ASUSTeK Computer Inc.

TWSE:2357 주식 리포트

시가총액: NT$734.6b

ASUSTeK Computer 향후 성장

Future 기준 점검 1/6

ASUSTeK Computer (는) 각각 연간 4.4% 및 16.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.2% 로 예상됩니다.

핵심 정보

4.4%

이익 성장률

4.59%

EPS 성장률

Tech 이익 성장26.4%
매출 성장률16.8%
향후 자기자본이익률17.22%
애널리스트 커버리지

Good

마지막 업데이트10 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 08

2357: AI Infrastructure Expansion Will Face Further P/E Compression Risk

Analysts have lifted their price target on ASUSTeK Computer from NT$525 to NT$750, citing expectations that pricing actions and product mix adjustments could help offset margin pressure from softer consumer PC, VGA and motherboard demand in the second half of the year. What's in the News for ASUSTeK Computer ASUSTeK Computer outlined a broad AI infrastructure vision that spans accelerated computing, networking, storage, deployment software, AI operations and governance, positioning its servers and platforms as foundations for so called AI factories across design, simulation, deployment and day to day operations.
내러티브 업데이트 • Aug 25

2357: AI Infrastructure Expansion And Pricing Mix Actions Will Support Margin Resilience

Analysts have raised their fair value estimate for ASUSTeK Computer to NT$1,020.33 from NT$802.00 after a higher NT$750 price target and updated assumptions on revenue growth, margins and discount rate that reflect expectations for pricing actions and product mix adjustments to support profitability. What's in the News ASUSTeK Computer, through ASUS Republic of Gamers, launched the 2026 ROG Strix SCAR 18 gaming laptop in Canada with up to an Intel Core Ultra 9 290HX Plus processor, up to an NVIDIA GeForce RTX 5090 Laptop GPU, and a world first 18 inch 4K 240Hz mini LED ROG Nebula HDR display panel.
내러티브 업데이트 • Aug 11

2357: AI Infrastructure And Mix Optimization Will Drive Future Earnings Power

Analysts have raised the price target on ASUSTeK Computer to NT$750 from NT$525, citing expectations that pricing actions and product mix shifts could help offset margin pressure in consumer PCs, VGA and motherboards. What's in the News for ASUSTeK Computer ASUS is preparing a major AI presence at Ai4 2026 in Las Vegas, featuring a full stack of AI infrastructure that ranges from rack-scale NVIDIA MGX and Vera Rubin based servers to the ExpertCenter Pro ET900N G3 deskside AI supercomputer.
내러티브 업데이트 • Jul 28

2357: AI Infrastructure And Pricing Mix Shifts Will Support Balanced Margin Resilience

Analysts have raised their fair value estimate for ASUSTeK Computer to NT$802.0 from NT$785.7, citing the higher NT$750 price target and margin support from pricing and mix adjustments as key reasons for the change. What's in the News for ASUSTeK Computer ASUS introduced a new server lineup powered by AMD EPYC 9006 processors, including the dual socket RS700A and RS720A for high compute density and the single socket RS500A and RS520A for space constrained deployments, featuring PCIe 6.0 support, high density E3.S storage and proprietary thermal management features.
내러티브 업데이트 • Jun 30

2357: AI Education And Data Center Systems Will Drive Future Earnings Power

Analysts now point to a higher fair value estimate for ASUSTeK Computer, with the target moving from NT$710.00 to about NT$1,191.14. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples.
내러티브 업데이트 • Jun 16

2357: AI Creator And Infrastructure Expansion Will Support Balanced Hardware Margin Resilience

Analysts now cite updated assumptions for ASUSTeK Computer on growth, profitability and discount rate in revising their fair value estimate from NT$684.27 to NT$785.70. What's in the News ASUS ProArt GoPro Edition PX13 and related creator laptops are highlighted for AI accelerated content workflows, rugged convertible designs, and tight integration with GoPro Cloud and StoryCube, positioning ASUSTeK Computer in high end creator hardware and software ecosystems.
내러티브 업데이트 • Jun 02

2357: AI PC And Dual Screen Push Will Face Further P/E Compression Risk

Analysts have kept their NT$525.0 price target for ASUSTeK Computer unchanged, citing only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E that, in their view, do not materially shift the stock’s valuation outlook. What's in the News ASUS expanded its Chromebook lineup at Walmart with updated Chromebook CX15 and Chromebook Plus CX34 models, featuring new Intel processors, military grade durability and starting prices of US$199 and US$449 respectively.
내러티브 업데이트 • May 15

