Published

03 Aug 25

Updated

01 Jul 26

Views

32

Not Invested

Delta Electronics2308

Fair Value

NT$1.45k

Share price01 Jul

NT$2.08k42.7% overvalued

Loading

1Y354.05%

7D14.64%

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

AN

AnalystLowTarget

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

Published

03 Aug 25

Updated

01 Jul 26

Views

32

Not Invested

Shared on 01 Jul 26

Fair value Increased 67%

2308: AI Data Center Hype Will Ultimately Disappoint Versus Current Expectations

Delta Electronics leans into the AI data-center boom with modular “container” sites, high-voltage power systems, and advanced liquid cooling built to speed up deployments and support dense AI hardware. But the market’s excitement may be getting ahead of what the business can realistically deliver, even as expectations are being reset.

2 views

Shared on 18 Feb 26

Fair value Increased 1.43%

2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism

Analysts have updated their price target for Delta Electronics to NT$872.86 from NT$860.53, citing slightly higher modeled revenue growth, profit margin, and future P/E assumptions. What's in the News MediaTek Inc.

4 views

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.

2 views

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.

2 views

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.

2 views

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).

2 views

Fair Value vs Share Price

NT$1.45k

vs NT$2.08k42.7% overvalued

29.6%

Revenue growth

18.8%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Delta Electronics

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Exceptional growth potential with outstanding track record.

Market capNT$5.4t

PB18.0x

Estimated Growth25.2%

Dividend Yield0.6%

CEO & management

Ping Cheng

CEO

2.5yrs

CEO Tenure

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.