Advantech Co., Ltd.

Report azionario TWSE:2395

Capitalizzazione di mercato: NT$428.9b

Advantech Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Miller Chang

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEOno data
Proprietà del CEO0.02%
Durata media del management3.8yrs
Durata media del Consiglio di amministrazione9.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • Jun 17

2395: Edge AI Expansion And Extra Dividends Will Support Measured Medium Term Upside

Analysts have kept their Advantech price target broadly stable at around NT$489.73, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that leave their overall valuation view largely unchanged. What’s in the News for Advantech Advantech issued earnings guidance for the second quarter of 2026, with expected revenue between US$650 million and US$670 million based on an exchange rate of US$1 to TWD 31.5, and anticipated operating margin in the 16% to 18% range.
Aggiornamento della narrazione • Jun 02

2395: Edge AI Rollout And Dividends Will Support Balanced Medium Term Upside

Analysts have raised Advantech's price target from NT$358.07 to NT$489.73, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News Advantech issued earnings guidance for the second quarter of 2026, projecting revenue between US$650 million and US$670 million based on an exchange rate of US$1 to TWD 31.5, with an expected operating margin of 16% to 18%.
Nuova narrazione • Jun 01

Edge AI Dependence And Semiconductor Exposure Will Tighten Margins And Restrain Long Term Prospects

Catalysts About Advantech Advantech provides industrial computing, edge computing and Internet of Things hardware and services used across sectors such as semiconductors, factory automation, transportation, energy, medical and smart cities. What are the underlying business or industry changes driving this perspective?
Nuova narrazione • May 12

Edge AI And Robotics Expansion Will Drive A Powerful Multi Year Upside Story

Catalysts About Advantech Advantech supplies industrial edge computing, IoT automation, embedded systems and Edge AI hardware and platforms used across sectors such as semiconductors, medical equipment, transportation and energy. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • Feb 24

2395: Edge AI Compute Rollout And Open MIPI Standard Will Drive Upside

Analysts have kept their fair value estimate for Advantech steady at NT$358.07 per share, with only marginal tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions resulting in a very small downward revision in the price target. What's in the News Advantech is integrating Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers.
Aggiornamento della narrazione • Feb 10

2395: Edge AI Partnerships And Wi Fi 7 Platform Expansion Will Support Upside

Analysts have trimmed their fair value estimate for Advantech by about $1 to roughly $358, reflecting slightly updated assumptions on discount rate, revenue growth, profit margins and future P/E that leave the overall valuation framework broadly unchanged. What's in the News Advantech is integrating Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting real-time defect inspection, predictive maintenance, and intelligent monitoring at the edge (Client Announcement).
Aggiornamento della narrazione • Jan 24

2395: Edge AI Partnerships And Platforms Will Support Future Upside Potential

Analysts have kept their fair value estimate for Advantech unchanged at what they view as around fair value, while making only slight tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E that together support maintaining the current price target level. What's in the News Advantech plans to integrate Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting use cases such as real-time defect inspection, predictive maintenance, and intelligent monitoring at the edge (Client Announcements).
Aggiornamento della narrazione • Jan 08

2395: Edge AI Platforms And Partnerships Will Support Long Term Leadership

Narrative Update on Advantech Analysts now see Advantech’s fair value at US$359.07, up slightly from US$357.60, reflecting small adjustments to the discount rate and future P/E assumptions rather than any major change in the underlying outlook. What's in the News Advantech plans to integrate Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting higher on-device AI performance and lower cloud data costs for workloads such as real-time inspection and predictive maintenance (Client Announcements).
Aggiornamento della narrazione • Dec 24

2395: New Edge AI Alliances Will Drive Long Term Market Leadership

Analysts have nudged their price target for Advantech slightly higher to reflect modest improvements in long term profitability and valuation assumptions, while keeping overall fair value broadly unchanged. What's in the News Launched MIPI-C, an open MIPI over USB Type-C standard that extends camera cable length to 2 meters, improves EMI resistance, and supports 2K to 4K imaging for AI robotics and machine vision, with patents and specifications opened to ecosystem partners (Key Developments).
Aggiornamento della narrazione • Dec 10

2395: New Edge AI Alliances Will Drive Long Term Market Leadership

Analysts have modestly raised their price target on Advantech, citing a slightly higher assumed future price-to-earnings multiple and stable long-term growth and margin forecasts that together support a valuation now hovering around $358 per share. What's in the News Announced a collaboration with D3 Embedded to integrate Advantech AFE R360/R760 platforms with advanced GMSL2 camera systems, enhancing AI powered vision and object recognition for autonomous mobile robots in manufacturing, warehouse, and retail settings (client announcement).
Aggiornamento della narrazione • Nov 25

