Eoptolink Technology（300502）株式概要Eoptolink Technology Inc.は、光トランシーバーの研究開発、製造、販売を中国国内および国際的に行っています。 詳細300502 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長6/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より18.1%で取引されている 収益は年間41.46%増加すると予測されています 過去1年間で収益は162.9%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析CN市場と比較して、過去 3 か月間の株価の変動が非常に大きい高いレベルの非現金収入 すべてのリスクチェックを見る300502 Community Fair Values Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥659.0171.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0156b2016201920222025202620282031Revenue CN¥156.0bEarnings CN¥57.5bAdvancedSet Fair ValueView all narrativesEoptolink Technology Inc., Ltd. 競合他社Victory Giant Technology (HuiZhou)LtdSymbol: SZSE:300476Market cap: CN¥373.1bLuxshare Precision IndustrySymbol: SZSE:002475Market cap: CN¥544.3bSuzhou Dongshan Precision ManufacturingSymbol: SZSE:002384Market cap: CN¥412.4bWus Printed Circuit (Kunshan)Symbol: SZSE:002463Market cap: CN¥235.8b価格と性能株価の高値、安値、推移の概要Eoptolink Technology過去の株価現在の株価CN¥659.0152週高値CN¥660.0652週安値CN¥77.77ベータ0.751ヶ月の変化22.66%3ヶ月変化77.12%1年変化697.01%3年間の変化1,706.77%5年間の変化3,592.63%IPOからの変化24,467.71%最新ニュースValuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥629, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 1,920% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥807 per share.Price Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.お知らせ • Apr 24Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan ChinaReported Earnings • Apr 24First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CN¥2.80 (up from CN¥1.59 in 1Q 2025). Revenue: CN¥8.34b (up 106% from 1Q 2025). Net income: CN¥2.78b (up 77% from 1Q 2025). Profit margin: 33% (down from 39% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (58% accrual ratio).Buy Or Sell Opportunity • Apr 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to CN¥459. The fair value is estimated to be CN¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥629, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 1,920% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥807 per share.Price Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.お知らせ • Apr 24Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan ChinaReported Earnings • Apr 24First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CN¥2.80 (up from CN¥1.59 in 1Q 2025). Revenue: CN¥8.34b (up 106% from 1Q 2025). Net income: CN¥2.78b (up 77% from 1Q 2025). Profit margin: 33% (down from 39% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (58% accrual ratio).Buy Or Sell Opportunity • Apr 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to CN¥459. The fair value is estimated to be CN¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.お知らせ • Mar 31Eoptolink Technology Inc., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026Buy Or Sell Opportunity • Mar 20Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to CN¥477. The fair value is estimated to be CN¥383, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥440, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 2,131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥384 per share.お知らせ • Mar 17Eoptolink Technology Inc., Ltd. Unveils NX200 and NX300 Series Optical Circuit Switch SolutionEoptolink Technology Inc., Ltd. announced that it will unveil its new Optical Circuit Switch (OCS) products at OFC 2026. As AI models scale to trillions of parameters, the underlying network infrastructure must evolve to support massive, predictable data flows across thousands of GPUs. In traditional electrical packet switch (EPS)-only networks, spine-layer switches can become a performance bottleneck. One deployment approach is to replace the spine-layer EPS with OCS, thereby increasing overall network throughput and enabling easy scaling of AI cluster sizes. Eoptolink's OCS switches, the NX200 and NX300, support 140 ports and 320 ports respectively, enabling optimized AI network architectures at different scales. At the heart of both the NX200 and NX300 systems are Eoptolink's self-developed MEMS (Micro-Electro-Mechanical Systems) mirrors, which physically steer light beams to create direct, reconfigurable optical paths between network endpoints. This approach eliminates power-intensive optical-electrical-optical (O-E-O) conversions at each network hop, delivering several key benefits: · Significantly reduced network power consumption · Lower and more predictable latency · Improved GPU utilization and shorter training cycles. Reflecting Eoptolink's commitment to open networking, the NX series is powered by the Eoptolink OCS Operating System, developed as a SONiC-compliant platform. As an active member of the Open Compute Project (OCP), Eoptolink has joined the Optical Circuit Switching (OCS) project and is committed to contributing to the development and standardization of OCS technologies. Eoptolink will be showcasing its NX200/300 Optical Circuit Switch (OCS) products, alongside 12.8T XPO, 6.4T NPO, 400G/lambda-1.6T DR4 and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions, at the Eoptolink booth #1211 at OFC 2026, Los Angeles, CA.お知らせ • Mar 13+ 2 more updatesEoptolink Technology Inc., Ltd. Unveils High-Density 6.4T NPO Optical ModuleEoptolink Technology Inc., Ltd. announced the launch of its high-density 6.4T NPO optical module at OFC 2026. Eoptolink's 6.4T NPO is a high-density near-packaged optical transceiver module designed to address performance and density challenges in AI data center interconnects. The module delivers 6.4 Tbps aggregate throughput across 32 lanes operating at 200 Gbps each, leveraging advanced Silicon Photonics (SiPh) technology. Eoptolink will be showcasing its latest 6.4T NPO, 12.8T XPO, 400G/lambda-1.6T DR4, and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions at the Eoptolink booth (#1211) during OFC 2026 in Los Angeles, CA. Visitors are invited to stop by the booth to experience the performance of these solutions first-hand.Price Target Changed • Feb 27Price target increased by 7.4% to CN¥471Up from CN¥438, the current price target is an average from 7 analysts. New target price is 31% above last closing price of CN¥360. Stock is up 425% over the past year. The company is forecast to post earnings per share of CN¥9.85 for next year compared to CN¥2.86 last year.