View ValuationEoptolink Technology 향후 성장Future 기준 점검 6/6Eoptolink Technology (는) 각각 연간 37.6% 및 35.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 37.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 46.5% 로 예상됩니다.핵심 정보37.6%이익 성장률37.54%EPS 성장률Electronic 이익 성장32.1%매출 성장률35.6%향후 자기자본이익률46.53%애널리스트 커버리지Good마지막 업데이트05 May 2026최근 향후 성장 업데이트Price Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.Price Target Changed • Feb 27Price target increased by 7.4% to CN¥471Up from CN¥438, the current price target is an average from 7 analysts. New target price is 31% above last closing price of CN¥360. Stock is up 425% over the past year. The company is forecast to post earnings per share of CN¥9.85 for next year compared to CN¥2.86 last year.Price Target Changed • Nov 06Price target increased by 12% to CN¥389Up from CN¥348, the current price target is an average from 6 analysts. New target price is 8.9% above last closing price of CN¥357. Stock is up 279% over the past year. The company is forecast to post earnings per share of CN¥9.20 for next year compared to CN¥2.86 last year.Price Target Changed • Aug 14Price target increased by 17% to CN¥176Up from CN¥151, the current price target is an average from 6 analysts. New target price is 24% below last closing price of CN¥231. Stock is up 242% over the past year. The company is forecast to post earnings per share of CN¥7.24 for next year compared to CN¥2.86 last year.Price Target Changed • Jun 13Price target decreased by 7.3% to CN¥107Down from CN¥115, the current price target is an average from 6 analysts. New target price is 6.5% above last closing price of CN¥100. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥6.68 for next year compared to CN¥2.86 last year.Major Estimate Revision • Apr 29Consensus revenue estimates increase by 31%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥12.9b to CN¥17.0b. EPS estimate increased from CN¥5.24 to CN¥8.53 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥159. Share price rose 11% to CN¥90.35 over the past week.모든 업데이트 보기Recent updatesPrice Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.공지 • Apr 24Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan ChinaReported Earnings • Apr 24First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CN¥2.80 (up from CN¥1.59 in 1Q 2025). Revenue: CN¥8.34b (up 106% from 1Q 2025). Net income: CN¥2.78b (up 77% from 1Q 2025). Profit margin: 33% (down from 39% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (58% accrual ratio).Buy Or Sell Opportunity • Apr 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to CN¥459. The fair value is estimated to be CN¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.공지 • Mar 31Eoptolink Technology Inc., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026Buy Or Sell Opportunity • Mar 20Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to CN¥477. The fair value is estimated to be CN¥383, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥440, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 2,131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥384 per share.공지 • Mar 17Eoptolink Technology Inc., Ltd. Unveils NX200 and NX300 Series Optical Circuit Switch SolutionEoptolink Technology Inc., Ltd. announced that it will unveil its new Optical Circuit Switch (OCS) products at OFC 2026. As AI models scale to trillions of parameters, the underlying network infrastructure must evolve to support massive, predictable data flows across thousands of GPUs. In traditional electrical packet switch (EPS)-only networks, spine-layer switches can become a performance bottleneck. One deployment approach is to replace the spine-layer EPS with OCS, thereby increasing overall network throughput and enabling easy scaling of AI cluster sizes. Eoptolink's OCS switches, the NX200 and NX300, support 140 ports and 320 ports respectively, enabling optimized AI network architectures at different scales. At the heart of both the NX200 and NX300 systems are Eoptolink's self-developed MEMS (Micro-Electro-Mechanical Systems) mirrors, which physically steer light beams to create direct, reconfigurable optical paths between network endpoints. This approach eliminates power-intensive optical-electrical-optical (O-E-O) conversions at each network hop, delivering several key benefits: · Significantly reduced network power consumption · Lower and more predictable latency · Improved GPU utilization and shorter training cycles. Reflecting Eoptolink's commitment to open networking, the NX series is powered by the Eoptolink OCS Operating System, developed as a SONiC-compliant platform. As an active member of the Open Compute Project (OCP), Eoptolink has joined the Optical Circuit Switching (OCS) project and is committed to contributing to the development and standardization of OCS technologies. Eoptolink will be showcasing its NX200/300 Optical Circuit Switch (OCS) products, alongside 12.8T XPO, 6.4T NPO, 400G/lambda-1.6T DR4 and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions, at the Eoptolink booth #1211 at OFC 2026, Los Angeles, CA.공지 • Mar 13+ 2 more updatesEoptolink Technology Inc., Ltd. Unveils High-Density 6.4T NPO Optical ModuleEoptolink Technology Inc., Ltd. announced the launch of its high-density 6.4T NPO optical module at OFC 2026. Eoptolink's 6.4T NPO is a high-density near-packaged optical transceiver module designed to address performance and density challenges in AI data center interconnects. The module delivers 6.4 Tbps aggregate throughput across 32 lanes operating at 200 Gbps each, leveraging advanced Silicon Photonics (SiPh) technology. Eoptolink will be showcasing its latest 6.4T NPO, 12.8T XPO, 400G/lambda-1.6T DR4, and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions at the Eoptolink booth (#1211) during OFC 2026 in Los Angeles, CA. Visitors are invited to stop by the booth to experience the performance of these solutions first-hand.Price Target Changed • Feb 27Price target increased by 7.4% to CN¥471Up from CN¥438, the current price target is an average from 7 analysts. New target price is 31% above last closing price of CN¥360. Stock is up 425% over the past year. The company is forecast to post earnings per share of CN¥9.85 for next year compared to CN¥2.86 last year.