2395: New Alliances Will Drive Edge AI Leadership And Industrial Market Gains

Analysts have revised their fair value price target for Advantech slightly downward from $365.73 to $357.60. They cite modest adjustments to key financial assumptions, including projected profit margins and discount rates.
Aggiornamento della narrazione • Nov 06

2395: Collaboration On Edge AI Solutions Will Drive Future Industry Leadership

Analysts have slightly lowered their price target for Advantech from $372.14 to $365.73. They cite modest adjustments to revenue growth, profit margins, and discount rates in their updated expectations.
Aggiornamento della narrazione • Sep 06

US And China Facility Investments Will Secure Resilient Industry Leadership

With the discount rate for Advantech declining slightly while the future P/E remains stable, the consensus analyst price target has effectively held steady at NT$372.14. What's in the News Advantech announced the MIC-742-AT Robotics Development Kit powered by NVIDIA Jetson Thor, featuring ultra-high AI performance, Holoscan platform support, low-latency multimodal sensor synchronization, and targeting advanced robotics applications.
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Nuova narrazione • Nov 25

Tactical R&D In Edge AI And US Expansion Set To Revitalize Growth And Margins

Strategic investments in Edge AI and software engineering aim to drive growth and innovation, enhancing revenue through high-value product development.

AMMINISTRATORE DELEGATO

Miller Chang (56 yo)

no data
Mandato

Mr. Miller Chang is President of Advantech Co., Ltd. and serves as its President of Embedded Sector from 2024. He served as President of Embedded IoT at Advantech Co., Ltd.until 2024. He served as Preside...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Ke Cheng Liu
Founder & Executive Chairman40.6yrsNT$9.03m3.77%
NT$ 16.2b
Chaney Ho
Founder & Non-Executive Directorno dataNT$2.00mNessun dato
Miller Chang
President & President of Embedded Sectorno dataNessun dato0.024%
NT$ 102.5m
Eric Chen
Presidentno dataNessun datoNessun dato
Mandy Lin
CFO & Accounting Supervisor5.8yrsNessun datoNessun dato
Linda Tsai
President of Intelligent System Sector & COOless than a yearNessun dato0.073%
NT$ 311.7m
Grace Liao
Senior Manager of Chairman & Investor Relations Chief Managerno dataNessun datoNessun dato
Paul Luo
Managing Director of Advantech China2.4yrsNessun datoNessun dato
Charlie Chung
Managing Director of Advantech Korea2.4yrsNessun datoNessun dato
Vincent Chang
Managing Director of Asia & Intercontinental Region (AInterCon)5.1yrsNessun datoNessun dato
Joey Hsu
Director of Embedded IoT Groupno dataNessun datoNessun dato
Ching-Po Lin
Vice President of IoT Automation Sectorno dataNessun datoNessun dato
3.8yrs
Durata media
72yo
Età media

Gestione esperta: Il team dirigenziale di 2395 è considerato esperto (durata media dell'incarico 3.8 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Ke Cheng Liu
Founder & Executive Chairman40.6yrsNT$9.03m3.77%
NT$ 16.2b
Chaney Ho
Founder & Non-Executive Director9.1yrsNT$2.00mNessun dato
Kuo-Feng Wu
Supervisor21.1yrsNessun datoNessun dato
W. C. Liu
Independent Director9.1yrsNT$4.20mNessun dato
Jeff HT Chen
Non-Executive Director12yrsNT$3.00mNessun dato
Tian Chong Chen
Supervisor12yrsNessun datoNessun dato
Chun Sheng He
Representative Directorno dataNT$2.00m0.0077%
NT$ 33.2m
Chan-Jane Lin
Independent Director6.1yrsNT$3.00mNessun dato
Wesley Liu
Representative Director6.1yrsNT$6.31m0.048%
NT$ 204.3m
Tony Liu
Representative Director3.1yrsNT$5.78m0.043%
NT$ 182.8m
Ming-Hui Chang
Independent Director3.1yrsNT$4.20mNessun dato
Ji-Ren Lee
Non-Executive Director3.1yrsNT$3.00mNessun dato
9.1yrs
Durata media
74yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 2395 sono considerati esperti (durata media dell'incarico 9.1 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/20 08:14
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale 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

Advantech Co., Ltd. è coperta da 31 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.

AnalistaIstituzione
Aaron WuBarclays
Robert ChengBofA Global Research
Zhaoxiang YenCapital Securities Corporation