WIN Semiconductors (3105) Aktienübersicht
WIN Semiconductors Corp. und ihre Tochtergesellschaften erforschen, entwickeln, produzieren, vermarkten und verkaufen Galliumarsenid (GaAs)-Wafer in Taiwan, Asien, den Vereinigten Staaten und Europa. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 1/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
3105 Community Fair Values
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Analyst Price Targets
WIN Semiconductors Corp. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | NT$373.00 |
| 52-Wochen-Hoch | NT$637.00 |
| 52-Wochen-Tief | NT$87.50 |
| Beta | 1.97 |
| 1 Monat Veränderung | 3.90% |
| 3 Monate Veränderung | -29.76% |
| 1 Jahr Veränderung | 313.07% |
| 3 Jahre Veränderung | 191.41% |
| 5 Jahre Veränderung | 14.77% |
| Veränderung seit IPO | 682.67% |
Aktuelle Nachrichten und Updates
Narrative-Update • Aug 10
3105: Higher Future P/E Will Offset Margin Pressure And Limit Upside
Analysts have increased their fair value estimate for WIN Semiconductors from about NT$90.00 to roughly NT$145.20. This reflects updated expectations for discount rate, revenue growth, profit margin and future P/E assumptions.
Narrative-Update • Jul 27
3105: GaN Design Workflow And Higher Margins Will Support Rich P/E
Analysts have reduced their price target on WIN Semiconductors to NT$590 from NT$640, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for WIN Semiconductors Keysight Technologies and WIN Semiconductors announced a joint GaN MMIC design workflow that connects on-chip multi domain simulation, 3D layout checks, and off chip evaluation board design in a single environment.Recent updates
Narrative-Update • Aug 10
3105: Higher Future P/E Will Offset Margin Pressure And Limit Upside
Analysts have increased their fair value estimate for WIN Semiconductors from about NT$90.00 to roughly NT$145.20. This reflects updated expectations for discount rate, revenue growth, profit margin and future P/E assumptions.Narrative-Update • Jul 27
3105: GaN Design Workflow And Higher Margins Will Support Rich P/E
Analysts have reduced their price target on WIN Semiconductors to NT$590 from NT$640, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for WIN Semiconductors Keysight Technologies and WIN Semiconductors announced a joint GaN MMIC design workflow that connects on-chip multi domain simulation, 3D layout checks, and off chip evaluation board design in a single environment.
Narrative-Update • Jun 22
3105: Lower Future P/E Assumptions Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, setting a revised price target of NT$387.08. This reflects a shift in the assumed discount rate and future P/E multiple, while revenue growth and profit margin expectations remain unchanged.Narrative-Update • Jun 07
3105: Higher Discount Rate And Lower P/E Will Pressure Rich Dividend Outlook
Analysts have maintained their fair value estimate for WIN Semiconductors at NT$90.00, while adjusting key assumptions around discount rate, revenue growth, profit margin and future P/E to reflect an updated view of the company’s risk profile and earnings potential. What's in the News WIN Semiconductors announced an annual dividend of TWD 2.0000 per share.Narrative-Update • May 24
3105: Higher Assumed Margins And P/E Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, lifting the implied fair value in their price target framework from about NT$205 to around NT$387, citing revised assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: NT$204.64 in the earlier framework versus NT$387.08 in the updated workup, reflecting a higher implied valuation reference point.Narrative-Update • May 05
3105: Higher Margins And Earnings Guide Will Support Rich P/E
Analysts now place WIN Semiconductors' fair value at NT$640.0 versus the prior NT$336.0, reflecting updated assumptions around higher revenue, profit margins, and a slightly different discount rate and future P/E. What's in the News WIN Semiconductors issued new consolidated earnings guidance for the first quarter of 2026, giving investors an updated reference point for near term expectations.Narrative-Update • Apr 19
3105: High P/E Will Clash With Guided Revenue And Margin Weakness
Analysts have maintained their NT$336.00 price target for WIN Semiconductors. They cite small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that offset each other in their updated models.Narrative-Update • Apr 04
3105: Elevated Future P/E Against Softer Near Term Outlook Will Pressure Shares
Analysts have adjusted their price target for WIN Semiconductors to NT$336.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and assumptions about future P/E ratios. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors a fresh reference point for short term expectations (Key Developments).Narrative-Update • Mar 20
3105: Earnings Guidance And Lower Discount Rate Will Signal Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors from NT$75.00 to NT$90.00, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors an early look at expected financial performance (Key Developments).Narrative-Update • Mar 06
3105: Elevated Future P/E And Softer Q1 Guidance Will Sustain Overvaluation Risk
Analysts have revised their price target for WIN Semiconductors to NT$204.64 from NT$133.73. This mainly reflects an updated view on fair value and a higher assumed future P/E multiple, while core growth and margin assumptions are kept broadly consistent.Narrative-Update • Feb 20
3105: Elevated Future P/E And Soft Guidance Will Likely Sustain Overvaluation Risk
Analysts have revised their fair value estimate for WIN Semiconductors from NT$105.27 to NT$133.73. This change reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.Narrative-Update • Feb 06
