Realtek Semiconductor Corp.

Informe acción TWSE:2379

Capitalización de mercado: NT$296.4b

Realtek Semiconductor Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Realtek Semiconductor de 14.5% y 11.5% por año respectivamente. Se prevé que el BPA crezca en un 13.4% al año. Se espera que la rentabilidad financiera sea de 33.4% en 3 años.

Información clave

14.5%

Tasa de crecimiento de los beneficios

13.35%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Semiconductor25.9%
Tasa de crecimiento de los ingresos11.5%
Rentabilidad financiera futura33.36%
Cobertura de analistas

Good

Última actualización12 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Apr 28

2379: Stable Margins And P/E Assumptions Will Shape Future Returns

Analysts have made a small upward adjustment to their fair value estimate for Realtek Semiconductor to NT$574.50, citing slightly higher modeled revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from NT$572.63 to NT$574.50.
Actualización de narrativa • Apr 10

2379: Stable Margins And Earnings Multiple Will Support Future Upside

Analysts have made a slight upward adjustment to their NT$ price target for Realtek Semiconductor, reflecting modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. Valuation Changes Fair Value: NT$572.63 remains unchanged, indicating no adjustment to the core intrinsic value estimate.
Actualización de narrativa • Mar 26

2379: Edge AI Voice Remotes Will Support Future Earnings Multiples

Analysts have kept their NT$572.63 price target for Realtek Semiconductor broadly unchanged, citing only slight model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions rather than any major shift in their outlook. What's in the News Realtek Semiconductor and AONDevices are collaborating on a next generation Voice Smart Remote platform that combines the AON1100 M3 processor with Realtek's BLE chipset and cloud streaming software stack to support voice activated remotes with on-device intelligence and low power use (Key Developments).
Actualización de narrativa • Mar 12

2379: Edge AI Voice Remote Tie-Up Will Support Future Earnings Multiples

The latest analyst update trims Realtek Semiconductor's fair value estimate from NT$576.69 to NT$572.63. Analysts point to revised assumptions around the discount rate, revenue growth, profit margin and future P/E as the key drivers of this small reset in the price target.
Actualización de narrativa • Feb 25

2379: Edge AI Voice Remote Platform Will Support Future Earnings Multiples

Analysts have nudged their price target on Realtek Semiconductor slightly higher to NT$576.69, citing modest adjustments to discount rate assumptions, revenue growth expectations, profit margin outlook and future P/E estimates. These changes collectively support a broadly unchanged view of the company’s fair value.
Actualización de narrativa • Feb 11

2379: Edge AI Voice Remote Platform Will Support Higher Future Earnings Multiples

Analysts have trimmed their fair value estimate for Realtek Semiconductor from NT$597 to about NT$576.69, reflecting slightly softer assumptions on revenue growth and profit margins, partly balanced by a higher expected future P/E multiple. What's in the News Realtek Semiconductor and AONDevices are working together on a next generation Voice Smart Remote that combines the AON1100 M3 processor, AONx360 Base, AONx360 Pro, and Realtek's BLE chipset and cloud streaming software stack (Key Developments).
Actualización de narrativa • Jan 27

2379: Edge AI Remote Collaboration Will Support Higher Future Earnings Multiples

Analysts have trimmed their fair value estimate for Realtek Semiconductor from NT$599.31 to NT$597.00, reflecting slightly higher discount rate assumptions and more measured views on revenue growth and profit margins, while maintaining a similar future P/E outlook. What's in the News Realtek Semiconductor and AONDevices announced a collaboration to develop a next generation Voice Smart Remote using the AON1100 M3 processor, AONx360 Base, AONx360 Pro, and Realtek's BLE chipset and cloud streaming software stack, targeting super low power Edge AI use cases.
Actualización de narrativa • Jan 11

2379: Edge AI Remote Platform Will Support Higher Future Earnings Multiples

Analysts have made a small downward adjustment to their price target on Realtek Semiconductor to reflect slightly updated fair value estimates and discount rate assumptions, while keeping revenue growth, profit margin and future P/E expectations broadly unchanged. What's in the News Realtek Semiconductor and AONDevices are collaborating on a next generation Voice Smart Remote that combines the AON1100 M3 processor with Realtek's BLE chipset and cloud streaming software stack to support voice activated remotes and controllers with on device intelligence and low power use (Key Developments).
Actualización de narrativa • Dec 25

2379: Higher Multiples And Steady Fundamentals Will Drive Future Upside Potential

Analysts have modestly raised their price target on Realtek Semiconductor to TWD 599.35. This reflects slightly higher long term valuation multiples despite marginally softer assumptions for growth, margins, and discount rates.
Actualización de narrativa • Dec 11