공지 • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to CN¥446. The fair value is estimated to be CN¥370, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 152% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥348, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 2,562% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥370 per share.Buy Or Sell Opportunity • Nov 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥328. The fair value is estimated to be CN¥271, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 141% in 2 years. Earnings are forecast to grow by 125% in the next 2 years.Price Target Changed • Nov 06Price target increased by 12% to CN¥389Up from CN¥348, the current price target is an average from 6 analysts. New target price is 8.9% above last closing price of CN¥357. Stock is up 279% over the past year. The company is forecast to post earnings per share of CN¥9.20 for next year compared to CN¥2.86 last year.Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥2.40 (up from CN¥0.80 in 3Q 2024). Revenue: CN¥6.07b (up 153% from 3Q 2024). Net income: CN¥2.38b (up 205% from 3Q 2024). Profit margin: 39% (up from 33% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has increased by 199% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥365, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 3,205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥209 per share.공지 • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥389, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 3,048% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥216 per share.Reported Earnings • Aug 26Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥2.38 (up from CN¥0.54 in 2Q 2024). Revenue: CN¥6.38b (up 295% from 2Q 2024). Net income: CN¥2.37b (up 338% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 180% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Aug 14Price target increased by 17% to CN¥176Up from CN¥151, the current price target is an average from 6 analysts. New target price is 24% below last closing price of CN¥231. Stock is up 242% over the past year. The company is forecast to post earnings per share of CN¥7.24 for next year compared to CN¥2.86 last year.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥237, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 1,568% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥110 per share.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥157, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 1,142% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥111 per share.Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 168% to CN¥135. The fair value is estimated to be CN¥111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 127% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.공지 • Jul 02Eoptolink Technology Inc., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Eoptolink Technology Inc., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥127, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 927% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.Price Target Changed • Jun 13Price target decreased by 7.3% to CN¥107Down from CN¥115, the current price target is an average from 6 analysts. New target price is 6.5% above last closing price of CN¥100. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥6.68 for next year compared to CN¥2.86 last year.New Risk • May 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (86% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.공지 • May 17Eoptolink Technology Inc., Ltd. Approves Cash Dividend for 2024Eoptolink Technology Inc., Ltd. in its Annual General Meeting held on 15 May 2025 approves Cash dividend/10 shares for 2024 (tax included) of: CNY 4.50000000 per share.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.Major Estimate Revision • Apr 29Consensus revenue estimates increase by 31%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥12.9b to CN¥17.0b. EPS estimate increased from CN¥5.24 to CN¥8.53 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥159. Share price rose 11% to CN¥90.35 over the past week.공지 • Apr 25Eoptolink Technology Inc., Ltd. Proposes Final Cash Dividend for 2024Eoptolink Technology Inc., Ltd. proposed final cash dividend of CNY 4.50000000 per 10 shares (tax included) for 2024.Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥2.22 (up from CN¥0.46 in 1Q 2024). Revenue: CN¥4.05b (up 264% from 1Q 2024). Net income: CN¥1.57b (up 385% from 1Q 2024). Profit margin: 39% (up from 29% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 154%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥91.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 462% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.공지 • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan ChinaValuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to CN¥74.22, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥58.61 per share.공지 • Mar 31+ 1 more updateEoptolink Technology Inc., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025공지 • Mar 29+ 1 more updateEoptolink Launches 1.6T OSFP 2VR4 Transceivers Using 200G VCSELsEoptolink Technology Inc. Ltd. is demonstrating its 1.6T multimode transceiver operating at 212Gb/s per lambda during OFC 2025. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2025 in San Francisco, Eoptolink is launching its 1.6T OSFP 2VR4 optical transceiver. VCSEL lasers operating at 106Gb/s are incorporated in many of today's short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. The 1.6T OSP 2VR4 transceiver has two optical MPO-12 interfaces each operating at 800G using optical four lanes at 212Gb/s. The transceiver offers a suitable method to migrate legacy multimode installations to newer switch platforms.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥96.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.47 per share.New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (56% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥103, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 278% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.28 per share.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥128, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.34 per share.Price Target Changed • Jan 16Price target increased by 11% to CN¥161Up from CN¥144, the current price target is an average from 8 analysts. New target price is 35% above last closing price of CN¥119. Stock is up 126% over the past year. The company is forecast to post earnings per share of CN¥2.99 for next year compared to CN¥0.97 last year.