WIN Semiconductors (3105) Panoramica del titolo
WIN Semiconductors Corp., insieme alle sue controllate, ricerca, sviluppa, produce, commercializza e vende wafer di arseniuro di gallio (GaAs) a Taiwan, in Asia, negli Stati Uniti e in Europa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
3105 Community Fair Values
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Analyst Price Targets
Concorrenti di WIN Semiconductors Corp.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | NT$437.50 |
| Massimo di 52 settimane | NT$637.00 |
| Minimo di 52 settimane | NT$88.80 |
| Beta | 2.04 |
| Variazione di 1 mese | 13.05% |
| Variazione a 3 mesi | -13.37% |
| Variazione di 1 anno | 385.57% |
| Variazione a 3 anni | 200.69% |
| Variazione a 5 anni | 35.24% |
| Variazione dall'IPO | 818.01% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 10
3105: Higher Future P/E Will Offset Margin Pressure And Limit Upside
Analysts have increased their fair value estimate for WIN Semiconductors from about NT$90.00 to roughly NT$145.20. This reflects updated expectations for discount rate, revenue growth, profit margin and future P/E assumptions.
Aggiornamento narrativa • Jul 27
3105: GaN Design Workflow And Higher Margins Will Support Rich P/E
Analysts have reduced their price target on WIN Semiconductors to NT$590 from NT$640, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for WIN Semiconductors Keysight Technologies and WIN Semiconductors announced a joint GaN MMIC design workflow that connects on-chip multi domain simulation, 3D layout checks, and off chip evaluation board design in a single environment.Recent updates
Aggiornamento narrativa • Aug 10
3105: Higher Future P/E Will Offset Margin Pressure And Limit Upside
Analysts have increased their fair value estimate for WIN Semiconductors from about NT$90.00 to roughly NT$145.20. This reflects updated expectations for discount rate, revenue growth, profit margin and future P/E assumptions.Aggiornamento narrativa • Jul 27
3105: GaN Design Workflow And Higher Margins Will Support Rich P/E
Analysts have reduced their price target on WIN Semiconductors to NT$590 from NT$640, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for WIN Semiconductors Keysight Technologies and WIN Semiconductors announced a joint GaN MMIC design workflow that connects on-chip multi domain simulation, 3D layout checks, and off chip evaluation board design in a single environment.
Aggiornamento narrativa • Jun 22
3105: Lower Future P/E Assumptions Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, setting a revised price target of NT$387.08. This reflects a shift in the assumed discount rate and future P/E multiple, while revenue growth and profit margin expectations remain unchanged.Aggiornamento narrativa • Jun 07
3105: Higher Discount Rate And Lower P/E Will Pressure Rich Dividend Outlook
Analysts have maintained their fair value estimate for WIN Semiconductors at NT$90.00, while adjusting key assumptions around discount rate, revenue growth, profit margin and future P/E to reflect an updated view of the company’s risk profile and earnings potential. What's in the News WIN Semiconductors announced an annual dividend of TWD 2.0000 per share.Aggiornamento narrativa • May 24
3105: Higher Assumed Margins And P/E Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, lifting the implied fair value in their price target framework from about NT$205 to around NT$387, citing revised assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: NT$204.64 in the earlier framework versus NT$387.08 in the updated workup, reflecting a higher implied valuation reference point.Aggiornamento narrativa • May 05
3105: Higher Margins And Earnings Guide Will Support Rich P/E
Analysts now place WIN Semiconductors' fair value at NT$640.0 versus the prior NT$336.0, reflecting updated assumptions around higher revenue, profit margins, and a slightly different discount rate and future P/E. What's in the News WIN Semiconductors issued new consolidated earnings guidance for the first quarter of 2026, giving investors an updated reference point for near term expectations.Aggiornamento narrativa • Apr 19
3105: High P/E Will Clash With Guided Revenue And Margin Weakness
Analysts have maintained their NT$336.00 price target for WIN Semiconductors. They cite small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that offset each other in their updated models.Aggiornamento narrativa • Apr 04
3105: Elevated Future P/E Against Softer Near Term Outlook Will Pressure Shares
Analysts have adjusted their price target for WIN Semiconductors to NT$336.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and assumptions about future P/E ratios. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors a fresh reference point for short term expectations (Key Developments).Aggiornamento narrativa • Mar 20
3105: Earnings Guidance And Lower Discount Rate Will Signal Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors from NT$75.00 to NT$90.00, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors an early look at expected financial performance (Key Developments).Aggiornamento narrativa • Mar 06
3105: Elevated Future P/E And Softer Q1 Guidance Will Sustain Overvaluation Risk
Analysts have revised their price target for WIN Semiconductors to NT$204.64 from NT$133.73. This mainly reflects an updated view on fair value and a higher assumed future P/E multiple, while core growth and margin assumptions are kept broadly consistent.Aggiornamento narrativa • Feb 20
3105: Elevated Future P/E And Soft Guidance Will Likely Sustain Overvaluation Risk
Analysts have revised their fair value estimate for WIN Semiconductors from NT$105.27 to NT$133.73. This change reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.Aggiornamento narrativa • Feb 06
