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Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook

Published
07 Nov 24
Updated
05 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
138.9%
7D
-4.5%

Author's Valuation

NT$1.19k22.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Nov 25

Fair value Increased 14%

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Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.

Shared on 22 Oct 25

Fair value Increased 9.96%

Analysts have raised their price target for Delta Electronics from $949.50 to $1,044.11. They cite improved revenue growth forecasts and a slightly higher profit margin outlook as reasons for the revision.

Shared on 08 Oct 25

Fair value Increased 14%

Delta Electronics received an upward revision in analyst price target from $831.44 to $949.50. This reflects increased confidence based on improved anticipated revenue growth and profit margins.

Shared on 24 Sep 25

Fair value Increased 22%

Delta Electronics’ consensus price target has increased significantly, primarily driven by higher projected revenue growth and an elevated future P/E multiple, resulting in a new fair value of NT$831.44. What's in the News Delta showcased AI-enabled smart manufacturing solutions at Automation Taipei, debuting Collaborative Robots and AI Cognitive Module for enhanced human-robot collaboration and demonstrating digital twin tech that shortens production cycles by 20%.

Shared on 09 Sep 25

Fair value Increased 1.44%

A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39. What's in the News Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.

Shared on 04 Aug 25

Fair value Increased 31%

Despite a decline in consensus revenue growth forecasts, Delta Electronics' fair value has been notably lifted as reflected in a higher price target, primarily driven by a significant expansion in its expected future P/E multiple. What's in the News Delta inaugurated its Smart Manufacturing Innovation Center in Taiwan, enhancing customer support for smart and distributed manufacturing, and deepening its partnership with NVIDIA with a new Cyber-Physical Integration Classroom to promote digital twin and AI adoption.

Shared on 01 May 25

Fair value Increased 0.14%

Shared on 23 Apr 25

Fair value Decreased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.056%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 6.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.52%

AnalystConsensusTarget has decreased revenue growth from 13.7% to 12.2%, decreased profit margin from 9.6% to 8.5% and increased future PE multiple from 27.4x to 30.6x.