PixArt Imaging（3227）株式概要PixArt Imaging Inc.はその子会社とともに、台湾、香港、中国、日本、および海外でCMOSイメージセンサーと関連ICの研究、設計、生産、販売を行っている。 詳細3227 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より4.2%で取引されている リスク分析不安定な配当実績 すべてのリスクチェックを見る3227 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,957 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA479,957 investors already sharing narrativesYour Fair ValueNT$Current PriceNT$192.0049.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue NT$10.0bEarnings NT$1.8bAdvancedSet Fair ValueView all narrativesPixArt Imaging Inc. 競合他社Apacer TechnologySymbol: TWSE:8271Market cap: NT$28.6bKeystone MicrotechSymbol: TPEX:6683Market cap: NT$25.5bAdvanced Wireless SemiconductorSymbol: TPEX:8086Market cap: NT$21.6bRaytek SemiconductorSymbol: TPEX:7873Market cap: NT$20.9b価格と性能株価の高値、安値、推移の概要PixArt Imaging過去の株価現在の株価NT$192.0052週高値NT$260.0052週安値NT$174.50ベータ0.971ヶ月の変化-18.30%3ヶ月変化-7.47%1年変化-4.00%3年間の変化67.69%5年間の変化2.40%IPOからの変化468.76%最新ニュースValuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$197, the stock trades at a trailing P/E ratio of 17.9x. Average forward P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$199 per share.Declared Dividend • Jun 28Dividend increased to NT$10.01Dividend of NT$10.01 is 0.05% higher than last year. Ex-date: 13th July 2026 Payment date: 10th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share declined by 1.2% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.Reported Earnings • May 19First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: NT$2.65 (down from NT$3.74 in 1Q 2025). Revenue: NT$2.21b (down 5.9% from 1Q 2025). Net income: NT$389.9m (down 28% from 1Q 2025). Profit margin: 18% (down from 23% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 22Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to NT$220. The fair value is estimated to be NT$171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 8.0% in a year. Earnings are forecast to grow by 4.6% in the next year.Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$12.38 (down from NT$12.52 in FY 2024). Revenue: NT$9.13b (up 9.1% from FY 2024). Net income: NT$1.81b (flat on FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25PixArt Imaging Inc., Annual General Meeting, May 27, 2026PixArt Imaging Inc., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$197, the stock trades at a trailing P/E ratio of 17.9x. Average forward P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$199 per share.Declared Dividend • Jun 28Dividend increased to NT$10.01Dividend of NT$10.01 is 0.05% higher than last year. Ex-date: 13th July 2026 Payment date: 10th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share declined by 1.2% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.Reported Earnings • May 19First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: NT$2.65 (down from NT$3.74 in 1Q 2025). Revenue: NT$2.21b (down 5.9% from 1Q 2025). Net income: NT$389.9m (down 28% from 1Q 2025). Profit margin: 18% (down from 23% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 22Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to NT$220. The fair value is estimated to be NT$171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 8.0% in a year. Earnings are forecast to grow by 4.6% in the next year.Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$12.38 (down from NT$12.52 in FY 2024). Revenue: NT$9.13b (up 9.1% from FY 2024). Net income: NT$1.81b (flat on FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25PixArt Imaging Inc., Annual General Meeting, May 27, 2026PixArt Imaging Inc., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city TaiwanReported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: NT$3.01 (down from NT$3.30 in 3Q 2024). Revenue: NT$2.21b (down 2.3% from 3Q 2024). Net income: NT$441.9m (down 7.7% from 3Q 2024). Profit margin: 20% (down from 21% in 3Q 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 35% per year.Price Target Changed • Oct 19Price target decreased by 9.6% to NT$235Down from NT$260, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$235. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of NT$12.20 for next year compared to NT$12.52 last year.Major Estimate Revision • Aug 17Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$9.06b to NT$8.89b. EPS estimate also fell from NT$12.59 per share to NT$11.15 per share. Net income forecast to shrink 5.8% next year vs 24% growth forecast for Semiconductor industry in Taiwan . Consensus price target reaffirmed at NT$260. Share price was steady at NT$197 over the past week.New Risk • Aug 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$2.51 (down from NT$3.36 in 2Q 2024). Revenue: NT$2.28b (up 12% from 2Q 2024). Net income: NT$366.3m (down 25% from 2Q 2024). Profit margin: 16% (down from 24% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$210, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 182% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$364 per share.Declared Dividend • Jun 26Dividend increased to NT$10.00Dividend of NT$10.00 is 121% higher than last year. Ex-date: 9th July 2025 Payment date: 8th August 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next year, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • May 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$9.20b to NT$9.06b. EPS estimate also fell from NT$14.50 per share to NT$12.59 per share. Net income forecast to grow 11% next year vs 16% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$280 to NT$260. Share price fell 2.6% to NT$210 over the past week.Price Target Changed • May 14Price target decreased by 7.1% to NT$260Down from NT$280, the current price target is an average from 3 analysts. New target price is 18% above last closing price of NT$221. Stock is up 38% over the past year. The company is forecast to post earnings per share of NT$12.59 for next year compared to NT$12.52 last year.Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$3.74 (vs NT$2.02 in 1Q 2024)First quarter 2025 results: EPS: NT$3.74 (up from NT$2.02 in 1Q 2024). Revenue: NT$2.35b (up 34% from 1Q 2024). Net income: NT$545.2m (up 87% from 1Q 2024). Profit margin: 23% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$222, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 129% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$193, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 72% over the past three years.Reported Earnings • Mar 14Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$12.52 (up from NT$5.57 in FY 2023). Revenue: NT$8.36b (up 43% from FY 2023). Net income: NT$1.82b (up 127% from FY 2023). Profit margin: 22% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 26+ 1 more updatePixArt Imaging Inc., Annual General Meeting, May 28, 2025PixArt Imaging Inc., Annual General Meeting, May 28, 2025. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city TaiwanValuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$291, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 150% over the past three years.お知らせ • Feb 18PixArt Imaging Inc. to Report Q4, 2024 Results on Feb 25, 2025PixArt Imaging Inc. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Feb 25, 2025Reported Earnings • Nov 13Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$3.30 (up from NT$2.08 in 3Q 2023). Revenue: NT$2.26b (up 42% from 3Q 2023). Net income: NT$479.0m (up 60% from 3Q 2023). Profit margin: 21% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Nov 13PixArt Imaging Unveils the Magic Sensor, PAC9001 Smart Pixel Optical Sensing DevicePixArt Imaging introduced its latest innovation, the "magic sensor," PAC9001 Smart Pixel Optical Sensing Device. Designed to revolutionize object presence detection across industries, the PAC9001 combines exceptional real-time performance and high efficiency in a compact, privacy-focused sensor. The PAC9001 uses advanced AI-powered pixel processing to analyze visual information directly at the pixel level, a breakthrough that reduces data transmission needs and minimizes power consumption. This "smart" processing capability enables the PAC9001 to support rapid, high-accuracy applications in sectors such as retail, logistics, manufacturing, smart home, and PC peripherals. With its high sensitivity, the PAC9001 functions seamlessly even when concealed, providing essential insights without capturing identifiable images. This ensures enhanced privacy, making it ideal for settings like crowd control and security. The PAC9001 also features PixArt's proprietary Smart Motion Detection (SMD) and Pixel Difference Mode (PDM), enabling it to adapt to environmental changes and deliver high-precision data in varying lighting conditions, from bright daylight to darkness, at distances up to 5 meters. This advanced sensing capability ensures minimal false alarms compared to traditional PIR systems, making the PAC9001 a versatile and scalable solution for a wide range of industries and applications. Combining advanced sensing, processing, and energy-saving technologies, the PAC9001 stands out as a game-changer for those seeking efficient, integrated solutions for next-generation smart devices.New Risk • Nov 08New 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 Taiwanese stocks, typically moving 8.1% 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 Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).お知らせ • Oct 25PixArt Imaging Inc. to Report Q3, 2024 Results on Nov 01, 2024PixArt Imaging Inc. announced that they will report Q3, 2024 results on Nov 01, 2024Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$259, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years.New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.8% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Price Target Changed • Aug 15Price target increased by 13% to NT$197Up from NT$175, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of NT$183. Stock is up 62% over the past year. The company is forecast to post earnings per share of NT$11.46 for next year compared to NT$5.57 last year.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$182, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$216 per share.お知らせ • Aug 02PixArt Imaging Inc. to Report Q2, 2024 Results on Aug 09, 2024PixArt Imaging Inc. announced that they will report Q2, 2024 results at 9:00 AM, Taipei Standard Time on Aug 09, 2024Declared Dividend • Jun 27Dividend reduced to NT$4.52Dividend of NT$4.52 is 25% lower than last year. Ex-date: 9th July 2024 Payment date: 8th August 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.3% over the next year, which should provide support to the dividend and adequate earnings cover.New Risk • Jun 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Buy Or Sell Opportunity • May 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to NT$153. The fair value is estimated to be NT$191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.5% in a year. Earnings are forecast to grow by 3.2% in the next year.Reported Earnings • May 11First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: NT$2.02 (up from NT$0.035 in 1Q 2023). Revenue: NT$1.75b (up 61% from 1Q 2023). Net income: NT$291.2m (up NT$286.2m from 1Q 2023). Profit margin: 17% (up from 0.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Apr 28PixArt Imaging Inc., Annual General Meeting, May 31, 2024PixArt Imaging Inc., Annual General Meeting, May 31, 2024, at 09:00 Taipei Standard Time. Location: Conference Hall Einstein, Science Park Life Hub 2F., No. 1, Industry E. 2nd Rd., Hsinchu Science Park, Hsinchu, Taiwan, R.O.C Hsinchu Taiwan Agenda: To consider and report the 2023 Business Report; to consider and report Audit Committee's Review Report on the 2023 Financial Statements; to consider and report 2023 employees' profit sharing bonus and directors' remuneration; to consider and report 2023 directors' remuneration; and to consider other matters.お知らせ • Apr 24PixArt Imaging Inc. to Report Q1, 2024 Results on Apr 30, 2024PixArt Imaging Inc. announced that they will report Q1, 2024 results on Apr 30, 2024Reported Earnings • Mar 01Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: NT$5.57 (down from NT$7.41 in FY 2022). Revenue: NT$5.84b (up 12% from FY 2022). Net income: NT$799.4m (down 24% from FY 2022). Profit margin: 14% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Feb 20+ 1 more updatePixArt Imaging Inc., Annual General Meeting, May 31, 2024PixArt Imaging Inc., Annual General Meeting, May 31, 2024. Location: Conference Hall Einstein, Science Park Life Hub, 2F., No. 1, Industry E. 2nd Rd., Hsinchu Science Park, Hsinchu, Taiwan, R.O.C. Hsinchu Taiwan Agenda: To discuss 2023 Business Report; to discuss Audit Committee Review Report on the 2023 Financial Statements; to discuss report 2023 employees profit sharing bonus and directors remuneration; to report 2023 compensation to directors; to report 2023 earnings distribution of cash dividend; and to discuss other matters.お知らせ • Feb 01PixArt Imaging Inc. to Report Q4, 2023 Results on Feb 06, 2024PixArt Imaging Inc. announced that they will report Q4, 2023 results on Feb 06, 2024Price Target Changed • Jan 12Price target decreased by 8.3% to NT$165Down from NT$180, the current price target is provided by 1 analyst. New target price is 11% above last closing price of NT$149. Stock is up 51% over the past year. The company is forecast to post earnings per share of NT$6.19 for next year compared to NT$7.41 last year.New Risk • Nov 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 187% Cash payout ratio: 103% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (9.0% net profit margin).Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$163, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.0% over the past three years.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$2.08 (vs NT$5.11 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.08 (down from NT$5.11 in 3Q 2022). Revenue: NT$1.59b (up 30% from 3Q 2022). Net income: NT$299.0m (down 59% from 3Q 2022). Profit margin: 19% (down from 59% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.New Risk • Oct 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Cash payout ratio: 128% Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results.Reported Earnings • Aug 11Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$1.52 (down from NT$1.85 in 2Q 2022). Revenue: NT$1.39b (down 12% from 2Q 2022). Net income: NT$218.1m (down 17% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 113%. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 17% per year.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$128, the stock trades at a trailing P/E ratio of 20.1x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$58.45 per share.Upcoming Dividend • Jul 11Upcoming dividend of NT$6.00 per share at 5.5% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 10 August 2023. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 5.5%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.3%).Buying Opportunity • Mar 10Now 23% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be NT$143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to decline by 15% in the next 2 years.Reported Earnings • Feb 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$7.41 (down from NT$11.32 in FY 2021). Revenue: NT$5.23b (down 41% from FY 2021). Net income: NT$1.05b (down 33% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$113, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total loss to shareholders of 24% over the past three years.Price Target Changed • Nov 16Price target decreased to NT$77.50Down from NT$110, the current price target is an average from 2 analysts. New target price is 16% below last closing price of NT$91.80. Stock is down 41% over the past year. The company is forecast to post earnings per share of NT$7.95 for next year compared to NT$11.32 last year.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Hsing-Yuan Hsu was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 08Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$5.11 (up from NT$3.43 in 3Q 2021). Revenue: NT$1.22b (down 48% from 3Q 2021). Net income: NT$724.7m (up 52% from 3Q 2021). Profit margin: 59% (up from 20% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 11Consensus revenue estimates fall by 16%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$6.75b to NT$5.65b. EPS estimate fell from NT$10.93 to NT$7.95 per share. Net income forecast to shrink 12% next year vs 3.2% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$110 to NT$77.50. Share price fell 2.3% to NT$88.80 over the past week.Reported Earnings • Aug 08Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$1.85 (down from NT$3.69 in 2Q 2021). Revenue: NT$1.59b (down 38% from 2Q 2021). Net income: NT$262.5m (down 49% from 2Q 2021). Profit margin: 17% (down from 20% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Over the next year, revenue is forecast to grow 2.5%, compared to a 21% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 02Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be NT$116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to decline by 12% in a year. Earnings is forecast to grow by 14% in the next year.Buying Opportunity • Jul 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be NT$117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to decline by 12% in a year. Earnings is forecast to grow by 14% in the next year.Upcoming Dividend • Jul 11Upcoming dividend of NT$9.00 per shareEligible shareholders must have bought the stock before 18 July 2022. Payment date: 10 August 2022. The company is paying out more than 100% of its profits and is paying out 83% of its cash flow. Trailing yield: 9.8%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.8%).Buying Opportunity • Jun 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be NT$121, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to decline by 12% in a year. Earnings is forecast to grow by 14% in the next year.Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from NT$8.74b to NT$6.75b. EPS estimate increased from NT$10.65 to NT$10.93 per share. Net income forecast to grow 14% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$160 to NT$133. Share price fell 2.6% to NT$113 over the past week.Reported Earnings • May 05First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.90 (down from NT$3.08 in 1Q 2021). Revenue: NT$1.39b (down 38% from 1Q 2021). Net income: NT$127.1m (down 70% from 1Q 2021). Profit margin: 9.1% (down from 19% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 23%. Over the next year, revenue is forecast to grow 14%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yuan Hsu Hsing was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 04PixArt Imaging Inc., Annual General Meeting, May 27, 2022PixArt Imaging Inc., Annual General Meeting, May 27, 2022.Reported Earnings • Mar 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$11.32 (up from NT$10.60 in FY 2020). Revenue: NT$8.80b (up 8.0% from FY 2020). Net income: NT$1.58b (up 8.2% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 7.7%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 11Price target decreased to NT$178Down from NT$206, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$148. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$11.72 for next year compared to NT$10.60 last year.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$3.43 (vs NT$3.16 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$2.36b (up 8.2% from 3Q 2020). Net income: NT$477.3m (up 9.6% from 3Q 2020). Profit margin: 20% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$164, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$310 per share.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS NT$3.69 (vs NT$2.03 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.55b (up 41% from 2Q 2020). Net income: NT$511.9m (up 84% from 2Q 2020). Profit margin: 20% (up from 16% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yuan Hsu Hsing was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jul 08Upcoming dividend of NT$8.48 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 10 August 2021. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.2%).Price Target Changed • May 13Price target decreased to NT$206Down from NT$223, the current price target is an average from 4 analysts. New target price is 18% above last closing price of NT$176. Stock is up 8.3% over the past year.分析記事 • Apr 26PixArt Imaging (GTSM:3227) Is Experiencing Growth In Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Apr 13Is Now The Time To Look At Buying PixArt Imaging Inc. (GTSM:3227)?PixArt Imaging Inc. ( GTSM:3227 ), might not be a large cap stock, but it saw a decent share price growth in the teens...分析記事 • Mar 31Is PixArt Imaging Inc. (GTSM:3227) A Good Fit For Your Dividend Portfolio?Could PixArt Imaging Inc. ( GTSM:3227 ) be an attractive dividend share to own for the long haul? Investors are often...Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$10.60 (vs NT$6.23 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$8.15b (up 34% from FY 2019). Net income: NT$1.46b (up 74% from FY 2019). Profit margin: 18% (up from 14% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 18PixArt Imaging (GTSM:3227) Has Gifted Shareholders With A Fantastic 179% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, if...分析記事 • Mar 05A Look At The Intrinsic Value Of PixArt Imaging Inc. (GTSM:3227)How far off is PixArt Imaging Inc. ( GTSM:3227 ) from its intrinsic value? Using the most recent financial data, we'll...Is New 90 Day High Low • Mar 03New 90-day low: NT$181The company is down 11% from its price of NT$203 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$207 per share.分析記事 • Feb 20Is Weakness In PixArt Imaging Inc. (GTSM:3227) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?PixArt Imaging (GTSM:3227) has had a rough three months with its share price down 7.1%. However, a closer look at its...分析記事 • Feb 07PixArt Imaging (GTSM:3227) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Feb 06New 90-day low: NT$183The company is down 4.0% from its price of NT$190 on 06 November 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$231 per share.分析記事 • Jan 25Can PixArt Imaging (GTSM:3227) Continue To Grow Its Returns On Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Jan 12What Does PixArt Imaging Inc.'s (GTSM:3227) Share Price Indicate?PixArt Imaging Inc. ( GTSM:3227 ), is not the largest company out there, but it saw a double-digit share price rise of...分析記事 • Dec 30Is PixArt Imaging Inc. (GTSM:3227) An Attractive Dividend Stock?Could PixArt Imaging Inc. ( GTSM:3227 ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Dec 17Shareholders Of PixArt Imaging (GTSM:3227) Must Be Happy With Their 185% Total ReturnThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, if...分析記事 • Dec 04Calculating The Intrinsic Value Of PixArt Imaging Inc. (GTSM:3227)Does the December share price for PixArt Imaging Inc. ( GTSM:3227 ) reflect what it's really worth? Today, we will...分析記事 • Nov 21Is PixArt Imaging Inc.'s(GTSM:3227) Recent Stock Performance Tethered To Its Strong Fundamentals?PixArt Imaging's (GTSM:3227) stock is up by a considerable 16% over the past three months. Given the company's...Major Estimate Revision • Nov 11Analysts increase EPS estimates to NT$10.69The 2020 consensus revenue estimate increased from NT$7.58b to NT$8.12b. The earnings per share estimate also received an upgrade from NT$9.37 to NT$10.69 for the same period. Net income is expected to grow by 29% next year compared to 24% growth forecast for the Semiconductor industry in Taiwan. The consensus price target increased from NT$248 to NT$256. Share price is up 8.0% to NT$197 over the past week.Is New 90 Day High Low • Nov 09New 90-day high: NT$207The company is up 10.0% from its price of NT$189 on 11 August 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$110 per share.Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS NT$3.16The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.18b (up 21% from 3Q 2019). Net income: NT$435.6m (up 38% from 3Q 2019). Profit margin: 20% (up from 18% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Over the next year, revenue is forecast to grow 6.5%, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.株主還元3227TW SemiconductorTW 市場7D-4.5%-0.09%-1.7%1Y-4.0%119.7%81.1%株主還元を見る業界別リターン: 3227過去 1 年間で119.7 % の収益を上げたTW Semiconductor業界を下回りました。リターン対市場: 3227は、過去 1 年間で81.1 % のリターンを上げたTW市場を下回りました。価格変動Is 3227's price volatile compared to industry and market?3227 volatility3227 Average Weekly Movement7.1%Semiconductor Industry Average Movement10.1%Market Average Movement6.6%10% most volatile stocks in TW Market12.2%10% least volatile stocks in TW Market2.7%安定した株価: 3227 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 3227の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1998n/aSen-Huang Huangwww.pixart.comPixArt Imaging Inc.は子会社とともに、台湾、香港、中国、日本、および海外でCMOSイメージセンサおよび関連ICの研究、設計、製造、販売を行っている。同社は、光学式マウス、トラッキング、フィンガーナビゲーションセンサー、光学式エンコーダー、複数のオブジェクトトラッキング、光学式モーショントラッキング、距離センサー、ジェスチャー認識、環境光・近接センシング製品、CMOSイメージセンサー製品を提供している。また、健康管理と遠赤外線センサー製品、Bluetooth low energy製品、グローバルシャッターイメージセンサー、静電容量式タッチ製品、低消費電力インテリジェント物体検出製品、カスタマイズASICサービスも提供している。さらに、投資、技術サポート、IC設計活動も行っている。同社の製品は、コンピュータおよび周辺機器、スマートホーム、オフィスおよび教室、ウェアラブルおよびヒアラブル、ゲームコントローラー、自動車、監視およびカメラ、商業、オートメーションナビゲーション、産業オートメーションなど、さまざまなアプリケーションで使用されている。同社は1998年に設立され、台湾の新竹市に本社を置いている。もっと見るPixArt Imaging Inc. 基礎のまとめPixArt Imaging の収益と売上を時価総額と比較するとどうか。3227 基礎統計学時価総額NT$28.90b収益（TTM）NT$1.66b売上高(TTM)NT$8.99b17.4xPER（株価収益率3.2xP/Sレシオ3227 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3227 損益計算書（TTM）収益NT$8.99b売上原価NT$3.60b売上総利益NT$5.39bその他の費用NT$3.73b収益NT$1.66b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）11.01グロス・マージン59.93%純利益率18.43%有利子負債／自己資本比率0.2%3227 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5.2%現在の配当利回り89%配当性向3227 配当は確実ですか？3227 配当履歴とベンチマークを見る3227 、いつまでに購入すれば配当金を受け取れますか？PixArt Imaging 配当日配当落ち日Jul 13 2026配当支払日Aug 10 2026配当落ちまでの日数21 days配当支払日までの日数7 days3227 配当は確実ですか？3227 配当履歴とベンチマークを見る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2026/08/01 13:08終値2026/07/31 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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PixArt Imaging Inc. 2 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。9 アナリスト機関Tze Him LamCitigroup IncAndrea SuCLSAJessica ChangDeutsche Bank6 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$197, the stock trades at a trailing P/E ratio of 17.9x. Average forward P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$199 per share.
