Update shared on 10 Dec 2025
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).
- Through AUO Mobility Solutions Corporation, AUO will debut next generation smart cockpit platforms at CES 2026. These platforms integrate visual, computing, and connectivity technologies to support software defined vehicles and immersive in car experiences (Key Developments).
- AUO Energy Business, together with StarShining Energy, AET SustainTek, and 21 partners, is promoting an Energy Storage as Priority x Solar Storage Synergy portfolio at Energy Taiwan 2025, aiming to enhance grid resilience and accelerate the low carbon transition (Key Developments).
- AET SustainTek is expanding AIoT enabled carbon management, water treatment, and smart control solutions to help commercial and industrial customers cut emissions and improve energy efficiency on the path to carbon neutrality (Key Developments).
- From February 13 to April 13, 2025, AUO repurchased 1,824,139 shares, about 0.02 percent of shares outstanding, for TWD 26.42 million, completing its announced buyback program (Key Developments).
Valuation Changes
- Fair Value: Unchanged at NT$13.26 per share, indicating no revision to the intrinsic value estimate.
- Discount Rate: Steady at 11.35 percent, reflecting no change in the assumed cost of capital.
- Revenue Growth: Increased modestly from 5.52 percent to 6.33 percent, signaling slightly stronger expectations for revenue.
- Net Profit Margin: Decreased slightly from 1.11 percent to 1.09 percent, reflecting a marginally softer profitability outlook.
- Future P/E: Declined from 35.94x to 35.76x, implying a modestly lower valuation multiple applied to forward earnings.
Have other thoughts on AUO?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.