AUO Corporation

Informe acción TWSE:2409

Capitalización de mercado: NT$229.1b

AUO Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los beneficios de AUO disminuyan en un 6.1% al año, mientras que se espera que sus ingresos anuales crezcan en un 4.8% al año. Se prevé que el BPA crezca en un 14.6% por año. Se espera que la rentabilidad financiera sea de 2.5% en 3 años.

Información clave

-6.1%

Tasa de crecimiento de los beneficios

14.60%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Electronic33.6%
Tasa de crecimiento de los ingresos4.8%
Rentabilidad financiera futura2.52%
Cobertura de analistas

Good

Última actualización12 Aug 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Sep 07

2409: Micro LED Packaging Push Will Likely Keep Shares Overstretched

Analysts now set their fair value estimate for AUO at about NT$15.80, compared with the prior NT$15.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News for AUO AUO showcased its latest optical communications and advanced semiconductor packaging technologies at SEMICON Taiwan 2026, held from September 2 to 4, 2026.
Actualización de narrativa • Aug 24

2409: Elevated P/E Versus Thin Margins Will Sustain Downside Pricing Risk

Analysts have raised their price target for AUO to NT$22.81 from NT$22.10, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What’s in the News for AUO No recent company specific news items for AUO were provided in the available sources as of 24 Aug 2026.
Actualización de narrativa • Aug 10

2409: Compressed Margins And Elevated P/E Will Sustain Rich Pricing Risk

Analysts lifted their fair value estimate for AUO from NT$18.20 to NT$22.10, citing updated assumptions on the company’s discount rate, revenue growth, profit margin and forward P/E profile. What’s in the News for AUO No recent news stories for AUO were identified in the provided sources as of 10 Aug 2026.
Actualización de narrativa • Jul 27

2409: Micro Led And AR Progress Will Meet A Measured Outlook

The analyst price target for AUO has been revised from NT$23.50 to NT$27.00. Analysts cite updated assumptions around discount rate, revenue growth, profit margin, and future P/E to support the change.
Actualización de narrativa • Jul 13

2409: Micro LED Interaction Bet Will Likely Keep Shares Overstretched

Analysts have raised their AUO fair value estimate from NT$13.00 to NT$15.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple as the key drivers of the new price target. What’s in the News for AUO AUO highlighted transparent Micro LED as the core of a new interaction approach, bringing together group-wide R&D, optics, sensing, and AI to support smart mobility and energy-efficient, low-carbon use cases.
Actualización de narrativa • Jun 29

2409: Micro Led Ambitions Will Face A More Cautious Outlook

Analysts have lifted their fair value estimate for AUO from NT$18.20 to NT$23.50. They point to lower assumed discount rates, slightly softer revenue growth expectations, improved profit margin forecasts and a reduced future P/E multiple in their updated valuation work.
Actualización de narrativa • Jun 15

2409: Transparent Micro Led And Ai Plans Will Sustain Rich Pricing Risk

Analysts kept their fair value estimate for AUO steady at NT$18.20, making only small revisions to the discount rate, revenue growth, profit margin, and forward P/E assumptions, which together resulted in a modest downward adjustment to the overall price target. What's in the News AUO is centering its technology roadmap on transparent Micro LED, combining optics, sensing, and AI to support virtual and physical interaction across smart mobility and energy focused applications, with multiple technical papers presented at SID 2026.
Actualización de narrativa • Jun 01

2409: Micro Led And Ai Displays Will Face Rich Pricing Risk

Analysts have raised their AUO price target from NT$15.0 to NT$18.2, citing updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple as the main drivers of the change. What's in the News AUO outlined a technology roadmap centered on transparent Micro LED at SID 2026, focusing on virtual and physical interaction across smart mobility and low carbon display applications.
Actualización de narrativa • May 12

2409: Long Term Micro LED Push Will Likely Keep Shares Overstretched

AUO's analyst price target holds steady at NT$13.00, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margin and future P/E to support maintaining this level. What's in the News AUO puts transparent Micro LED at the center of its long term display roadmap, combining optics, sensing and AI to support virtual physical interaction across smart mobility and low carbon applications.
Actualización de narrativa • Apr 22

2409: Future Display Bets Will Likely Keep Shares Overstretched

Analysts have kept the AUO price target steady at NT$13.0. Updated assumptions include a lower discount rate, slightly different revenue growth and profit margin expectations, and a higher future P/E input guiding their valuation framework. What's in the News AUO Group plans a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future." The company will highlight display technologies across retail, healthcare, transportation, and smart living (Key Developments).
Actualización de narrativa • Apr 08