Declared Dividend • Jun 28Dividend increased to NT$10.01Dividend of NT$10.01 is 0.05% higher than last year. Ex-date: 13th July 2026 Payment date: 10th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share declined by 1.2% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.
Reported Earnings • May 19First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: NT$2.65 (down from NT$3.74 in 1Q 2025). Revenue: NT$2.21b (down 5.9% from 1Q 2025). Net income: NT$389.9m (down 28% from 1Q 2025). Profit margin: 18% (down from 23% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 22Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to NT$220. The fair value is estimated to be NT$171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 8.0% in a year. Earnings are forecast to grow by 4.6% in the next year.
Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$12.38 (down from NT$12.52 in FY 2024). Revenue: NT$9.13b (up 9.1% from FY 2024). Net income: NT$1.81b (flat on FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25PixArt Imaging Inc., Annual General Meeting, May 27, 2026PixArt Imaging Inc., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to NT$197, the stock trades at a trailing P/E ratio of 17.9x. Average forward P/E is 31x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$199 per share.
Declared Dividend • Jun 28Dividend increased to NT$10.01Dividend of NT$10.01 is 0.05% higher than last year. Ex-date: 13th July 2026 Payment date: 10th August 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share declined by 1.2% over the last 5 years, which if continued should see the payout ratio increase to a potentially unsustainable range.
Reported Earnings • May 19First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: NT$2.65 (down from NT$3.74 in 1Q 2025). Revenue: NT$2.21b (down 5.9% from 1Q 2025). Net income: NT$389.9m (down 28% from 1Q 2025). Profit margin: 18% (down from 23% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 22Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to NT$220. The fair value is estimated to be NT$171, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 8.0% in a year. Earnings are forecast to grow by 4.6% in the next year.
Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: NT$12.38 (down from NT$12.52 in FY 2024). Revenue: NT$9.13b (up 9.1% from FY 2024). Net income: NT$1.81b (flat on FY 2024). Profit margin: 20% (down from 22% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25PixArt Imaging Inc., Annual General Meeting, May 27, 2026PixArt Imaging Inc., Annual General Meeting, May 27, 2026, at 09:00 Taipei Standard Time. Location: 4 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: NT$3.01 (down from NT$3.30 in 3Q 2024). Revenue: NT$2.21b (down 2.3% from 3Q 2024). Net income: NT$441.9m (down 7.7% from 3Q 2024). Profit margin: 20% (down from 21% in 3Q 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 35% per year.
Price Target Changed • Oct 19Price target decreased by 9.6% to NT$235Down from NT$260, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of NT$235. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of NT$12.20 for next year compared to NT$12.52 last year.
Major Estimate Revision • Aug 17Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$9.06b to NT$8.89b. EPS estimate also fell from NT$12.59 per share to NT$11.15 per share. Net income forecast to shrink 5.8% next year vs 24% growth forecast for Semiconductor industry in Taiwan . Consensus price target reaffirmed at NT$260. Share price was steady at NT$197 over the past week.
New Risk • Aug 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: NT$2.51 (down from NT$3.36 in 2Q 2024). Revenue: NT$2.28b (up 12% from 2Q 2024). Net income: NT$366.3m (down 25% from 2Q 2024). Profit margin: 16% (down from 24% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 27% per year and the company’s share price has also increased by 27% per year.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to NT$210, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 182% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$364 per share.
Declared Dividend • Jun 26Dividend increased to NT$10.00Dividend of NT$10.00 is 121% higher than last year. Ex-date: 9th July 2025 Payment date: 8th August 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next year, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • May 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from NT$9.20b to NT$9.06b. EPS estimate also fell from NT$14.50 per share to NT$12.59 per share. Net income forecast to grow 11% next year vs 16% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$280 to NT$260. Share price fell 2.6% to NT$210 over the past week.
Price Target Changed • May 14Price target decreased by 7.1% to NT$260Down from NT$280, the current price target is an average from 3 analysts. New target price is 18% above last closing price of NT$221. Stock is up 38% over the past year. The company is forecast to post earnings per share of NT$12.59 for next year compared to NT$12.52 last year.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: NT$3.74 (vs NT$2.02 in 1Q 2024)First quarter 2025 results: EPS: NT$3.74 (up from NT$2.02 in 1Q 2024). Revenue: NT$2.35b (up 34% from 1Q 2024). Net income: NT$545.2m (up 87% from 1Q 2024). Profit margin: 23% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$222, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Semiconductor industry in Taiwan. Total returns to shareholders of 129% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to NT$193, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Semiconductor industry in Taiwan. Total returns to shareholders of 72% over the past three years.
