ChipMOS TECHNOLOGIES Croissance future
Future contrôle des critères 3/6
ChipMOS TECHNOLOGIES devrait augmenter ses bénéfices et son chiffre d'affaires de 44.8% et de 11.1% par an respectivement. Le BPA devrait croître de de 44.6% par an. Le rendement des capitaux propres devrait être 13.4% dans 3 ans.
Informations clés
44.8%
Taux de croissance des bénéfices
44.64%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 25.7% |
| Taux de croissance des recettes | 11.1% |
| Rendement futur des capitaux propres | 13.39% |
| Couverture par les analystes | Low |
| Dernière mise à jour | 18 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 11
8150: Future Returns Will Depend On Unchanged Fair Value And Elevated Risk Premium
Analysts have kept their fair value estimate for ChipMOS TECHNOLOGIES steady at NT$77.67, noting that small tweaks in assumptions, such as a slightly higher discount rate and a modestly higher future P/E multiple, are the key drivers behind the unchanged price target. What's in the News Board meeting scheduled for May 12, 2026, with the agenda to approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for the first quarter of 2026 (Key Developments).Mise à jour du récit • Apr 27
8150: Future Returns Will Rely On Stable Margins And Consistent Earnings Multiple Potential
Analysts have kept their NT$77.67 price target for ChipMOS TECHNOLOGIES broadly steady, with only slight tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions shaping this updated view. What's in the News A board meeting is scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other agenda items (Key Developments).Mise à jour du récit • Apr 09
8150: Future Returns Will Rely On Stable Margins And Earnings Multiple Expansion Potential
Analysts kept their NT$77.67 price target for ChipMOS TECHNOLOGIES unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their current valuation view. What's in the News A board meeting is scheduled for Feb 24, 2026, to consider and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other unspecified matters (Key Developments).Mise à jour du récit • Mar 26
8150: Future Returns Will Rely On Stable Margins And P/E Re-Rating Potential
Analysts have maintained their NT$77.67 price target on ChipMOS TECHNOLOGIES, supported by steady assumptions for revenue growth, profit margin, discount rate, and future P/E, which together indicate a consistent view of the company’s valuation inputs. What's in the News Board meeting scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 (Key Developments).Mise à jour du récit • Mar 10
8150: Future Returns Will Rely On Higher P/E Expectations Overhang
Analysts have raised their price target on ChipMOS TECHNOLOGIES from about NT$49 to roughly NT$78, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News Upcoming board meeting on February 24, 2026 to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters, which may include items relevant to shareholders such as dividend decisions or capital plans (Company board filing).Mise à jour du récit • Feb 23
8150: Future Returns Will Rely On Buybacks And Managing Wastewater Compliance Risks
Analysts are maintaining their fair value estimate for ChipMOS TECHNOLOGIES at NT$49.0, with only a slight adjustment to key inputs such as the discount rate and future P/E assumptions to better reflect their current view of the stock's risk and earnings profile. What's in the News Board meeting scheduled for February 24, 2026, with plans to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters on the agenda (company announcement).Mise à jour du récit • Feb 09
8150: Future Returns Will Rely On Buybacks After Wastewater Compliance Setback
Narrative Update Overview Analysts have maintained their fair value estimate for ChipMOS TECHNOLOGIES at $49.0, with only slight model tweaks to the discount rate and future P/E assumptions. This reflects a largely unchanged view of the company’s risk profile and earnings potential.Mise à jour du récit • Jan 25