お知らせ • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to CN¥446. The fair value is estimated to be CN¥370, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 152% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥348, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 2,562% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥370 per share.Buy Or Sell Opportunity • Nov 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥328. The fair value is estimated to be CN¥271, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 141% in 2 years. Earnings are forecast to grow by 125% in the next 2 years.Price Target Changed • Nov 06Price target increased by 12% to CN¥389Up from CN¥348, the current price target is an average from 6 analysts. New target price is 8.9% above last closing price of CN¥357. Stock is up 279% over the past year. The company is forecast to post earnings per share of CN¥9.20 for next year compared to CN¥2.86 last year.Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥2.40 (up from CN¥0.80 in 3Q 2024). Revenue: CN¥6.07b (up 153% from 3Q 2024). Net income: CN¥2.38b (up 205% from 3Q 2024). Profit margin: 39% (up from 33% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has increased by 199% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥365, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 3,205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥209 per share.お知らせ • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥389, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 3,048% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥216 per share.Reported Earnings • Aug 26Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥2.38 (up from CN¥0.54 in 2Q 2024). Revenue: CN¥6.38b (up 295% from 2Q 2024). Net income: CN¥2.37b (up 338% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 180% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Aug 14Price target increased by 17% to CN¥176Up from CN¥151, the current price target is an average from 6 analysts. New target price is 24% below last closing price of CN¥231. Stock is up 242% over the past year. The company is forecast to post earnings per share of CN¥7.24 for next year compared to CN¥2.86 last year.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥237, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 1,568% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥110 per share.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥157, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 1,142% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥111 per share.Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 168% to CN¥135. The fair value is estimated to be CN¥111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 127% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.お知らせ • Jul 02Eoptolink Technology Inc., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Eoptolink Technology Inc., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥127, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 927% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.Price Target Changed • Jun 13Price target decreased by 7.3% to CN¥107Down from CN¥115, the current price target is an average from 6 analysts. New target price is 6.5% above last closing price of CN¥100. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥6.68 for next year compared to CN¥2.86 last year.New Risk • May 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (86% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • May 17Eoptolink Technology Inc., Ltd. Approves Cash Dividend for 2024Eoptolink Technology Inc., Ltd. in its Annual General Meeting held on 15 May 2025 approves Cash dividend/10 shares for 2024 (tax included) of: CNY 4.50000000 per share.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.Major Estimate Revision • Apr 29Consensus revenue estimates increase by 31%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥12.9b to CN¥17.0b. EPS estimate increased from CN¥5.24 to CN¥8.53 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥159. Share price rose 11% to CN¥90.35 over the past week.お知らせ • Apr 25Eoptolink Technology Inc., Ltd. Proposes Final Cash Dividend for 2024Eoptolink Technology Inc., Ltd. proposed final cash dividend of CNY 4.50000000 per 10 shares (tax included) for 2024.Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥2.22 (up from CN¥0.46 in 1Q 2024). Revenue: CN¥4.05b (up 264% from 1Q 2024). Net income: CN¥1.57b (up 385% from 1Q 2024). Profit margin: 39% (up from 29% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 154%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥91.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 462% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.お知らせ • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to CN¥74.22, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥58.61 per share.お知らせ • Mar 31+ 1 more updateEoptolink Technology Inc., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025お知らせ • Mar 29+ 1 more updateEoptolink Launches 1.6T OSFP 2VR4 Transceivers Using 200G VCSELsEoptolink Technology Inc. Ltd. is demonstrating its 1.6T multimode transceiver operating at 212Gb/s per lambda during OFC 2025. