Shared on 24 Aug 26

Fair value Increased 3.23%

2409: Elevated P/E Versus Thin Margins Will Sustain Downside Pricing Risk

AUO’s expected growth and profitability outlook edges up, and the method used to value its future cash flows becomes slightly more forgiving. But the market still looks like it’s asking a lot from a business with thin profits, keeping the risk of disappointment on the table.

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Shared on 10 Aug 26

Fair value Increased 21%

2409: Compressed Margins And Elevated P/E Will Sustain Rich Pricing Risk

The outlook improves on paper, but the story now leans on thinner profits and a much higher “expectations bar” baked into the market’s view of AUO. See what changed in the assumptions behind the new estimate and why rich pricing risk still hangs over the shares.

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Shared on 15 Jun 26

2409: Transparent Micro Led And Ai Plans Will Sustain Rich Pricing Risk

AUO doubles down on transparent micro LED screens that blend optics, sensors, and AI, with new demos aimed at cars, retail, and other real-world settings. Even with that ambitious roadmap, expectations for what the business is worth barely move, hinting the market may already be pricing in a lot of future success.

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Shared on 01 Jun 26

Fair value Increased 21%

2409: Micro Led And Ai Displays Will Face Rich Pricing Risk

AUO rolls out a new wave of transparent Micro LED, AR, and AI-powered display concepts for cars, retail, and public spaces, aiming to turn screens into interactive platforms rather than simple panels. But as expectations rise, the big question is whether customers will pay up for these premium ideas—and how much optimism is already baked in.

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Shared on 08 Apr 26

2409: Micro LED And AI Display Expansion Will Shape Balanced Prospects

Analysts have kept the AUO price target at NT$15.0, and slight adjustments to the discount rate, revenue growth assumptions, profit margin and future P/E suggest a modestly refined rather than fundamentally changed outlook. What's in the News AUO Group is preparing a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future," with AUO Display Plus (ADP) leading vertical application showcases across retail, healthcare, and other sectors, while subsidiary Yenrich Technology debuts miniaturized LED solutions for fine-pitch, high-end displays (Key Developments).

8 views

Shared on 24 Mar 26

Fair value Increased 3.00%

2409: Mobility And Display Technologies Will Shape Fairly Balanced Prospects

Analysts have lifted their price target on AUO from NT$14.56 to NT$15.00, citing adjusted assumptions around discount rate, revenue growth, profit margin and future P/E to reflect their latest outlook on the business. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which plans to present its smart mobility portfolio at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era." The focus will be on Visual, Computing, and Connectivity for next generation vehicle platforms (Key Developments).

6 views

Shared on 09 Feb 26

Fair value Increased 0.34%

2409: Mobility Solutions And Micro LED Expansion Will Shape Balanced Prospects

Analysts have nudged their fair value estimate for AUO slightly higher to $14.56 from $14.51, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company fundamentals. What's in the News AUO established AUO Mobility Solutions as a new subsidiary focused on smart mobility.

11 views

Shared on 10 Jan 26

Fair value Increased 9.43%

2409: Mobility And Energy Storage Expansion Will Shape Balanced Future Prospects

Analysts have raised their price target range for AUO, citing an updated fair value estimate of about $14.51 compared with the previous $13.26. This change reflects revised assumptions for the discount rate, revenue growth, profit margin and future P/E.

8 views

Shared on 24 Dec 25

2409: Energy Storage Expansion Will Drive Future Upside

Analysts have modestly adjusted their price target on AUO to reflect a slightly more favorable profit margin outlook and marginally softer long term revenue growth expectations while maintaining a broadly similar valuation framework. What's in the News AUO and subsidiary AUO Display Plus are showcasing advanced 3D surgical imaging, AI-assisted diagnostics, and Traditional Chinese Medicine digital detection solutions at the 2025 Healthcare+ Expo Taiwan, highlighting expansion in smart healthcare ecosystems (Key Developments).

