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Lite-On Technology CorporationTWSE:2301 Aktierapport

Marknadsvärde NT$388.0b
Aktiekurs
NT$171.00
NT$206.11
17.0% undervärderad intrinsisk rabatt
1Y71.0%
7D-0.9%
Portföljens värde
Utsikt

Lite-On Technology Corporation

TWSE:2301 Aktierapport

Börsvärde: NT$388.0b

Lite-On Technology (2301) Aktievy

Lite-On Technology Corporation, tillsammans med sina dotterbolag, bedriver forskning, design, utveckling, tillverkning och försäljning av moduler och systemlösningar. Mer information

2301 fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt6/6
Tidigare resultat3/6
Finansiell hälsa6/6
Utdelningar3/6

2301 Community Fair Values

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Lite-On Technology Corporation Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Lite-On Technology
Historiska aktiekurser
Aktuell aktiekursNT$171.00
52 veckors högstaNT$200.00
52 veckors lägstaNT$98.80
Beta0.90
1 månads förändring17.93%
3 månaders förändring-1.44%
1 års förändring71.00%
3 års förändring123.24%
5 års förändring171.43%
Förändring sedan börsintroduktionen893.93%

Senaste nyheter och uppdateringar

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept Lite-On Technology's fair value unchanged at NT$206.11. Only marginal shifts in the discount rate, revenue growth, profit margin expectations, and future P/E assumptions are behind the updated price target narrative.

2301: AI Data Center And RAN Solutions Will Support Future Upside

Analysts have slightly adjusted their view on Lite-On Technology, updating their NT$ price target in line with modest tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Lite-On showcased a broad range of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems and racks based on NVIDIA MGX, a 2.1 MW in row CDU, and power bricks, all aimed at supporting megawatt scale AI deployments and higher rack power density (product related announcement).

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept their NT$206.11 price target for Lite-On Technology broadly unchanged, pointing to only minor tweaks in discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially shift their overall view of the stock. What's in the News Lite-On showcased a portfolio of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems, and racks based on the NVIDIA MGX platform.

2301: AI-RAN Network Platform Will Support Balanced Future Upside

Analysts have lifted their fair value estimate for Lite-On Technology from NT$205 to roughly NT$206.11, reflecting updated assumptions around revenue, profit margins and a slightly lower future P/E multiple. What's in the News Lite-On plans to showcase its latest AI-RAN capabilities at MWC Barcelona 2026, focusing on GPU accelerated architectures built on the NVIDIA AI Aerial platform (Key Developments).

Recent updates

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept Lite-On Technology's fair value unchanged at NT$206.11. Only marginal shifts in the discount rate, revenue growth, profit margin expectations, and future P/E assumptions are behind the updated price target narrative.

2301: AI Data Center And RAN Solutions Will Support Future Upside

Analysts have slightly adjusted their view on Lite-On Technology, updating their NT$ price target in line with modest tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Lite-On showcased a broad range of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems and racks based on NVIDIA MGX, a 2.1 MW in row CDU, and power bricks, all aimed at supporting megawatt scale AI deployments and higher rack power density (product related announcement).

2301: AI Data Center And RAN Solutions Will Drive Future Upside

Analysts have kept their NT$206.11 price target for Lite-On Technology broadly unchanged, pointing to only minor tweaks in discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially shift their overall view of the stock. What's in the News Lite-On showcased a portfolio of next generation AI data center solutions at NVIDIA GTC 2026, including 800 VDC power racks, 110 kW power shelves, liquid cooling systems, and racks based on the NVIDIA MGX platform.

2301: AI-RAN Network Platform Will Support Balanced Future Upside

Analysts have lifted their fair value estimate for Lite-On Technology from NT$205 to roughly NT$206.11, reflecting updated assumptions around revenue, profit margins and a slightly lower future P/E multiple. What's in the News Lite-On plans to showcase its latest AI-RAN capabilities at MWC Barcelona 2026, focusing on GPU accelerated architectures built on the NVIDIA AI Aerial platform (Key Developments).