공지 • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025Major Estimate Revision • Oct 31Consensus revenue estimates increase by 17%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.68b to CN¥7.84b. EPS estimate increased from CN¥2.75 to CN¥3.50 per share. Net income forecast to grow 58% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥132 to CN¥144. Share price fell 6.7% to CN¥130 over the past week.Price Target Changed • Oct 26Price target increased by 9.7% to CN¥144Up from CN¥132, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of CN¥143. Stock is up 340% over the past year. The company is forecast to post earnings per share of CN¥3.50 for next year compared to CN¥0.97 last year.Reported Earnings • Oct 25Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥1.11 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥2.40b (up 207% from 3Q 2023). Net income: CN¥780.9m (up 453% from 3Q 2023). Profit margin: 33% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates by 65%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 10Price target increased by 10% to CN¥132Up from CN¥119, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of CN¥143. Stock is up 228% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.Price Target Changed • Oct 08Price target increased by 9.2% to CN¥124Up from CN¥114, the current price target is an average from 9 analysts. New target price is 21% below last closing price of CN¥156. Stock is up 249% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.New Risk • Sep 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.6% average weekly change). High level of non-cash earnings (41% accrual ratio).공지 • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥112, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 371% over the past three years.Major Estimate Revision • Sep 04Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.07b to CN¥6.57b. EPS estimate increased from CN¥2.13 to CN¥2.67 per share. Net income forecast to grow 73% next year vs 52% growth forecast for Electronic industry in China. Consensus price target down from CN¥115 to CN¥112. Share price fell 9.8% to CN¥88.20 over the past week.Reported Earnings • Aug 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.76 (up from CN¥0.26 in 2Q 2023). Revenue: CN¥1.61b (up 129% from 2Q 2023). Net income: CN¥540.6m (up 200% from 2Q 2023). Profit margin: 34% (up from 26% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 79%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.공지 • Jun 29Eoptolink Technology Inc., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Eoptolink Technology Inc., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024Price Target Changed • Jun 19Price target increased by 13% to CN¥105Up from CN¥93.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.Price Target Changed • Jun 18Price target increased by 16% to CN¥105Up from CN¥91.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.Price Target Changed • May 14Price target increased by 11% to CN¥81.84Up from CN¥73.57, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥80.15. Stock is up 87% over the past year. The company is forecast to post earnings per share of CN¥2.16 for next year compared to CN¥0.97 last year.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 34%After last week's 34% share price gain to CN¥87.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 348% over the past three years.Major Estimate Revision • Apr 29Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥5.43b to CN¥5.68b. EPS estimate increased from CN¥1.75 to CN¥2.09 per share. Net income forecast to grow 76% next year vs 60% growth forecast for Electronic industry in China. Consensus price target up from CN¥58.79 to CN¥71.49. Share price rose 34% to CN¥87.30 over the past week.Price Target Changed • Apr 25Price target increased by 22% to CN¥71.49Up from CN¥58.79, the current price target is an average from 5 analysts. New target price is 9.7% below last closing price of CN¥79.16. Stock is up 76% over the past year. The company is forecast to post earnings per share of CN¥2.09 for next year compared to CN¥0.97 last year.Reported Earnings • Apr 24First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.46 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥1.11b (up 85% from 1Q 2023). Net income: CN¥324.5m (up 201% from 1Q 2023). Profit margin: 29% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 53%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.공지 • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China공지 • Mar 30Eoptolink Technology Inc., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥67.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.50 per share.공지 • Mar 25Eoptolink Technology Inc., Ltd. Dives into Immersion Cooling Market with Its Immersion 800G Optical TransceiversEoptolink Technology Inc., Ltd. expands its product portfolio to address a new market for optical transceiver modules operated in the environments using Immersion Cooling. Eoptolink EOLO-138HG-5H-SYMR is an optical transceiver of 800G OSFP DR8 that is fully submergible in 2-phase liquid cooling environments and EOLO-138HG-02-SYMR is the 800G OSFP DR8+. The transceiver has an optical fiber pigtail enabling connection to non-submerged infrastructure. Immersion cooling solutions are a growing market segment as they significantly reduce the energy needed for cooling datacenter equipment and by this lowering the operating expense (OPEX). At the same time, the network equipment and its sub-components experience lower operating temperatures resulting in extended lifetime and lower failure rates. During the last years, datacenter and AI/ML optics have been driven by lower cost per bit and this has resulted in a wide adoption of non-hermetic design approaches. But these approaches are not suitable for Immersion cooling environments. Live demonstrations of the OSFP 800G DR8 module will be conducted, together with 1.6T, 800G, LPO and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.공지 • Mar 23+ 1 more updateEoptolink Technology Inc., Ltd. Demonstrates 200G VCSEL Based Optical Transceiver Solution at OFC 2024Eoptolink Technology Inc., Ltd. demonstrated a multimode optical transceiver operating at 212Gb/s per lambda during OFC 2024. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2024 in San Diego, Eoptolink is demonstrating an optical link using transceivers with VCSEL transmitters operating at 212 Gb/s. VCSEL lasers operating at 106Gb/s are incorporated in many of short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. By demonstrating a 212 Gb/s optical link using VCSEL lasers, Eoptolink is validating that VCSEL technology is one of the contenders for short reach datacenter and AI/ML cluster connectivity.