Specialized Displays In Automotive And Medical Will Redefine Future Markets

Published
21 Dec 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
NT$13.10
9.2% undervalued intrinsic discount
07 Aug
NT$11.90
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1Y
-23.5%
7D
-0.8%

Author's Valuation

NT$13.1

9.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 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 on01 May 25
Fair value Decreased 18%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 4.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 9.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 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.