momo.com Inc.

TWSE:8454 Rapport sur les actions

Capitalisation boursière : NT$71.0b

momo.com Croissance future

Future contrôle des critères 1/6

momo.com devrait augmenter son chiffre d'affaires de 0.4% par an. Le BPA devrait augmenter de diminuer de 12.9% par an.

Informations clés

n/a

Taux de croissance des bénéfices

-12.93%

Taux de croissance du BPA

Multiline Retail croissance des bénéfices27.2%
Taux de croissance des recettes0.4%
Rendement futur des capitaux propres23.45%
Couverture par les analystes

Low

Dernière mise à jour09 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit Jun 02

8454: Future Earnings Will Be Constrained By Softer Revenue And Margin Assumptions

Analysts have trimmed their fair value estimate for momo.com from NT$217.0 to NT$184.4, as they now apply a slightly higher discount rate and a lower assumed future P/E multiple, along with more cautious revenue growth and profit margin inputs. What's in the News momo.com has scheduled a board meeting on May 6, 2026, with the agenda to review and approve its 2026 Q1 financial report.
Mise à jour du récit May 14

8454: Reset Fair Value Framework Will Support Future Upside Potential

Analysts have reset their fair value estimate for momo.com to NT$243.00 from about NT$371.56, citing updated assumptions for revenue growth, profit margin and future P/E that together point to a more conservative price target framework. What's in the News Board meeting scheduled for May 6, 2026 to approve momo.com Inc.'s 2026 Q1 financial report, which could update you on recent revenue, margins and business trends once released (company filing).
Mise à jour du récit Apr 29

8454: Upcoming Financial Reports Will Confirm Earnings Momentum And Supportive Fundamentals

Analysts have adjusted their price target on momo.com from NT$237.07 to NT$217.00, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Board meeting scheduled for May 6, 2026, to approve momo.com Inc.'s 2026 Q1 financial report (Key Developments).
Mise à jour du récit Apr 14

8454: Steady Fair Value And Board Review Will Guide Future Return Profile

Analysts kept their NT$ price target for momo.com steady, citing updated assumptions that include a slightly higher discount rate, a shift to positive revenue growth expectations, a modestly lower profit margin outlook, and a marginally higher future P/E multiple. What's in the News momo.com has scheduled a Board Meeting for March 4, 2026, to review and approve the 2025 financial report (Key Developments).
Mise à jour du récit Mar 31

8454: Trimmed Discount Assumptions And Firm P/E Will Support Upside

Analysts have trimmed their price target on momo.com slightly to NT$371.56 from NT$378.59, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E as the main drivers of the change. What's in the News A board meeting is scheduled for Mar 4, 2026, to consider and approve the 2025 financial report, which may provide an update on momo.com's latest audited results (Key Developments).
Mise à jour du récit Mar 17

8454: Board Review And Steady Fair Value Will Shape Future Return Profile

Analysts have kept their momo.com 12 month price target steady at NT$170, citing updated assumptions that include a slightly higher discount rate, a smaller projected revenue decline, a modestly softer profit margin, and a marginally higher future P/E multiple. What's in the News Board meeting scheduled for Mar 4, 2026, to consider and approve the 2025 financial report, which could clarify recent assumptions around revenue, margins, and valuation inputs (Key Developments).
Mise à jour du récit Mar 02

8454: Future Earnings Momentum Will Be Clarified By Upcoming 2025 Results

Analysts have trimmed their fair value estimate for momo.com from NT$262.99 to NT$237.07. This reflects updated assumptions for revenue growth, profit margins, discount rate and future P/E.
Mise à jour du récit Feb 16

8454: Stable Fair Value And Higher Future P/E Will Support Upside

Analysts now place momo.com’s fair value at roughly NT$378.59 per share. This level is in line with the previous NT$378.59 target and reflects updated views on discount rate assumptions, revenue growth expectations, profit margins and future P/E multiples.
Mise à jour du récit Feb 02

8454: Improved Margin Outlook Will Set Up Future Upside Potential

Analysts have trimmed their price target on momo.com from US$409.52 to about US$378.59, citing updated assumptions that include a lower revenue growth outlook, a slightly higher discount rate, improved profit margin expectations, and a somewhat lower future P/E multiple. Valuation Changes Fair Value Estimate: Reduced from US$409.52 to about US$378.59, reflecting a lower implied price level in the model.
Mise à jour du récit Jan 19

