US And China Facility Investments Will Secure Resilient Industry Leadership

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Nov 24

Updated

25 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-20.0%

7D

-0.5%

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1Y

-20.0%

7D

-0.5%

You can edit this narrative until Nov 26 11:10 PM. Then, changes will post as Updates.

Author's Valuation

NT$357.619.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 25 Nov 25

Fair value Decreased 2.22%

2395: New Alliances Will Drive Edge AI Leadership And Industrial Market Gains

Analysts have revised their fair value price target for Advantech slightly downward from $365.73 to $357.60. They cite modest adjustments to key financial assumptions, including projected profit margins and discount rates.

Shared on 06 Nov 25

Fair value Decreased 1.72%

2395: Collaboration On Edge AI Solutions Will Drive Future Industry Leadership

Analysts have slightly lowered their price target for Advantech from $372.14 to $365.73. They cite modest adjustments to revenue growth, profit margins, and discount rates in their updated expectations.

Shared on 06 Sep 25

With the discount rate for Advantech declining slightly while the future P/E remains stable, the consensus analyst price target has effectively held steady at NT$372.14. What's in the News Advantech announced the MIC-742-AT Robotics Development Kit powered by NVIDIA Jetson Thor, featuring ultra-high AI performance, Holoscan platform support, low-latency multimodal sensor synchronization, and targeting advanced robotics applications.

Shared on 01 May 25

Fair value Decreased 17%

Shared on 23 Apr 25

Fair value Decreased 0.25%

AnalystConsensusTarget has decreased profit margin from 40.6% to 32.5%, increased future PE multiple from 12.3x to 15.6x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 5.74%

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

Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.70%

AnalystConsensusTarget Fair Value

NT$357.6

19.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

9.74%

Tech Hardware revenue growth rate

0.25%

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

6.63%

Calculation

NT$15.36b

Earnings '28

x

24.55x

PE Ratio '28

=

NT$377.13b

Market Cap '28

NT$377.13b

Market Cap '28

/

870.01m

No. shares '28

=

NT$433.48

Share Price '28

NT$433.48 Share Price '28

Discounted to 2025 @ 6.62% p.a.

=

NT$357.60

Fair Value '25