WIN Semiconductors Framtida tillväxt
Future kriterier kontrolleras 1/6
WIN Semiconductors förväntas öka intäkter och intäkter med 19.4% respektive 14% per år. EPS förväntas tillväxt med 19% per år. Avkastningen på eget kapital förväntas bli 11.9% om 3 år.
Viktig information
19.4%
Tillväxttakt i vinsten
18.96%
Tillväxttakt för EPS
| Semiconductor vinsttillväxt | 26.5% |
| Intäkternas tillväxttakt | 14.0% |
| Framtida avkastning på eget kapital | 11.86% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 05 Aug 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • Jul 27
3105: GaN Design Workflow And Higher Margins Will Support Rich P/E
Analysts have reduced their price target on WIN Semiconductors to NT$590 from NT$640, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for WIN Semiconductors Keysight Technologies and WIN Semiconductors announced a joint GaN MMIC design workflow that connects on-chip multi domain simulation, 3D layout checks, and off chip evaluation board design in a single environment.
Uppdatering av berättelse • Jun 22
3105: Lower Future P/E Assumptions Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, setting a revised price target of NT$387.08. This reflects a shift in the assumed discount rate and future P/E multiple, while revenue growth and profit margin expectations remain unchanged.
Uppdatering av berättelse • Jun 07
3105: Higher Discount Rate And Lower P/E Will Pressure Rich Dividend Outlook
Analysts have maintained their fair value estimate for WIN Semiconductors at NT$90.00, while adjusting key assumptions around discount rate, revenue growth, profit margin and future P/E to reflect an updated view of the company’s risk profile and earnings potential. What's in the News WIN Semiconductors announced an annual dividend of TWD 2.0000 per share.Uppdatering av berättelse • May 24
3105: Higher Assumed Margins And P/E Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, lifting the implied fair value in their price target framework from about NT$205 to around NT$387, citing revised assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: NT$204.64 in the earlier framework versus NT$387.08 in the updated workup, reflecting a higher implied valuation reference point.Uppdatering av berättelse • May 05
3105: Higher Margins And Earnings Guide Will Support Rich P/E
Analysts now place WIN Semiconductors' fair value at NT$640.0 versus the prior NT$336.0, reflecting updated assumptions around higher revenue, profit margins, and a slightly different discount rate and future P/E. What's in the News WIN Semiconductors issued new consolidated earnings guidance for the first quarter of 2026, giving investors an updated reference point for near term expectations.Uppdatering av berättelse • Apr 19
3105: High P/E Will Clash With Guided Revenue And Margin Weakness
Analysts have maintained their NT$336.00 price target for WIN Semiconductors. They cite small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that offset each other in their updated models.Uppdatering av berättelse • Apr 04
3105: Elevated Future P/E Against Softer Near Term Outlook Will Pressure Shares
Analysts have adjusted their price target for WIN Semiconductors to NT$336.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and assumptions about future P/E ratios. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors a fresh reference point for short term expectations (Key Developments).Uppdatering av berättelse • Mar 20
3105: Earnings Guidance And Lower Discount Rate Will Signal Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors from NT$75.00 to NT$90.00, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors an early look at expected financial performance (Key Developments).Uppdatering av berättelse • Mar 06