2379: Lower Discount Rate Will Support Upside Potential Ahead

Analysts have nudged their price target for Realtek Semiconductor slightly higher to reflect modest improvements in discount rate assumptions and a marginally more favorable view on future earnings multiples, while keeping fair value estimates broadly unchanged. Valuation Changes Fair Value: Unchanged at an estimated intrinsic value of NT$599.35 per share, indicating no material revision to the core valuation.
Actualización de narrativa • Nov 27

2379: Net Profit Margin Improvement And Lower Discount Rate Will Drive Upside

Analysts have slightly raised their price target for Realtek Semiconductor from $596.19 to $599.35, citing modest improvements in revenue growth and profit margin expectations. Valuation Changes Fair Value has increased slightly from NT$596.19 to NT$599.35.
Actualización de narrativa • Nov 13

2379: Net Profit Margin Gains And Discount Rate Offer Upside Potential

Analysts have lowered their price target for Realtek Semiconductor from $611 to $596.19, citing a slightly higher discount rate and modest adjustments to growth and profit expectations. Valuation Changes Fair Value: Lowered from NT$611 to NT$596.19, a modest decrease.
User avatar
Nueva narrativa • Nov 28

Ethernet Expansion And AI Innovation Propel Growth In Connectivity Markets

Growth driven by focus on Ethernet and high-end products, expanding opportunities in AI and high-performance markets to support revenue and margin improvements.

Previsiones de crecimiento de beneficios e ingresos

TWSE:2379 - Estimaciones futuras de los analistas y datos financieros pasados (TWD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028174,08221,66321,93425,1606
12/31/2027152,34418,68218,57221,09916
12/31/2026139,70516,43917,29421,92216
3/31/2026124,10714,32115,93621,417N/A
12/31/2025122,70614,75318,35123,015N/A
9/30/2025122,77315,50023,29427,359N/A
6/30/2025124,03416,44621,97326,365N/A
3/31/2025122,79316,92323,33027,227N/A
12/31/2024113,39415,29119,93923,934N/A
9/30/2024109,63414,07218,30522,519N/A
6/30/2024105,56012,26919,54023,457N/A
3/31/2024101,17710,48917,98021,419N/A
12/31/202395,1799,15314,26917,896N/A
9/30/202394,3569,1067,20011,452N/A
6/30/202397,45010,7415,2729,350N/A
3/31/2023101,65812,8115,91210,690N/A
12/31/2022111,79016,20414,64719,058N/A
9/30/2022117,39718,67620,72524,391N/A
6/30/2022116,58019,35720,67824,417N/A
3/31/2022111,92018,98421,12524,905N/A
12/31/2021105,50416,85314,66318,352N/A
9/30/2021100,21914,87316,89820,201N/A
6/30/202193,67312,49418,23921,304N/A
3/31/202185,17210,21714,37417,852N/A
12/31/202077,7598,79312,68115,440N/A
9/30/202072,3607,81211,92314,409N/A
6/30/202065,9947,2257,89910,339N/A
3/31/202063,8377,0428,75310,742N/A
12/31/201960,7446,790N/A12,251N/A
9/30/201956,0016,243N/A9,688N/A
6/30/201952,0445,733N/A9,126N/A
3/31/201948,0144,889N/A8,142N/A
12/31/201845,8064,351N/A8,194N/A
9/30/201844,6664,052N/A7,840N/A
6/30/201843,5313,794N/A7,283N/A
3/31/201842,3313,726N/A5,058N/A
12/31/201741,6883,392N/A3,758N/A
9/30/201740,6873,277N/A3,212N/A
6/30/201740,0152,872N/A3,002N/A
3/31/201739,9102,956N/A3,597N/A
12/31/201638,9143,040N/A5,227N/A
9/30/201638,3543,080N/A6,581N/A
6/30/201635,9862,931N/A6,691N/A
3/31/201633,2872,278N/A5,555N/A
12/31/201531,7462,428N/A3,227N/A
9/30/201530,0682,261N/A2,250N/A
6/30/201530,4573,165N/A3,190N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (14.5% al año) de 2379 es superior a la tasa de ahorro (1.3%).

Beneficios vs. Mercado: Se prevé que los beneficios (14.5% al año) de 2379 crezcan menos que el mercado TW (26.3% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de 2379 crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (11.5% al año) de 2379 crezcan más despacio que el mercado de TW (18.8% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 11.5% al año) de 2379 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 2379 sea alta dentro de 3 años (33.4%)

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 10:42
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 tenemos 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

Realtek Semiconductor Corp. está cubierta por 25 analistas. 16 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.

AnalistaInstitución
Mike YangBofA Global Research
Licheng ZhuangCapital Securities Corporation
Jack LuCGS International