2357: AI Hardware Push Will Face Ongoing P/E Compression Risk

Analysts have increased their fair value estimate for ASUSTeK Computer from NT$450.00 to NT$525.00, reflecting updated assumptions about revenue growth, profit margins and a higher future P/E multiple. What's in the News ASUS and Republic of Gamers plan extensive AI focused enterprise, consumer, and gaming hardware showcases at Computex 2026, including an ROG 20th anniversary exhibit and special edition flagship products.
내러티브 업데이트 • Apr 22

2357: Edge AI And Copilot Plus PCs Will Drive Future Earnings Power

Analysts have maintained their price target for ASUSTeK Computer at NT$710, citing minor adjustments to discount rate, revenue growth, and profit margin assumptions, along with a slightly higher future P/E estimate that together support keeping their current valuation view. What's in the News ASUS expanded its Zenbook A16 presence with a new 2026 Snapdragon X2 Elite Extreme powered model now available in Canada at an MSRP of C$2,799.
내러티브 업데이트 • Apr 08

2357: AI PC Rollout Will Face Ongoing P/E Compression Risk

Analysts have trimmed their price target on ASUSTeK Computer to NT$450.00. This reflects updated expectations for more moderate revenue growth, slightly stronger profit margins and a lower assumed future P/E multiple.
내러티브 업데이트 • Mar 25

2357: Edge AI And Data Center Expansion Will Underpin Future Earnings Power

Analysts have revised their price target for ASUSTeK Computer to NT$710 from NT$856, reflecting updated assumptions for revenue growth, profit margin and future P/E that collectively suggest a more cautious outlook on the company’s earnings power. What's in the News ASUS is rolling out full compatibility between its industrial motherboards, embedded systems, and rugged edge AI computers and the new Intel Core 200S Series processors, targeting industrial and edge AI use cases with a product roadmap that extends availability to 2035 (Product related announcement).
내러티브 업데이트 • Mar 10

2357: AI PC Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have kept their NT$451.77 price target for ASUSTeK Computer broadly unchanged. This reflects only slight tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially shift their overall view.
내러티브 업데이트 • Feb 24

2357: AI Hardware Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have nudged their price target on ASUSTeK Computer slightly higher to NT$451.77 from NT$451.16, reflecting updated views on revenue growth, profit margin assumptions and future P/E expectations. What's in the News ASUS Zenbook S16 and Zenbook 14, both described as AI powered Copilot+ laptops with AMD Ryzen AI 400 Series processors and up to 50 NPU TOPS, are now open for pre orders in Canada with shipments planned from February 3, 2026, and starting prices of CAD 1,599 for Zenbook 14 and CAD 2,299 for Zenbook S16 (Key Developments).
내러티브 업데이트 • Feb 09

2357: Memory Supercycle Margin Pressure Will Restrain AI Hardware Upside

Narrative Update on ASUSTeK Computer The analyst price target for ASUSTeK Computer has been reduced from NT$625 to NT$500 as analysts factor in higher perceived margin pressure risks for hardware makers in a "tepid" demand backdrop tied to the intensifying "memory supercycle." Analyst Commentary Bearish analysts have taken a more cautious stance on ASUSTeK Computer, signaling that they see a tougher setup for hardware makers as the memory cycle intensifies while demand remains described as tepid. The recent shift in price target from NT$625 to NT$500 and the downgrade to an Underweight rating highlight a reassessment of risks that investors should be aware of.
내러티브 업데이트 • Jan 26

2357: Future Hardware Margin Resilience Will Drive Positive Momentum Through Memory Supercycle

Narrative Update Overview Analysts have reduced their price targets for ASUSTeK Computer, with one reference price moving from NT$625 to NT$500. They are factoring in potential margin pressure for hardware makers in what they describe as a tepid demand backdrop and an intensifying memory supercycle.
내러티브 업데이트 • Jan 12

2357: Memory Supercycle Margin Pressure Will Challenge AI Upside Yet Keep Shares Balanced

Analysts have reduced their price target for ASUSTeK Computer to NT$500 from NT$625, citing growing margin pressure risk for hardware companies as the memory supercycle coincides with what they describe as a tepid demand backdrop. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, pointing to what they see as rising risks that are not fully reflected in the current share price.
내러티브 업데이트 • Dec 27

2357: Memory Supercycle Will Pressure Margins Yet AI Product Push Will Offset Risks

Analysts have lowered their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting rising concern over margin pressure amid an intensifying memory cycle and subdued hardware demand, even as modest improvements in profit margin assumptions support a slightly higher intrinsic value estimate. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, with the latest downgrade accompanied by a cut in the 12 month price target to NT$500 from NT$625.
내러티브 업데이트 • Dec 13

