Lite-On Technology（2301）株式概要
ライトオン・テクノロジー・コーポレーションはその子会社とともに、モジュールとシステムソリューションの研究、設計、開発、製造、販売に従事している。 詳細
2301 Community Fair Values
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Analyst Price Targets
Lite-On Technology Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NT$211.50 |
| 52週高値 | NT$262.00 |
| 52週安値 | NT$109.50 |
| ベータ | 1.06 |
| 1ヶ月の変化 | -9.81% |
| 3ヶ月変化 | 50.53% |
| 1年変化 | 91.40% |
| 3年間の変化 | 86.34% |
| 5年間の変化 | 265.28% |
| IPOからの変化 | 1,129.34% |
最新ニュース
ナラティブの更新 • Jun 17
2301: AI Infrastructure And Liquid Cooling Will Support Balanced Future Upside
Analysts have revised their price target for Lite-On Technology to NT$215.43 from NT$207.78, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Lite-On Technology Lite-On Technology participated in COMPUTEX 2026, presenting its AI infrastructure capabilities across cloud data centers, edge computing, and 5G networks.ナラティブの更新 • Jun 02
2301: AI Data Center Power And Cooling Will Support Measured Upside
Analysts have slightly raised their price target on Lite-On Technology to around NT$208 from roughly NT$206, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News LITEON Technology showcased a full lineup of next-generation AI data center power and cooling solutions at NVIDIA GTC 2026, held from March 16 to 19, including systems designed for the NVIDIA Vera Rubin platform.Recent updates
ナラティブの更新 • Jun 17
2301: AI Infrastructure And Liquid Cooling Will Support Balanced Future Upside
Analysts have revised their price target for Lite-On Technology to NT$215.43 from NT$207.78, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Lite-On Technology Lite-On Technology participated in COMPUTEX 2026, presenting its AI infrastructure capabilities across cloud data centers, edge computing, and 5G networks.ナラティブの更新 • Jun 02
2301: AI Data Center Power And Cooling Will Support Measured Upside
Analysts have slightly raised their price target on Lite-On Technology to around NT$208 from roughly NT$206, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News LITEON Technology showcased a full lineup of next-generation AI data center power and cooling solutions at NVIDIA GTC 2026, held from March 16 to 19, including systems designed for the NVIDIA Vera Rubin platform.ナラティブの更新 • Apr 27
2301: AI Data Center And RAN Solutions Will Drive Future Upside
Analysts have kept Lite-On Technology's fair value unchanged at NT$206.11. Only marginal shifts in the discount rate, revenue growth, profit margin expectations, and future P/E assumptions are behind the updated price target narrative.ナラティブの更新 • Apr 10
2301: AI Data Center And RAN Solutions Will Support Future Upside
Analysts have slightly adjusted their view on Lite-On Technology, updating their NT$ price target in line with modest tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Lite-On showcased a broad range of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems and racks based on NVIDIA MGX, a 2.1 MW in row CDU, and power bricks, all aimed at supporting megawatt scale AI deployments and higher rack power density (product related announcement).ナラティブの更新 • Mar 27
2301: AI Data Center And RAN Solutions Will Drive Future Upside
Analysts have kept their NT$206.11 price target for Lite-On Technology broadly unchanged, pointing to only minor tweaks in discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially shift their overall view of the stock. What's in the News Lite-On showcased a portfolio of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems, and racks based on the NVIDIA MGX platform.ナラティブの更新 • Mar 13
2301: AI-RAN Network Platform Will Support Balanced Future Upside
Analysts have lifted their fair value estimate for Lite-On Technology from NT$205 to roughly NT$206.11, reflecting updated assumptions around revenue, profit margins and a slightly lower future P/E multiple. What's in the News Lite-On plans to showcase its latest AI-RAN capabilities at MWC Barcelona 2026, focusing on GPU accelerated architectures built on the NVIDIA AI Aerial platform (Key Developments).ナラティブの更新 • Feb 26
2301: High Density AI Power And Cooling Will Support Balanced Future Upside
Analysts have nudged their price target for Lite-On Technology up from NT$202.94 to NT$205.00, citing updated assumptions for slightly higher revenue growth, profit margins, a modestly lower discount rate, and a small adjustment to anticipated future P/E levels. Valuation Changes Fair Value: NT$202.94 moved slightly higher to NT$205.00.ナラティブの更新 • Feb 11
2301: High Density AI Power And Cooling Will Drive Future Upside
Analysts have raised their NT$ fair value estimate for Lite-On Technology by NT$10 to NT$202.94, reflecting updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News Lite-On Technology took part in the Super Computing (SC25) event in St. Louis, presenting high performance computing solutions built on NVIDIA MGX architecture and aligned with the ORV3 standard (Key Developments).ナラティブの更新 • Jan 27
2301: High Density AI Power And Cooling Will Support Future Upside