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2025 in San Francisco, Eoptolink is launching its 1.6T OSFP 2VR4 optical transceiver. VCSEL lasers operating at 106Gb/s are incorporated in many of today's short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. The 1.6T OSP 2VR4 transceiver has two optical MPO-12 interfaces each operating at 800G using optical four lanes at 212Gb/s. The transceiver offers a suitable method to migrate legacy multimode installations to newer switch platforms.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥96.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.47 per share.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (56% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥103, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 278% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.28 per share.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥128, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.34 per share.Price Target Changed • Jan 16Price target increased by 11% to CN¥161Up from CN¥144, the current price target is an average from 8 analysts. New target price is 35% above last closing price of CN¥119. Stock is up 126% over the past year. The company is forecast to post earnings per share of CN¥2.99 for next year compared to CN¥0.97 last year.お知らせ • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Major Estimate Revision • Oct 31Consensus revenue estimates increase by 17%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.68b to CN¥7.84b. EPS estimate increased from CN¥2.75 to CN¥3.50 per share. Net income forecast to grow 58% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥132 to CN¥144. Share price fell 6.7% to CN¥130 over the past week.Price Target Changed • Oct 26Price target increased by 9.7% to CN¥144Up from CN¥132, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of CN¥143. Stock is up 340% over the past year. The company is forecast to post earnings per share of CN¥3.50 for next year compared to CN¥0.97 last year.Reported Earnings • Oct 25Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥1.11 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥2.40b (up 207% from 3Q 2023). Net income: CN¥780.9m (up 453% from 3Q 2023). Profit margin: 33% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates by 65%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 10Price target increased by 10% to CN¥132Up from CN¥119, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of CN¥143. Stock is up 228% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.Price Target Changed • Oct 08Price target increased by 9.2% to CN¥124Up from CN¥114, the current price target is an average from 9 analysts. New target price is 21% below last closing price of CN¥156. Stock is up 249% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.New Risk • Sep 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.6% average weekly change). High level of non-cash earnings (41% accrual ratio).お知らせ • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥112, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 371% over the past three years.Major Estimate Revision • Sep 04Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.07b to CN¥6.57b. EPS estimate increased from CN¥2.13 to CN¥2.67 per share. Net income forecast to grow 73% next year vs 52% growth forecast for Electronic industry in China. Consensus price target down from CN¥115 to CN¥112. Share price fell 9.8% to CN¥88.20 over the past week.Reported Earnings • Aug 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.76 (up from CN¥0.26 in 2Q 2023). Revenue: CN¥1.61b (up 129% from 2Q 2023). Net income: CN¥540.6m (up 200% from 2Q 2023). Profit margin: 34% (up from 26% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 79%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 29Eoptolink Technology Inc., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Eoptolink Technology Inc., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024Price Target Changed • Jun 19Price target increased by 13% to CN¥105Up from CN¥93.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.Price Target Changed • Jun 18Price target increased by 16% to CN¥105Up from CN¥91.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.Price Target Changed • May 14Price target increased by 11% to CN¥81.84Up from CN¥73.57, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥80.15. Stock is up 87% over the past year. The company is forecast to post earnings per share of CN¥2.16 for next year compared to CN¥0.97 last year.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 34%After last week's 34% share price gain to CN¥87.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 348% over the past three years.Major Estimate Revision • Apr 29Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥5.43b to CN¥5.68b. EPS estimate increased from CN¥1.75 to CN¥2.09 per share. Net income forecast to grow 76% next year vs 60% growth forecast for Electronic industry in China. Consensus price target up from CN¥58.79 to CN¥71.49. Share price rose 34% to CN¥87.30 over the past week.Price Target Changed • Apr 25Price target increased by 22% to CN¥71.49Up from CN¥58.79, the current price target is an average from 5 analysts. New target price is 9.7% below last closing price of CN¥79.16. Stock is up 76% over the past year. The company is forecast to post earnings per share of CN¥2.09 for next year compared to CN¥0.97 last year.Reported Earnings • Apr 24First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.46 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥1.11b (up 85% from 1Q 2023). Net income: CN¥324.5m (up 201% from 1Q 2023). Profit margin: 29% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 53%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan Chinaお知らせ • Mar 30Eoptolink Technology Inc., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥67.