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Delta Electronics, Inc. Stock Price

TWSE:2308 Community·NT$5.8t Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

2308 Share Price Performance

NT$0
-370.00 (-100.00%)
NT$2,800.00
Fair Value
NT$0
-370.00 (-100.00%)
Price NT$0

2308 Community Narratives

·
Fair Value NT$2.8k 21.6% undervalued intrinsic discount

EV, Renewables And Data Centers Will Drive Long-Term Secular Trends

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·
Fair Value NT$1.57k 39.6% overvalued intrinsic discount

Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook

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·
Fair Value NT$872.86 151.5% overvalued intrinsic discount

Overvalued Power Electronics Will Face Margin Compression Amid US-China Decoupling

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NT$1.57k
39.6% overvalued intrinsic discount
Revenue
28.22% p.a.
Profit Margin
9.57%
Future PE
44.44x
Price in 2029
NT$1.91k
NT$872.86
151.5% overvalued intrinsic discount
Revenue
17.15% p.a.
Profit Margin
10.87%
Future PE
31.16x
Price in 2029
NT$1.06k

Trending Discussion

Updated Narratives

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2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Fair Value: NT$2.8k 21.6% undervalued intrinsic discount
3 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
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2308: Tonglu Data Center Contracts Will Support Future AI Power Upside

Fair Value: NT$1.57k 39.6% overvalued intrinsic discount
2 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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2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism

Fair Value: NT$872.86 151.5% 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

Exceptional growth potential with outstanding track record.

0 Risks
3 Rewards

Delta Electronics, Inc. Key Details

NT$595.3b

Revenue

NT$384.0b

Cost of Revenue

NT$211.3b

Gross Profit

NT$140.9b

Other Expenses

NT$70.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
27.12
35.50%
11.83%
18.4%
View Full Analysis

About 2308

Founded
1971
Employees
n/a
CEO
Ping Cheng
WebsiteView website
www.deltaww.com

Delta Electronics, Inc., together with its subsidiaries, provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally. It operates through Power Electronics, Mobility, Automation, and Infrastructure segments. The company offers inductors, transformer components, networking products, EMI filters, solenoids, current sensing resistors, power modules, and stamping and over molding components; embedded power, adapters, industrial and medical power solutions, industrial battery charging, USB socket outlets, and hydrogen power and high voltage power solutions; and DC brushless and EC fans and blowers, automotive thermal and thermal management solutions, liquid cooling and climate thermal solutions, and indoor air quality products. It also provides EV power electronics, traction, and X-in-1 products. In addition, the company offers drive and power quality, motion, control, robot, and manufacturing equipment, as well as field devices, software, and industrial PCs; and building management and control, indoor air quality, LED lighting, smart surveillance, healthy lighting, and building solutions. Further, it provides telecom power systems, networking and rural electrification system, UPS and data center infrastructure, and power quality products; EV charging, energy storage systems, photovoltaic inverters, energy management, wind power converters, solid state transformers, medium voltage drives, high voltage power, automatic test equipment, and hydrogen energy and fuel cell solutions; and business and education multimedia and high-performance projectors, collaboration and signage solutions, and smart campus solutions, as well as DLP, LED, and LCD video walls. Additionally, it provides consulting services for building management and control solutions. Delta Electronics, Inc. was founded in 1971 and is headquartered in Taipei, Taiwan.

Recent 2308 News & Updates

Narrative Update May 01

2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.

Recent updates

No updates

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