8150: Future Earnings Will Rely On Buybacks After Environmental Compliance Risk
Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, citing only minor model tweaks to the discount rate, long term revenue growth, profit margin assumptions and future P/E that were not large enough to shift their target price. What's in the News Regulators fined ChipMOS TECHNOLOGIES TWD 2,058,000 after effluent testing at the Zhubei fab on June 19, 2025 found boron levels above the discharge standard, and required 2 hours of environmental education for the company (Regulatory filing).Mise à jour du récit • Jan 10
8150: Future Earnings Will Depend On Buybacks After Environmental Penalty
Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, with updated assumptions around discount rate, revenue growth, profit margin and future P/E helping to support this unchanged target. What's in the News Regulators in HsinChu County fined ChipMOS TECHNOLOGIES TWD 2,058,000 after boron levels in effluent from the Zhubei fab on June 19, 2025 exceeded discharge standards under the Water Pollution Control Act, and the company is also required to attend 2 hours of environmental education (regulatory filing).Mise à jour du récit • Dec 25
8150: Future Earnings Stability Will Rely On Buybacks Amid Environmental Fine
Analysts have modestly reiterated their conviction in ChipMOS TECHNOLOGIES by maintaining the price target at 49.00. This reflects continued confidence in the companys stable fair value, discount rate, revenue growth outlook, profit margin expectations, and attractive future P E multiple.Mise à jour du récit • Dec 10
8150: Share Buyback And Capital Reduction Will Support Earnings Stability
Analysts have modestly revised their price target on ChipMOS TECHNOLOGIES to $49.00, reflecting continued confidence in its stable fair value outlook, supported by steady revenue growth expectations, resilient profit margins, and an undemanding future P/E multiple. What's in the News Board meeting scheduled for November 11, 2025, to approve ChipMOS TECHNOLOGIES' consolidated financial statements for the third quarter of 2025.Mise à jour du récit • Nov 26
8150: Share Repurchase Will Drive Earnings As Margins Remain Strong
Analysts have maintained their price target on ChipMOS TECHNOLOGIES at $49.00. This reflects unchanged expectations as key forecast metrics remain stable.Mise à jour du récit • Nov 12
8150: Share Buyback Completion And Margin Surge Will Drive Earnings Higher
Analysts have significantly raised their price target for ChipMOS TECHNOLOGIES from $36.00 to $49.00. They cite stronger profit margins and a marked acceleration in expected revenue growth as key reasons for the valuation upgrade.Mise à jour du récit • Sep 06
Rising Memory Demand Will Shape Semiconductor Packaging Markets
With both revenue growth and future P/E estimates remaining steady, analysts see limited change in ChipMOS TECHNOLOGIES’ outlook, leaving the consensus price target unchanged at NT$36.00. What's in the News Board of Directors authorized a new share buyback plan.
Nouveau récit • Mar 02
Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position
Strategic focus on improving utilization rates and conservative CapEx aligns investments with demand, potentially boosting margins and earnings.Article d’analyse • Nov 12
ChipMOS TECHNOLOGIES' (TWSE:8150) Solid Earnings May Rest On Weak Foundations
The stock price didn't jump after ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) posted decent earnings last week. We did some...Article d’analyse • Sep 10
ChipMOS TECHNOLOGIES' (TWSE:8150) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Article d’analyse • Aug 15
Earnings Miss: ChipMOS TECHNOLOGIES INC. Missed EPS By 22% And Analysts Are Revising Their Forecasts
Last week saw the newest quarterly earnings release from ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ), an important...Article d’analyse • Jul 22
ChipMOS TECHNOLOGIES INC.'s (TWSE:8150) Shares Not Telling The Full Story
