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Next Generation Display Technologies Will Transform Wearables And Specialized Device Markets

Published
21 Dec 24
Updated
11 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-31.6%
7D
-7.7%

Author's Valuation

NT$13.2618.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

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.

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).

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.

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.

Shared on 01 May 25

Fair value Decreased 18%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 4.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 9.62%

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 17%

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