Lite-On Technology Corporation

TWSE:2301 Lagerbericht

Marktkapitalisierung: NT$419.8b

Lite-On Technology Zukünftiges Wachstum

Future Kriterienprüfungen 6/6

Lite-On Technology wird ein jährliches Gewinn- und Umsatzwachstum von 29.9% bzw. 20.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 29.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 28.1% betragen.

Wichtige Informationen

29.9%

Wachstumsrate der Gewinne

29.70%

EPS-Wachstumsrate

Tech Gewinnwachstum21.6%
Wachstumsrate der Einnahmen20.9%
Zukünftige Eigenkapitalrendite28.06%
Analystenabdeckung

Good

Zuletzt aktualisiert04 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyse-Update • Apr 27

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept Lite-On Technology's fair value unchanged at NT$206.11. Only marginal shifts in the discount rate, revenue growth, profit margin expectations, and future P/E assumptions are behind the updated price target narrative.
Analyse-Update • Apr 10

2301: AI Data Center And RAN Solutions Will Support Future Upside

Analysts have slightly adjusted their view on Lite-On Technology, updating their NT$ price target in line with modest tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Lite-On showcased a broad range of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems and racks based on NVIDIA MGX, a 2.1 MW in row CDU, and power bricks, all aimed at supporting megawatt scale AI deployments and higher rack power density (product related announcement).
Analyse-Update • Mar 27

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept their NT$206.11 price target for Lite-On Technology broadly unchanged, pointing to only minor tweaks in discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially shift their overall view of the stock. What's in the News Lite-On showcased a portfolio of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems, and racks based on the NVIDIA MGX platform.
Analyse-Update • Mar 13

2301: AI-RAN Network Platform Will Support Balanced Future Upside

Analysts have lifted their fair value estimate for Lite-On Technology from NT$205 to roughly NT$206.11, reflecting updated assumptions around revenue, profit margins and a slightly lower future P/E multiple. What's in the News Lite-On plans to showcase its latest AI-RAN capabilities at MWC Barcelona 2026, focusing on GPU accelerated architectures built on the NVIDIA AI Aerial platform (Key Developments).
Analyse-Update • Feb 26

2301: High Density AI Power And Cooling Will Support Balanced Future Upside

Analysts have nudged their price target for Lite-On Technology up from NT$202.94 to NT$205.00, citing updated assumptions for slightly higher revenue growth, profit margins, a modestly lower discount rate, and a small adjustment to anticipated future P/E levels. Valuation Changes Fair Value: NT$202.94 moved slightly higher to NT$205.00.
Analyse-Update • Feb 11

2301: High Density AI Power And Cooling Will Drive Future Upside

Analysts have raised their NT$ fair value estimate for Lite-On Technology by NT$10 to NT$202.94, reflecting updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News Lite-On Technology took part in the Super Computing (SC25) event in St. Louis, presenting high performance computing solutions built on NVIDIA MGX architecture and aligned with the ORV3 standard (Key Developments).
Analyse-Update • Jan 27

2301: High Density AI Power And Cooling Will Support Future Upside

Analysts have kept their fair value estimate for Lite-On Technology unchanged at $192.94, making only minor adjustments to their discount rate, revenue growth, profit margin, and future P/E assumptions. This suggests a steady view of the stock's long-term potential rather than a major shift in outlook.
Analyse-Update • Jan 11

2301: High Density AI Power And Cooling Will Drive Future Upside Potential

Analysts have kept their price target for Lite-On Technology broadly in line with prior estimates, citing largely unchanged fair value assumptions along with only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs that together do not materially shift their view on the stock's underlying valuation in currency terms. What's in the News Lite-On Technology showcased ORV3 compliant solutions built on NVIDIA MGX architecture at the Super Computing (SC25) event in St. Louis, including 800 VDC Powerack, BBU, Capacitor Shelf, 2.1MW in Row CDU, 280kW in Rack CDU, and 140kW Liquid to Air Sidecar, targeting high performance, energy efficient AI infrastructure for data centers (Key Developments).
Analyse-Update • Dec 15

2301: High Density AI Data Center Power Will Drive Future Upside Potential

Analysts have slightly raised their price target on Lite-On Technology to NT$192.94, reflecting marginally improved profit margin expectations and a stable long term growth outlook despite a modest uptick in the assumed discount rate. What's in the News Showcased a full suite of ORV3-compliant, NVIDIA MGX-based power, rack, and liquid cooling solutions at the Super Computing (SC25) event in St. Louis, targeting high performance AI and HPC data centers (Key Developments) Introduced next generation 800 VDC Power Rack, BBU, Capacitor Shelf, and high capacity liquid cooling systems designed to support up to 1.2MW per rack and ultra high density GPU configurations (Key Developments) Highlighted software enabled intelligent power management, including remote monitoring, control, and online firmware updates to improve data center operational efficiency and reliability (Key Developments) Participated in the 2025 Open Compute Project Global Summit in San Jose, showcasing integrated AI data center power and liquid cooling architectures built for NVIDIA platforms and megawatt scale racks (Key Developments) Positioned 800 VDC architecture and liquid cooling as key enablers to reduce energy losses, cabling material, and PUE while improving performance and sustainability for next generation AI factories (Key Developments) Valuation Changes Fair Value Estimate: Unchanged at approximately NT$192.94 per share, indicating stable long term intrinsic value assessment.
Analyse-Update • Nov 30

2301: Data Center Power Advances Will Drive Upside Potential In The Coming Year

Analysts have slightly raised their price target for Lite-On Technology, increasing it by NT$0.00 as they incorporate modest adjustments to revenue growth and discount rate assumptions. What's in the News LITEON Technology showcased next-generation HPC solutions at Super Computing (SC25) in St. Louis, including 800 VDC Powerack, advanced BBU and Capacitor Shelves, high-capacity in-Row and in-Rack CDUs, and liquid to air cooling systems (Key Developments).
Analyse-Update • Nov 16

