WIN Semiconductors Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de WIN Semiconductors de 27.9% y 14.7% por año respectivamente. Se prevé que el BPA crezca en un 28% al año. Se espera que la rentabilidad financiera sea de 12.9% en 3 años.
Información clave
27.9%
Tasa de crecimiento de los beneficios
27.96%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 26.9% |
| Tasa de crecimiento de los ingresos | 14.7% |
| Rentabilidad financiera futura | 12.94% |
| Cobertura de analistas | Good |
| Última actualización | 21 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 29,882 | 6,650 | 6,655 | 6,846 | 7 |
| 12/31/2027 | 23,929 | 4,512 | 5,667 | 6,194 | 11 |
| 12/31/2026 | 20,720 | 2,698 | 4,738 | 4,574 | 10 |
| 3/31/2026 | 17,653 | 2,211 | 1,506 | 4,060 | N/A |
| 12/31/2025 | 16,639 | 1,694 | 3,191 | 4,953 | N/A |
| 9/30/2025 | 15,550 | 313 | 2,671 | 4,202 | N/A |
| 6/30/2025 | 15,410 | -529 | 2,967 | 3,983 | N/A |
| 3/31/2025 | 16,591 | 377 | 3,612 | 4,679 | N/A |
| 12/31/2024 | 17,458 | 768 | 3,624 | 4,900 | N/A |
| 9/30/2024 | 18,620 | 1,505 | 4,412 | 5,796 | N/A |
| 6/30/2024 | 18,437 | 1,311 | 3,136 | 5,993 | N/A |
| 3/31/2024 | 17,419 | 729 | 2,982 | 6,029 | N/A |
| 12/31/2023 | 15,836 | -80 | 971 | 4,270 | N/A |
| 9/30/2023 | 14,500 | -541 | 315 | 4,271 | N/A |
| 6/30/2023 | 14,243 | -223 | -1,241 | 2,725 | N/A |
| 3/31/2023 | 15,597 | 518 | -2,823 | 3,599 | N/A |
| 12/31/2022 | 18,334 | 1,802 | -1,222 | 5,968 | N/A |
| 9/30/2022 | 22,020 | 3,650 | -1,604 | 6,950 | N/A |
| 6/30/2022 | 24,873 | 4,850 | 379 | 8,327 | N/A |
| 3/31/2022 | 25,770 | 5,186 | 111 | 7,760 | N/A |
| 12/31/2021 | 26,182 | 5,455 | -360 | 7,815 | N/A |
| 9/30/2021 | 25,826 | 4,979 | -631 | 8,223 | N/A |
| 6/30/2021 | 25,631 | 5,406 | -1,051 | 8,809 | N/A |
| 3/31/2021 | 25,485 | 6,089 | -634 | 8,654 | N/A |
| 12/31/2020 | 25,546 | 6,529 | -40 | 8,755 | N/A |
| 9/30/2020 | 25,589 | 7,095 | 1,302 | 8,841 | N/A |
| 6/30/2020 | 25,426 | 6,766 | 3,126 | 9,476 | N/A |
| 3/31/2020 | 23,829 | 5,891 | 3,317 | 9,197 | N/A |
| 12/31/2019 | 21,378 | 4,474 | N/A | 8,084 | N/A |
| 9/30/2019 | 18,688 | 3,372 | N/A | 6,865 | N/A |
| 6/30/2019 | 16,350 | 2,440 | N/A | 5,031 | N/A |
| 3/31/2019 | 16,466 | 2,563 | N/A | 5,097 | N/A |
| 12/31/2018 | 17,311 | 3,124 | N/A | 5,480 | N/A |
| 9/30/2018 | 18,677 | 3,706 | N/A | 6,086 | N/A |
| 6/30/2018 | 19,015 | 4,170 | N/A | 6,217 | N/A |
| 3/31/2018 | 18,268 | 4,004 | N/A | 6,227 | N/A |
| 12/31/2017 | 17,086 | 3,764 | N/A | 5,894 | N/A |
| 9/30/2017 | 14,712 | 2,985 | N/A | 4,602 | N/A |
| 6/30/2017 | 13,861 | 2,809 | N/A | 4,652 | N/A |
| 3/31/2017 | 13,613 | 2,770 | N/A | 4,109 | N/A |
| 12/31/2016 | 13,623 | 3,113 | N/A | 3,787 | N/A |
| 9/30/2016 | 13,614 | 3,262 | N/A | 4,644 | N/A |
| 6/30/2016 | 12,974 | 3,062 | N/A | 4,518 | N/A |
| 3/31/2016 | 12,501 | 2,893 | N/A | 4,838 | N/A |
| 12/31/2015 | 12,016 | 2,672 | N/A | 4,893 | N/A |
| 9/30/2015 | 11,532 | 2,517 | N/A | 4,586 | N/A |
| 6/30/2015 | 11,688 | 2,465 | N/A | 4,602 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (27.9% al año) de 3105 es superior a la tasa de ahorro (1.3%).
Beneficios vs. Mercado: Se prevé que los beneficios (27.9% al año) de 3105 crezcan más rápidamente que el mercado TW (26.3% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de 3105 crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (14.7% al año) de 3105 crezcan más despacio que el mercado de TW (18.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 14.7% al año) de 3105 crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 3105 sea baja dentro de 3 años (12.9%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/23 21:08 |
| Precio de las acciones al final del día | 2026/06/23 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
WIN Semiconductors Corp. está cubierta por 24 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ping-Heng Wu | Barclays |
| Xin Sun | Bernstein |
| Haas Liu | BofA Global Research |