3105: Lower Margin Outlook And Rich P/E Will Likely Pressure Shares
Analysts have raised their fair value estimate for WIN Semiconductors from $118.51 to $187.95, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value Estimate raised from NT$118.51 to NT$187.95, reflecting a higher assessed intrinsic value per share.Aggiornamento narrativa • Jan 22
3105: Lower Discount Rate Will Signal Overvaluation Risk Despite Higher Margins
Analysts have lifted their fair value estimate for WIN Semiconductors from $69.0 to $75.0, reflecting updated assumptions for faster revenue growth, higher profit margins and a lower cost of equity alongside a revised future P/E multiple. Valuation Changes The Fair Value Estimate has risen from NT$69.0 to NT$75.0, indicating a higher assessed intrinsic value per share.Aggiornamento narrativa • Jan 07
3105: Higher Future P/E Will Likely Sustain Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors to $105.27 from $99.07, attributing the change to slightly lower discount rate assumptions and a higher future P/E multiple in their updated models. Valuation Changes Fair Value Estimate was revised from NT$99.07 to NT$105.27, indicating a modest upward adjustment in the model output.Aggiornamento narrativa • Dec 17
3105: Slightly Lower Discount Rate Will Likely Sustain Overvaluation Risk
Analysts have raised their price target on WIN Semiconductors by approximately $3.00. This reflects slightly faster expected revenue growth, a marginally lower discount rate, and a modestly higher future earnings multiple that more than offset a small reduction in projected profit margins.Aggiornamento narrativa • Dec 03
3105: Lower Discount Rate Will Likely Keep Overvaluation Risks Intact
Analysts have modestly revised their price target on WIN Semiconductors to TWD 96.07, reflecting slightly lower discount rate assumptions and marginally adjusted long term profitability and valuation multiples, while keeping the overall fair value essentially unchanged. Valuation Changes Fair Value: Remains effectively unchanged at approximately NT$96.07, indicating no material adjustment to the intrinsic valuation.Aggiornamento narrativa • Nov 19
3105: Lower Discount Rate Will Likely Fail To Offset Overvaluation Risk
Analysts have raised their price target for WIN Semiconductors by $2.00, citing improved revenue growth and profit margin forecasts as key drivers of the upward revision. Valuation Changes Fair Value has risen slightly, increasing from NT$94.07 to NT$96.07.Aggiornamento narrativa • Nov 01
3105: Profit Margin Declines Are Expected To Weigh On Future Returns
Analysts have raised their price target for WIN Semiconductors from $89.21 to $94.07, citing modestly improved revenue growth expectations and a lower discount rate as key drivers behind the updated valuation. Valuation Changes Consensus Analyst Price Target has risen slightly from NT$89.21 to NT$94.07.
Nuova narrativa • Feb 15
Advancements In AI And Wi-Fi 7 Will Expand Future Opportunities For Compound Semiconductors
Strong growth in Infrastructure and Optics emphasizes potential revenue expansion, despite short-term declines in other areas.Rendimenti per gli azionisti
| 3105 | TW Semiconductor | TW Mercato | |
|---|---|---|---|
| 7D | -2.7% | 0.5% | -0.8% |
| 1Y | 385.6% | 110.2% | 79.0% |
Ritorno vs Industria: 3105 ha superato il TW Semiconductor che ha restituito 110.2 % nell'ultimo anno.
Rendimento vs Mercato: 3105 ha superato il mercato TW che ha restituito 79 % nell'ultimo anno.
Volatilità dei prezzi
| 3105 volatility | |
|---|---|
| 3105 Average Weekly Movement | 12.2% |
| Semiconductor Industry Average Movement | 9.3% |
| Market Average Movement | 5.8% |
| 10% most volatile stocks in TW Market | 11.3% |
| 10% least volatile stocks in TW Market | 2.4% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di 3105 è stato volatile rispetto al mercato TW.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di 3105 è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni TW.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1999 | n/a | Kyle Chen | www.winfoundry.com |
WIN Semiconductors Corp., insieme alle sue controllate, ricerca, sviluppa, produce, commercializza e vende wafer di arseniuro di gallio (GaAs) a Taiwan, in Asia, negli Stati Uniti e in Europa. Offre circuiti integrati monolitici a microonde (MMIC) in GaAs e circuiti integrati a radiofrequenza, oltre a sviluppare e commercializzare tecnologie di allevamento di maiali. L'azienda fornisce servizi di fonderia, servizi di collaudo e servizi di supporto alla progettazione, nonché servizi di confezionamento ad alta frequenza e di collaudo finale.
WIN Semiconductors Corp. Riepilogo dei fondamenti
| 3105 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | NT$185.47b |
| Utili (TTM) | NT$3.61b |
| Ricavi(TTM) | NT$19.13b |
51.4x
Rapporto P/E9.7x
Rapporto P/S3105 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 3105 Conto economico (TTM) | |
|---|---|
| Ricavi | NT$19.13b |
| Costo del fatturato | NT$13.72b |
| Profitto lordo | NT$5.41b |
| Altre spese | NT$1.80b |
| Utili | NT$3.61b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 8.51 |
| Margine lordo | 28.28% |
| Margine di profitto netto | 18.87% |
| Rapporto debito/patrimonio netto | 27.2% |
Come si è comportato 3105 nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.5%
Rendimento attuale del dividendo23%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/12 12:18 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
WIN Semiconductors Corp. è coperta da 27 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ping-Heng Wu | Barclays |
| Xin Sun | Bernstein |
| Haas Liu | BofA Global Research |