Growth: Projected rate has risen from 13.08% to 14.94%. This suggests analysts expect stronger sales expansion.
- Net Profit Margin: Improved from 11.38% to 11.57%. This points to more efficient profitability forecasts.
- Future P/E Ratio: Decreased marginally from 17.09x to 17.01x. This signifies a minor adjustment in future earnings multiples.
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