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.50 per share.お知らせ • Mar 25Eoptolink Technology Inc., Ltd. Dives into Immersion Cooling Market with Its Immersion 800G Optical TransceiversEoptolink Technology Inc., Ltd. expands its product portfolio to address a new market for optical transceiver modules operated in the environments using Immersion Cooling. Eoptolink EOLO-138HG-5H-SYMR is an optical transceiver of 800G OSFP DR8 that is fully submergible in 2-phase liquid cooling environments and EOLO-138HG-02-SYMR is the 800G OSFP DR8+. The transceiver has an optical fiber pigtail enabling connection to non-submerged infrastructure. Immersion cooling solutions are a growing market segment as they significantly reduce the energy needed for cooling datacenter equipment and by this lowering the operating expense (OPEX). At the same time, the network equipment and its sub-components experience lower operating temperatures resulting in extended lifetime and lower failure rates. During the last years, datacenter and AI/ML optics have been driven by lower cost per bit and this has resulted in a wide adoption of non-hermetic design approaches. But these approaches are not suitable for Immersion cooling environments. Live demonstrations of the OSFP 800G DR8 module will be conducted, together with 1.6T, 800G, LPO and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.お知らせ • Mar 23+ 1 more updateEoptolink Technology Inc., Ltd. Demonstrates 200G VCSEL Based Optical Transceiver Solution at OFC 2024Eoptolink Technology Inc., Ltd. demonstrated a multimode optical transceiver operating at 212Gb/s per lambda during OFC 2024. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2024 in San Diego, Eoptolink is demonstrating an optical link using transceivers with VCSEL transmitters operating at 212 Gb/s. VCSEL lasers operating at 106Gb/s are incorporated in many of short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. By demonstrating a 212 Gb/s optical link using VCSEL lasers, Eoptolink is validating that VCSEL technology is one of the contenders for short reach datacenter and AI/ML cluster connectivity.お知らせ • Mar 22Eoptolink Technology Inc. Demonstrates Industry 1st 200G/lane LPOs with 100G/lane 800G LPOs Entering Mass ProductionEoptolink Technology Inc., Ltd. shows at OFC 2024 the industry first linear-drive pluggable optics (LPO) operating at 200G per lambda. LPO transceivers are designed without DSPs or CDRs, resulting in lower power consumption and significantly less latency. Eoptolink 800G OSFP DR4 LPO transceivers utilize a silicon photonics PIC that transmits 4 parallel channels at 200Gb/s. Reduced power and latency performance has resulted in an increasing interest in LPO modules for switch to server and GPU to GPU connectivity in High Performance Computing applications such as AI and ML clusters. The purpose of this demonstration is to show that LPO and half-retimed solutions are a viable alternative for higher data-rate applications using 200G per lambda. In addition, Eoptolink has launched the 2nd generation of its 100G/lane 800G and 400G LPO products for single-mode applications in OSFP, QSFP-DD and QSFP112 form-factors. The second generation of Eoptolink 800G and 400G LPO products enables users to achieve full TP2 compliance at the optical transmit interface of the modules. Both gen1 and gen2 LPOs are now available in high volume production. Live demonstrations of the LPO transceivers will be conducted, together with 1.6T, 800G and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.Price Target Changed • Mar 04Price target increased by 8.2% to CN¥57.50Up from CN¥53.13, the current price target is an average from 6 analysts. New target price is 17% below last closing price of CN¥69.45. Stock is up 202% over the past year. The company is forecast to post earnings per share of CN¥1.83 for next year compared to CN¥0.97 last year.Reported Earnings • Mar 01Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: CN¥0.97 (down from CN¥1.28 in FY 2022). Revenue: CN¥3.11b (down 6.1% from FY 2022). Net income: CN¥690.6m (down 24% from FY 2022). Profit margin: 22% (down from 27% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥51.80, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Electronic industry in China. Total returns to shareholders of 115% over the past three years.お知らせ • Jan 23Eoptolink Technology Inc., Ltd. Announces Executive AppointmentsEoptolink Technology Inc., Ltd. at its Extraordinary General Meeting held on 19 January 2024, approved the appointment of Gao Guangrong and Li Tianshu as non-independent director; Yang Manman and Xia Changyuan as independent directors; Zhang Zhiqiang as non-employee supervisor of the company.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥51.04, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 85% over the past three years.お知らせ • Dec 29Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥49.83, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥39.61, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 15% over the past three years.Major Estimate Revision • Oct 27Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.40b to CN¥3.19b. EPS estimate also fell from CN¥1.21 per share to CN¥1.02 per share. Net income forecast to grow 100% next year vs 69% growth forecast for Electronic industry in China. Consensus price target down from CN¥57.57 to CN¥50.05. Share price fell 11% to CN¥32.41 over the past week.Price Target Changed • Oct 23Price target decreased by 10% to CN¥51.66Down from CN¥57.57, the current price target is an average from 5 analysts. New target price is 55% above last closing price of CN¥33.41. Stock is up 115% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥1.28 last year.