Lite-On Technology Corporation

TWSE:2301 株式レポート

時価総額：NT$462.9b

Lite-On Technology 配当と自社株買い

配当金 基準チェック /36

Lite-On Technology配当を支払う会社であり、現在の利回りは2.45%で、収益によって十分にカバーされています。

主要情報

2.5%

配当利回り

0.5%

バイバック利回り

総株主利回り2.9%
将来の配当利回り5.2%
配当成長7.8%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向74%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 • 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.
User avatar
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.

決済の安定と成長

配当データの取得

安定した配当: 2301の配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: 2301の配当金は過去10年間にわたって増加しています。

配当利回り対市場

Lite-On Technology 配当利回り対市場
2301 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (2301)2.5%
市場下位25% (TW)1.5%
市場トップ25% (TW)5.0%
業界平均 (Tech)3.0%
アナリスト予想 (2301) (最長3年)5.2%

注目すべき配当: 2301の配当金 ( 2.45% ) はTW市場の配当金支払者の下位 25% ( 1.48% ) よりも高くなっています。

高配当: 2301の配当金 ( 2.45% ) はTW市場の配当金支払者の上位 25% ( 5% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: 2301の配当金は、合理的な 配当性向 ( 73.5% ) により、利益によって賄われています。

株主配当金

キャッシュフローカバレッジ: 2301は配当金を支払っていますが、同社にはフリーキャッシュフローがありません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/08 21:56
終値2026/05/08 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Lite-On Technology Corporation 7 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 YangBarclays
Hsin-Shan GaiBarclays
Lin-Ya KaoBofA Global Research