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Diodes Incorporated Stock Price

NasdaqGS:DIOD Community·US$4.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 18 Fair Values set on narratives written by author

DIOD Share Price Performance

US$88.00
34.80 (65.41%)
US$75.67
Fair Value
US$88.00
34.80 (65.41%)
16.3% overvalued intrinsic discount
US$75.67
Fair Value
Price US$88.00
AnalystConsensusTarget US$75.67
AnalystLowTarget US$80.00
AnalystHighTarget US$62.00

DIOD Community Narratives

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Fair Value US$75.67 16.3% overvalued intrinsic discount

AI Demand And Automotive Electrification Will Expand Semiconductor Markets

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Fair Value US$80 10.0% overvalued intrinsic discount

US China Tensions And Pricing Pressures Will Erode Future Margins

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Fair Value US$62 41.9% overvalued intrinsic discount

Electrification And IoT Will Expand Semiconductor Opportunities

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US$80
10.0% overvalued intrinsic discount
Revenue
13.29% p.a.
Profit Margin
8.76%
Future PE
25.19x
Price in 2029
US$107.3
US$75.67
16.3% overvalued intrinsic discount
Revenue
11.4% p.a.
Profit Margin
8.42%
Future PE
26.13x
Price in 2029
US$101.72
US$62
41.9% overvalued intrinsic discount
Revenue
9.3% p.a.
Profit Margin
12.87%
Future PE
16.96x
Price in 2028
US$82.06

Trending Discussion

No trending discussion available.

Updated Narratives

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DIOD: Higher Multiple And Margin Durability Risk Will Restrain Auto Earnings Upside

Fair Value: US$80 10.0% overvalued intrinsic discount
0 users have set this as their fair value
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DIOD: Future Earnings Power Will Be Supported By Automotive Expansion And Execution Risks

Fair Value: US$75.67 16.3% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Electrification And IoT Will Expand Semiconductor Opportunities

Fair Value: US$62 41.9% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
1 Reward

Diodes Incorporated Key Details

US$1.6b

Revenue

US$1.1b

Cost of Revenue

US$518.8m

Gross Profit

US$432.7m

Other Expenses

US$86.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.87
31.73%
5.27%
2.0%
View Full Analysis

About DIOD

Founded
1959
Employees
7989
CEO
Gary Yu
WebsiteView website
www.diodes.com

Diodes Incorporated, together with its subsidiaries, provides semiconductor products in Asia, the Americas, and Europe. The company offers MOSFET and SiC MOSFET discrete semiconductor products; data line protection, power line protection, thyrister, USB Type-C protection, and transient voltage suppressor protection devices; Schottky diodes, small signal switching diodes, Zener diodes, and SiC diodes; and bridges, super barrier rectifiers, Schottky rectifiers, Schottky bridge rectifiers, and fast and ultra-fast rectifiers. It also provides avalanche transistors, gate driver transistors, and pre-bias transistors; power management devices, such as AC-DC and DC-DC converters, digital isolators and isolated gate drivers, USB power switches, low dropout, photocoupler, and linear voltage regulators; standard linear devices, such as operational amplifiers and comparators, current monitors, voltage references, and reset generators; LED lighting drivers; audio amplifiers; and sensor products, including Hall-effect sensors and motor drivers. In addition, the company offers mixed-signal products comprising high speed mux/demux, digital switches, interface, redrivers, universal level shifters/voltage translators, clock ICs, and packet switches; low-voltage complementary metal-oxide-semiconductor (CMOS) and CMOS devices, as well as ultra-low power CMOS logic and analog switches; and multichip products, co-packaged discrete, analog, and mixed-signal silicon in miniature packages. Further, it provides silicon and silicon epitaxial wafers; frequency control products; and contact image sensors. The company serves industrial, automotive, computing, consumer, and communications end-markets through direct sales, marketing personnel, independent sales representatives, and distributors. Diodes Incorporated was incorporated in 1959 and is headquartered in Plano, Texas.

Recent DIOD News & Updates

Seeking Alpha Aug 27

Diodes: Its Three-Year Targets Are Already Showing Up In Q3 Guidance

Summary Diodes Incorporated is achieving its three-year financial targets far ahead of schedule, driven by AI-related demand and improved factory utilization. Q3 guidance projects $510M revenue, 35% gross margin, and $1.05 EPS, with AI server and infrastructure content fueling sequential acceleration. Operating leverage is materializing, with EPS growth outpacing revenue as utilization rises; the ElevATE acquisition adds a future high-margin growth stream. I maintain a Buy rating; current valuation requires to be continued margin and revenue progress, especially as 2027 earnings become the key metric. Read the full article on Seeking Alpha

Recent updates

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