공지 • Mar 22Eoptolink Technology Inc. Demonstrates Industry 1st 200G/lane LPOs with 100G/lane 800G LPOs Entering Mass ProductionEoptolink Technology Inc., Ltd. shows at OFC 2024 the industry first linear-drive pluggable optics (LPO) operating at 200G per lambda. LPO transceivers are designed without DSPs or CDRs, resulting in lower power consumption and significantly less latency. Eoptolink 800G OSFP DR4 LPO transceivers utilize a silicon photonics PIC that transmits 4 parallel channels at 200Gb/s. Reduced power and latency performance has resulted in an increasing interest in LPO modules for switch to server and GPU to GPU connectivity in High Performance Computing applications such as AI and ML clusters. The purpose of this demonstration is to show that LPO and half-retimed solutions are a viable alternative for higher data-rate applications using 200G per lambda. In addition, Eoptolink has launched the 2nd generation of its 100G/lane 800G and 400G LPO products for single-mode applications in OSFP, QSFP-DD and QSFP112 form-factors. The second generation of Eoptolink 800G and 400G LPO products enables users to achieve full TP2 compliance at the optical transmit interface of the modules. Both gen1 and gen2 LPOs are now available in high volume production. Live demonstrations of the LPO transceivers will be conducted, together with 1.6T, 800G and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.Price Target Changed • Mar 04Price target increased by 8.2% to CN¥57.50Up from CN¥53.13, the current price target is an average from 6 analysts. New target price is 17% below last closing price of CN¥69.45. Stock is up 202% over the past year. The company is forecast to post earnings per share of CN¥1.83 for next year compared to CN¥0.97 last year.Reported Earnings • Mar 01Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: CN¥0.97 (down from CN¥1.28 in FY 2022). Revenue: CN¥3.11b (down 6.1% from FY 2022). Net income: CN¥690.6m (down 24% from FY 2022). Profit margin: 22% (down from 27% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥51.80, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Electronic industry in China. Total returns to shareholders of 115% over the past three years.공지 • Jan 23Eoptolink Technology Inc., Ltd. Announces Executive AppointmentsEoptolink Technology Inc., Ltd. at its Extraordinary General Meeting held on 19 January 2024, approved the appointment of Gao Guangrong and Li Tianshu as non-independent director; Yang Manman and Xia Changyuan as independent directors; Zhang Zhiqiang as non-employee supervisor of the company.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥51.04, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 85% over the past three years.공지 • Dec 29Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥49.83, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥39.61, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 15% over the past three years.Major Estimate Revision • Oct 27Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.40b to CN¥3.19b. EPS estimate also fell from CN¥1.21 per share to CN¥1.02 per share. Net income forecast to grow 100% next year vs 69% growth forecast for Electronic industry in China. Consensus price target down from CN¥57.57 to CN¥50.05. Share price fell 11% to CN¥32.41 over the past week.Price Target Changed • Oct 23Price target decreased by 10% to CN¥51.66Down from CN¥57.57, the current price target is an average from 5 analysts. New target price is 55% above last closing price of CN¥33.41. Stock is up 115% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥1.28 last year.New Risk • Oct 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 19% Last year net profit margin: 29% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (19% net profit margin).이익 및 매출 성장 예측SZSE:300502 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202884,81434,04334,05134,619312/31/202766,59926,26324,59720,373812/31/202648,97619,49912,79817,62943/31/202629,12810,7406,4258,186N/A12/31/202524,8429,5326,3827,701N/A9/30/202520,0217,5193,3894,994N/A6/30/202516,3565,9152481,884N/A3/31/202511,5864,086-838675N/A12/31/20248,6472,838-835641N/A9/30/20246,1411,905-343653N/A6/30/20244,5211,265-236473N/A3/31/20243,6109055381,156N/A12/31/20233,0986886921,246N/A9/30/20232,9835718421,299N/A6/30/20233,1367316301,113N/A3/31/20233,1728796691,069N/A1/1/20233,311904467831N/A9/30/20223,30495977402N/A6/30/20222,94680049290N/A3/31/20223,0236825265N/A12/31/20212,908662-55219N/A9/30/20212,580615208474N/A6/30/20212,60362436317N/A3/31/20212,352548-29021N/A12/31/20201,998492-136154N/A9/30/20201,831422-340-75N/A6/30/20201,521323-20725N/A3/31/20201,21123761195N/A12/31/20191,165213N/A109N/A9/30/2019997159N/A110N/A6/30/2019904128N/A190N/A3/31/201980668N/A277N/A12/31/201876032N/A321N/A9/30/201875020N/A264N/A6/30/201878333N/A213N/A3/31/201886378N/A32N/A12/31/2017877111N/A-73N/A9/30/2017866121N/A-29N/A6/30/2017806119N/A-85N/A3/31/2017759114N/A-23N/A12/31/2016714105N/A6N/A9/30/2016675104N/A37N/A6/30/201664692N/A57N/A3/31/201662091N/A26N/A12/31/201561594N/A33N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 300502 의 연간 예상 수익 증가율(37.6%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 300502 의 연간 수익(37.6%)이 CN 시장(26.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 300502 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 300502 의 수익(연간 35.6%)이 CN 시장(연간 15.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 300502 의 수익(연간 35.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 300502의 자본 수익률은 3년 후 46.5%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 21:00종가2026/05/08 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Eoptolink Technology Inc., Ltd.는 16명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lin SuCCB International Securities LimitedLiangbi ZhaoChina Galaxy Securities Co., Ltd.Heran LiCitic Securities Co., Ltd.13명의 분석가 더 보기
Price Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.
Price Target Changed • Feb 27Price target increased by 7.4% to CN¥471Up from CN¥438, the current price target is an average from 7 analysts. New target price is 31% above last closing price of CN¥360. Stock is up 425% over the past year. The company is forecast to post earnings per share of CN¥9.85 for next year compared to CN¥2.86 last year.
Price Target Changed • Nov 06Price target increased by 12% to CN¥389Up from CN¥348, the current price target is an average from 6 analysts. New target price is 8.9% above last closing price of CN¥357. Stock is up 279% over the past year. The company is forecast to post earnings per share of CN¥9.20 for next year compared to CN¥2.86 last year.
