2382 Share Price Performance
NT$0
-286.50 (-100.00%)
Price NT$0
Fair ValueNT$349.83
Share Pricen/a
Quanta Computer Inc. Stock Price
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2382 Community Narratives
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Fair Value NT$349.83 19.7% undervalued intrinsic discount
AI And US-Mexico Manufacturing Investments Will Expand Global Reach
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Fair Value NT$257.1 9.3% overvalued intrinsic discount
Tariff Risks And Supply Chain Woes Will Shadow AI Servers
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Fair Value NT$420 33.1% undervalued intrinsic discount
Rising AI And Cloud Trends Will Expand Global Demand
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AI And US-Mexico Manufacturing Investments Will Expand Global Reach
Key Takeaways Accelerated AI server expansion, increased R&D, and advanced product offerings are positioning Quanta for market share gains and long-term revenue growth. Global manufacturing investments, vertical integration, and automation are enhancing operational efficiency, supply resilience, and profit margin stability.Read more
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NT$349.83
19.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
30% p.a.
Profit Margin
2.57%
Future PE
15.41x
Price in 2028
NT$430.31
Rising AI And Cloud Trends Will Expand Global Demand
Key Takeaways Accelerated growth in AI server sales, advanced R&D, and global supply chain flexibility position Quanta to outpace competitors and deliver superior margins. Expanding adoption of AI, cloud, and sustainable manufacturing strengthens Quanta's customer base, recurring revenues, and long-term earnings stability.Read more
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NT$420
33.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
35% p.a.
Profit Margin
2.56%
Future PE
17.24x
Price in 2028
NT$519.22
Tariff Risks And Supply Chain Woes Will Shadow AI Servers
Key Takeaways Margin pressures are mounting due to rising costs, fragmented supply chains, and a shift to lower-margin, next-generation AI servers amid fierce competition. Heavy reliance on hyperscale cloud customers and limited value chain control heightens vulnerability to shifts in client procurement strategies and regulatory pressures.Read more
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NT$257.1
9.3% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
24% p.a.
Profit Margin
2.9%
Future PE
13.54x
Price in 2028
NT$319.23
Trending Discussion
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2382: Future Revenue Acceleration Will Likely Drive Continued Upside Potential
Fair Value: NT$349.83 19.7% undervalued intrinsic discount
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Tariff Risks And Supply Chain Woes Will Shadow AI Servers
Fair Value: NT$257.1 9.3% overvalued intrinsic discount
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Rising AI And Cloud Trends Will Expand Global Demand
Fair Value: NT$420 33.1% undervalued intrinsic discount
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Snowflake Analysis
Flawless balance sheet with solid track record and pays a dividend.
0 Risks
6 Rewards
Quanta Computer Inc. Key Details
About 2382
- Founded
- 1988
- Employees
- n/a
- CEO
- WebsiteView website
Quanta Computer Inc. manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally. The company provides notebook PCs; servers, storage devices, and network switches; cameras, including automotive camera, camera module, and AI dash-cam and ADAS solutions; and smart healthcare solutions. It also offers mobile computing solutions for the wireless communication of notebook PCs, wireless local area network peripherals, wireless multimedia devices, and wireless information home appliances; and cloud computing and enterprise network solutions for private or hybrid clouds, as well as home entertainment and smart home solutions, including home media centers; smart touch input systems for laptops, desktops, and thin client terminals; smart IoT controllers and sensors; smart speakers; and private servers for home. In addition, the company provides IoT solutions; central office solutions for telecommunication; smart manufacturing and factory solutions; and AR/VR display and smart glasses solutions. The company was incorporated in 1988 and is headquartered in Taoyuan City, Taiwan.