Reported Earnings • Mar 14Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: NT$12.52 (up from NT$5.57 in FY 2023). Revenue: NT$8.36b (up 43% from FY 2023). Net income: NT$1.82b (up 127% from FY 2023). Profit margin: 22% (up from 14% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 26+ 1 more updatePixArt Imaging Inc., Annual General Meeting, May 28, 2025PixArt Imaging Inc., Annual General Meeting, May 28, 2025. Location: 2 floor no,1, kung yeh tung 2nd rd., hsinchu science park, hsinchu city Taiwan
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$291, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Semiconductor industry in Taiwan. Total returns to shareholders of 150% over the past three years.
お知らせ • Feb 18PixArt Imaging Inc. to Report Q4, 2024 Results on Feb 25, 2025PixArt Imaging Inc. announced that they will report Q4, 2024 results at 9:00 AM, Taipei Standard Time on Feb 25, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: NT$3.30 (up from NT$2.08 in 3Q 2023). Revenue: NT$2.26b (up 42% from 3Q 2023). Net income: NT$479.0m (up 60% from 3Q 2023). Profit margin: 21% (up from 19% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Nov 13PixArt Imaging Unveils the Magic Sensor, PAC9001 Smart Pixel Optical Sensing DevicePixArt Imaging introduced its latest innovation, the "magic sensor," PAC9001 Smart Pixel Optical Sensing Device. Designed to revolutionize object presence detection across industries, the PAC9001 combines exceptional real-time performance and high efficiency in a compact, privacy-focused sensor. The PAC9001 uses advanced AI-powered pixel processing to analyze visual information directly at the pixel level, a breakthrough that reduces data transmission needs and minimizes power consumption. This "smart" processing capability enables the PAC9001 to support rapid, high-accuracy applications in sectors such as retail, logistics, manufacturing, smart home, and PC peripherals. With its high sensitivity, the PAC9001 functions seamlessly even when concealed, providing essential insights without capturing identifiable images. This ensures enhanced privacy, making it ideal for settings like crowd control and security. The PAC9001 also features PixArt's proprietary Smart Motion Detection (SMD) and Pixel Difference Mode (PDM), enabling it to adapt to environmental changes and deliver high-precision data in varying lighting conditions, from bright daylight to darkness, at distances up to 5 meters. This advanced sensing capability ensures minimal false alarms compared to traditional PIR systems, making the PAC9001 a versatile and scalable solution for a wide range of industries and applications. Combining advanced sensing, processing, and energy-saving technologies, the PAC9001 stands out as a game-changer for those seeking efficient, integrated solutions for next-generation smart devices.
New Risk • Nov 08New 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 Taiwanese stocks, typically moving 8.1% 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 Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
お知らせ • Oct 25PixArt Imaging Inc. to Report Q3, 2024 Results on Nov 01, 2024PixArt Imaging Inc. announced that they will report Q3, 2024 results on Nov 01, 2024
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to NT$259, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Semiconductor industry in Taiwan. Total returns to shareholders of 101% over the past three years.
New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 7.8% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Price Target Changed • Aug 15Price target increased by 13% to NT$197Up from NT$175, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of NT$183. Stock is up 62% over the past year. The company is forecast to post earnings per share of NT$11.46 for next year compared to NT$5.57 last year.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to NT$182, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Semiconductor industry in Taiwan. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$216 per share.
お知らせ • Aug 02PixArt Imaging Inc. to Report Q2, 2024 Results on Aug 09, 2024PixArt Imaging Inc. announced that they will report Q2, 2024 results at 9:00 AM, Taipei Standard Time on Aug 09, 2024
Declared Dividend • Jun 27Dividend reduced to NT$4.52Dividend of NT$4.52 is 25% lower than last year. Ex-date: 9th July 2024 Payment date: 8th August 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 8.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.3% over the next year, which should provide support to the dividend and adequate earnings cover.
New Risk • Jun 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Buy Or Sell Opportunity • May 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to NT$153. The fair value is estimated to be NT$191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.5% in a year. Earnings are forecast to grow by 3.2% in the next year.
Reported Earnings • May 11First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: NT$2.02 (up from NT$0.035 in 1Q 2023). Revenue: NT$1.75b (up 61% from 1Q 2023). Net income: NT$291.2m (up NT$286.2m from 1Q 2023). Profit margin: 17% (up from 0.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 28PixArt Imaging Inc., Annual General Meeting, May 31, 2024PixArt Imaging Inc., Annual General Meeting, May 31, 2024, at 09:00 Taipei Standard Time. Location: Conference Hall Einstein, Science Park Life Hub 2F., No. 1, Industry E. 2nd Rd., Hsinchu Science Park, Hsinchu, Taiwan, R.O.C Hsinchu Taiwan Agenda: To consider and report the 2023 Business Report; to consider and report Audit Committee's Review Report on the 2023 Financial Statements; to consider and report 2023 employees' profit sharing bonus and directors' remuneration; to consider and report 2023 directors' remuneration; and to consider other matters.
お知らせ • Apr 24PixArt Imaging Inc. to Report Q1, 2024 Results on Apr 30, 2024PixArt Imaging Inc. announced that they will report Q1, 2024 results on Apr 30, 2024
Reported Earnings • Mar 01Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: NT$5.57 (down from NT$7.41 in FY 2022). Revenue: NT$5.84b (up 12% from FY 2022). Net income: NT$799.4m (down 24% from FY 2022). Profit margin: 14% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 20+ 1 more updatePixArt Imaging Inc., Annual General Meeting, May 31, 2024PixArt Imaging Inc., Annual General Meeting, May 31, 2024. Location: Conference Hall Einstein, Science Park Life Hub, 2F., No. 1, Industry E. 2nd Rd., Hsinchu Science Park, Hsinchu, Taiwan, R.O.C. Hsinchu Taiwan Agenda: To discuss 2023 Business Report; to discuss Audit Committee Review Report on the 2023 Financial Statements; to discuss report 2023 employees profit sharing bonus and directors remuneration; to report 2023 compensation to directors; to report 2023 earnings distribution of cash dividend; and to discuss other matters.
