ASUSTeK Computer Crecimiento futuro
Future controles de criterios 0/6
Se prevé que los beneficios de ASUSTeK Computer disminuyan en un 5.8% al año, mientras que se espera que sus ingresos anuales crezcan en un 9.5% al año. Se prevé que el BPA disminuya en un 3.5% por año. Se espera que la rentabilidad financiera sea de 13.6% en 3 años.
Información clave
-5.8%
Tasa de crecimiento de los beneficios
-3.52%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Tech | 22.1% |
| Tasa de crecimiento de los ingresos | 9.5% |
| Rentabilidad financiera futura | 13.62% |
| Cobertura de analistas | Good |
| Última actualización | 16 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
2357: Edge AI And Copilot Plus PCs Will Drive Future Earnings Power
Analysts have maintained their price target for ASUSTeK Computer at NT$710, citing minor adjustments to discount rate, revenue growth, and profit margin assumptions, along with a slightly higher future P/E estimate that together support keeping their current valuation view. What's in the News ASUS expanded its Zenbook A16 presence with a new 2026 Snapdragon X2 Elite Extreme powered model now available in Canada at an MSRP of C$2,799.
2357: AI PC Rollout Will Face Ongoing P/E Compression Risk
Analysts have trimmed their price target on ASUSTeK Computer to NT$450.00. This reflects updated expectations for more moderate revenue growth, slightly stronger profit margins and a lower assumed future P/E multiple.2357: Edge AI And Data Center Expansion Will Underpin Future Earnings Power
Analysts have revised their price target for ASUSTeK Computer to NT$710 from NT$856, reflecting updated assumptions for revenue growth, profit margin and future P/E that collectively suggest a more cautious outlook on the company’s earnings power. What's in the News ASUS is rolling out full compatibility between its industrial motherboards, embedded systems, and rugged edge AI computers and the new Intel Core 200S Series processors, targeting industrial and edge AI use cases with a product roadmap that extends availability to 2035 (Product related announcement).2357: AI PC Expansion Will Face Ongoing Margin And P/E Compression Risks
Analysts have kept their NT$451.77 price target for ASUSTeK Computer broadly unchanged. This reflects only slight tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially shift their overall view.2357: AI Hardware Expansion Will Face Ongoing Margin And P/E Compression Risks
Analysts have nudged their price target on ASUSTeK Computer slightly higher to NT$451.77 from NT$451.16, reflecting updated views on revenue growth, profit margin assumptions and future P/E expectations. What's in the News ASUS Zenbook S16 and Zenbook 14, both described as AI powered Copilot+ laptops with AMD Ryzen AI 400 Series processors and up to 50 NPU TOPS, are now open for pre orders in Canada with shipments planned from February 3, 2026, and starting prices of CAD 1,599 for Zenbook 14 and CAD 2,299 for Zenbook S16 (Key Developments).2357: Memory Supercycle Margin Pressure Will Restrain AI Hardware Upside
Narrative Update on ASUSTeK Computer The analyst price target for ASUSTeK Computer has been reduced from NT$625 to NT$500 as analysts factor in higher perceived margin pressure risks for hardware makers in a "tepid" demand backdrop tied to the intensifying "memory supercycle." Analyst Commentary Bearish analysts have taken a more cautious stance on ASUSTeK Computer, signaling that they see a tougher setup for hardware makers as the memory cycle intensifies while demand remains described as tepid. The recent shift in price target from NT$625 to NT$500 and the downgrade to an Underweight rating highlight a reassessment of risks that investors should be aware of.
2357: Future Hardware Margin Resilience Will Drive Positive Momentum Through Memory Supercycle
Narrative Update Overview Analysts have reduced their price targets for ASUSTeK Computer, with one reference price moving from NT$625 to NT$500. They are factoring in potential margin pressure for hardware makers in what they describe as a tepid demand backdrop and an intensifying memory supercycle.2357: Memory Supercycle Margin Pressure Will Challenge AI Upside Yet Keep Shares Balanced
Analysts have reduced their price target for ASUSTeK Computer to NT$500 from NT$625, citing growing margin pressure risk for hardware companies as the memory supercycle coincides with what they describe as a tepid demand backdrop. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, pointing to what they see as rising risks that are not fully reflected in the current share price.2357: Memory Supercycle Will Pressure Margins Yet AI Product Push Will Offset Risks
Analysts have lowered their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting rising concern over margin pressure amid an intensifying memory cycle and subdued hardware demand, even as modest improvements in profit margin assumptions support a slightly higher intrinsic value estimate. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, with the latest downgrade accompanied by a cut in the 12 month price target to NT$500 from NT$625.2357: Memory Supercycle And Tariff Risks Will Pressure Margins And Share Price
Analysts have trimmed their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting expectations of heightened margin pressure in a tepid hardware demand environment, despite slightly lower discount rates and stronger projected revenue growth. Analyst Commentary Bearish analysts have underscored that the lower NT$500 price target better reflects rising execution risk in a challenging hardware cycle, with limited room for valuation multiple expansion given intensifying margin pressure.2357: Profit Margin Improvements Will Drive Positive Momentum Despite Tariff Uncertainty
Analyst Price Target Update for ASUSTeK Computer Analysts have raised their fair value estimate for ASUSTeK Computer from NT$717.91 to NT$730.36, citing moderately improved profit margin expectations despite a slightly softer revenue growth outlook. What's in the News The Trump administration is considering tariffs on foreign electronic devices, including those from ASUSTeK, based on the value of chip content in each product.Gaming And AI Trends Will Unlock Future Global Markets
With both the discount rate and future P/E showing only minor changes, ASUSTeK Computer’s consensus analyst price target remains essentially unchanged at NT$717.91. What's in the News ASUS Republic of Gamers (ROG) is leading Intel Gamer Days 2025 with widespread discounts on Intel-powered gaming devices, including those featuring the latest Intel Core Ultra 200 series, and offering a free Battlefield 6 game key with eligible purchases.