3105: Elevated Future P/E And Softer Q1 Guidance Will Sustain Overvaluation Risk
Analysts have revised their price target for WIN Semiconductors to NT$204.64 from NT$133.73. This mainly reflects an updated view on fair value and a higher assumed future P/E multiple, while core growth and margin assumptions are kept broadly consistent.Uppdatering av berättelse • Feb 20
3105: Elevated Future P/E And Soft Guidance Will Likely Sustain Overvaluation Risk
Analysts have revised their fair value estimate for WIN Semiconductors from NT$105.27 to NT$133.73. This change reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.Uppdatering av berättelse • Feb 06
3105: Lower Margin Outlook And Rich P/E Will Likely Pressure Shares
Analysts have raised their fair value estimate for WIN Semiconductors from $118.51 to $187.95, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value Estimate raised from NT$118.51 to NT$187.95, reflecting a higher assessed intrinsic value per share.Uppdatering av berättelse • Jan 22
3105: Lower Discount Rate Will Signal Overvaluation Risk Despite Higher Margins
Analysts have lifted their fair value estimate for WIN Semiconductors from $69.0 to $75.0, reflecting updated assumptions for faster revenue growth, higher profit margins and a lower cost of equity alongside a revised future P/E multiple. Valuation Changes The Fair Value Estimate has risen from NT$69.0 to NT$75.0, indicating a higher assessed intrinsic value per share.Uppdatering av berättelse • Jan 07
3105: Higher Future P/E Will Likely Sustain Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors to $105.27 from $99.07, attributing the change to slightly lower discount rate assumptions and a higher future P/E multiple in their updated models. Valuation Changes Fair Value Estimate was revised from NT$99.07 to NT$105.27, indicating a modest upward adjustment in the model output.Uppdatering av berättelse • Dec 17
3105: Slightly Lower Discount Rate Will Likely Sustain Overvaluation Risk
Analysts have raised their price target on WIN Semiconductors by approximately $3.00. This reflects slightly faster expected revenue growth, a marginally lower discount rate, and a modestly higher future earnings multiple that more than offset a small reduction in projected profit margins.Uppdatering av berättelse • Dec 03
3105: Lower Discount Rate Will Likely Keep Overvaluation Risks Intact
Analysts have modestly revised their price target on WIN Semiconductors to TWD 96.07, reflecting slightly lower discount rate assumptions and marginally adjusted long term profitability and valuation multiples, while keeping the overall fair value essentially unchanged. Valuation Changes Fair Value: Remains effectively unchanged at approximately NT$96.07, indicating no material adjustment to the intrinsic valuation.Uppdatering av berättelse • Nov 19
3105: Lower Discount Rate Will Likely Fail To Offset Overvaluation Risk
Analysts have raised their price target for WIN Semiconductors by $2.00, citing improved revenue growth and profit margin forecasts as key drivers of the upward revision. Valuation Changes Fair Value has risen slightly, increasing from NT$94.07 to NT$96.07.Uppdatering av berättelse • Nov 01
3105: Profit Margin Declines Are Expected To Weigh On Future Returns
Analysts have raised their price target for WIN Semiconductors from $89.21 to $94.07, citing modestly improved revenue growth expectations and a lower discount rate as key drivers behind the updated valuation. Valuation Changes Consensus Analyst Price Target has risen slightly from NT$89.21 to NT$94.07.