お知らせ • Feb 01PixArt Imaging Inc. to Report Q4, 2023 Results on Feb 06, 2024PixArt Imaging Inc. announced that they will report Q4, 2023 results on Feb 06, 2024
Price Target Changed • Jan 12Price target decreased by 8.3% to NT$165Down from NT$180, the current price target is provided by 1 analyst. New target price is 11% above last closing price of NT$149. Stock is up 51% over the past year. The company is forecast to post earnings per share of NT$6.19 for next year compared to NT$7.41 last year.
New Risk • Nov 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 5.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 187% Cash payout ratio: 103% Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (9.0% net profit margin).
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to NT$163, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total returns to shareholders of 1.0% over the past three years.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: NT$2.08 (vs NT$5.11 in 3Q 2022)Third quarter 2023 results: EPS: NT$2.08 (down from NT$5.11 in 3Q 2022). Revenue: NT$1.59b (up 30% from 3Q 2022). Net income: NT$299.0m (down 59% from 3Q 2022). Profit margin: 19% (down from 59% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
New Risk • Oct 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Taiwanese stocks, typically moving 6.1% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 97% Cash payout ratio: 128% Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Aug 11Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: NT$1.52 (down from NT$1.85 in 2Q 2022). Revenue: NT$1.39b (down 12% from 2Q 2022). Net income: NT$218.1m (down 17% from 2Q 2022). Profit margin: 16% (in line with 2Q 2022). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates by 113%. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 17% per year.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to NT$128, the stock trades at a trailing P/E ratio of 20.1x. Average forward P/E is 19x in the Semiconductor industry in Taiwan. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$58.45 per share.
Upcoming Dividend • Jul 11Upcoming dividend of NT$6.00 per share at 5.5% yieldEligible shareholders must have bought the stock before 18 July 2023. Payment date: 10 August 2023. Payout ratio is on the higher end at 92%, and the cash payout ratio is above 100%. Trailing yield: 5.5%. Within top quartile of Taiwanese dividend payers (5.4%). Higher than average of industry peers (3.3%).
Buying Opportunity • Mar 10Now 23% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be NT$143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings is forecast to decline by 15% in the next 2 years.
Reported Earnings • Feb 24Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: NT$7.41 (down from NT$11.32 in FY 2021). Revenue: NT$5.23b (down 41% from FY 2021). Net income: NT$1.05b (down 33% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to NT$113, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total loss to shareholders of 24% over the past three years.
Price Target Changed • Nov 16Price target decreased to NT$77.50Down from NT$110, the current price target is an average from 2 analysts. New target price is 16% below last closing price of NT$91.80. Stock is down 41% over the past year. The company is forecast to post earnings per share of NT$7.95 for next year compared to NT$11.32 last year.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Hsing-Yuan Hsu was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 08Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: NT$5.11 (up from NT$3.43 in 3Q 2021). Revenue: NT$1.22b (down 48% from 3Q 2021). Net income: NT$724.7m (up 52% from 3Q 2021). Profit margin: 59% (up from 20% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 11Consensus revenue estimates fall by 16%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from NT$6.75b to NT$5.65b. EPS estimate fell from NT$10.93 to NT$7.95 per share. Net income forecast to shrink 12% next year vs 3.2% growth forecast for Semiconductor industry in Taiwan . Consensus price target down from NT$110 to NT$77.50. Share price fell 2.3% to NT$88.80 over the past week.
Reported Earnings • Aug 08Second quarter 2022 earnings: EPS exceeds analyst expectationsSecond quarter 2022 results: EPS: NT$1.85 (down from NT$3.69 in 2Q 2021). Revenue: NT$1.59b (down 38% from 2Q 2021). Net income: NT$262.5m (down 49% from 2Q 2021). Profit margin: 17% (down from 20% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 24%. Over the next year, revenue is forecast to grow 2.5%, compared to a 21% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 02Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 24%. The fair value is estimated to be NT$116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to decline by 12% in a year. Earnings is forecast to grow by 14% in the next year.
Buying Opportunity • Jul 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be NT$117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to decline by 12% in a year. Earnings is forecast to grow by 14% in the next year.
Upcoming Dividend • Jul 11Upcoming dividend of NT$9.00 per shareEligible shareholders must have bought the stock before 18 July 2022. Payment date: 10 August 2022. The company is paying out more than 100% of its profits and is paying out 83% of its cash flow. Trailing yield: 9.8%. Within top quartile of Taiwanese dividend payers (6.7%). Higher than average of industry peers (3.8%).
Buying Opportunity • Jun 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be NT$121, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to decline by 12% in a year. Earnings is forecast to grow by 14% in the next year.
Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from NT$8.74b to NT$6.75b. EPS estimate increased from NT$10.65 to NT$10.93 per share. Net income forecast to grow 14% next year vs 17% growth forecast for Semiconductor industry in Taiwan. Consensus price target down from NT$160 to NT$133. Share price fell 2.6% to NT$113 over the past week.
Reported Earnings • May 05First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: NT$0.90 (down from NT$3.08 in 1Q 2021). Revenue: NT$1.39b (down 38% from 1Q 2021). Net income: NT$127.1m (down 70% from 1Q 2021). Profit margin: 9.1% (down from 19% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 23%. Over the next year, revenue is forecast to grow 14%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yuan Hsu Hsing was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 04PixArt Imaging Inc., Annual General Meeting, May 27, 2022PixArt Imaging Inc., Annual General Meeting, May 27, 2022.
