AI And Data Center Growth Will Shape Future Expansion

AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Published
07 Nov 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
NT$643.72
3.2% undervalued intrinsic discount
07 Aug
NT$623.00
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1Y
65.3%
7D
9.9%

Author's Valuation

NT$643.7

3.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 26%

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 on01 May 25
Fair value Increased 0.14%

Shared on23 Apr 25
Fair value Decreased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.056%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 6.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 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.