2409: Micro LED And AI Display Expansion Will Shape Balanced Prospects

Analysts have kept the AUO price target at NT$15.0, and slight adjustments to the discount rate, revenue growth assumptions, profit margin and future P/E suggest a modestly refined rather than fundamentally changed outlook. What's in the News AUO Group is preparing a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future," with AUO Display Plus (ADP) leading vertical application showcases across retail, healthcare, and other sectors, while subsidiary Yenrich Technology debuts miniaturized LED solutions for fine-pitch, high-end displays (Key Developments).
Actualización de narrativa • Mar 24

2409: Mobility And Display Technologies Will Shape Fairly Balanced Prospects

Analysts have lifted their price target on AUO from NT$14.56 to NT$15.00, citing adjusted assumptions around discount rate, revenue growth, profit margin and future P/E to reflect their latest outlook on the business. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which plans to present its smart mobility portfolio at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era." The focus will be on Visual, Computing, and Connectivity for next generation vehicle platforms (Key Developments).
Actualización de narrativa • Mar 09

2409: Smart Mobility And AR Bets Will Likely Keep Shares Overstretched

Analysts have maintained their AUO fair value estimate at NT$13.0, with only small tweaks to inputs such as the discount rate, revenue growth outlook, profit margin and future P/E assumptions driving the latest price target update. What's in the News AUO formed a new subsidiary, AUO Mobility Solutions, which plans to showcase its Visual, Computing, and Connectivity platform for smart mobility at CES 2026 in Las Vegas, including concepts for a human centric smart cockpit and software defined vehicles (Key Developments).
Actualización de narrativa • Feb 23

2409: Smart Mobility Push Will Likely Leave Shares Priced For Perfection

Analysts have nudged their NT$ price target on AUO higher, with fair value shifting from about NT$12.50 to NT$13.00 as they update assumptions around discount rates, expected revenue growth, profit margins and future P/E levels. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which will showcase smart mobility technologies at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era," with a focus on Visual, Computing, and Connectivity (Key Developments).
Actualización de narrativa • Feb 09

2409: Mobility Solutions And Micro LED Expansion Will Shape Balanced Prospects

Analysts have nudged their fair value estimate for AUO slightly higher to $14.56 from $14.51, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company fundamentals. What's in the News AUO established AUO Mobility Solutions as a new subsidiary focused on smart mobility.
Actualización de narrativa • Jan 24

2409: Future Mobility Displays Will Drive A More Optimistic Outlook

Analysts have lifted their price target on AUO to US$18.20 from US$17.38, pointing to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AUO has set up a new subsidiary, AUO Mobility Solutions, which will appear at CES 2026 in Las Vegas.
Actualización de narrativa • Jan 10

2409: Mobility And Energy Storage Expansion Will Shape Balanced Future Prospects

Analysts have raised their price target range for AUO, citing an updated fair value estimate of about $14.51 compared with the previous $13.26. This change reflects revised assumptions for the discount rate, revenue growth, profit margin and future P/E.
Actualización de narrativa • Dec 24

2409: Energy Storage Expansion Will Drive Future Upside

Analysts have modestly adjusted their price target on AUO to reflect a slightly more favorable profit margin outlook and marginally softer long term revenue growth expectations while maintaining a broadly similar valuation framework. What's in the News AUO and subsidiary AUO Display Plus are showcasing advanced 3D surgical imaging, AI-assisted diagnostics, and Traditional Chinese Medicine digital detection solutions at the 2025 Healthcare+ Expo Taiwan, highlighting expansion in smart healthcare ecosystems (Key Developments).
Actualización de narrativa • Dec 10

2409: Mobility And Energy Storage Expansion Will Drive Future Upside

Analysts have raised their price target on AUO to $13.26 from $13.26, citing slightly stronger expected revenue growth that more than offsets a marginally softer projected profit margin and a modestly lower future price to earnings multiple. What's in the News AUO and subsidiary AUO Display Plus will showcase advanced 3D medical displays and AI-assisted imaging solutions at the 2025 Healthcare+ Expo Taiwan, targeting applications such as 3D surgical imaging, AI interpretation, and TCM digital diagnostics (Key Developments).
Actualización de narrativa • Nov 26

2409: Mobility Solutions and Energy Storage Developments Will Drive Future Progress

Analysts have increased their price target for AUO while maintaining the fair value estimate at $13.26, citing stronger expected revenue growth and a marginally improved profit margin outlook. What's in the News AUO will debut its new subsidiary, AUO Mobility Solutions Corporation, at CES 2026 in Las Vegas.
Actualización de narrativa • Nov 11

2409: Energy Storage Synergy Will Drive Advancements in Green Solutions

Analysts have slightly lowered their price target for AUO to $13.26 from $13.38, citing modest reductions in projected revenue growth and profit margin estimates. What's in the News AUO partnered with StarShining Energy, AET SustainTek, and 21 industry partners to present an "Energy Storage as Priority x Solar-Storage Synergy" portfolio at Energy Taiwan 2025.
Actualización de narrativa • Oct 28

