Update shared on 15 Dec 2025
Fair value Decreased 11%Analysts have trimmed their price target on Innolux to approximately $15.50 from about $17.50, citing slightly higher discount rates, more modest revenue growth assumptions, and a lower future price to earnings multiple, despite improved profit margin expectations.
Valuation Changes
- Fair Value: Reduced from NT$17.50 to NT$15.50, representing a modest downward revision in the intrinsic value estimate.
- Discount Rate: Increased slightly from 7.40 percent to about 7.44 percent, reflecting a marginally higher required return.
- Revenue Growth: Lowered from roughly 2.30 percent to about 1.69 percent, indicating a moderate reduction in long term growth expectations.
- Net Profit Margin: Raised significantly from about 32.0 percent to roughly 91.6 percent, implying a much stronger profitability outlook in the updated model.
- Future P/E: Cut sharply from around 195.2x to about 71.3x, signaling a materially lower valuation multiple assumed for future earnings.
Have other thoughts on Innolux?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystHighTarget 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 AnalystHighTarget 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 AnalystHighTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.