2301: Revenue Momentum Will Drive Upward Revisions After Data Center Expansion

Analysts have raised their price target on Lite-On Technology from $181.33 to $192.94. They cite improved revenue growth projections as the primary driver of this upward revision.
Analyse-Update • Nov 01

2301: New AI Data Center Solutions Will Support Balanced Risk And Opportunity

Analysts have raised their price target for Lite-On Technology from $160.67 to $181.33. They cite expectations of stronger revenue growth and improved profit margins as reasons for the increase.
Analyse-Update • Oct 18

Cloud And AI Demand Will Open New Markets

Narrative Update: Lite-On Technology Analyst Price Target Increased Analysts have raised their fair value price target for Lite-On Technology from $147.11 to $160.67. This change reflects moderately stronger forecasts for revenue growth, profit margins, and future earnings multiples.
Analyse-Update • Oct 04

Cloud And AI Demand Will Open New Markets

Analysts have raised their price target for Lite-On Technology from $138 to $147.11, citing stronger projected revenue growth as well as a marginal improvement in valuation metrics. What's in the News TriEye and Lite-On Technology form a strategic partnership to deliver a VCSEL-powered SWIR sensing and imaging solution (Key Developments) The collaboration led to a technology demonstrator that combines TriEye's CMOS-based SWIR image sensor with Lite-On's 1135 nm VCSEL product, offering cost-effective and high-sensitivity imaging (Key Developments) The partnership aims to provide scalable manufacturing strategies for consumer and industrial market demands.
Analyse-Update • Sep 15

Cloud And AI Demand Will Open New Markets

The upward revision in Lite-On Technology’s price target is primarily driven by a lower discount rate and a higher future P/E multiple, resulting in the consensus fair value rising to NT$138.00. What's in the News Lite-On Technology partnered with TriEye to deliver a VCSEL-powered SWIR sensing and imaging solution, targeting both consumer and industrial markets.
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Neue Analyse • Nov 28

Innovative AI And Cloud Solutions Propel Growth Amid Market Challenges

Strategic focus on high-value segments like optoelectronics and AIoT aims to enhance profitability and drive revenue growth through innovation.

Gewinn- und Umsatzwachstumsprognosen

TWSE:2301 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (TWD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/2028305,36235,91220,66136,8394
12/31/2027257,60527,53815,14225,2357
12/31/2026201,63619,90511,72618,9167
3/31/2026173,07615,436-1,6046,805N/A
12/31/2025166,08515,1167,58514,533N/A
9/30/2025160,02814,3057,35113,584N/A
6/30/2025151,91013,05010,42315,798N/A
3/31/2025144,77513,01012,97817,303N/A
12/31/2024137,13411,9428,43312,411N/A
9/30/2024135,74412,35312,38216,241N/A
6/30/2024138,92813,52012,94917,005N/A
3/31/2024142,93514,60517,64421,497N/A
12/31/2023148,33314,57123,45727,266N/A
9/30/2023154,51914,95826,76830,348N/A
6/30/2023160,73614,64027,14730,711N/A
3/31/2023166,40014,40022,49626,670N/A
12/31/2022173,45614,15120,74625,157N/A
9/30/2022174,93112,81311,50916,042N/A
6/30/2022170,62011,6538,89213,378N/A
3/31/2022168,34011,7277,23711,362N/A
12/31/2021164,82813,8878,24212,160N/A
9/30/2021161,69513,38511,61915,692N/A
6/30/2021161,15713,29615,71619,134N/A
3/31/2021162,27612,70715,99419,582N/A
12/31/2020157,13410,01614,07117,563N/A
9/30/2020159,85310,41515,03118,423N/A
6/30/2020166,68510,53313,14517,126N/A
3/31/2020169,3579,48314,92519,344N/A
12/31/2019177,9549,375N/A19,762N/A
9/30/2019184,2699,489N/A16,278N/A
6/30/2019189,5089,019N/A19,350N/A
3/31/2019199,7488,380N/A17,715N/A
12/31/2018207,1097,957N/A13,484N/A
9/30/2018210,7997,734N/A13,189N/A
6/30/2018213,3941,676N/A5,758N/A
3/31/2018211,7461,688N/A7,913N/A
12/31/2017214,5642,629N/A11,153N/A
9/30/2017223,6672,923N/A13,177N/A
6/30/2017230,3539,516N/A17,062N/A
3/31/2017231,0819,691N/A16,668N/A
12/31/2016229,5729,416N/A14,513N/A
9/30/2016224,0549,333N/A17,112N/A
6/30/2016217,3737,797N/A15,386N/A
3/31/2016215,2307,285N/A17,551N/A
12/31/2015216,9297,223N/A15,552N/A
9/30/2015219,2316,167N/A15,607N/A
6/30/2015223,8436,078N/A18,409N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 2301Das prognostizierte Gewinnwachstum (29.9% pro Jahr) liegt über der Sparquote (1.3%).

Ertrag vs. Markt: 2301Die Erträge des Unternehmens (29.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt TW (25.2% pro Jahr).

Hohe Wachstumserträge: 2301Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: 2301Die Einnahmen des Unternehmens (20.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt TW (18.2% pro Jahr).

Hohe Wachstumseinnahmen: 2301Die Einnahmen des Unternehmens (20.9% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 2301Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (28.1%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 09:44
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung 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

Lite-On Technology Corporation wird von 17 Analysten beobachtet. 7 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.

AnalystEinrichtung
Yingchao YangBarclays
Hsin-Shan GaiBarclays
Lin-Ya KaoBofA Global Research