Diodes Incorporated

NasdaqGS:DIOD Stock Report

Market Cap: US$4.7b

Diodes Future Growth

Future criteria checks 1/6

Diodes is forecast to grow revenue at 16.4% per annum. EPS is expected to grow by 67.1% per annum.

Key information

n/a

Earnings growth rate

67.06%

EPS growth rate

Semiconductor earnings growth25.9%
Revenue growth rate16.4%
Future return on equityn/a
Analyst coverage

Low

Last updated08 May 2026

Recent future growth updates

Analysis Article • May 11

Earnings Beat: Diodes Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, Diodes Incorporated ( NASDAQ:DIOD ) came out with a strong set of quarterly numbers that could potentially...

Recent updates

Analysis Article • May 11

Earnings Beat: Diodes Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, Diodes Incorporated ( NASDAQ:DIOD ) came out with a strong set of quarterly numbers that could potentially...
Narrative Update • May 01

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

Analysts have raised their price target on Diodes by a combined $31. This reflects updated views on the company’s growth, margin profile and future P/E assumptions following recent research from multiple firms.
Narrative Update • Apr 16

DIOD: Higher Multiple And Execution Risk Will Restrain Auto Earnings Upside

Analysts have lifted their fair value estimate for Diodes from $67.00 to $80.00, citing updated assumptions for revenue growth, profit margins, and future P/E multiples that are consistent with recent upgrades and higher price targets from the Street. Analyst Commentary Recent Street research on Diodes has centered on updated assumptions for revenue trends, profitability, and the P/E multiple that investors might be willing to pay.
Seeking Alpha • Apr 14

Diodes Incorporated: Why The Rally Is Overdone

Summary DIOD has staged a turnaround in 2026 with the stock rallying higher after a slump in H2 2025, but it is arguably better not to take part in the rally. Most of the gains came after DIOD set impressive targets for the next three years, but there are a couple of issues here worth keeping in perspective. DIOD seems to be benefiting from problems at Nexperia, but recent developments suggest this tailwind could become a headwind in the future. The stock looks overvalued and risky after rallying by so much, which is why I am neutral on DIOD with a hold rating. Read the full article on Seeking Alpha
Narrative Update • Apr 01

DIOD: Future Earnings Power Will Be Supported By Automotive Expansion And Execution Risks

Analysts have raised their price targets on Diodes by $18 and $13 in recent reports, reflecting updated views on the stock that inform the latest valuation assumptions. Analyst Commentary Recent price target increases on Diodes signal that research desks are refreshing their views on the company, with updated assumptions feeding into revised valuation ranges.
Narrative Update • Mar 18

DIOD: Higher Earnings Power Will Be Driven By Improved Risk Profile

Analysts have raised their price targets on Diodes by $18 and $13, citing updated views on the company’s risk profile, growth outlook, profitability, and forward P/E assumptions. Analyst Commentary Recent target changes on Diodes reflect updated views on risk, growth, and valuation, with bullish analysts revisiting their models around profitability and forward P/E assumptions.
Narrative Update • Mar 04

DIOD: Auto And Power Products Will Support Balanced Outlook At Higher Earnings Multiple

Analysts have lifted their price target for Diodes from $54 to $67, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple as reflected in recent Street research from firms including Benchmark and Truist. Analyst Commentary Even with the higher price targets, research updates signal that expectations for Diodes are more balanced than the headline moves suggest.
Narrative Update • Feb 18

DIOD: Higher Revenue And Margin Assumptions Will Support Stronger Earnings Power

Narrative Update on Diodes The analyst price target for Diodes has been updated from $58.67 to $75.67, with analysts pointing to higher assumed revenue growth, profit margins, a slightly higher discount rate, and a lower future P/E as key drivers of the change. Analyst Commentary Recent research updates have focused on how changes in assumptions around revenue growth, margins, discount rates, and future P/E levels affect Diodes' valuation framework.
Analysis Article • Feb 17

We Think That There Are Issues Underlying Diodes' (NASDAQ:DIOD) Earnings

Unsurprisingly, Diodes Incorporated's ( NASDAQ:DIOD ) stock price was strong on the back of its healthy earnings...
Narrative Update • Feb 04

DIOD: Auto And Power Products Will Support Steady Outlook On Fair Value

Analysts have kept their Diodes price target steady at US$54.00, reflecting updated views that are broadly consistent on discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Launched the automotive compliant PI2MEQX2505Q MIPI D PHY ReDriver, targeting higher pixel count camera monitoring and ADAS systems with data rates up to 2.5Gbps and multiple programmable signal integrity settings (Key Developments).
Narrative Update • Jan 20

DIOD: Automotive Portfolio And Power Products Will Support Steady Fair Value Outlook

Analysts have maintained their fair value estimate for Diodes at US$54.00. They have made small adjustments to the discount rate, expected revenue growth, profit margin, and future P/E assumptions to reflect updated views on the company’s risk profile and earnings potential.
Narrative Update • Jan 06

DIOD: Automotive Product Expansion And Higher P/E Will Support Balanced Outlook

Analysts have lifted their price target on Diodes from US$51 to US$54, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that together support a slightly higher valuation range. What's in the News Diodes expanded its automotive-compliant bipolar transistor portfolio with the DXTN/P 78Q and 80Q series, a set of twelve ultra low VCE(sat) NPN and PNP devices aimed at power switching, gate driving, DC-DC conversion, and motor and actuator control across 12 V, 24 V, and 48 V systems, priced from US$0.19 to US$0.22 in 6,000-piece quantities (Product-Related Announcements).
Narrative Update • Dec 14