Analysts have kept their fair value estimate for Lite-On Technology unchanged at $192.94, making only minor adjustments to their discount rate, revenue growth, profit margin, and future P/E assumptions. This suggests a steady view of the stock's long-term potential rather than a major shift in outlook.ナラティブの更新 • Jan 11
2301: High Density AI Power And Cooling Will Drive Future Upside Potential
Analysts have kept their price target for Lite-On Technology broadly in line with prior estimates, citing largely unchanged fair value assumptions along with only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs that together do not materially shift their view on the stock's underlying valuation in currency terms. What's in the News Lite-On Technology showcased ORV3 compliant solutions built on NVIDIA MGX architecture at the Super Computing (SC25) event in St. Louis, including 800 VDC Powerack, BBU, Capacitor Shelf, 2.1MW in Row CDU, 280kW in Rack CDU, and 140kW Liquid to Air Sidecar, targeting high performance, energy efficient AI infrastructure for data centers (Key Developments).ナラティブの更新 • Dec 15
2301: High Density AI Data Center Power Will Drive Future Upside Potential
Analysts have slightly raised their price target on Lite-On Technology to NT$192.94, reflecting marginally improved profit margin expectations and a stable long term growth outlook despite a modest uptick in the assumed discount rate. What's in the News Showcased a full suite of ORV3-compliant, NVIDIA MGX-based power, rack, and liquid cooling solutions at the Super Computing (SC25) event in St. Louis, targeting high performance AI and HPC data centers (Key Developments) Introduced next generation 800 VDC Power Rack, BBU, Capacitor Shelf, and high capacity liquid cooling systems designed to support up to 1.2MW per rack and ultra high density GPU configurations (Key Developments) Highlighted software enabled intelligent power management, including remote monitoring, control, and online firmware updates to improve data center operational efficiency and reliability (Key Developments) Participated in the 2025 Open Compute Project Global Summit in San Jose, showcasing integrated AI data center power and liquid cooling architectures built for NVIDIA platforms and megawatt scale racks (Key Developments) Positioned 800 VDC architecture and liquid cooling as key enablers to reduce energy losses, cabling material, and PUE while improving performance and sustainability for next generation AI factories (Key Developments) Valuation Changes Fair Value Estimate: Unchanged at approximately NT$192.94 per share, indicating stable long term intrinsic value assessment.ナラティブの更新 • Nov 30
2301: Data Center Power Advances Will Drive Upside Potential In The Coming Year
Analysts have slightly raised their price target for Lite-On Technology, increasing it by NT$0.00 as they incorporate modest adjustments to revenue growth and discount rate assumptions. What's in the News LITEON Technology showcased next-generation HPC solutions at Super Computing (SC25) in St. Louis, including 800 VDC Powerack, advanced BBU and Capacitor Shelves, high-capacity in-Row and in-Rack CDUs, and liquid to air cooling systems (Key Developments).ナラティブの更新 • Nov 16
2301: Revenue Momentum Will Drive Upward Revisions After Data Center Expansion
Analysts have raised their price target on Lite-On Technology from $181.33 to $192.94. They cite improved revenue growth projections as the primary driver of this upward revision.ナラティブの更新 • Nov 01
2301: New AI Data Center Solutions Will Support Balanced Risk And Opportunity
Analysts have raised their price target for Lite-On Technology from $160.67 to $181.33. They cite expectations of stronger revenue growth and improved profit margins as reasons for the increase.ナラティブの更新 • Oct 18
Cloud And AI Demand Will Open New Markets
Narrative Update: Lite-On Technology Analyst Price Target Increased Analysts have raised their fair value price target for Lite-On Technology from $147.11 to $160.67. This change reflects moderately stronger forecasts for revenue growth, profit margins, and future earnings multiples.ナラティブの更新 • Oct 04
Cloud And AI Demand Will Open New Markets
Analysts have raised their price target for Lite-On Technology from $138 to $147.11, citing stronger projected revenue growth as well as a marginal improvement in valuation metrics. What's in the News TriEye and Lite-On Technology form a strategic partnership to deliver a VCSEL-powered SWIR sensing and imaging solution (Key Developments) The collaboration led to a technology demonstrator that combines TriEye's CMOS-based SWIR image sensor with Lite-On's 1135 nm VCSEL product, offering cost-effective and high-sensitivity imaging (Key Developments) The partnership aims to provide scalable manufacturing strategies for consumer and industrial market demands.ナラティブの更新 • Sep 15
Cloud And AI Demand Will Open New Markets
The upward revision in Lite-On Technology’s price target is primarily driven by a lower discount rate and a higher future P/E multiple, resulting in the consensus fair value rising to NT$138.00. What's in the News Lite-On Technology partnered with TriEye to deliver a VCSEL-powered SWIR sensing and imaging solution, targeting both consumer and industrial markets.