Price Target Changed • Aug 14Price target increased by 17% to CN¥176Up from CN¥151, the current price target is an average from 6 analysts. New target price is 24% below last closing price of CN¥231. Stock is up 242% over the past year. The company is forecast to post earnings per share of CN¥7.24 for next year compared to CN¥2.86 last year.
Price Target Changed • Jun 13Price target decreased by 7.3% to CN¥107Down from CN¥115, the current price target is an average from 6 analysts. New target price is 6.5% above last closing price of CN¥100. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥6.68 for next year compared to CN¥2.86 last year.
Major Estimate Revision • Apr 29Consensus revenue estimates increase by 31%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥12.9b to CN¥17.0b. EPS estimate increased from CN¥5.24 to CN¥8.53 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥159. Share price rose 11% to CN¥90.35 over the past week.
Price Target Changed • Apr 28Price target increased by 8.4% to CN¥513Up from CN¥473, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of CN¥535. Stock is up 730% over the past year. The company is forecast to post earnings per share of CN¥18.42 for next year compared to CN¥9.61 last year.
공지 • Apr 24Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2026, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan China
Reported Earnings • Apr 24First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: CN¥2.80 (up from CN¥1.59 in 1Q 2025). Revenue: CN¥8.34b (up 106% from 1Q 2025). Net income: CN¥2.78b (up 77% from 1Q 2025). Profit margin: 33% (down from 39% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 24% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (58% accrual ratio).
Buy Or Sell Opportunity • Apr 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.1% to CN¥459. The fair value is estimated to be CN¥382, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.
공지 • Mar 31Eoptolink Technology Inc., Ltd. to Report Q1, 2026 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2026 results on Apr 24, 2026
Buy Or Sell Opportunity • Mar 20Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 9.8% to CN¥477. The fair value is estimated to be CN¥383, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 180% in 2 years. Earnings are forecast to grow by 194% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥440, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 33x in the Electronic industry in China. Total returns to shareholders of 2,131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥384 per share.
공지 • Mar 17Eoptolink Technology Inc., Ltd. Unveils NX200 and NX300 Series Optical Circuit Switch SolutionEoptolink Technology Inc., Ltd. announced that it will unveil its new Optical Circuit Switch (OCS) products at OFC 2026. As AI models scale to trillions of parameters, the underlying network infrastructure must evolve to support massive, predictable data flows across thousands of GPUs. In traditional electrical packet switch (EPS)-only networks, spine-layer switches can become a performance bottleneck. One deployment approach is to replace the spine-layer EPS with OCS, thereby increasing overall network throughput and enabling easy scaling of AI cluster sizes. Eoptolink's OCS switches, the NX200 and NX300, support 140 ports and 320 ports respectively, enabling optimized AI network architectures at different scales. At the heart of both the NX200 and NX300 systems are Eoptolink's self-developed MEMS (Micro-Electro-Mechanical Systems) mirrors, which physically steer light beams to create direct, reconfigurable optical paths between network endpoints. This approach eliminates power-intensive optical-electrical-optical (O-E-O) conversions at each network hop, delivering several key benefits: · Significantly reduced network power consumption · Lower and more predictable latency · Improved GPU utilization and shorter training cycles. Reflecting Eoptolink's commitment to open networking, the NX series is powered by the Eoptolink OCS Operating System, developed as a SONiC-compliant platform. As an active member of the Open Compute Project (OCP), Eoptolink has joined the Optical Circuit Switching (OCS) project and is committed to contributing to the development and standardization of OCS technologies. Eoptolink will be showcasing its NX200/300 Optical Circuit Switch (OCS) products, alongside 12.8T XPO, 6.4T NPO, 400G/lambda-1.6T DR4 and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions, at the Eoptolink booth #1211 at OFC 2026, Los Angeles, CA.
공지 • Mar 13+ 2 more updatesEoptolink Technology Inc., Ltd. Unveils High-Density 6.4T NPO Optical ModuleEoptolink Technology Inc., Ltd. announced the launch of its high-density 6.4T NPO optical module at OFC 2026. Eoptolink's 6.4T NPO is a high-density near-packaged optical transceiver module designed to address performance and density challenges in AI data center interconnects. The module delivers 6.4 Tbps aggregate throughput across 32 lanes operating at 200 Gbps each, leveraging advanced Silicon Photonics (SiPh) technology. Eoptolink will be showcasing its latest 6.4T NPO, 12.8T XPO, 400G/lambda-1.6T DR4, and 200G/lambda-1.6T FRO/LRO/LPO series optical transceiver solutions at the Eoptolink booth (#1211) during OFC 2026 in Los Angeles, CA. Visitors are invited to stop by the booth to experience the performance of these solutions first-hand.
Price Target Changed • Feb 27Price target increased by 7.4% to CN¥471Up from CN¥438, the current price target is an average from 7 analysts. New target price is 31% above last closing price of CN¥360. Stock is up 425% over the past year. The company is forecast to post earnings per share of CN¥9.85 for next year compared to CN¥2.86 last year.
공지 • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2026Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2026
Buy Or Sell Opportunity • Dec 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to CN¥446. The fair value is estimated to be CN¥370, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 152% in 2 years. Earnings are forecast to grow by 137% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥348, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 28x in the Electronic industry in China. Total returns to shareholders of 2,562% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥370 per share.
Buy Or Sell Opportunity • Nov 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to CN¥328. The fair value is estimated to be CN¥271, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Earnings per share has grown by 85%. Revenue is forecast to grow by 141% in 2 years. Earnings are forecast to grow by 125% in the next 2 years.