With a price-to-earnings (or "P/E") ratio of 13.8x ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) may be sending bullish...Article d’analyse • Jun 13
ChipMOS TECHNOLOGIES' (TWSE:8150) Dividend Is Being Reduced To NT$1.80
ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) has announced that on 19th of July, it will be paying a dividend ofNT$1.80...Article d’analyse • Apr 19
Capital Allocation Trends At ChipMOS TECHNOLOGIES (TWSE:8150) Aren't Ideal
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 34,457 | 4,398 | N/A | N/A | 1 |
| 12/31/2027 | 33,319 | 4,263 | N/A | N/A | 2 |
| 12/31/2026 | 30,687 | 3,014 | -600 | 5,900 | 2 |
| 3/31/2026 | 25,336 | 824 | -252 | 3,275 | N/A |
| 12/31/2025 | 23,933 | 495 | 145 | 3,996 | N/A |
| 9/30/2025 | 22,811 | 228 | -85 | 4,198 | N/A |
| 6/30/2025 | 22,736 | 175 | -727 | 4,553 | N/A |
| 3/31/2025 | 22,810 | 1,159 | -192 | 5,355 | N/A |
| 12/31/2024 | 22,696 | 1,420 | 859 | 5,941 | N/A |
| 9/30/2024 | 23,022 | 1,670 | 1,609 | 6,064 | N/A |
| 6/30/2024 | 22,535 | 1,951 | 2,165 | 5,645 | N/A |
| 3/31/2024 | 22,170 | 2,129 | 3,266 | 6,470 | N/A |
| 12/31/2023 | 21,356 | 1,893 | 3,534 | 6,607 | N/A |
| 9/30/2023 | 20,317 | 1,566 | 2,441 | 5,788 | N/A |
| 6/30/2023 | 19,989 | 1,658 | 3,387 | 6,449 | N/A |
| 3/31/2023 | 21,397 | 2,350 | 3,302 | 7,148 | N/A |
| 12/31/2022 | 23,517 | 3,372 | 3,917 | 8,616 | N/A |
| 9/30/2022 | 25,622 | 4,513 | 3,837 | 9,197 | N/A |
| 6/30/2022 | 27,529 | 5,240 | 3,015 | 9,055 | N/A |
| 3/31/2022 | 27,660 | 5,203 | 2,181 | 8,538 | N/A |
| 12/31/2021 | 27,400 | 4,937 | 1,438 | 7,320 | N/A |
| 9/30/2021 | 26,919 | 4,328 | 1,983 | 7,231 | N/A |
| 6/30/2021 | 25,444 | 3,353 | 2,072 | 6,881 | N/A |
| 3/31/2021 | 23,890 | 2,614 | 3,324 | 7,230 | N/A |
| 12/31/2020 | 23,011 | 2,379 | 1,979 | 5,940 | N/A |
| 9/30/2020 | 22,273 | 2,211 | 1,542 | 6,200 | N/A |
| 6/30/2020 | 21,985 | 2,374 | 1,098 | 6,330 | N/A |
| 3/31/2020 | 21,463 | 3,103 | -499 | 5,021 | N/A |
| 12/31/2019 | 20,338 | 2,584 | N/A | 5,993 | N/A |
| 9/30/2019 | 19,739 | 2,794 | N/A | 5,259 | N/A |
| 6/30/2019 | 19,345 | 2,647 | N/A | 5,086 | N/A |
| 3/31/2019 | 18,931 | 1,497 | N/A | 5,074 | N/A |
| 12/31/2018 | 18,480 | 1,326 | N/A | 4,129 | N/A |
| 9/30/2018 | 17,916 | 519 | N/A | 3,384 | N/A |
| 6/30/2018 | 17,342 | 307 | N/A | 2,567 | N/A |
| 3/31/2018 | 17,392 | 504 | N/A | 3,056 | N/A |
| 12/31/2017 | 17,941 | 982 | N/A | 4,157 | N/A |
| 9/30/2017 | 18,200 | 1,859 | N/A | 4,750 | N/A |
| 6/30/2017 | 18,538 | 1,975 | N/A | 4,876 | N/A |
| 3/31/2017 | 18,500 | 1,996 | N/A | 4,293 | N/A |
| 12/31/2016 | 18,388 | 1,829 | N/A | 3,688 | N/A |
| 9/30/2016 | 17,443 | 1,391 | N/A | 3,749 | N/A |
| 6/30/2016 | 17,501 | 1,632 | N/A | 4,323 | N/A |
| 3/31/2016 | 18,066 | 1,792 | N/A | 4,545 | N/A |
| 12/31/2015 | 18,837 | 2,165 | N/A | 5,396 | N/A |
| 9/30/2015 | 20,911 | 2,702 | N/A | 6,034 | N/A |
| 6/30/2015 | 21,890 | 3,184 | N/A | 6,268 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 8150 ( 44.8% par an) est supérieure au taux d'épargne ( 1.3% ).
Bénéfices vs marché: Les bénéfices de 8150 ( 44.8% par an) devraient croître plus rapidement que le marché TW ( 26.1% par an).
Croissance élevée des bénéfices: Les bénéfices de 8150 devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de 8150 ( 11.1% par an) devrait croître plus lentement que le marché de TW ( 18.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de 8150 ( 11.1% 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 8150 devrait être faible dans 3 ans ( 13.4 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 14:36 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment 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
ChipMOS TECHNOLOGIES INC. est couverte par 11 analystes. 2 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.
| Analyste | Institution |
|---|---|
| null null | Capital Securities Corporation |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Zhixuan Hsu | KGI Securities Co. Ltd. |