Update shared on 13 Nov 2025
Fair value Increased 1.73%Analyst Price Target Update for ASUSTeK Computer
Analysts have raised their fair value estimate for ASUSTeK Computer from NT$717.91 to NT$730.36, citing moderately improved profit margin expectations despite a slightly softer revenue growth outlook.
What's in the News
- The Trump administration is considering tariffs on foreign electronic devices, including those from ASUSTeK, based on the value of chip content in each product. This could impact import costs and pricing strategies (Reuters).
- ASUSTeK launches new ROG Xbox Ally and ROG Xbox Ally X handheld gaming consoles. These offer significant performance upgrades for Windows gaming and multiple pre-order promotions in key markets.
- ASUS unveils the compact Ascent GX10 desktop AI supercomputer, designed for developers and researchers. The system leverages NVIDIA's Blackwell architecture to support high-performance, local AI workloads.
- ASUS signs a partnership with The National Association of Collegiate Esports (NACE), establishing ROG as the Official PC Provider for major varsity events and supporting STEM education through esports engagement.
- ASUS AIoT partners with Algorized to deliver turnkey edge-AI solutions for industrial use, utilizing the validated PE1100N system to support robotics, logistics hubs, and healthcare applications.
Valuation Changes
- Fair Value: Increased slightly from NT$717.91 to NT$730.36, reflecting analysts' higher price target.
- Discount Rate: Rose modestly from 6.67% to 6.87%, indicating a marginally higher perceived risk in valuation models.
- Revenue Growth: Projected to decline from 10.84% to 8.81%, which signals a more cautious outlook for top-line expansion.
- Net Profit Margin: Improved from 4.54% to 4.60%, suggesting expectations of mildly better profitability.
- Future P/E: Increased from 15.95x to 16.20x, indicating a slightly higher valuation relative to expected earnings.
Disclaimer
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