Price Target Changed • Nov 06Price target increased by 12% to CN¥389Up from CN¥348, the current price target is an average from 6 analysts. New target price is 8.9% above last closing price of CN¥357. Stock is up 279% over the past year. The company is forecast to post earnings per share of CN¥9.20 for next year compared to CN¥2.86 last year.
Reported Earnings • Oct 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: CN¥2.40 (up from CN¥0.80 in 3Q 2024). Revenue: CN¥6.07b (up 153% from 3Q 2024). Net income: CN¥2.38b (up 205% from 3Q 2024). Profit margin: 39% (up from 33% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has increased by 199% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥365, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 3,205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥209 per share.
공지 • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2025 Results on Oct 30, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 31%After last week's 31% share price gain to CN¥389, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 32x in the Electronic industry in China. Total returns to shareholders of 3,048% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥216 per share.
Reported Earnings • Aug 26Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: CN¥2.38 (up from CN¥0.54 in 2Q 2024). Revenue: CN¥6.38b (up 295% from 2Q 2024). Net income: CN¥2.37b (up 338% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 23%. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 180% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Aug 14Price target increased by 17% to CN¥176Up from CN¥151, the current price target is an average from 6 analysts. New target price is 24% below last closing price of CN¥231. Stock is up 242% over the past year. The company is forecast to post earnings per share of CN¥7.24 for next year compared to CN¥2.86 last year.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CN¥237, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 30x in the Electronic industry in China. Total returns to shareholders of 1,568% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥110 per share.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥157, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 1,142% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥111 per share.
Buy Or Sell Opportunity • Jul 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 168% to CN¥135. The fair value is estimated to be CN¥111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 127% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
공지 • Jul 02Eoptolink Technology Inc., Ltd. to Report First Half, 2025 Results on Aug 26, 2025Eoptolink Technology Inc., Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to CN¥127, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 927% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥106 per share.
Price Target Changed • Jun 13Price target decreased by 7.3% to CN¥107Down from CN¥115, the current price target is an average from 6 analysts. New target price is 6.5% above last closing price of CN¥100. Stock is up 29% over the past year. The company is forecast to post earnings per share of CN¥6.68 for next year compared to CN¥2.86 last year.
New Risk • May 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (86% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
공지 • May 17Eoptolink Technology Inc., Ltd. Approves Cash Dividend for 2024Eoptolink Technology Inc., Ltd. in its Annual General Meeting held on 15 May 2025 approves Cash dividend/10 shares for 2024 (tax included) of: CNY 4.50000000 per share.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥153 per share.
Major Estimate Revision • Apr 29Consensus revenue estimates increase by 31%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥12.9b to CN¥17.0b. EPS estimate increased from CN¥5.24 to CN¥8.53 per share. Net income forecast to grow 47% next year vs 49% growth forecast for Electronic industry in China. Consensus price target broadly unchanged at CN¥159. Share price rose 11% to CN¥90.35 over the past week.
공지 • Apr 25Eoptolink Technology Inc., Ltd. Proposes Final Cash Dividend for 2024Eoptolink Technology Inc., Ltd. proposed final cash dividend of CNY 4.50000000 per 10 shares (tax included) for 2024.
Reported Earnings • Apr 24First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: CN¥2.22 (up from CN¥0.46 in 1Q 2024). Revenue: CN¥4.05b (up 264% from 1Q 2024). Net income: CN¥1.57b (up 385% from 1Q 2024). Profit margin: 39% (up from 29% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 154%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 22%After last week's 22% share price gain to CN¥91.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 26x in the Electronic industry in China. Total returns to shareholders of 462% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥118 per share.
공지 • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2025, at 14:00 China Standard Time. Location: No. 510, Wulian Avenue, Huangjia Subdistrict, Shuangliu District, Chengdu, Sichuan China
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to CN¥74.22, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥58.61 per share.
공지 • Mar 31+ 1 more updateEoptolink Technology Inc., Ltd. to Report Q1, 2025 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2025 results on Apr 23, 2025
공지 • Mar 29+ 1 more updateEoptolink Launches 1.6T OSFP 2VR4 Transceivers Using 200G VCSELsEoptolink Technology Inc. Ltd. is demonstrating its 1.6T multimode transceiver operating at 212Gb/s per lambda during OFC 2025. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2025 in San Francisco, Eoptolink is launching its 1.6T OSFP 2VR4 optical transceiver. VCSEL lasers operating at 106Gb/s are incorporated in many of today's short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. The 1.6T OSP 2VR4 transceiver has two optical MPO-12 interfaces each operating at 800G using optical four lanes at 212Gb/s. The transceiver offers a suitable method to migrate legacy multimode installations to newer switch platforms.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CN¥96.04, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 31x in the Electronic industry in China. Total returns to shareholders of 282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥56.47 per share.
New Risk • Feb 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (56% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.8% average weekly change).
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to CN¥103, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 278% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.28 per share.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CN¥128, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Electronic industry in China. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥59.34 per share.
Price Target Changed • Jan 16Price target increased by 11% to CN¥161Up from CN¥144, the current price target is an average from 8 analysts. New target price is 35% above last closing price of CN¥119. Stock is up 126% over the past year. The company is forecast to post earnings per share of CN¥2.99 for next year compared to CN¥0.97 last year.