8454: Softer Revenue Outlook And Lower P/E Will Pressure Future Returns

Analysts have trimmed their price target on momo.com from $180.00 to $170.00, citing updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News momo.com has scheduled a board meeting for November 6, 2025, to consider and approve the 2025 Q3 financial report (Key Developments).
Mise à jour du récit Jan 05

8454: Future Profit Margin Squeeze Will Set Up Attractive Upside Potential

Analysts have modestly lowered their price target on momo.com from $430.00 to $409.52, citing a sharper expected compression in profit margins, which more than offsets slightly stronger revenue growth assumptions and a higher projected earnings multiple. What's in the News The board of directors has scheduled a meeting for November 6, 2025, to review and approve the 2025 Q3 financial report (Key Developments).
Mise à jour du récit Dec 20

8454: Future Earnings Multiple Will Contrast With Weakening Revenue And Margin Outlook

Analysts have reduced their price target on momo.com from 295.00 dollars to 180.00 dollars, citing a shift to negative revenue growth expectations and lower projected profit margins, which are partly offset by a higher assumed future price to earnings multiple. What's in the News momo.com has scheduled a board meeting for November 6, 2025, to review and approve its 2025 Q3 financial report (Key Developments).
Mise à jour du récit Dec 06

8454: Future Earnings Momentum Will Drive Share Price Upside

Narrative Update on momo.com Analyst Price Target Analysts have nudged their price target on momo.com slightly higher to approximately $263 per share, reflecting marginal tweaks to the discount rate and long term valuation assumptions, while maintaining broadly unchanged expectations for growth and profitability. What's in the News The board of directors has scheduled a meeting for November 6, 2025, to review and approve momo.com’s 2025 Q3 financial report (Key Developments).
Mise à jour du récit Nov 22

8454: Future Earnings Momentum Will Drive Share Price Upside

Analysts have lowered their price target for momo.com from $288.32 to $262.99. They cited more conservative projections for revenue growth and profit margins in their updated assessment.
Mise à jour du récit Sep 23

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

The modest reduction in momo.com's consensus analyst price target primarily reflects a slightly lower Future P/E multiple, signaling a tempered outlook for earnings growth, with fair value revised down to NT$288.32. What's in the News Board meeting scheduled to approve 2025 Q2 financial report.
Mise à jour du récit Aug 27

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

The downward revision in momo.com's price target reflects mildly lower future earnings multiples and a slight decrease in consensus revenue growth forecasts, resulting in a new fair value estimate of NT$300.63. What's in the News momo.com Inc.
Mise à jour du récit Aug 07

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

The consensus price target for momo.com has been revised downward, reflecting a significant decline in net profit margin and an increase in future P/E, resulting in a new fair value estimate of NT$323.83. What's in the News Board meeting scheduled to approve 2025 Q2 financial report.
Article d’analyse Mar 17

Calculating The Fair Value Of momo.com Inc. (TWSE:8454)

Key Insights momo.com's estimated fair value is NT$319 based on 2 Stage Free Cash Flow to Equity With NT$368 share...
Article d’analyse Feb 28

Investors Can Find Comfort In momo.com's (TWSE:8454) Earnings Quality

momo.com Inc.'s ( TWSE:8454 ) stock was strong despite it releasing a soft earnings report last week. However, we think...
Article d’analyse Feb 25

momo.com Inc. (TWSE:8454) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Investors in momo.com Inc. ( TWSE:8454 ) had a good week, as its shares rose 7.8% to close at NT$386 following the...
Article d’analyse Feb 14

Is Now The Time To Look At Buying momo.com Inc. (TWSE:8454)?

momo.com Inc. ( TWSE:8454 ), is not the largest company out there, but it saw significant share price movement during...
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Nouveau récit Feb 09

moPlus And Live Streaming Ventures May Transform Taiwan's Retail Landscape

Strategic investments and new developments like moshop and live streaming aim to diversify revenue, driving long-term growth and innovation.
Article d’analyse Jan 16

Subdued Growth No Barrier To momo.com Inc.'s (TWSE:8454) Price

With a price-to-earnings (or "P/E") ratio of 25.1x momo.com Inc. ( TWSE:8454 ) may be sending bearish signals at the...
Article d’analyse Dec 11

Returns on Capital Paint A Bright Future For momo.com (TWSE:8454)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Nov 25

A Look At The Fair Value Of momo.com Inc. (TWSE:8454)

Key Insights Using the 2 Stage Free Cash Flow to Equity, momo.com fair value estimate is NT$337 momo.com's NT$384 share...
Article d’analyse Sep 04