Next Generation Display Technologies Will Transform Wearables And Specialized Device Markets

Analysts have moderately lowered their price target for AUO from $13.73 to $13.38, citing slight adjustments in long-term profit margin expectations and future valuation assumptions. What's in the News AUO completed the repurchase of 1,824,139 shares, amounting to 0.02% of total shares, for TWD 26.42 million between February 13, 2025 and April 13, 2025 (Key Developments).
Actualización de narrativa • Sep 07

Specialized Displays In Automotive And Medical Will Redefine Future Markets

The upward revision in AUO’s price target reflects improved consensus revenue growth forecasts and a notable expansion in future P/E expectations, resulting in a new fair value estimate of NT$13.73. What's in the News AUO partnered with Garmin to launch the world's first Micro LED display smartwatch, the Garmin fenix 8 Pro MicroLED, marking a significant advance in wearable display technology.
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Nueva narrativa • Dec 21

Gen 45 Micro LED Transition And AI PC Demand Set To Propel Revenue And Profitability

Asset revitalization and strategic investments are expected to boost earnings and liquidity while positioning AUO for enhanced market presence.

Previsiones de crecimiento de beneficios e ingresos

TWSE:2409 - Estimaciones futuras de los analistas y datos financieros pasados (TWD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028316,1683,257N/AN/A2
12/31/2027299,2512,73912,73931,8038
12/31/2026283,4047,39815,04732,9448
6/30/2026279,9721,801-36412,888N/A
3/31/2026278,3172,406-2,29912,278N/A
12/31/2025281,3886,843-7,19111,129N/A
9/30/2025279,9385,581-4,72616,986N/A
6/30/2025287,7795,935-46023,333N/A
3/31/2025292,8703,756-1,96323,328N/A
12/31/2024280,245-3,064-3,77823,146N/A
9/30/2024274,899-6,193-3,11520,846N/A
6/30/2024267,261-6,243-6,12217,083N/A
3/31/2024256,253-10,819-1,73921,642N/A
12/31/2023247,964-18,203-16,7939,994N/A
9/30/2023237,267-26,901-17,99212,455N/A
6/30/2023216,889-36,351-35,2421,795N/A
3/31/2023216,453-37,176-36,0703,153N/A
12/31/2022246,793-21,101-8,98226,971N/A
9/30/2022287,179-23816,09349,423N/A
6/30/2022336,50129,49858,57085,474N/A
3/31/2022369,27254,66175,33197,450N/A
12/31/2021370,68561,33187,688104,721N/A
9/30/2021358,18659,11077,09792,091N/A
6/30/2021332,36142,69458,05471,187N/A
3/31/2021300,20620,20236,84350,468N/A
12/31/2020270,9553,37610,14625,747N/A
9/30/2020252,389-13,887-1,42016,850N/A
6/30/2020249,212-20,768-11,82310,637N/A
3/31/2020255,777-20,489N/A17,310N/A
12/31/2019268,792-19,185N/A20,731N/A
9/30/2019283,917-7,165N/A23,598N/A
6/30/2019294,9061,140N/A29,091N/A
3/31/2019299,8955,074N/A31,431N/A
12/31/2018307,63413,072N/A40,201N/A
9/30/2018311,20524,325N/A50,160N/A
6/30/2018317,55828,862N/A60,479N/A
3/31/2018326,91637,440N/A75,541N/A
12/31/2017341,02842,610N/A84,363N/A
9/30/2017352,21039,282N/A79,576N/A
6/30/2017350,83235,324N/A63,784N/A
3/31/2017346,51124,922N/A46,751N/A
12/31/2016329,0899,965N/A36,696N/A
9/30/2016320,686-7,023N/A44,104N/A
6/30/2016323,967-8,458N/A48,171N/A
3/31/2016336,180-3,391N/A56,776N/A
12/31/2015360,3467,242N/A62,003N/A
9/30/2015382,35317,856N/A54,558N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de 2409 disminuyan en los próximos 3 años (-6.1% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de 2409 disminuyan en los próximos 3 años (-6.1% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de 2409 disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (4.8% al año) de 2409 crezcan más despacio que el mercado de TW (21.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.8% al año) de 2409 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 2409 sea baja dentro de 3 años (2.5%).

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 empresa2026/09/18 17:32
Precio de las acciones al final del día2026/09/18 00:00
Beneficios2026/06/30
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 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

AUO Corporation está cubierta por 31 analistas. 8 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
Wanping YehBarclays
Alberto MoelBernstein
Brad LinBofA Global Research