Reported Earnings • Mar 03Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: NT$11.32 (up from NT$10.60 in FY 2020). Revenue: NT$8.80b (up 8.0% from FY 2020). Net income: NT$1.58b (up 8.2% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 7.7%, compared to a 24% growth forecast for the industry in Taiwan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 11Price target decreased to NT$178Down from NT$206, the current price target is an average from 3 analysts. New target price is 20% above last closing price of NT$148. Stock is down 25% over the past year. The company is forecast to post earnings per share of NT$11.72 for next year compared to NT$10.60 last year.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS NT$3.43 (vs NT$3.16 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: NT$2.36b (up 8.2% from 3Q 2020). Net income: NT$477.3m (up 9.6% from 3Q 2020). Profit margin: 20% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to NT$164, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Semiconductor industry in Taiwan. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at NT$310 per share.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS NT$3.69 (vs NT$2.03 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: NT$2.55b (up 41% from 2Q 2020). Net income: NT$511.9m (up 84% from 2Q 2020). Profit margin: 20% (up from 16% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Yuan Hsu Hsing was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jul 08Upcoming dividend of NT$8.48 per shareEligible shareholders must have bought the stock before 15 July 2021. Payment date: 10 August 2021. Trailing yield: 4.2%. Lower than top quartile of Taiwanese dividend payers (5.0%). Higher than average of industry peers (2.2%).
Price Target Changed • May 13Price target decreased to NT$206Down from NT$223, the current price target is an average from 4 analysts. New target price is 18% above last closing price of NT$176. Stock is up 8.3% over the past year.
分析記事 • Apr 26PixArt Imaging (GTSM:3227) Is Experiencing Growth In Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Apr 13Is Now The Time To Look At Buying PixArt Imaging Inc. (GTSM:3227)?PixArt Imaging Inc. ( GTSM:3227 ), might not be a large cap stock, but it saw a decent share price growth in the teens...
分析記事 • Mar 31Is PixArt Imaging Inc. (GTSM:3227) A Good Fit For Your Dividend Portfolio?Could PixArt Imaging Inc. ( GTSM:3227 ) be an attractive dividend share to own for the long haul? Investors are often...
Reported Earnings • Mar 24Full year 2020 earnings released: EPS NT$10.60 (vs NT$6.23 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: NT$8.15b (up 34% from FY 2019). Net income: NT$1.46b (up 74% from FY 2019). Profit margin: 18% (up from 14% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 18PixArt Imaging (GTSM:3227) Has Gifted Shareholders With A Fantastic 179% Total Return On Their InvestmentThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, if...
分析記事 • Mar 05A Look At The Intrinsic Value Of PixArt Imaging Inc. (GTSM:3227)How far off is PixArt Imaging Inc. ( GTSM:3227 ) from its intrinsic value? Using the most recent financial data, we'll...
Is New 90 Day High Low • Mar 03New 90-day low: NT$181The company is down 11% from its price of NT$203 on 03 December 2020. The Taiwanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$207 per share.
分析記事 • Feb 20Is Weakness In PixArt Imaging Inc. (GTSM:3227) Stock A Sign That The Market Could be Wrong Given Its Strong Financial Prospects?PixArt Imaging (GTSM:3227) has had a rough three months with its share price down 7.1%. However, a closer look at its...
分析記事 • Feb 07PixArt Imaging (GTSM:3227) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Feb 06New 90-day low: NT$183The company is down 4.0% from its price of NT$190 on 06 November 2020. The Taiwanese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$231 per share.
分析記事 • Jan 25Can PixArt Imaging (GTSM:3227) Continue To Grow Its Returns On Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Jan 12What Does PixArt Imaging Inc.'s (GTSM:3227) Share Price Indicate?PixArt Imaging Inc. ( GTSM:3227 ), is not the largest company out there, but it saw a double-digit share price rise of...
分析記事 • Dec 30Is PixArt Imaging Inc. (GTSM:3227) An Attractive Dividend Stock?Could PixArt Imaging Inc. ( GTSM:3227 ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Dec 17Shareholders Of PixArt Imaging (GTSM:3227) Must Be Happy With Their 185% Total ReturnThe most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, if...
分析記事 • Dec 04Calculating The Intrinsic Value Of PixArt Imaging Inc. (GTSM:3227)Does the December share price for PixArt Imaging Inc. ( GTSM:3227 ) reflect what it's really worth? Today, we will...
分析記事 • Nov 21Is PixArt Imaging Inc.'s(GTSM:3227) Recent Stock Performance Tethered To Its Strong Fundamentals?PixArt Imaging's (GTSM:3227) stock is up by a considerable 16% over the past three months. Given the company's...
Major Estimate Revision • Nov 11Analysts increase EPS estimates to NT$10.69The 2020 consensus revenue estimate increased from NT$7.58b to NT$8.12b. The earnings per share estimate also received an upgrade from NT$9.37 to NT$10.69 for the same period. Net income is expected to grow by 29% next year compared to 24% growth forecast for the Semiconductor industry in Taiwan. The consensus price target increased from NT$248 to NT$256. Share price is up 8.0% to NT$197 over the past week.
Is New 90 Day High Low • Nov 09New 90-day high: NT$207The company is up 10.0% from its price of NT$189 on 11 August 2020. The Taiwanese market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is NT$110 per share.
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS NT$3.16The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: NT$2.18b (up 21% from 3Q 2019). Net income: NT$435.6m (up 38% from 3Q 2019). Profit margin: 20% (up from 18% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.
Analyst Estimate Surprise Post Earnings • Nov 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Over the next year, revenue is forecast to grow 6.5%, compared to a 14% growth forecast for the Semiconductor industry in Taiwan.