We Like momo.com's (TWSE:8454) Returns And Here's How They're Trending

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Article d’analyse Aug 08

momo.com Inc. Just Missed Earnings - But Analysts Have Updated Their Models

momo.com Inc. ( TWSE:8454 ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...
Article d’analyse Jul 21

Calculating The Intrinsic Value Of momo.com Inc. (TWSE:8454)

Key Insights The projected fair value for momo.com is NT$433 based on 2 Stage Free Cash Flow to Equity Current share...
Article d’analyse May 29

momo.com Inc. (TWSE:8454) Investors Are Less Pessimistic Than Expected

With a price-to-earnings (or "P/E") ratio of 29.3x momo.com Inc. ( TWSE:8454 ) may be sending bearish signals at the...
Article d’analyse May 07

Analysts Have Made A Financial Statement On momo.com Inc.'s (TWSE:8454) First-Quarter Report

Shareholders might have noticed that momo.com Inc. ( TWSE:8454 ) filed its first-quarter result this time last week...

Prévisions de croissance des bénéfices et des revenus

TWSE:8454 - Estimations futures des analystes et données financières antérieures (TWD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028110,241N/AN/AN/A2
12/31/2027108,555N/AN/AN/A3
12/31/2026107,994N/AN/AN/A1
3/31/2026108,8542,7762,5294,578N/A
12/31/2025108,6662,9911,0673,355N/A
9/30/2025110,4683,1812,5064,638N/A
6/30/2025111,4653,2882,9815,130N/A
3/31/2025112,0913,4053,0244,924N/A
12/31/2024112,5643,4544,3136,075N/A
9/30/2024111,9243,4903,6245,418N/A
6/30/2024111,4453,5743,4615,088N/A
3/31/2024111,0013,6493,5345,049N/A
12/31/2023109,2433,6282,3413,663N/A
9/30/2023108,2103,5023,3314,421N/A
6/30/2023106,6933,5082,7583,831N/A
3/31/2023105,6193,4982,4824,788N/A
12/31/2022103,4363,4352,6395,332N/A
9/30/202298,5033,3311,6074,300N/A
6/30/202295,8533,2721,2523,857N/A
3/31/202292,9733,3254,4445,618N/A
12/31/202188,3973,2805,0845,721N/A
9/30/202182,2022,9754,2705,259N/A
6/30/202176,8782,6976,0646,330N/A
3/31/202170,4542,2822,6683,377N/A
12/31/202067,1981,9432,9073,726N/A
9/30/202062,4311,751-27364N/A
6/30/202059,2191,5983,1584,098N/A
3/31/202055,2001,4402,8013,290N/A
12/31/201951,8301,394N/A2,836N/A
9/30/201948,3141,383N/A5,924N/A
6/30/201945,7541,428N/A2,134N/A
3/31/201943,5691,537N/A1,714N/A
12/31/201842,0171,450N/A2,086N/A
9/30/201839,5651,405N/A1,848N/A
6/30/201837,7781,336N/A1,603N/A
3/31/201835,8411,269N/A2,010N/A
12/31/201733,2391,270N/A1,408N/A
9/30/201730,9191,197N/A1,120N/A
6/30/201729,6601,206N/A1,279N/A
3/31/201728,6561,150N/A1,256N/A
12/31/201628,0811,183N/A1,206N/A
9/30/201627,3131,151N/A1,340N/A
6/30/201626,8761,158N/A1,380N/A
3/31/201626,3871,130N/A1,213N/A
12/31/201525,6401,061N/A1,130N/A
9/30/201525,1211,127N/A1,063N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Données insuffisantes pour déterminer si la croissance des bénéfices prévue de 8454 est supérieure au taux d'épargne ( 1.3% ).

Bénéfices vs marché: Données insuffisantes pour déterminer si les bénéfices de 8454 devraient croître plus rapidement que le marché TW

Croissance élevée des bénéfices: Données insuffisantes pour déterminer si les bénéfices de 8454 devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 8454 ( 0.4% par an) devrait croître plus lentement que le marché de TW ( 19.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 8454 ( 0.4% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 8454 devrait être élevé dans 3 ans ( 23.4 %)


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/11 22:48
Cours de l'action en fin de journée2026/07/09 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

momo.com Inc. est couverte par 11 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Hongyan LinCGS International
Hui-Chao HsuCitigroup Inc
Helen ChienDaiwa Securities Co. Ltd.