株主還元300502CN ElectronicCN 市場7D9.8%5.8%-0.05%1Y697.0%121.8%34.9%株主還元を見る業界別リターン: 300502過去 1 年間で121.8 % の収益を上げたCN Electronic業界を上回りました。リターン対市場: 300502過去 1 年間で34.9 % の収益を上げたCN市場を上回りました。価格変動Is 300502's price volatile compared to industry and market?300502 volatility300502 Average Weekly Movement10.7%Electronic Industry Average Movement7.8%Market Average Movement6.4%10% most volatile stocks in CN Market10.1%10% least volatile stocks in CN Market4.2%安定した株価: 300502の株価は、 CN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 300502の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてCNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20088,537Xiao Lei Huangwww.eoptolink.comEoptolink Technology Inc.は、中国国内および国際的な光トランシーバーの研究開発、製造、販売を行っている。同社は2008年に設立され、中国の成都を拠点としている。もっと見るEoptolink Technology Inc., Ltd. 基礎のまとめEoptolink Technology の収益と売上を時価総額と比較するとどうか。300502 基礎統計学時価総額CN¥655.06b収益（TTM）CN¥10.74b売上高(TTM)CN¥29.13b61.0xPER（株価収益率22.5xP/Sレシオ300502 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計300502 損益計算書（TTM）収益CN¥29.13b売上原価CN¥15.32b売上総利益CN¥13.81bその他の費用CN¥3.07b収益CN¥10.74b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）10.80グロス・マージン47.42%純利益率36.87%有利子負債／自己資本比率0%300502 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り9%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 02:50終値2026/05/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Eoptolink Technology Inc., Ltd. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Lin SuCCB International Securities LimitedLiangbi ZhaoChina Galaxy Securities Co., Ltd.Heran LiCitic Securities Co., Ltd.13 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥629, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 1,920% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥807 per share.
Price Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.
お知らせ • Apr 24Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan China
Reported Earnings • Apr 24First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CN¥2.80 (up from CN¥1.59 in 1Q 2025). Revenue: CN¥8.34b (up 106% from 1Q 2025). Net income: CN¥2.78b (up 77% from 1Q 2025). Profit margin: 33% (down from 39% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (58% accrual ratio).
Buy Or Sell Opportunity • Apr 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to CN¥459. The fair value is estimated to be CN¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥629, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 36x in the Electronic industry in China. Total returns to shareholders of 1,920% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥807 per share.
Price Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.
お知らせ • Apr 24Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan China
Reported Earnings • Apr 24First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CN¥2.80 (up from CN¥1.59 in 1Q 2025). Revenue: CN¥8.34b (up 106% from 1Q 2025). Net income: CN¥2.78b (up 77% from 1Q 2025). Profit margin: 33% (down from 39% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (58% accrual ratio).
Buy Or Sell Opportunity • Apr 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to CN¥459. The fair value is estimated to be CN¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.
お知らせ • Mar 31Eoptolink Technology Inc., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
Buy Or Sell Opportunity • Mar 20Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to CN¥477. The fair value is estimated to be CN¥383, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥440, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 2,131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥384 per share.
お知らせ • Mar 17Eoptolink Technology Inc., Ltd. Unveils NX200 and NX300 Series Optical Circuit Switch SolutionEoptolink Technology Inc., Ltd. announced that it will unveil its new Optical Circuit Switch (OCS) products at OFC 2026. As AI models scale to trillions of parameters, the underlying network infrastructure must evolve to support massive, predictable data flows across thousands of GPUs. In traditional electrical packet switch (EPS)-only networks, spine-layer switches can become a performance bottleneck. One deployment approach is to replace the spine-layer EPS with OCS, thereby increasing overall network throughput and enabling easy scaling of AI cluster sizes. Eoptolink's OCS switches, the NX200 and NX300, support 140 ports and 320 ports respectively, enabling optimized AI network architectures at different scales. At the heart of both the NX200 and NX300 systems are Eoptolink's self-developed MEMS (Micro-Electro-Mechanical Systems) mirrors, which physically steer light beams to create direct, reconfigurable optical paths between network endpoints. This approach eliminates power-intensive optical-electrical-optical (O-E-O) conversions at each network hop, delivering several key benefits: · Significantly reduced network power consumption · Lower and more predictable latency · Improved GPU utilization and shorter training cycles. Reflecting Eoptolink's commitment to open networking, the NX series is powered by the Eoptolink OCS Operating System, developed as a SONiC-compliant platform. As an active member of the Open Compute Project (OCP), Eoptolink has joined the Optical Circuit Switching (OCS) project and is committed to contributing to the development and standardization of OCS technologies. Eoptolink will be showcasing its NX200/300 Optical Circuit Switch (OCS) products, alongside 12.8T XPO, 6.4T NPO, 400G/lambda-1.6T DR4 and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions, at the Eoptolink booth #1211 at OFC 2026, Los Angeles, CA.