ASUS Innovates In AI-Driven PCs And Gaming Amidst Market Volatility, Driving Growth Prospects
Strategic investments in AI and gaming segments aim to secure competitive advantages, enhance market share, and improve margins with premium pricing.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 | 984,008 | N/A | N/A | N/A | 2 |
| 12/31/2027 | 906,933 | 41,261 | 56,016 | 58,060 | 4 |
| 12/31/2026 | 831,818 | 36,582 | 513 | 2,806 | 6 |
| 12/31/2025 | 738,905 | 44,558 | 27,499 | 30,330 | N/A |
| 9/30/2025 | 689,904 | 34,791 | 20,480 | 22,898 | N/A |
| 6/30/2025 | 656,183 | 36,739 | 55,768 | 58,142 | N/A |
| 3/31/2025 | 613,083 | 38,737 | 29,737 | 32,377 | N/A |
| 12/31/2024 | 587,087 | 31,394 | 5,468 | 8,030 | N/A |
| 9/30/2024 | 553,326 | 33,683 | 6,786 | 9,047 | N/A |
| 6/30/2024 | 521,817 | 32,276 | -2,211 | -63 | N/A |
| 3/31/2024 | 492,614 | 23,058 | 21,455 | 23,557 | N/A |
| 12/31/2023 | 482,314 | 15,928 | 50,055 | 52,087 | N/A |
| 9/30/2023 | 489,230 | 8,178 | 74,335 | 76,563 | N/A |
| 6/30/2023 | 498,948 | 3,269 | 82,941 | 85,144 | N/A |
| 3/31/2023 | 510,167 | 2,579 | 36,493 | 38,392 | N/A |
| 12/31/2022 | 537,192 | 14,691 | -17,469 | -15,721 | N/A |
| 9/30/2022 | 562,020 | 30,572 | -29,533 | -27,838 | N/A |
| 6/30/2022 | 556,342 | 35,714 | -58,829 | -57,317 | N/A |
| 3/31/2022 | 557,500 | 45,188 | -26,266 | -24,290 | N/A |
| 12/31/2021 | 535,239 | 44,550 | 30,513 | 32,691 | N/A |
| 9/30/2021 | 505,660 | 40,748 | 2,458 | 4,874 | N/A |
| 6/30/2021 | 493,992 | 39,427 | 29,989 | 33,019 | N/A |
| 3/31/2021 | 458,184 | 33,049 | 32,209 | 35,077 | N/A |
| 12/31/2020 | 412,780 | 23,974 | -5,109 | -2,094 | N/A |
| 9/30/2020 | 387,744 | 18,747 | 15,717 | 19,369 | N/A |
| 6/30/2020 | 354,265 | 15,212 | 1,159 | 6,017 | N/A |
| 3/31/2020 | 336,159 | 12,502 | 15,712 | 22,795 | N/A |
| 12/31/2019 | 351,330 | 14,334 | 27,642 | 35,327 | N/A |
| 9/30/2019 | 344,833 | 15,258 | N/A | 9,335 | N/A |
| 6/30/2019 | 340,351 | 13,940 | N/A | 10,798 | N/A |
| 3/31/2019 | 347,499 | 13,758 | N/A | -6,991 | N/A |
| 12/31/2018 | 354,188 | 16,305 | N/A | 5,170 | N/A |
| 9/30/2018 | 329,804 | 19,913 | N/A | 22,437 | N/A |
| 6/30/2018 | 354,811 | 20,594 | N/A | 17,496 | N/A |
| 3/31/2018 | 370,816 | 20,504 | N/A | 15,319 | N/A |
| 12/31/2017 | 386,419 | 19,061 | N/A | -1,381 | N/A |
| 9/30/2017 | 446,409 | 16,436 | N/A | -1,107 | N/A |
| 6/30/2017 | 449,746 | 16,578 | N/A | 21,770 | N/A |
| 3/31/2017 | 455,771 | 18,693 | N/A | 35,182 | N/A |
| 12/31/2016 | 466,803 | 19,203 | N/A | 49,305 | N/A |
| 9/30/2016 | 473,127 | 18,809 | N/A | 26,012 | N/A |
| 6/30/2016 | 474,635 | 17,046 | N/A | 2,990 | N/A |
| 3/31/2016 | 479,699 | 17,579 | N/A | -913 | N/A |
| 12/31/2015 | 472,335 | 17,097 | N/A | -10,568 | N/A |
| 9/30/2015 | 477,572 | 17,062 | N/A | 17,026 | N/A |
| 6/30/2015 | 482,171 | 18,659 | N/A | 20,168 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de 2357 disminuyan en los próximos 3 años (-5.8% al año).
Beneficios vs. Mercado: Se prevé que los beneficios de 2357 disminuyan en los próximos 3 años (-5.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de 2357 disminuyan en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (9.5% al año) de 2357 crezcan más despacio que el mercado de TW (18.1% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 9.5% al año) de 2357 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 2357 sea baja dentro de 3 años (13.6%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 16:42 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2025/12/31 |
| 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 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
ASUSTeK Computer Inc. está cubierta por 28 analistas. 10 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 |
|---|---|
| Yingchao Yang | Barclays |
| Alberto Moel | Bernstein |
| Robert Cheng | BofA Global Research |