DIOD: Automotive Expansion And Higher Multiple Will Drive Balanced Risk Reward

Analysts have lifted their price target on Diodes from 43.00 dollars to 51.00 dollars, citing expectations for faster top line growth and a higher future earnings multiple. These factors more than offset slightly lower projected profit margins and a higher discount rate.
Narrative Update • Aug 08

AI Demand And Automotive Electrification Will Expand Semiconductor Markets

Despite a notable decline in net profit margin, the significant rise in Diodes’ future P/E multiple suggests heightened market optimism for future growth, resulting in a revised fair value price target of $58.67. What's in the News Diodes Incorporated provided Q3 2025 guidance targeting revenue of approximately $392 million (±3%), representing a 12% year-over-year increase, marking the fourth consecutive quarter of annual growth.
Analysis Article • Aug 01

Revenues Working Against Diodes Incorporated's (NASDAQ:DIOD) Share Price

You may think that with a price-to-sales (or "P/S") ratio of 1.7x Diodes Incorporated ( NASDAQ:DIOD ) is definitely a...
Analysis Article • Jun 24

These 4 Measures Indicate That Diodes (NASDAQ:DIOD) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article • May 16

Investors Can Find Comfort In Diodes' (NASDAQ:DIOD) Earnings Quality

Diodes Incorporated's ( NASDAQ:DIOD ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Analysis Article • Apr 17

Diodes Incorporated's (NASDAQ:DIOD) 27% Dip In Price Shows Sentiment Is Matching Revenues

To the annoyance of some shareholders, Diodes Incorporated ( NASDAQ:DIOD ) shares are down a considerable 27% in the...
Analysis Article • Apr 16

At US$35.62, Is It Time To Put Diodes Incorporated (NASDAQ:DIOD) On Your Watch List?

Diodes Incorporated ( NASDAQ:DIOD ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article • Mar 31

Capital Allocation Trends At Diodes (NASDAQ:DIOD) Aren't Ideal

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article • Feb 28

Diodes Incorporated (NASDAQ:DIOD) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-sales (or "P/S") ratio of 1.8x Diodes Incorporated ( NASDAQ:DIOD ) may be sending bullish signals at...
Analysis Article • Feb 04

Is Diodes (NASDAQ:DIOD) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article • Jan 03

Is Diodes Incorporated (NASDAQ:DIOD) Potentially Undervalued?

Diodes Incorporated ( NASDAQ:DIOD ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Analysis Article • Nov 17

Returns On Capital Signal Tricky Times Ahead For Diodes (NASDAQ:DIOD)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Earnings and Revenue Growth Forecasts

NasdaqGS:DIOD - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20272,073N/AN/A3482
12/31/20261,779N/AN/A2652
3/31/20261,55586129223N/A
12/31/20251,48266137216N/A
9/30/20251,43064187259N/A
6/30/20251,38864163234N/A
3/31/20251,34126139207N/A
12/31/20241,3114446119N/A
9/30/20241,29561-576N/A
6/30/20241,34996-3272N/A
3/31/20241,49617027150N/A
12/31/20231,662227130281N/A
9/30/20231,835294158345N/A
6/30/20231,952332209428N/A
3/31/20231,986330199420N/A
12/31/20222,001331181393N/A
9/30/20221,985305164367N/A
6/30/20221,935287160334N/A
3/31/20221,874262180343N/A
12/31/20211,805229197339N/A
9/30/20211,675193208322N/A
6/30/20211,513152172263N/A
3/31/20211,362117123202N/A
12/31/20201,22998111187N/A
9/30/20201,180116108179N/A
6/30/20201,194126127206N/A
3/31/20201,228142119214N/A
12/31/20191,249153N/A230N/A
9/30/20191,262136N/A239N/A
6/30/20191,260128N/A208N/A
3/31/20191,242117N/A201N/A
12/31/20181,214104N/A186N/A
9/30/20181,16844N/A199N/A
6/30/20181,13227N/A204N/A
3/31/20181,09216N/A189N/A
12/31/20171,054-2N/A181N/A
9/30/20171,01830N/A156N/A
6/30/201798326N/A148N/A
3/31/201795619N/A145N/A
12/31/201694216N/A125N/A
9/30/201692410N/A95N/A
6/30/20168832N/A107N/A
3/31/201686511N/A105N/A
12/31/201584924N/A118N/A
9/30/201585846N/A125N/A
6/30/201588362N/A107N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if DIOD's forecast earnings growth is above the savings rate (3.5%).

Earnings vs Market: Insufficient data to determine if DIOD's earnings are forecast to grow faster than the US market

High Growth Earnings: Insufficient data to determine if DIOD's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: DIOD's revenue (16.4% per year) is forecast to grow faster than the US market (11.6% per year).

High Growth Revenue: DIOD's revenue (16.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if DIOD's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/14 22:17
End of Day Share Price 2026/05/14 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Diodes Incorporated is covered by 11 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tristan GerraBaird
Brian PiccioniBMO Capital Markets Equity Research
Shawn HarrisonLongbow Research LLC