Delta Electronics

Overvalued Power Electronics Will Face Margin Compression Amid US-China Decoupling

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

03 Aug 25

Updated

04 Feb 26

Views

14

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

191.7%

7D

0.4%

Loading

1Y

191.7%

7D

0.4%

You can edit this narrative until Feb 5 3:10 PM. Then, changes will post as Updates.

Author's Valuation

NT$860.5337.1% overvalued

AnalystLowTarget Fair Value

Shared on 04 Feb 26

Fair value Increased 6.93%

2308: Data Center Partnerships Will Eventually Underwhelm Versus Current Market Hype

Analysts have raised their fair value estimate for Delta Electronics from $804.77 to $860.53, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E expectations. What's in the News MediaTek Inc.

Shared on 21 Jan 26

Fair value Increased 0.09%

2308: Future AI Data Center Deals Will Not Sustain Current Optimism

Analysts have slightly increased their price target on Delta Electronics, citing modest adjustments to fair value and key inputs such as revenue growth, profit margin, discount rate, and future P/E assumptions that together support a somewhat higher valuation. What's in the News MediaTek signed construction and architectural supervision contracts for the Tonglu data center on rented land, naming Delta Electronics as a counterparty alongside Bio architecture Formosana, with a combined maximum contract value of TWD 512,685,000 including VAT.

Shared on 07 Jan 26

Fair value Increased 2.73%

2308: Future AI Data Center Contracts Will Not Justify Current Optimism

Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.

Shared on 24 Dec 25

Fair value Increased 74%

2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism

Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).

AnalystLowTarget Fair Value

NT$860.53

37.1% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

19.82%

Electronic Equipment and Components revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.85%

Calculation

NT$87.87b

Earnings '29

x

31.06x

PE Ratio '29

=

NT$2.73t

Market Cap '29

NT$2.73t

Market Cap '29

/

2.60b

No. shares '29

=

NT$1.05k

Share Price '29

NT$1.05k Share Price '29

Discounted to 2026 @ 6.89% p.a.

=

NT$860.35

Fair Value '26