2301: High Density AI Power And Cooling Will Support Balanced Future Upside

Analysts have nudged their price target for Lite-On Technology up from NT$202.94 to NT$205.00, citing updated assumptions for slightly higher revenue growth, profit margins, a modestly lower discount rate, and a small adjustment to anticipated future P/E levels. Valuation Changes Fair Value: NT$202.94 moved slightly higher to NT$205.00.

2301: High Density AI Power And Cooling Will Drive Future Upside

Analysts have raised their NT$ fair value estimate for Lite-On Technology by NT$10 to NT$202.94, reflecting updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations. What's in the News Lite-On Technology took part in the Super Computing (SC25) event in St. Louis, presenting high performance computing solutions built on NVIDIA MGX architecture and aligned with the ORV3 standard (Key Developments).

2301: High Density AI Power And Cooling Will Support Future Upside

Analysts have kept their fair value estimate for Lite-On Technology unchanged at $192.94, making only minor adjustments to their discount rate, revenue growth, profit margin, and future P/E assumptions. This suggests a steady view of the stock's long-term potential rather than a major shift in outlook.

2301: High Density AI Power And Cooling Will Drive Future Upside Potential

Analysts have kept their price target for Lite-On Technology broadly in line with prior estimates, citing largely unchanged fair value assumptions along with only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs that together do not materially shift their view on the stock's underlying valuation in currency terms. What's in the News Lite-On Technology showcased ORV3 compliant solutions built on NVIDIA MGX architecture at the Super Computing (SC25) event in St. Louis, including 800 VDC Powerack, BBU, Capacitor Shelf, 2.1MW in Row CDU, 280kW in Rack CDU, and 140kW Liquid to Air Sidecar, targeting high performance, energy efficient AI infrastructure for data centers (Key Developments).

2301: High Density AI Data Center Power Will Drive Future Upside Potential

Analysts have slightly raised their price target on Lite-On Technology to NT$192.94, reflecting marginally improved profit margin expectations and a stable long term growth outlook despite a modest uptick in the assumed discount rate. What's in the News Showcased a full suite of ORV3-compliant, NVIDIA MGX-based power, rack, and liquid cooling solutions at the Super Computing (SC25) event in St. Louis, targeting high performance AI and HPC data centers (Key Developments) Introduced next generation 800 VDC Power Rack, BBU, Capacitor Shelf, and high capacity liquid cooling systems designed to support up to 1.2MW per rack and ultra high density GPU configurations (Key Developments) Highlighted software enabled intelligent power management, including remote monitoring, control, and online firmware updates to improve data center operational efficiency and reliability (Key Developments) Participated in the 2025 Open Compute Project Global Summit in San Jose, showcasing integrated AI data center power and liquid cooling architectures built for NVIDIA platforms and megawatt scale racks (Key Developments) Positioned 800 VDC architecture and liquid cooling as key enablers to reduce energy losses, cabling material, and PUE while improving performance and sustainability for next generation AI factories (Key Developments) Valuation Changes Fair Value Estimate: Unchanged at approximately NT$192.94 per share, indicating stable long term intrinsic value assessment.

2301: Data Center Power Advances Will Drive Upside Potential In The Coming Year

Analysts have slightly raised their price target for Lite-On Technology, increasing it by NT$0.00 as they incorporate modest adjustments to revenue growth and discount rate assumptions. What's in the News LITEON Technology showcased next-generation HPC solutions at Super Computing (SC25) in St. Louis, including 800 VDC Powerack, advanced BBU and Capacitor Shelves, high-capacity in-Row and in-Rack CDUs, and liquid to air cooling systems (Key Developments).

2301: Revenue Momentum Will Drive Upward Revisions After Data Center Expansion

Analysts have raised their price target on Lite-On Technology from $181.33 to $192.94. They cite improved revenue growth projections as the primary driver of this upward revision.

2301: New AI Data Center Solutions Will Support Balanced Risk And Opportunity

Analysts have raised their price target for Lite-On Technology from $160.67 to $181.33. They cite expectations of stronger revenue growth and improved profit margins as reasons for the increase.

Cloud And AI Demand Will Open New Markets

Narrative Update: Lite-On Technology Analyst Price Target Increased Analysts have raised their fair value price target for Lite-On Technology from $147.11 to $160.67. This change reflects moderately stronger forecasts for revenue growth, profit margins, and future earnings multiples.