공지 • Dec 31Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2024 Results on Apr 23, 2025Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2024 results on Apr 23, 2025
Major Estimate Revision • Oct 31Consensus revenue estimates increase by 17%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.68b to CN¥7.84b. EPS estimate increased from CN¥2.75 to CN¥3.50 per share. Net income forecast to grow 58% next year vs 54% growth forecast for Electronic industry in China. Consensus price target up from CN¥132 to CN¥144. Share price fell 6.7% to CN¥130 over the past week.
Price Target Changed • Oct 26Price target increased by 9.7% to CN¥144Up from CN¥132, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of CN¥143. Stock is up 340% over the past year. The company is forecast to post earnings per share of CN¥3.50 for next year compared to CN¥0.97 last year.
Reported Earnings • Oct 25Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: CN¥1.11 (up from CN¥0.20 in 3Q 2023). Revenue: CN¥2.40b (up 207% from 3Q 2023). Net income: CN¥780.9m (up 453% from 3Q 2023). Profit margin: 33% (up from 18% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates by 65%. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 10Price target increased by 10% to CN¥132Up from CN¥119, the current price target is an average from 9 analysts. New target price is 8.1% below last closing price of CN¥143. Stock is up 228% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.
Price Target Changed • Oct 08Price target increased by 9.2% to CN¥124Up from CN¥114, the current price target is an average from 9 analysts. New target price is 21% below last closing price of CN¥156. Stock is up 249% over the past year. The company is forecast to post earnings per share of CN¥2.59 for next year compared to CN¥0.97 last year.
New Risk • Sep 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.6% average weekly change). High level of non-cash earnings (41% accrual ratio).
공지 • Sep 30Eoptolink Technology Inc., Ltd. to Report Q3, 2024 Results on Oct 25, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥112, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 371% over the past three years.
Major Estimate Revision • Sep 04Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥6.07b to CN¥6.57b. EPS estimate increased from CN¥2.13 to CN¥2.67 per share. Net income forecast to grow 73% next year vs 52% growth forecast for Electronic industry in China. Consensus price target down from CN¥115 to CN¥112. Share price fell 9.8% to CN¥88.20 over the past week.
Reported Earnings • Aug 29Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: CN¥0.76 (up from CN¥0.26 in 2Q 2023). Revenue: CN¥1.61b (up 129% from 2Q 2023). Net income: CN¥540.6m (up 200% from 2Q 2023). Profit margin: 34% (up from 26% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.5%. Earnings per share (EPS) also surpassed analyst estimates by 79%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Jun 29Eoptolink Technology Inc., Ltd. to Report First Half, 2024 Results on Aug 29, 2024Eoptolink Technology Inc., Ltd. announced that they will report first half, 2024 results on Aug 29, 2024
Price Target Changed • Jun 19Price target increased by 13% to CN¥105Up from CN¥93.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.
Price Target Changed • Jun 18Price target increased by 16% to CN¥105Up from CN¥91.01, the current price target is an average from 6 analysts. New target price is 8.6% below last closing price of CN¥115. Stock is up 44% over the past year. The company is forecast to post earnings per share of CN¥2.13 for next year compared to CN¥0.97 last year.
Price Target Changed • May 14Price target increased by 11% to CN¥81.84Up from CN¥73.57, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CN¥80.15. Stock is up 87% over the past year. The company is forecast to post earnings per share of CN¥2.16 for next year compared to CN¥0.97 last year.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 34%After last week's 34% share price gain to CN¥87.30, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Electronic industry in China. Total returns to shareholders of 348% over the past three years.
Major Estimate Revision • Apr 29Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥5.43b to CN¥5.68b. EPS estimate increased from CN¥1.75 to CN¥2.09 per share. Net income forecast to grow 76% next year vs 60% growth forecast for Electronic industry in China. Consensus price target up from CN¥58.79 to CN¥71.49. Share price rose 34% to CN¥87.30 over the past week.
Price Target Changed • Apr 25Price target increased by 22% to CN¥71.49Up from CN¥58.79, the current price target is an average from 5 analysts. New target price is 9.7% below last closing price of CN¥79.16. Stock is up 76% over the past year. The company is forecast to post earnings per share of CN¥2.09 for next year compared to CN¥0.97 last year.
Reported Earnings • Apr 24First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: CN¥0.46 (up from CN¥0.15 in 1Q 2023). Revenue: CN¥1.11b (up 85% from 1Q 2023). Net income: CN¥324.5m (up 201% from 1Q 2023). Profit margin: 29% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 53%. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
공지 • Apr 23Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024Eoptolink Technology Inc., Ltd., Annual General Meeting, May 15, 2024, at 14:00 China Standard Time. Location: The Company's Meeting Room, Chengdu, Sichuan China
공지 • Mar 30Eoptolink Technology Inc., Ltd. to Report Q1, 2024 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report Q1, 2024 results on Apr 23, 2024
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CN¥67.00, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CN¥30.50 per share.