2357: Memory Supercycle And Tariff Risks Will Pressure Margins And Share Price

Analysts have trimmed their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting expectations of heightened margin pressure in a tepid hardware demand environment, despite slightly lower discount rates and stronger projected revenue growth. Analyst Commentary Bearish analysts have underscored that the lower NT$500 price target better reflects rising execution risk in a challenging hardware cycle, with limited room for valuation multiple expansion given intensifying margin pressure.
내러티브 업데이트 • Nov 13

2357: Profit Margin Improvements Will Drive Positive Momentum Despite Tariff Uncertainty

Analyst Price Target Update for ASUSTeK Computer Analysts have raised their fair value estimate for ASUSTeK Computer from NT$717.91 to NT$730.36, citing moderately improved profit margin expectations despite a slightly softer revenue growth outlook. What's in the News The Trump administration is considering tariffs on foreign electronic devices, including those from ASUSTeK, based on the value of chip content in each product.
내러티브 업데이트 • Sep 05

Gaming And AI Trends Will Unlock Future Global Markets

With both the discount rate and future P/E showing only minor changes, ASUSTeK Computer’s consensus analyst price target remains essentially unchanged at NT$717.91. What's in the News ASUS Republic of Gamers (ROG) is leading Intel Gamer Days 2025 with widespread discounts on Intel-powered gaming devices, including those featuring the latest Intel Core Ultra 200 series, and offering a free Battlefield 6 game key with eligible purchases.

이익 및 매출 성장 예측

TWSE:2357 - 애널리스트 향후 추정치 및 과거 재무 데이터 (TWD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,280,53357,09146,53546,5752
12/31/20271,211,21957,65913,82119,5617
12/31/20261,022,82958,268-28,314-13,8037
6/30/2026869,30750,806-74,198-71,446N/A
3/31/2026799,58141,564-32,214-29,472N/A
12/31/2025738,90544,55827,49930,330N/A
9/30/2025689,90434,79120,48022,898N/A
6/30/2025656,18336,73955,76858,142N/A
3/31/2025613,08338,73729,73732,377N/A
12/31/2024587,08731,3945,4688,030N/A
9/30/2024553,32633,6836,7869,047N/A
6/30/2024521,81732,276-2,211-63N/A
3/31/2024492,61423,05821,45523,557N/A
12/31/2023482,31415,92850,05552,087N/A
9/30/2023489,2308,17874,33576,563N/A
6/30/2023498,9483,26982,94185,144N/A
3/31/2023510,1672,57936,49338,392N/A
12/31/2022537,19214,691-17,469-15,721N/A
9/30/2022562,02030,572-29,533-27,838N/A
6/30/2022556,34235,714-58,829-57,317N/A
3/31/2022557,50045,188-26,266-24,290N/A
12/31/2021535,23944,55030,51332,691N/A
9/30/2021505,66040,7482,4584,874N/A
6/30/2021493,99239,42729,98933,019N/A
3/31/2021458,18433,04932,20935,077N/A
12/31/2020412,78023,974-5,109-2,094N/A
9/30/2020387,74418,74715,71719,369N/A
6/30/2020354,26515,2121,1596,017N/A
3/31/2020336,15912,502N/A22,795N/A
12/31/2019351,33014,334N/A35,327N/A
9/30/2019344,83315,258N/A9,335N/A
6/30/2019340,35113,940N/A10,798N/A
3/31/2019347,49913,758N/A-6,991N/A
12/31/2018354,18816,305N/A5,170N/A
9/30/2018329,80419,913N/A22,437N/A
6/30/2018354,81120,594N/A17,496N/A
3/31/2018370,81620,504N/A15,319N/A
12/31/2017386,41919,061N/A-1,381N/A
9/30/2017446,40916,436N/A-1,107N/A
6/30/2017449,74616,578N/A21,770N/A
3/31/2017455,77118,693N/A35,182N/A
12/31/2016466,80319,203N/A49,305N/A
9/30/2016473,12718,809N/A26,012N/A
6/30/2016474,63517,046N/A2,990N/A
3/31/2016479,69917,579N/A-913N/A
12/31/2015472,33517,097N/A-10,568N/A
9/30/2015477,57217,062N/A17,026N/A

애널리스트 향후 성장 전망

수입 대 저축률: 2357 의 연간 예상 수익 증가율(4.4%)이 saving rate(1.3%)보다 높습니다.

수익 vs 시장: 2357 의 연간 수익(4.4%)이 TW 시장(25.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 2357 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 2357 의 수익(연간 16.8%)이 TW 시장(연간 21.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 2357 의 수익(연간 16.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 2357의 자본 수익률은 3년 후 17.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/11 07:51
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

ASUSTeK Computer Inc.는 28명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Yingchao YangBarclays
Alberto MoelBernstein
Robert ChengBofA Global Research