Nanya Technology Corporation

TWSE:2408 Rapport sur les actions

Capitalisation boursière : NT$1.4t

Nanya Technology Croissance future

Future contrôle des critères 6/6

Nanya Technology devrait augmenter ses bénéfices et son chiffre d'affaires de 45.8% et de 36.9% par an respectivement. Le BPA devrait croître de de 42.6% par an. Le rendement des capitaux propres devrait être 42.1% dans 3 ans.

Informations clés

45.8%

Taux de croissance des bénéfices

42.56%

Taux de croissance du BPA

Semiconductor croissance des bénéfices27.0%
Taux de croissance des recettes36.9%
Rendement futur des capitaux propres42.15%
Couverture par les analystes

Good

Dernière mise à jour26 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jun 22

2408: Private Placements Will Sustain Pressure On Future Profit Margins

The latest analyst price target for Nanya Technology has been reset to NT$150. Analysts point to updated assumptions for discount rate, revenue growth, profit margin, and future P/E to support keeping the target at this level.
Mise à jour du récit • Jun 05

2408: Private Placement Dilution Will Sustain Pressure On Future Profit Margins

Analysts now set a lower 12 month price target for Nanya Technology at about NT$150, down from around NT$160, reflecting updated views on fair value, revenue growth assumptions, profit margins, and a slightly lower future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of about TWD 15,673,000,000.
Mise à jour du récit • May 14

2408: Private Placements And Higher Margins Will Support Stronger Future Earnings Potential

Analysts have raised their price target for Nanya Technology from NT$400.00 to NT$440.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000.
Mise à jour du récit • Apr 28

2408: Private Placement And Higher Margins Will Support Stronger Future Earnings Potential

Analysts have trimmed their 12 month price target for Nanya Technology to NT$400, citing updated assumptions that combine a lower discount rate and future P/E with more moderate revenue growth and higher projected profit margins. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000, with the transaction approved by the board of directors.
Mise à jour du récit • Apr 13

2408: Future Profit Margin Pressure From Large Private Placement Will Persist

Analysts have trimmed their price target on Nanya Technology to NT$160.39 from NT$161.71, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that modestly adjust their valuation outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for gross proceeds of TWD 15,673,000,000.
Mise à jour du récit • Mar 30

2408: Future Profit Margin Assumptions Will Likely Prove Excessively Optimistic

Analysts have revised their fair value estimate for Nanya Technology from NT$150 to about NT$161.71, reflecting updated views on revenue growth, profit margins, and an adjusted future P/E outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share, targeting gross proceeds of TWD 15,673,000,000 (Key Developments).
Mise à jour du récit • Mar 16

2408: Future Revenue Assumptions Will Likely Prove Unrealistically Optimistic

Analysts have raised their price target on Nanya Technology from NT$44.45 to NT$150.00, citing revised expectations for revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: revised from NT$44.45 to NT$150.00, taking the reference estimate to a little over 3x the earlier figure.
Mise à jour du récit • Mar 02

2408: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Potential

Analysts have kept their fair value estimate for Nanya Technology steady at NT$400.00. They point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to support the unchanged price target.
Mise à jour du récit • Feb 16

2408: Higher Revenue And Margin Assumptions Will Drive Stronger Future Earnings Potential

Analysts have raised their fair value estimate for Nanya Technology from NT$75.00 to NT$400.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: updated from NT$75.00 to NT$400.00, representing a very large upward revision in the valuation output.
Mise à jour du récit • Feb 02

2408: Higher Growth Assumptions Will Likely Expose Compressed Margin And P/E Risk

Analysts have raised their price target for Nanya Technology to $285.00 from $170.45, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they believe better reflect current expectations for the business. Valuation Changes Fair Value Estimate: Adjusted from NT$170.45 to NT$285.00, representing a large upward reset in the analysts' assessed value per share.
Mise à jour du récit • Jan 19

2408: Future Margin Assumptions Will Likely Prove Overly Optimistic

Analysts have lifted their price target on Nanya Technology to the equivalent of about $44.45 from roughly $30.20, citing updated assumptions around a lower discount rate, slightly higher projected revenue growth, a very large implied improvement in profit margins, and a much lower future P/E multiple in their valuation models. Valuation Changes Fair Value: The price target fair value moved from about NT$30.20 to roughly NT$44.45 per share, indicating a higher implied valuation level in the updated model.
Mise à jour du récit • Jan 04

2408: Future Margin Upswing Likely To Expose Current Earnings Multiple Vulnerability

Analysts have raised their price target on Nanya Technology to approximately $170 from about $145. This reflects increased confidence in stronger revenue growth, significantly higher profit margins, and a more attractive future earnings multiple.
Mise à jour du récit • Dec 14

2408: Richer Earnings Multiple Will Likely Prove Unsustainable Amid Margin Pressure

Analysts have raised their price target on Nanya Technology, citing a modest improvement in fair value estimates to about NT$145 from roughly NT$138. This change is driven by stronger expected revenue growth that more than offsets a slightly higher discount rate and a lower projected profit margin, alongside a richer future earnings multiple.
Mise à jour du récit • Nov 30

2408: Modest Revenue Improvement Will Offset Lower Margins and Slightly Lower Risk