3105: Lower Margin Outlook And Rich P/E Will Likely Pressure Shares
Analysts have raised their fair value estimate for WIN Semiconductors from $118.51 to $187.95, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value Estimate raised from NT$118.51 to NT$187.95, reflecting a higher assessed intrinsic value per share.Narrative-Update • Jan 22
3105: Lower Discount Rate Will Signal Overvaluation Risk Despite Higher Margins
Analysts have lifted their fair value estimate for WIN Semiconductors from $69.0 to $75.0, reflecting updated assumptions for faster revenue growth, higher profit margins and a lower cost of equity alongside a revised future P/E multiple. Valuation Changes The Fair Value Estimate has risen from NT$69.0 to NT$75.0, indicating a higher assessed intrinsic value per share.Narrative-Update • Jan 07
3105: Higher Future P/E Will Likely Sustain Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors to $105.27 from $99.07, attributing the change to slightly lower discount rate assumptions and a higher future P/E multiple in their updated models. Valuation Changes Fair Value Estimate was revised from NT$99.07 to NT$105.27, indicating a modest upward adjustment in the model output.Narrative-Update • Dec 17
3105: Slightly Lower Discount Rate Will Likely Sustain Overvaluation Risk
Analysts have raised their price target on WIN Semiconductors by approximately $3.00. This reflects slightly faster expected revenue growth, a marginally lower discount rate, and a modestly higher future earnings multiple that more than offset a small reduction in projected profit margins.Narrative-Update • Dec 03
3105: Lower Discount Rate Will Likely Keep Overvaluation Risks Intact
Analysts have modestly revised their price target on WIN Semiconductors to TWD 96.07, reflecting slightly lower discount rate assumptions and marginally adjusted long term profitability and valuation multiples, while keeping the overall fair value essentially unchanged. Valuation Changes Fair Value: Remains effectively unchanged at approximately NT$96.07, indicating no material adjustment to the intrinsic valuation.Narrative-Update • Nov 19
3105: Lower Discount Rate Will Likely Fail To Offset Overvaluation Risk
Analysts have raised their price target for WIN Semiconductors by $2.00, citing improved revenue growth and profit margin forecasts as key drivers of the upward revision. Valuation Changes Fair Value has risen slightly, increasing from NT$94.07 to NT$96.07.Narrative-Update • Nov 01
3105: Profit Margin Declines Are Expected To Weigh On Future Returns
Analysts have raised their price target for WIN Semiconductors from $89.21 to $94.07, citing modestly improved revenue growth expectations and a lower discount rate as key drivers behind the updated valuation. Valuation Changes Consensus Analyst Price Target has risen slightly from NT$89.21 to NT$94.07.
Neues Narrative • Feb 15
Advancements In AI And Wi-Fi 7 Will Expand Future Opportunities For Compound Semiconductors
Strong growth in Infrastructure and Optics emphasizes potential revenue expansion, despite short-term declines in other areas.Aktionärsrenditen
| 3105 | TW Semiconductor | TW Markt | |
|---|---|---|---|
| 7D | -1.3% | -1.0% | -1.4% |
| 1Y | 313.1% | 127.3% | 87.5% |
Rendite im Vergleich zur Industrie: 3105 übertraf die Branche TW Semiconductor , die im vergangenen Jahr eine Rendite von 127.3 erzielte.
Rendite vs. Markt: 3105 übertraf den Markt TW, der im vergangenen Jahr eine Rendite von 87.5 erzielte.
Preisvolatilität
| 3105 volatility | |
|---|---|
| 3105 Average Weekly Movement | 11.9% |
| Semiconductor Industry Average Movement | 9.9% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in TW Market | 11.8% |
| 10% least volatile stocks in TW Market | 2.7% |
Stabiler Aktienkurs: Der Aktienkurs von 3105 war in den letzten 3 Monaten im Vergleich zum TW -Markt volatil.
Volatilität im Zeitverlauf: 3105Die wöchentliche Volatilität (12%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der TW Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1999 | n/a | Kyle Chen | www.winfoundry.com |
WIN Semiconductors Corp. erforscht, entwickelt, produziert, vermarktet und verkauft zusammen mit seinen Tochtergesellschaften Galliumarsenid (GaAs)-Wafer in Taiwan, Asien, den Vereinigten Staaten und Europa. Es bietet monolithische GaAs-Mikrowellen-ICs (MMICs) und Hochfrequenz-ICs an und entwickelt und handelt mit Schweinezuchttechnologie. Das Unternehmen bietet Gießereidienstleistungen, Testdienstleistungen und Design-Support-Dienstleistungen sowie Hochfrequenz-Packaging und Endtest-Dienstleistungen.
WIN Semiconductors Corp.'s Grundlagenzusammenfassung
| 3105 grundlegende Statistiken | |
|---|---|
| Marktanteil | NT$158.13b |
| Gewinn(TTM) | NT$3.61b |
| Umsatz(TTM) | NT$19.13b |
43.8x
Kurs-Gewinn-Verhältnis 8.3x
Kurs-Umsatz-VerhältnisIst 3105 zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| 3105 Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | NT$19.13b |
| Kosten der Einnahmen | NT$13.72b |
| Bruttogewinn | NT$5.41b |
| Sonstige Ausgaben | NT$1.80b |
| Gewinn | NT$3.61b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 8.51 |
| Bruttomarge | 28.28% |
| Nettogewinnspanne | 18.87% |
| Schulden/Eigenkapital-Verhältnis | 27.2% |
Wie hat sich 3105 auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.5%
Aktuelle Dividendenrendite23%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/21 12:24 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
WIN Semiconductors Corp. wird von 27 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Ping-Heng Wu | Barclays |
| Xin Sun | Bernstein |
| Haas Liu | BofA Global Research |