お知らせ • Mar 13+ 2 more updatesEoptolink Technology Inc., Ltd. Unveils High-Density 6.4T NPO Optical ModuleEoptolink Technology Inc., Ltd. announced the launch of its high-density 6.4T NPO optical module at OFC 2026. Eoptolink's 6.4T NPO is a high-density near-packaged optical transceiver module designed to address performance and density challenges in AI data center interconnects. The module delivers 6.4 Tbps aggregate throughput across 32 lanes operating at 200 Gbps each, leveraging advanced Silicon Photonics (SiPh) technology. Eoptolink will be showcasing its latest 6.4T NPO, 12.8T XPO, 400G/lambda-1.6T DR4, and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions at the Eoptolink booth (#1211) during OFC 2026 in Los Angeles, CA. Visitors are invited to stop by the booth to experience the performance of these solutions first-hand.
Price Target Changed • Feb 27Price target increased by 7.4% to CN¥471Up from CN¥438, the current price target is an average from 7 analysts. New target price is 31% above last closing price of CN¥360. Stock is up 425% over the past year. The company is forecast to post earnings per share of CN¥9.85 for next year compared to CN¥2.86 last year.
お知らせ • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to CN¥446. The fair value is estimated to be CN¥370, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 152% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥348, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 2,562% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥370 per share.
Buy Or Sell Opportunity • Nov 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥328. The fair value is estimated to be CN¥271, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 141% in 2 years. Earnings are forecast to grow by 125% in the next 2 years.
Price Target Changed • Nov 06Price target increased by 12% to CN¥389Up from CN¥348, the current price target is an average from 6 analysts. New target price is 8.9% above last closing price of CN¥357. Stock is up 279% over the past year. The company is forecast to post earnings per share of CN¥9.20 for next year compared to CN¥2.86 last year.
Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥2.40 (up from CN¥0.80 in 3Q 2024). Revenue: CN¥6.07b (up 153% from 3Q 2024). Net income: CN¥2.38b (up 205% from 3Q 2024). Profit margin: 39% (up from 33% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has increased by 199% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥365, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 3,205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥209 per share.
お知らせ • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥389, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 3,048% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥216 per share.
Reported Earnings • Aug 26Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥2.38 (up from CN¥0.54 in 2Q 2024). Revenue: CN¥6.38b (up 295% from 2Q 2024). Net income: CN¥2.37b (up 338% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 180% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Aug 14Price target increased by 17% to CN¥176Up from CN¥151, the current price target is an average from 6 analysts. New target price is 24% below last closing price of CN¥231. Stock is up 242% over the past year. The company is forecast to post earnings per share of CN¥7.24 for next year compared to CN¥2.86 last year.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥237, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 1,568% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥110 per share.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥157, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 1,142% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥111 per share.
Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 168% to CN¥135. The fair value is estimated to be CN¥111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 127% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
お知らせ • Jul 02Eoptolink Technology Inc., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Eoptolink Technology Inc., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥127, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 927% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.
Price Target Changed • Jun 13Price target decreased by 7.3% to CN¥107Down from CN¥115, the current price target is an average from 6 analysts. New target price is 6.5% above last closing price of CN¥100. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥6.68 for next year compared to CN¥2.86 last year.
New Risk • May 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (86% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • May 17Eoptolink Technology Inc., Ltd. Approves Cash Dividend for 2024Eoptolink Technology Inc., Ltd. in its Annual General Meeting held on 15 May 2025 approves Cash dividend/10 shares for 2024 (tax included) of: CNY 4.50000000 per share.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.
Major Estimate Revision • Apr 29Consensus revenue estimates increase by 31%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥12.9b to CN¥17.0b. EPS estimate increased from CN¥5.24 to CN¥8.53 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥159. Share price rose 11% to CN¥90.35 over the past week.
お知らせ • Apr 25Eoptolink Technology Inc., Ltd. Proposes Final Cash Dividend for 2024Eoptolink Technology Inc., Ltd. proposed final cash dividend of CNY 4.50000000 per 10 shares (tax included) for 2024.
Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥2.22 (up from CN¥0.46 in 1Q 2024). Revenue: CN¥4.05b (up 264% from 1Q 2024). Net income: CN¥1.57b (up 385% from 1Q 2024). Profit margin: 39% (up from 29% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 154%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥91.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 462% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.
お知らせ • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to CN¥74.22, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥58.61 per share.
