Quanta Computer（2382）株式概要
クアンタ・コンピュータ社は、アジア、アメリカ、ヨーロッパ、そして世界中でノートブックコンピュータを製造・販売しています。 詳細
2382 Community Fair Values
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Analyst Price Targets
Quanta Computer Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NT$306.00 |
| 52週高値 | NT$352.50 |
| 52週安値 | NT$252.50 |
| ベータ | 0.67 |
| 1ヶ月の変化 | -0.81% |
| 3ヶ月変化 | 6.99% |
| 1年変化 | 11.27% |
| 3年間の変化 | 180.73% |
| 5年間の変化 | 244.59% |
| IPOからの変化 | 429.38% |
最新ニュース
ナラティブの更新 • May 06
2382: Higher Revenue Assumptions And Stable P/E Will Support Future Upside
Analysts have kept the Quanta Computer price target unchanged at NT$425, reflecting updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth expectations, a marginally lower projected profit margin, and a stable future P/E. Valuation Changes Fair Value: NT$425.0 is unchanged, indicating no adjustment to the overall valuation output.ナラティブの更新 • Apr 22
2382: German Nearshoring Facility Will Support European Expansion And Future Upside
Analysts have kept their NT$425.00 price target for Quanta Computer unchanged, citing a mix of updated assumptions that now reflect higher modeled revenue growth, a lower discount rate, and a slightly higher future P/E, partially offset by reduced profit margin expectations. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region under a 15 year lease with CTP, supported by EU focused nearshoring policies.ナラティブの更新 • Apr 07
2382: German Nearshoring Expansion Will Support Margins And Future Upside
Analysts are keeping their NT$425.00 price target for Quanta Computer steady, reflecting only small model tweaks as they factor in slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP.
ナラティブの更新 • Mar 24
2382: European Nearshoring Expansion And Refined Assumptions Will Shape Measured Outlook
Analysts have lifted their price target for Quanta Computer to NT$274.87 from NT$265.81, reflecting updated assumptions around fair value, discount rate, revenue growth and profit margins, along with a slightly adjusted future P/E outlook. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high-tech industrial space at CTPark Jülich in Germany's North Rhine-Westphalia region under a 15-year lease with CTP, covering production, logistics, office, technical space and employee amenities (Key Developments).ナラティブの更新 • Mar 10
2382: Nearshoring Expansion Into Germany Will Support Margin Outlook
Analysts have kept their 12 month price target for Quanta Computer steady at NT$425.0. This points to a view that moderation in forecast revenue growth to 17.80%, together with higher projected profit margins of 3.45% and a slightly higher future P/E of 17.01x, collectively supports maintaining rather than revising their valuation. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP to develop and operate a new production site (Key Developments).Recent updates
ナラティブの更新 • May 06
2382: Higher Revenue Assumptions And Stable P/E Will Support Future Upside
Analysts have kept the Quanta Computer price target unchanged at NT$425, reflecting updated assumptions around a slightly higher discount rate, modestly adjusted revenue growth expectations, a marginally lower projected profit margin, and a stable future P/E. Valuation Changes Fair Value: NT$425.0 is unchanged, indicating no adjustment to the overall valuation output.ナラティブの更新 • Apr 22
2382: German Nearshoring Facility Will Support European Expansion And Future Upside
Analysts have kept their NT$425.00 price target for Quanta Computer unchanged, citing a mix of updated assumptions that now reflect higher modeled revenue growth, a lower discount rate, and a slightly higher future P/E, partially offset by reduced profit margin expectations. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region under a 15 year lease with CTP, supported by EU focused nearshoring policies.ナラティブの更新 • Apr 07
2382: German Nearshoring Expansion Will Support Margins And Future Upside
Analysts are keeping their NT$425.00 price target for Quanta Computer steady, reflecting only small model tweaks as they factor in slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP.ナラティブの更新 • Mar 24
2382: European Nearshoring Expansion And Refined Assumptions Will Shape Measured Outlook
Analysts have lifted their price target for Quanta Computer to NT$274.87 from NT$265.81, reflecting updated assumptions around fair value, discount rate, revenue growth and profit margins, along with a slightly adjusted future P/E outlook. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high-tech industrial space at CTPark Jülich in Germany's North Rhine-Westphalia region under a 15-year lease with CTP, covering production, logistics, office, technical space and employee amenities (Key Developments).ナラティブの更新 • Mar 10
2382: Nearshoring Expansion Into Germany Will Support Margin Outlook
Analysts have kept their 12 month price target for Quanta Computer steady at NT$425.0. This points to a view that moderation in forecast revenue growth to 17.80%, together with higher projected profit margins of 3.45% and a slightly higher future P/E of 17.01x, collectively supports maintaining rather than revising their valuation. What's in the News Quanta Computer has taken delivery of 24,000 sqm of high tech industrial space at CTPark Jülich in Germany's North Rhine Westphalia region, under a 15 year lease with CTP to develop and operate a new production site (Key Developments).ナラティブの更新 • Feb 24
2382: New European Facility And Refined Assumptions Will Shape Balanced Outlook
Analysts have modestly adjusted their NT$ price target for Quanta Computer, reflecting small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. Taken together, these changes suggest a slightly different balance of risk and reward for investors.ナラティブの更新 • Feb 08
2382: New European Capacity And Assumption Tweaks Will Support Balanced Outlook
Analysts have adjusted their price target on Quanta Computer to reflect updated assumptions for discount rate, revenue growth, profit margin, and future P/E. The new target is now about $266 per share, broadly in line with the prior estimate.ナラティブの更新 • Jan 25
2382: Higher Revenue Assumptions And Stable Fair Value Will Support Bullish View
Analysts are holding their price target for Quanta Computer at US$425.00, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E to align with updated views on the company’s risk and earnings profile. Valuation Changes Fair Value: Held steady at US$425.00, with no change in the stated fair value estimate.ナラティブの更新 • Jan 11
2382: Modest Risk Adjustments Will Support A Fairly Balanced Outlook
Analysts have modestly raised their price target for Quanta Computer to reflect slightly lower perceived risk, a small adjustment to revenue growth expectations, and a marginally different future P/E assumption. They have kept fair value broadly in line at about $265.81.ナラティブの更新 • Dec 26
2382: Modest Margin Gains Will Support Fairly Balanced Outlook
Analysts have modestly raised their price target on Quanta Computer to roughly $266 per share from about $257, reflecting slightly improved margin expectations and a lower assumed discount rate, even as they temper near term revenue growth assumptions and apply a more conservative future earnings multiple. Valuation Changes Fair Value: Raised slightly to around NT$266 per share from about NT$257, reflecting modest upside to the intrinsic valuation.ナラティブの更新 • Dec 12
2382: Stronger Revenue Outlook And Lower Discount Rate Support Bullish Outlook
Analysts have raised their price target for Quanta Computer from $420 to $425, citing slightly stronger projected revenue growth and a lower discount rate that more than offset modestly reduced profit margin and future P/E assumptions. Valuation Changes The fair value estimate has risen slightly from NT$420 to NT$425, reflecting a modestly higher intrinsic valuation.
