2382 Share Price Performance
NT$0
-269.00 (-100.00%)
Price NT$0
Fair ValueNT$391.47
Share Pricen/a
Quanta Computer Inc. Stock Price
- 3 Narratives written by author
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- 50 Fair Values set on narratives written by author
2382 Community Narratives
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Fair Value
·Fair Value NT$391.47 15.1% undervalued intrinsic discount
AI And US-Mexico Manufacturing Investments Will Expand Global Reach
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Fair Value
·Fair Value NT$274.87 21.0% overvalued intrinsic discount
Tariff Risks And Supply Chain Woes Will Shadow AI Servers
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Fair Value
·Fair Value NT$543.58 38.8% undervalued intrinsic discount
Rising AI And Cloud Trends Will Expand Global Demand
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Rising AI And Cloud Trends Will Expand Global Demand
Quanta Computer is riding a wave of demand for the machines that power AI and cloud services, and its global manufacturing footprint could help it win more big customers and protect profits. But its heavy reliance on a handful of major buyers and the pressure of intense competition could quickly change the story if orders or costs move the wrong way.Read more
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NT$543.58
38.8% undervalued intrinsic discount
Fair Value
Revenue
47.12% p.a.
Profit Margin
2.22%
Future PE
15.24x
Price in 2029
NT$684.09
AI And US-Mexico Manufacturing Investments Will Expand Global Reach
Quanta is leaning hard into the booming demand for AI data-center hardware, while building more factories outside China to keep shipping smoothly even as trade rules shift. The upside is bigger wins with major cloud customers, but the catch is that this product mix and rising costs could squeeze profits even if sales grow.Read more
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NT$391.47
15.1% undervalued intrinsic discount
Fair Value
Revenue
33.89% p.a.
Profit Margin
2.27%
Future PE
14.21x
Price in 2029
NT$492.53
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$274.87
21.0% overvalued intrinsic discount
Fair Value
Revenue
18.24% p.a.
Profit Margin
3.21%
Future PE
11.7x
Price in 2029
NT$341.9
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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2382: Higher Revenue Outlook And Cash Returns Will Support Future Upside
Fair Value: NT$543.58 38.8% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
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2382: Fair Value Update Will Likely Temper Upside Momentum
Fair Value: NT$391.47 15.1% undervalued intrinsic discount
18 fair values setusers have set this as their fair value
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2382: European Nearshoring Expansion And Refined Assumptions Will Shape Measured Outlook
Fair Value: NT$274.87 21.0% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
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Snowflake Analysis
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 cloud-computing server related 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 cameras, camera module, and AI dash-camera and AI body-worn camera; 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; telco infrastructures and solutions; smart manufacturing and factory solutions; and AR/VR display and smart glasses solutions. The company was incorporated in 1988 and is based in Taoyuan City, Taiwan.