お知らせ • Mar 31+ 1 more updateEoptolink Technology Inc., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
お知らせ • Mar 29+ 1 more updateEoptolink Launches 1.6T OSFP 2VR4 Transceivers Using 200G VCSELsEoptolink Technology Inc. Ltd. is demonstrating its 1.6T multimode transceiver operating at 212Gb/s per lambda during OFC 2025. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2025 in San Francisco, Eoptolink is launching its 1.6T OSFP 2VR4 optical transceiver. VCSEL lasers operating at 106Gb/s are incorporated in many of today's short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. The 1.6T OSP 2VR4 transceiver has two optical MPO-12 interfaces each operating at 800G using optical four lanes at 212Gb/s. The transceiver offers a suitable method to migrate legacy multimode installations to newer switch platforms.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥96.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.47 per share.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (56% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥103, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 278% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.28 per share.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥128, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.34 per share.
Price Target Changed • Jan 16Price target increased by 11% to CN¥161Up from CN¥144, the current price target is an average from 8 analysts. New target price is 35% above last closing price of CN¥119. Stock is up 126% over the past year. The company is forecast to post earnings per share of CN¥2.99 for next year compared to CN¥0.97 last year.
お知らせ • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Major Estimate Revision • Oct 31Consensus revenue estimates increase by 17%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.68b to CN¥7.84b. EPS estimate increased from CN¥2.75 to CN¥3.50 per share. Net income forecast to grow 58% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥132 to CN¥144. Share price fell 6.7% to CN¥130 over the past week.
Price Target Changed • Oct 26Price target increased by 9.7% to CN¥144Up from CN¥132, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of CN¥143. Stock is up 340% over the past year. The company is forecast to post earnings per share of CN¥3.50 for next year compared to CN¥0.97 last year.
Reported Earnings • Oct 25Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥1.11 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥2.40b (up 207% from 3Q 2023). Net income: CN¥780.9m (up 453% from 3Q 2023). Profit margin: 33% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates by 65%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 10Price target increased by 10% to CN¥132Up from CN¥119, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of CN¥143. Stock is up 228% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.
Price Target Changed • Oct 08Price target increased by 9.2% to CN¥124Up from CN¥114, the current price target is an average from 9 analysts. New target price is 21% below last closing price of CN¥156. Stock is up 249% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.
New Risk • Sep 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.6% average weekly change). High level of non-cash earnings (41% accrual ratio).
お知らせ • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥112, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 371% over the past three years.
Major Estimate Revision • Sep 04Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.07b to CN¥6.57b. EPS estimate increased from CN¥2.13 to CN¥2.67 per share. Net income forecast to grow 73% next year vs 52% growth forecast for Electronic industry in China. Consensus price target down from CN¥115 to CN¥112. Share price fell 9.8% to CN¥88.20 over the past week.
Reported Earnings • Aug 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.76 (up from CN¥0.26 in 2Q 2023). Revenue: CN¥1.61b (up 129% from 2Q 2023). Net income: CN¥540.6m (up 200% from 2Q 2023). Profit margin: 34% (up from 26% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 79%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 29Eoptolink Technology Inc., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Eoptolink Technology Inc., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
Price Target Changed • Jun 19Price target increased by 13% to CN¥105Up from CN¥93.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.
Price Target Changed • Jun 18Price target increased by 16% to CN¥105Up from CN¥91.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.
Price Target Changed • May 14Price target increased by 11% to CN¥81.84Up from CN¥73.57, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥80.15. Stock is up 87% over the past year. The company is forecast to post earnings per share of CN¥2.16 for next year compared to CN¥0.97 last year.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 34%After last week's 34% share price gain to CN¥87.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 348% over the past three years.
Major Estimate Revision • Apr 29Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥5.43b to CN¥5.68b. EPS estimate increased from CN¥1.75 to CN¥2.09 per share. Net income forecast to grow 76% next year vs 60% growth forecast for Electronic industry in China. Consensus price target up from CN¥58.79 to CN¥71.49. Share price rose 34% to CN¥87.30 over the past week.
Price Target Changed • Apr 25Price target increased by 22% to CN¥71.49Up from CN¥58.79, the current price target is an average from 5 analysts. New target price is 9.7% below last closing price of CN¥79.16. Stock is up 76% over the past year. The company is forecast to post earnings per share of CN¥2.09 for next year compared to CN¥0.97 last year.
Reported Earnings • Apr 24First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.46 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥1.11b (up 85% from 1Q 2023). Net income: CN¥324.5m (up 201% from 1Q 2023). Profit margin: 29% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 53%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
お知らせ • Mar 30Eoptolink Technology Inc., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥67.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.50 per share.