공지 • Mar 25Eoptolink Technology Inc., Ltd. Dives into Immersion Cooling Market with Its Immersion 800G Optical TransceiversEoptolink Technology Inc., Ltd. expands its product portfolio to address a new market for optical transceiver modules operated in the environments using Immersion Cooling. Eoptolink EOLO-138HG-5H-SYMR is an optical transceiver of 800G OSFP DR8 that is fully submergible in 2-phase liquid cooling environments and EOLO-138HG-02-SYMR is the 800G OSFP DR8+. The transceiver has an optical fiber pigtail enabling connection to non-submerged infrastructure. Immersion cooling solutions are a growing market segment as they significantly reduce the energy needed for cooling datacenter equipment and by this lowering the operating expense (OPEX). At the same time, the network equipment and its sub-components experience lower operating temperatures resulting in extended lifetime and lower failure rates. During the last years, datacenter and AI/ML optics have been driven by lower cost per bit and this has resulted in a wide adoption of non-hermetic design approaches. But these approaches are not suitable for Immersion cooling environments. Live demonstrations of the OSFP 800G DR8 module will be conducted, together with 1.6T, 800G, LPO and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.
공지 • Mar 23+ 1 more updateEoptolink Technology Inc., Ltd. Demonstrates 200G VCSEL Based Optical Transceiver Solution at OFC 2024Eoptolink Technology Inc., Ltd. demonstrated a multimode optical transceiver operating at 212Gb/s per lambda during OFC 2024. Vertical Cavity Surface Emitting Lasers (VCSELs) operating at 850nm are the dominant optical laser technology for less than 100m transmission distance of short reach connectivity. At OFC 2024 in San Diego, Eoptolink is demonstrating an optical link using transceivers with VCSEL transmitters operating at 212 Gb/s. VCSEL lasers operating at 106Gb/s are incorporated in many of short reach links built with 400G SR4 and 800G SR8 optical transceivers. The next evolutionary step is to increase the data-rate in these connections to 212 Gb/s. By demonstrating a 212 Gb/s optical link using VCSEL lasers, Eoptolink is validating that VCSEL technology is one of the contenders for short reach datacenter and AI/ML cluster connectivity.
공지 • Mar 22Eoptolink Technology Inc. Demonstrates Industry 1st 200G/lane LPOs with 100G/lane 800G LPOs Entering Mass ProductionEoptolink Technology Inc., Ltd. shows at OFC 2024 the industry first linear-drive pluggable optics (LPO) operating at 200G per lambda. LPO transceivers are designed without DSPs or CDRs, resulting in lower power consumption and significantly less latency. Eoptolink 800G OSFP DR4 LPO transceivers utilize a silicon photonics PIC that transmits 4 parallel channels at 200Gb/s. Reduced power and latency performance has resulted in an increasing interest in LPO modules for switch to server and GPU to GPU connectivity in High Performance Computing applications such as AI and ML clusters. The purpose of this demonstration is to show that LPO and half-retimed solutions are a viable alternative for higher data-rate applications using 200G per lambda. In addition, Eoptolink has launched the 2nd generation of its 100G/lane 800G and 400G LPO products for single-mode applications in OSFP, QSFP-DD and QSFP112 form-factors. The second generation of Eoptolink 800G and 400G LPO products enables users to achieve full TP2 compliance at the optical transmit interface of the modules. Both gen1 and gen2 LPOs are now available in high volume production. Live demonstrations of the LPO transceivers will be conducted, together with 1.6T, 800G and 50G PON high-performance optical transceiver solutions, at Eoptolink's booth #3127 at OFC 2024, San Diego, CA.
Price Target Changed • Mar 04Price target increased by 8.2% to CN¥57.50Up from CN¥53.13, the current price target is an average from 6 analysts. New target price is 17% below last closing price of CN¥69.45. Stock is up 202% over the past year. The company is forecast to post earnings per share of CN¥1.83 for next year compared to CN¥0.97 last year.
Reported Earnings • Mar 01Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: CN¥0.97 (down from CN¥1.28 in FY 2022). Revenue: CN¥3.11b (down 6.1% from FY 2022). Net income: CN¥690.6m (down 24% from FY 2022). Profit margin: 22% (down from 27% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 40% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in China. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CN¥51.80, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Electronic industry in China. Total returns to shareholders of 115% over the past three years.
공지 • Jan 23Eoptolink Technology Inc., Ltd. Announces Executive AppointmentsEoptolink Technology Inc., Ltd. at its Extraordinary General Meeting held on 19 January 2024, approved the appointment of Gao Guangrong and Li Tianshu as non-independent director; Yang Manman and Xia Changyuan as independent directors; Zhang Zhiqiang as non-employee supervisor of the company.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥51.04, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Electronic industry in China. Total returns to shareholders of 85% over the past three years.
공지 • Dec 29Eoptolink Technology Inc., Ltd. to Report Fiscal Year 2023 Results on Apr 23, 2024Eoptolink Technology Inc., Ltd. announced that they will report fiscal year 2023 results on Apr 23, 2024
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥49.83, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Electronic industry in China. Total returns to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CN¥39.61, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Electronic industry in China. Total returns to shareholders of 15% over the past three years.
Major Estimate Revision • Oct 27Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥3.40b to CN¥3.19b. EPS estimate also fell from CN¥1.21 per share to CN¥1.02 per share. Net income forecast to grow 100% next year vs 69% growth forecast for Electronic industry in China. Consensus price target down from CN¥57.57 to CN¥50.05. Share price fell 11% to CN¥32.41 over the past week.
Price Target Changed • Oct 23Price target decreased by 10% to CN¥51.66Down from CN¥57.57, the current price target is an average from 5 analysts. New target price is 55% above last closing price of CN¥33.41. Stock is up 115% over the past year. The company is forecast to post earnings per share of CN¥0.94 for next year compared to CN¥1.28 last year.
New Risk • Oct 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 19% Last year net profit margin: 29% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (19% net profit margin).