新しいナラティブ • Nov 28
Innovative AI And Cloud Solutions Propel Growth Amid Market Challenges
Strategic focus on high-value segments like optoelectronics and AIoT aims to enhance profitability and drive revenue growth through innovation.株主還元
| 2301 | TW Tech | TW 市場 | |
|---|---|---|---|
| 7D | -8.6% | -6.0% | -6.0% |
| 1Y | 91.4% | 52.6% | 100.0% |
業界別リターン: 2301過去 1 年間で48.8 % の収益を上げたTW Tech業界を上回りました。
リターン対市場: 2301は、過去 1 年間で95.6 % のリターンを上げたTW市場を下回りました。
価格変動
| 2301 volatility | |
|---|---|
| 2301 Average Weekly Movement | 10.4% |
| Tech Industry Average Movement | 7.5% |
| Market Average Movement | 6.5% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.6% |
安定した株価: 2301の株価は、 TW市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 2301の weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1975 | n/a | Anson Chiu | www.liteon.com |
ライトオンテクノロジーは子会社と共に、モジュールとシステムソリューションの研究、設計、開発、製造、販売を行っている。オプトエレクトロニクス製品ソリューション、パワーモジュール、磁気部品、クラウドインフラパワー、ヒューマンインプット、システム、画像技術ソリューション、エンクロージャー、光ディスクストレージ、有線、無線、無線アクセスネットワークソリューション、コネクテッドビデオインテリジェンス、レオテック屋外照明、スマートコネクティング、5Gトータルソリューション、インテリジェント通信モジュール、自動車ビジョン、車両照明、EV充電、電気自動車パワーソリューション、車両モーター制御モジュールを提供している。また、LED光学、電力制御、エネルギー管理製品、医療機器、携帯電話モジュールと組立ライン、電話充電器、省エネ機器、キーボード、電源、プリンター、ディスプレイ機器、スキャナー、変圧器、携帯端末機器、車載レコーダーモジュール、コンピューターホストとコンポーネントも提供している。さらに、太陽光発電装置、通信・情報技術装置、半導体応用製品、一般照明、再生可能エネルギー製品・システムの生産、製造、販売、輸出入、街路灯、信号灯、景観灯、電子部品の卸売、輸出入、設置も行っている。さらに、情報アウトソーシングとシステム統合、投資、電子受託製造、輸出入、自動車産業メンテナンス、プロジェクト建設とメンテナンス、エネルギー技術、太陽エネルギーエンジニアリング、販売代理店、技術コンサルティング、メンテナンス設備、不動産管理、リース、ODMサービス、市場調査、アフターセールス、顧客サービスも提供している。1975年に設立され、本社は台湾の台北市にある。
Lite-On Technology Corporation 基礎のまとめ
| 2301 基礎統計学 | |
|---|---|
| 時価総額 | NT$479.92b |
| 収益（TTM） | NT$15.44b |
| 売上高(TTM) | NT$173.08b |
31.1x
PER（株価収益率2.8x
P/Sレシオ2301 は割高か？
公正価値と評価分析を参照収益と収入
| 2301 損益計算書（TTM） | |
|---|---|
| 収益 | NT$173.08b |
| 売上原価 | NT$133.86b |
| 売上総利益 | NT$39.22b |
| その他の費用 | NT$23.78b |
| 収益 | NT$15.44b |
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） | 6.80 |
| グロス・マージン | 22.66% |
| 純利益率 | 8.92% |
| 有利子負債／自己資本比率 | 18.7% |
2301 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
2.4%
現在の配当利回り74%
配当性向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 | 2026/06/29 05:54 |
| 終値 | 2026/06/29 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Lite-On Technology Corporation 8 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。17
| アナリスト | 機関 |
|---|---|
| Yingchao Yang | Barclays |
| Hsin-Shan Gai | Barclays |
| Lin-Ya Kao | BofA Global Research |