Ny berättelse • Feb 15
Advancements In AI And Wi-Fi 7 Will Expand Future Opportunities For Compound Semiconductors
Strong growth in Infrastructure and Optics emphasizes potential revenue expansion, despite short-term declines in other areas.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 29,890 | 6,347 | 5,042 | N/A | 8 |
| 12/31/2027 | 25,324 | 4,487 | 5,544 | N/A | 14 |
| 12/31/2026 | 21,673 | 3,262 | 3,998 | N/A | 12 |
| 6/30/2026 | 19,130 | 3,609 | N/A | N/A | N/A |
| 3/31/2026 | 17,653 | 2,211 | 1,506 | 4,060 | N/A |
| 12/31/2025 | 16,639 | 1,694 | 3,191 | 4,953 | N/A |
| 9/30/2025 | 15,550 | 313 | 2,671 | 4,202 | N/A |
| 6/30/2025 | 15,410 | -529 | 2,967 | 3,983 | N/A |
| 3/31/2025 | 16,591 | 377 | 3,612 | 4,679 | N/A |
| 12/31/2024 | 17,458 | 768 | 3,624 | 4,900 | N/A |
| 9/30/2024 | 18,620 | 1,505 | 4,412 | 5,796 | N/A |
| 6/30/2024 | 18,437 | 1,311 | 3,136 | 5,993 | N/A |
| 3/31/2024 | 17,419 | 729 | 2,982 | 6,029 | N/A |
| 12/31/2023 | 15,836 | -80 | 971 | 4,270 | N/A |
| 9/30/2023 | 14,500 | -541 | 315 | 4,271 | N/A |
| 6/30/2023 | 14,243 | -223 | -1,241 | 2,725 | N/A |
| 3/31/2023 | 15,597 | 518 | -2,823 | 3,599 | N/A |
| 12/31/2022 | 18,334 | 1,802 | -1,222 | 5,968 | N/A |
| 9/30/2022 | 22,020 | 3,650 | -1,604 | 6,950 | N/A |
| 6/30/2022 | 24,873 | 4,850 | 379 | 8,327 | N/A |
| 3/31/2022 | 25,770 | 5,186 | 111 | 7,760 | N/A |
| 12/31/2021 | 26,182 | 5,455 | -360 | 7,815 | N/A |
| 9/30/2021 | 25,826 | 4,979 | -631 | 8,223 | N/A |
| 6/30/2021 | 25,631 | 5,406 | -1,051 | 8,809 | N/A |
| 3/31/2021 | 25,485 | 6,089 | -634 | 8,654 | N/A |
| 12/31/2020 | 25,546 | 6,529 | -40 | 8,755 | N/A |
| 9/30/2020 | 25,589 | 7,095 | 1,302 | 8,841 | N/A |
| 6/30/2020 | 25,426 | 6,766 | 3,126 | 9,476 | N/A |
| 3/31/2020 | 23,829 | 5,891 | N/A | 9,197 | N/A |
| 12/31/2019 | 21,378 | 4,474 | N/A | 8,084 | N/A |
| 9/30/2019 | 18,688 | 3,372 | N/A | 6,865 | N/A |
| 6/30/2019 | 16,350 | 2,440 | N/A | 5,031 | N/A |
| 3/31/2019 | 16,466 | 2,563 | N/A | 5,097 | N/A |
| 12/31/2018 | 17,311 | 3,124 | N/A | 5,480 | N/A |
| 9/30/2018 | 18,677 | 3,706 | N/A | 6,086 | N/A |
| 6/30/2018 | 19,015 | 4,170 | N/A | 6,217 | N/A |
| 3/31/2018 | 18,268 | 4,004 | N/A | 6,227 | N/A |
| 12/31/2017 | 17,086 | 3,764 | N/A | 5,894 | N/A |
| 9/30/2017 | 14,712 | 2,985 | N/A | 4,602 | N/A |
| 6/30/2017 | 13,861 | 2,809 | N/A | 4,652 | N/A |
| 3/31/2017 | 13,613 | 2,770 | N/A | 4,109 | N/A |
| 12/31/2016 | 13,623 | 3,113 | N/A | 3,787 | N/A |
| 9/30/2016 | 13,614 | 3,262 | N/A | 4,644 | N/A |
| 6/30/2016 | 12,974 | 3,062 | N/A | 4,518 | N/A |
| 3/31/2016 | 12,501 | 2,893 | N/A | 4,838 | N/A |
| 12/31/2015 | 12,016 | 2,672 | N/A | 4,893 | N/A |
| 9/30/2015 | 11,532 | 2,517 | N/A | 4,586 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: 3105 s prognostiserade vinsttillväxt ( 19.4% per år) är över sparkvoten ( 1.3% ).
Resultat vs marknad: 3105 s intäkter ( 19.4% per år) förväntas växa långsammare än marknaden för TW ( 26% per år).
Höga tillväxtresultat: 3105 s intäkter förväntas växa, men inte avsevärt.
Intäkt vs marknad: 3105 s intäkter ( 14% per år) förväntas växa långsammare än marknaden för TW ( 21.2% per år).
Hög tillväxtintäkter: 3105 s intäkter ( 14% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: 3105 s avkastning på eget kapital förväntas bli låg om 3 år ( 11.9 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/07 15:11 |
| Aktiekurs vid dagens slut | 2026/08/07 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
WIN Semiconductors Corp. bevakas av 27 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ping-Heng Wu | Barclays |
| Xin Sun | Bernstein |
| Haas Liu | BofA Global Research |