お知らせ • Mar 25Eoptolink Technology Inc., Ltd. Dives into Immersion Cooling Market with Its Immersion 800G Optical TransceiversEoptolink Technology Inc., Ltd. expands its product portfolio to address a new market for optical transceiver modules operated in the environments using Immersion Cooling. Eoptolink EOLO-138HG-5H-SYMR is an optical transceiver of 800G OSFP DR8 that is fully submergible in 2-phase liquid cooling environments and EOLO-138HG-02-SYMR is the 800G OSFP DR8+. The transceiver has an optical fiber pigtail enabling connection to non-submerged infrastructure. Immersion cooling solutions are a growing market segment as they significantly reduce the energy needed for cooling datacenter equipment and by this lowering the operating expense (OPEX). At the same time, the network equipment and its sub-components experience lower operating temperatures resulting in extended lifetime and lower failure rates. During the last years, datacenter and AI/ML optics have been driven by lower cost per bit and this has resulted in a wide adoption of non-hermetic design approaches. But these approaches are not suitable for Immersion cooling environments. Live demonstrations of the OSFP 800G DR8 module will be conducted, together with 1.6T, 800G, LPO and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.
お知らせ • Mar 23+ 1 more updateEoptolink Technology Inc., Ltd. Demonstrates 200G VCSEL Based Optical Transceiver Solution at OFC 2024Eoptolink Technology Inc., Ltd. demonstrated a multimode optical transceiver operating at 212Gb/s per lambda during OFC 2024. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2024 in San Diego, Eoptolink is demonstrating an optical link using transceivers with VCSEL transmitters operating at 212 Gb/s. VCSEL lasers operating at 106Gb/s are incorporated in many of short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. By demonstrating a 212 Gb/s optical link using VCSEL lasers, Eoptolink is validating that VCSEL technology is one of the contenders for short reach datacenter and AI/ML cluster connectivity.
お知らせ • Mar 22Eoptolink Technology Inc. Demonstrates Industry 1st 200G/lane LPOs with 100G/lane 800G LPOs Entering Mass ProductionEoptolink Technology Inc., Ltd. shows at OFC 2024 the industry first linear-drive pluggable optics (LPO) operating at 200G per lambda. LPO transceivers are designed without DSPs or CDRs, resulting in lower power consumption and significantly less latency. Eoptolink 800G OSFP DR4 LPO transceivers utilize a silicon photonics PIC that transmits 4 parallel channels at 200Gb/s. Reduced power and latency performance has resulted in an increasing interest in LPO modules for switch to server and GPU to GPU connectivity in High Performance Computing applications such as AI and ML clusters. The purpose of this demonstration is to show that LPO and half-retimed solutions are a viable alternative for higher data-rate applications using 200G per lambda. In addition, Eoptolink has launched the 2nd generation of its 100G/lane 800G and 400G LPO products for single-mode applications in OSFP, QSFP-DD and QSFP112 form-factors. The second generation of Eoptolink 800G and 400G LPO products enables users to achieve full TP2 compliance at the optical transmit interface of the modules. Both gen1 and gen2 LPOs are now available in high volume production. Live demonstrations of the LPO transceivers will be conducted, together with 1.6T, 800G and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.
Price Target Changed • Mar 04Price target increased by 8.2% to CN¥57.50Up from CN¥53.13, the current price target is an average from 6 analysts. New target price is 17% below last closing price of CN¥69.45. Stock is up 202% over the past year. The company is forecast to post earnings per share of CN¥1.83 for next year compared to CN¥0.97 last year.
Reported Earnings • Mar 01Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: CN¥0.97 (down from CN¥1.28 in FY 2022). Revenue: CN¥3.11b (down 6.1% from FY 2022). Net income: CN¥690.6m (down 24% from FY 2022). Profit margin: 22% (down from 27% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥51.80, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Electronic industry in China. Total returns to shareholders of 115% over the past three years.
お知らせ • Jan 23Eoptolink Technology Inc., Ltd. Announces Executive AppointmentsEoptolink Technology Inc., Ltd. at its Extraordinary General Meeting held on 19 January 2024, approved the appointment of Gao Guangrong and Li Tianshu as non-independent director; Yang Manman and Xia Changyuan as independent directors; Zhang Zhiqiang as non-employee supervisor of the company.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥51.04, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 85% over the past three years.
お知らせ • Dec 29Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥49.83, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥39.61, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 15% over the past three years.
Major Estimate Revision • Oct 27Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.40b to CN¥3.19b. EPS estimate also fell from CN¥1.21 per share to CN¥1.02 per share. Net income forecast to grow 100% next year vs 69% growth forecast for Electronic industry in China. Consensus price target down from CN¥57.57 to CN¥50.05. Share price fell 11% to CN¥32.41 over the past week.
Price Target Changed • Oct 23Price target decreased by 10% to CN¥51.66Down from CN¥57.57, the current price target is an average from 5 analysts. New target price is 55% above last closing price of CN¥33.41. Stock is up 115% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥1.28 last year.