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Shared on 10 Dec 25

2409: Mobility And Energy Storage Expansion Will Drive Future Upside

Analysts have raised their price target on AUO to $13.26 from $13.26, citing slightly stronger expected revenue growth that more than offsets a marginally softer projected profit margin and a modestly lower future price to earnings multiple. What's in the News AUO and subsidiary AUO Display Plus will showcase advanced 3D medical displays and AI-assisted imaging solutions at the 2025 Healthcare+ Expo Taiwan, targeting applications such as 3D surgical imaging, AI interpretation, and TCM digital diagnostics (Key Developments).

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Shared on 26 Nov 25

2409: Mobility Solutions and Energy Storage Developments Will Drive Future Progress

Analysts have increased their price target for AUO while maintaining the fair value estimate at $13.26, citing stronger expected revenue growth and a marginally improved profit margin outlook. What's in the News AUO will debut its new subsidiary, AUO Mobility Solutions Corporation, at CES 2026 in Las Vegas.

12 views

Shared on 11 Nov 25

Fair value Decreased 0.86%

2409: Energy Storage Synergy Will Drive Advancements in Green Solutions

Analysts have slightly lowered their price target for AUO to $13.26 from $13.38, citing modest reductions in projected revenue growth and profit margin estimates. What's in the News AUO partnered with StarShining Energy, AET SustainTek, and 21 industry partners to present an "Energy Storage as Priority x Solar-Storage Synergy" portfolio at Energy Taiwan 2025.

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Shared on 28 Oct 25

Fair value Decreased 2.59%

Analysts have moderately lowered their price target for AUO from $13.73 to $13.38, citing slight adjustments in long-term profit margin expectations and future valuation assumptions. What's in the News AUO completed the repurchase of 1,824,139 shares, amounting to 0.02% of total shares, for TWD 26.42 million between February 13, 2025 and April 13, 2025 (Key Developments).

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Shared on 07 Sep 25

Fair value Increased 4.83%

The upward revision in AUO’s price target reflects improved consensus revenue growth forecasts and a notable expansion in future P/E expectations, resulting in a new fair value estimate of NT$13.73. What's in the News AUO partnered with Garmin to launch the world's first Micro LED display smartwatch, the Garmin fenix 8 Pro MicroLED, marking a significant advance in wearable display technology.

4 views

Shared on 04 Aug 25

Fair value Decreased 8.57%

The reduction in AUO’s consensus revenue growth forecast and a slight decline in net profit margin have led analysts to lower their fair value estimate, with the consensus price target falling from NT$14.33 to NT$13.11. What's in the News AUO is restructuring its smart mobility business by incorporating its Mobility Solution Business Group and BHTC into the newly established, wholly-owned subsidiary AUO Mobility Solution Corporation (AMSC), and planning to inject USD 83 million to establish a subsidiary in China for this segment.

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Shared on 01 May 25

Fair value Decreased 18%

4 views

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 4.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 9.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 12 Mar 25

Fair value Increased 17%

AnalystConsensusTarget has increased revenue growth from 6.8% to 8.1% and increased future PE multiple from 13.8x to 16.1x.

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Next Generation Display Technologies Will Transform Wearables And Specialized Device Markets

2409: Elevated P/E Versus Thin Margins Will Sustain Downside Pricing Risk

2409: Compressed Margins And Elevated P/E Will Sustain Rich Pricing Risk

2409: Transparent Micro Led And Ai Plans Will Sustain Rich Pricing Risk

2409: Micro Led And Ai Displays Will Face Rich Pricing Risk

2409: Micro LED And AI Display Expansion Will Shape Balanced Prospects

2409: Mobility And Display Technologies Will Shape Fairly Balanced Prospects

2409: Mobility Solutions And Micro LED Expansion Will Shape Balanced Prospects

2409: Mobility And Energy Storage Expansion Will Shape Balanced Future Prospects

2409: Energy Storage Expansion Will Drive Future Upside

2409: Mobility And Energy Storage Expansion Will Drive Future Upside

2409: Mobility Solutions and Energy Storage Developments Will Drive Future Progress

2409: Energy Storage Synergy Will Drive Advancements in Green Solutions

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