Analysts have raised their fair value target for Nanya Technology from $124.91 to $138.27, driven by modest improvements in projected revenue growth. This increase offsets slightly lower profit margin expectations and a decrease in the discount rate.
Mise à jour du récit • Nov 16

2408: Rising Discount Rate Will Likely Limit Upside Potential

Analysts have raised their price target for Nanya Technology from $110.82 to $124.91. They cite improved revenue growth projections and higher expected profit margins.
Mise à jour du récit • Nov 01

2408: Profit Margin Weakness And Rising P/E Ratio Will Pressure Shares

Analysts have raised their price target for Nanya Technology from $105.36 to $110.82, citing modest improvements in projected revenue growth, a lower discount rate, and updated profit margin forecasts. Valuation Changes Consensus Analyst Price Target has risen from NT$105.36 to NT$110.82.
Mise à jour du récit • Oct 17

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Analysts have raised their price target for Nanya Technology from $65.84 to $105.36. They cite expectations of higher revenue growth and improved profit margins supporting the upgrade.
Mise à jour du récit • Oct 03

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Analysts have raised their price target for Nanya Technology from $54.84 to $65.84, citing improved revenue growth forecasts, even though profit margins are expected to be slightly lower. Valuation Changes The Fair Value Estimate has increased from NT$54.84 to NT$65.84.
Mise à jour du récit • Sep 15

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

The consensus analyst price target for Nanya Technology has increased to NT$54.84, with the upward revision driven by growth in net profit margin and a lower discount rate. Valuation Changes Summary of Valuation Changes for Nanya Technology The Consensus Analyst Price Target has risen slightly from NT$53.15 to NT$54.84.
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Nouveau récit • Jan 19

Transitioning To DDR5 And Edge AI Products Will Strengthen Future Market Position

Strategic DDR5 transition and DDR3/DDR4 capacity shift are set to boost revenue growth and gross margins through higher bit shipments and premium pricing.

Prévisions de croissance des bénéfices et des revenus

TWSE:2408 - Estimations futures des analystes et données financières antérieures (TWD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028371,894208,418N/A182,0125
12/31/2027360,750208,774101,067183,30211
12/31/2026281,239163,85570,637129,93110
3/31/2026108,48634,61441,93251,939N/A
12/31/202566,5876,6144,88518,568N/A
9/30/202543,068-6,053-11,9682,848N/A
6/30/202532,422-9,103-23,225-2,955N/A
3/31/202531,817-5,816-22,214-2,271N/A
12/31/202434,132-5,083-14,3561,952N/A
9/30/202436,261-5,989-12,3802,745N/A
6/30/202435,864-7,007-8,3231,900N/A
3/31/202432,970-6,963-12,022-1,486N/A
12/31/202329,892-7,440-19,650-6,095N/A
9/30/202329,142-6,107-23,990-5,973N/A
6/30/202332,427-961-25,450-2,347N/A
3/31/202343,4316,384-18,0277,555N/A
12/31/202256,95214,61915221,082N/A
9/30/202270,39822,22015,33434,354N/A
6/30/202283,21327,10627,35342,657N/A
3/31/202287,82026,69535,87947,038N/A
12/31/202185,60422,84932,62944,107N/A
9/30/202178,97917,31927,82738,121N/A
6/30/202170,46511,40522,22932,557N/A
3/31/202164,3178,46216,91826,920N/A
12/31/202061,0067,68613,25722,612N/A
9/30/202059,3488,04812,96219,634N/A
6/30/202058,8238,63915,10719,050N/A
3/31/202054,7758,16710,74215,571N/A
12/31/201951,7279,825N/A17,407N/A
9/30/201955,57016,492N/A27,826N/A
6/30/201965,14527,159N/A36,029N/A
3/31/201977,29635,721N/A46,216N/A
12/31/201884,72239,362N/A48,244N/A
9/30/201884,53353,380N/A41,674N/A
6/30/201873,45249,054N/A33,826N/A
3/31/201861,48544,234N/A25,137N/A
12/31/201754,91840,282N/A22,692N/A
9/30/201750,24738,385N/A18,612N/A
6/30/201747,15831,241N/A16,741N/A
3/31/201743,46625,148N/A16,995N/A
12/31/201641,63323,721N/A15,946N/A
9/30/201639,8895,517N/A15,340N/A
6/30/201640,0238,842N/A16,586N/A
3/31/201642,24612,700N/A17,661N/A
12/31/201543,87617,141N/A18,522N/A
9/30/201545,93023,822N/A21,870N/A
6/30/201548,68326,554N/A23,709N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 2408 ( 45.8% par an) est supérieure au taux d'épargne ( 1.3% ).

Bénéfices vs marché: Les bénéfices de 2408 ( 45.8% par an) devraient croître plus rapidement que le marché TW ( 26.3% par an).

Croissance élevée des bénéfices: Les bénéfices de 2408 devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 2408 ( 36.9% par an) devrait croître plus rapidement que le marché TW ( 18.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 2408 ( 36.9% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 2408 devrait être très élevé dans 3 ans ( 42.1 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/29 12:39
Cours de l'action en fin de journée2026/06/29 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

Nanya Technology Corporation est couverte par 22 analystes. 11 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
Nam Hyung KimArete Research Services LLP
Naiwen KerrBarclays
Mark NewmanBernstein