Cloud And AI Demand Will Open New Markets

Analysts have raised their price target for Lite-On Technology from $138 to $147.11, citing stronger projected revenue growth as well as a marginal improvement in valuation metrics. What's in the News TriEye and Lite-On Technology form a strategic partnership to deliver a VCSEL-powered SWIR sensing and imaging solution (Key Developments) The collaboration led to a technology demonstrator that combines TriEye's CMOS-based SWIR image sensor with Lite-On's 1135 nm VCSEL product, offering cost-effective and high-sensitivity imaging (Key Developments) The partnership aims to provide scalable manufacturing strategies for consumer and industrial market demands.

Cloud And AI Demand Will Open New Markets

The upward revision in Lite-On Technology’s price target is primarily driven by a lower discount rate and a higher future P/E multiple, resulting in the consensus fair value rising to NT$138.00. What's in the News Lite-On Technology partnered with TriEye to deliver a VCSEL-powered SWIR sensing and imaging solution, targeting both consumer and industrial markets.
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Innovative AI And Cloud Solutions Propel Growth Amid Market Challenges

Strategic focus on high-value segments like optoelectronics and AIoT aims to enhance profitability and drive revenue growth through innovation.

Aktieägarnas avkastning

2301TW TechTW Marknad
7D-0.9%0.6%3.0%
1Y71.0%55.7%97.5%

Avkastning vs industri: 2301 översteg TW Tech branschen som gav 55.7 % under det senaste året.

Avkastning vs Marknaden: 2301 presterade sämre än TW marknaden som gav 97.5 % under det senaste året.

Prisvolatilitet

Is 2301's price volatile compared to industry and market?
2301 volatility
2301 Average Weekly Movement8.3%
Tech Industry Average Movement6.6%
Market Average Movement5.9%
10% most volatile stocks in TW Market12.1%
10% least volatile stocks in TW Market2.5%

Stabil aktiekurs: 2301 har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för TW.

Volatilitet över tid: 2301 s veckovolatilitet ( 8% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
1975n/aAnson Chiuwww.liteon.com

Lite-On Technology Corporation, tillsammans med sina dotterbolag, bedriver forskning, design, utveckling, tillverkning och försäljning av moduler och systemlösningar. Företaget erbjuder optoelektroniska produktlösningar; kraftmodul, magnetiska komponenter, molninfrastrukturkraft, mänskliga ingångs-, system- och bildtekniska lösningar, samt kapsling och optisk skivlagring; trådbundna, trådlösa och radioaccessnätlösningar; ansluten videointelligens, Leotek utomhusbelysning, smart anslutning och 5G-totallösningar samt intelligenta kommunikationsmoduler; och fordonsvision, fordonsbelysning, EV-laddning och elfordonslösningar och fordonsmotorstyrmoduler. Företaget tillhandahåller även optiska LED-lampor, effektkontroll och energihanteringsprodukter, medicinsk utrustning, mobiltelefonmoduler och monteringslinjer, telefonladdare, energibesparande utrustning, tangentbord, nätaggregat, skrivare, displayenheter, skannrar, transformatorer, mobil terminalutrustning, moduler för fordonsinspelare samt datorvärdar och komponenter.

Lite-On Technology Corporation Sammanfattning av grunderna

Hur förhåller sig Lite-On Technology:s resultat och omsättning till dess börsvärde?
2301 grundläggande statistik
BörsvärdeNT$388.02b
Vinst(TTM)NT$15.44b
Intäkter(TTM)NT$173.08b
25.1x
P/E-förhållande
2.2x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
2301 resultaträkning (TTM)
IntäkterNT$173.08b
Kostnad för intäkterNT$133.86b
BruttovinstNT$39.22b
Övriga kostnaderNT$23.78b
IntäkterNT$15.44b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)6.80
Bruttomarginal22.66%
Nettovinstmarginal8.92%
Skuld/egenkapitalförhållande18.7%

Hur har 2301 utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

2.9%
Aktuell utdelningsavkastning
74%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/05 16:59
Aktiekurs vid dagens slut2026/05/05 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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

Lite-On Technology Corporation bevakas av 17 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Yingchao YangBarclays
Hsin-Shan GaiBarclays
Lin-Ya KaoBofA Global Research