AI Power And Cooling Expansion Will Support A Long Runway For Upside

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

10 Jan 26

Updated

01 Jul 26

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Not Invested

Shared on 01 Jul 26

Fair value Increased 22%

2301: AI Infrastructure Rollout Will Support Higher Long-Term Earnings Potential

Lite-On rolls out new AI data-center power and cooling gear, including a liquid-cooled power rack and liquid-cooling equipment built around Nvidia’s latest platform, while also showing off AI-ready 5G and smart-city products. Analysts now see a higher long-term earnings path, lifting their estimate of what the business could be worth as these deployments spread.

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Fair Value vs Share Price

NT$300

vs NT$229.523.5% undervalued

32.7%

Revenue growth

11.2%

Profit margin

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Company analysis

Exceptional growth potential with solid track record.

Market capNT$520.8b

PB5.4x

Estimated Growth23.0%

Dividend Yield2.2%

Full analysis

CEO & management

Anson Chiu

CEO

3.7yrs

CEO Tenure

Engages in the research, design, manufacturing, and sale of optoelectronic semiconductor components and power managements modules in Asia, the Americas, Europe, and internationally.