ナラティブの更新 • Nov 28
2382: Improved Profit Margins Will Likely Sustain Upside Momentum
Analysts have slightly raised their price target for Quanta Computer from $349.83 to $350.06, citing minor adjustments in projected profit margin and expected discount rate changes. Valuation Changes The Fair Value Estimate has risen slightly from NT$349.83 to NT$350.06.ナラティブの更新 • Nov 13
2382: Future Revenue Acceleration Will Likely Drive Continued Upside Potential
Narrative Update on Quanta Computer: Analyst Price Target Revision Analysts have raised their price target for Quanta Computer from $342.05 to $349.83, citing slightly higher projected revenue growth, which offsets minor decreases in profit margin estimates. Valuation Changes Fair Value increased slightly from NT$342.05 to NT$349.83.新しいナラティブ • May 18
Expanding AI Server Manufacturing And Global Facilities Will Improve Efficiency
Quanta's focus on AI server growth and strategic investments enhances manufacturing resilience, driving substantial revenue and net margin improvements.株主還元
| 2382 | TW Tech | TW 市場 | |
|---|---|---|---|
| 7D | -10.1% | 2.8% | -0.2% |
| 1Y | 11.3% | 51.8% | 92.1% |
業界別リターン: 2382過去 1 年間で51.8 % の収益を上げたTW Tech業界を下回りました。
リターン対市場: 2382は、過去 1 年間で92.1 % のリターンを上げたTW市場を下回りました。
価格変動
| 2382 volatility | |
|---|---|
| 2382 Average Weekly Movement | 6.1% |
| Tech Industry Average Movement | 6.7% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in TW Market | 12.2% |
| 10% least volatile stocks in TW Market | 2.5% |
安定した株価: 2382 、 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: 2382の 週次ボラティリティ ( 6% ) 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 |
|---|---|---|---|
| 1988 | n/a | Chee-Chun Leung | www.quantatw.com |
クアンタ・コンピュータ社は、アジア、アメリカ、ヨーロッパ、そして世界中でノートブックパソコンを製造・販売している。同社は、ノートブックPC、サーバー、ストレージデバイス、ネットワークスイッチのポートフォリオ、車載カメラ、カメラモジュール、AIダッシュカム、ADASソリューションなどのカメラ、スマートヘルスケアソリューションを提供しています。また、ノートPC、ワイヤレス・ローカル・エリア・ネットワーク周辺機器、ワイヤレス・マルチメディア・デバイス、ワイヤレス情報家電のワイヤレス通信を実現するモバイル・コンピューティング・ソリューション、プライベート・クラウドやハイブリッド・クラウドを求める企業の需要に対応するクラウド・コンピューティングと企業ネットワーク・ソリューション、ホーム・メディア・センター、ノートPC、デスクトップPC、シン・クライアント端末用のスマート・タッチ入力システム、スマートIoTコントローラーとセンサー、スマート・スピーカー、家庭用プライベート・サーバーなどのホーム・エンターテインメントとスマート・ホーム・ソリューションも提供している。さらに、IoTソリューション、通信向け次世代セントラルオフィス・ソリューション、スマート製造・スマート工場ソリューション、AR/VRディスプレイ・スマートグラス・ソリューションも提供している。クアンタ・コンピュータ社は1988年に設立され、台湾桃園市に本社を置いている。
Quanta Computer Inc. 基礎のまとめ
| 2382 基礎統計学 | |
|---|---|
| 時価総額 | NT$1.18t |
| 収益（TTM） | NT$74.99b |
| 売上高(TTM) | NT$2.12t |
15.7x
PER（株価収益率0.6x
P/Sレシオ2382 は割高か？
公正価値と評価分析を参照収益と収入
| 2382 損益計算書（TTM） | |
|---|---|
| 収益 | NT$2.12t |
| 売上原価 | NT$1.98t |
| 売上総利益 | NT$148.33b |
| その他の費用 | NT$73.34b |
| 収益 | NT$74.99b |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 19.45 |
| グロス・マージン | 6.98% |
| 純利益率 | 3.53% |
| 有利子負債／自己資本比率 | 123.1% |
2382 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
5.1%
現在の配当利回り80%
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 | 2026/05/15 20:45 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2025/12/31 |
| 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
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
Quanta Computer Inc. 16 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。33
| アナリスト | 機関 |
|---|---|
| Skye Chen | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |
| Yingchao Yang | Barclays |