AI Demand And Automotive Electrification Will Expand Semiconductor Markets

Published
05 Sep 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$58.67
5.8% undervalued intrinsic discount
20 Aug
US$55.26
Loading
1Y
-20.9%
7D
4.8%

Author's Valuation

US$58.7

5.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 14%

Despite a notable decline in net profit margin, the significant rise in Diodes’ future P/E multiple suggests heightened market optimism for future growth, resulting in a revised fair value price target of $58.67. What's in the News Diodes Incorporated provided Q3 2025 guidance targeting revenue of approximately $392 million (±3%), representing a 12% year-over-year increase, marking the fourth consecutive quarter of annual growth.

Shared on30 Apr 25
Fair value Decreased 9.74%

Shared on23 Apr 25
Fair value Increased 2.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 8.43%

AnalystConsensusTarget has decreased revenue growth from 9.7% to 7.0% and decreased future PE multiple from 22.3x to 20.0x.

Shared on02 Apr 25
Fair value Decreased 17%

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 on11 Mar 25
Fair value Increased 20%

AnalystConsensusTarget has decreased revenue growth from 11.5% to 9.7%, decreased profit margin from 12.6% to 9.7% and increased future PE multiple from 17.9x to 22.3x.