Nanya Technology Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Nanya Technology kazanç ve gelirin sırasıyla yıllık 42.4% ve 43.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 40.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 47.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

42.4%

Kazanç büyüme oranı

40.67%

EPS büyüme oranı

Semiconductor kazanç büyümesi	25.8%
Gelir büyüme oranı	43.6%
Gelecekteki özkaynak getirisi	47.77%
Analist kapsamı	Good
Son güncelleme	16 Jul 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Jul 06

2408: Private Placements And Higher Margins Will Support Stronger Future Earnings Potential

Analysts have raised their price target for Nanya Technology from NT$400.00 to NT$440.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000.

Anlatı Güncellemesi • Apr 28

2408: Private Placement And Higher Margins Will Support Stronger Future Earnings Potential

Analysts have trimmed their 12 month price target for Nanya Technology to NT$400, citing updated assumptions that combine a lower discount rate and future P/E with more moderate revenue growth and higher projected profit margins. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000, with the transaction approved by the board of directors.

Anlatı Güncellemesi • Apr 13

2408: Future Profit Margin Pressure From Large Private Placement Will Persist

Analysts have trimmed their price target on Nanya Technology to NT$160.39 from NT$161.71, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that modestly adjust their valuation outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for gross proceeds of TWD 15,673,000,000.

Anlatı Güncellemesi • Mar 30

2408: Future Profit Margin Assumptions Will Likely Prove Excessively Optimistic

Analysts have revised their fair value estimate for Nanya Technology from NT$150 to about NT$161.71, reflecting updated views on revenue growth, profit margins, and an adjusted future P/E outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share, targeting gross proceeds of TWD 15,673,000,000 (Key Developments).

Anlatı Güncellemesi • Mar 16

2408: Future Revenue Assumptions Will Likely Prove Unrealistically Optimistic

Analysts have raised their price target on Nanya Technology from NT$44.45 to NT$150.00, citing revised expectations for revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: revised from NT$44.45 to NT$150.00, taking the reference estimate to a little over 3x the earlier figure.

Anlatı Güncellemesi • Mar 02

2408: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Potential

Analysts have kept their fair value estimate for Nanya Technology steady at NT$400.00. They point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to support the unchanged price target.

Anlatı Güncellemesi • Feb 16

2408: Higher Revenue And Margin Assumptions Will Drive Stronger Future Earnings Potential

Analysts have raised their fair value estimate for Nanya Technology from NT$75.00 to NT$400.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: updated from NT$75.00 to NT$400.00, representing a very large upward revision in the valuation output.

Anlatı Güncellemesi • Feb 02

2408: Higher Growth Assumptions Will Likely Expose Compressed Margin And P/E Risk

Analysts have raised their price target for Nanya Technology to $285.00 from $170.45, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they believe better reflect current expectations for the business. Valuation Changes Fair Value Estimate: Adjusted from NT$170.45 to NT$285.00, representing a large upward reset in the analysts' assessed value per share.

Anlatı Güncellemesi • Jan 19

2408: Future Margin Assumptions Will Likely Prove Overly Optimistic

Analysts have lifted their price target on Nanya Technology to the equivalent of about $44.45 from roughly $30.20, citing updated assumptions around a lower discount rate, slightly higher projected revenue growth, a very large implied improvement in profit margins, and a much lower future P/E multiple in their valuation models. Valuation Changes Fair Value: The price target fair value moved from about NT$30.20 to roughly NT$44.45 per share, indicating a higher implied valuation level in the updated model.

Anlatı Güncellemesi • Jan 04

2408: Future Margin Upswing Likely To Expose Current Earnings Multiple Vulnerability

Analysts have raised their price target on Nanya Technology to approximately $170 from about $145. This reflects increased confidence in stronger revenue growth, significantly higher profit margins, and a more attractive future earnings multiple.

Anlatı Güncellemesi • Dec 14

2408: Richer Earnings Multiple Will Likely Prove Unsustainable Amid Margin Pressure

Analysts have raised their price target on Nanya Technology, citing a modest improvement in fair value estimates to about NT$145 from roughly NT$138. This change is driven by stronger expected revenue growth that more than offsets a slightly higher discount rate and a lower projected profit margin, alongside a richer future earnings multiple.

Anlatı Güncellemesi • Nov 30

2408: Modest Revenue Improvement Will Offset Lower Margins and Slightly Lower Risk

Analysts have raised their fair value target for Nanya Technology from $124.91 to $138.27, driven by modest improvements in projected revenue growth. This increase offsets slightly lower profit margin expectations and a decrease in the discount rate.

Anlatı Güncellemesi • Nov 16

2408: Rising Discount Rate Will Likely Limit Upside Potential

Analysts have raised their price target for Nanya Technology from $110.82 to $124.91. They cite improved revenue growth projections and higher expected profit margins.

Anlatı Güncellemesi • Nov 01

2408: Profit Margin Weakness And Rising P/E Ratio Will Pressure Shares

Analysts have raised their price target for Nanya Technology from $105.36 to $110.82, citing modest improvements in projected revenue growth, a lower discount rate, and updated profit margin forecasts. Valuation Changes Consensus Analyst Price Target has risen from NT$105.36 to NT$110.82.

Anlatı Güncellemesi • Oct 17

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Analysts have raised their price target for Nanya Technology from $65.84 to $105.36. They cite expectations of higher revenue growth and improved profit margins supporting the upgrade.

Anlatı Güncellemesi • Oct 03

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Analysts have raised their price target for Nanya Technology from $54.84 to $65.84, citing improved revenue growth forecasts, even though profit margins are expected to be slightly lower. Valuation Changes The Fair Value Estimate has increased from NT$54.84 to NT$65.84.

Anlatı Güncellemesi • Sep 15

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

The consensus analyst price target for Nanya Technology has increased to NT$54.84, with the upward revision driven by growth in net profit margin and a lower discount rate. Valuation Changes Summary of Valuation Changes for Nanya Technology The Consensus Analyst Price Target has risen slightly from NT$53.15 to NT$54.84.

Yeni Anlatı • Jan 19

Transitioning To DDR5 And Edge AI Products Will Strengthen Future Market Position

Strategic DDR5 transition and DDR3/DDR4 capacity shift are set to boost revenue growth and gross margins through higher bit shipments and premium pricing.

Kazanç ve Gelir Büyüme Tahminleri

TWSE:2408 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (TWD Millions )
Tarih	Gelir	Kazançlar	Serbest Nakit Akışı	Faaliyetlerden Nakit	Avg. Analist Sayısı
12/31/2028	628,218	328,731	178,765	N/A	6
12/31/2027	502,350	276,425	113,888	N/A	11
12/31/2026	337,335	206,017	92,449	N/A	9
6/30/2026	180,508	88,908	N/A	N/A	N/A
3/31/2026	108,486	34,614	41,932	51,939	N/A
12/31/2025	66,587	6,614	4,885	18,568	N/A
9/30/2025	43,068	-6,053	-11,968	2,848	N/A
6/30/2025	32,422	-9,103	-23,225	-2,955	N/A
3/31/2025	31,817	-5,816	-22,214	-2,271	N/A
12/31/2024	34,132	-5,083	-14,356	1,952	N/A
9/30/2024	36,261	-5,989	-12,380	2,745	N/A
6/30/2024	35,864	-7,007	-8,323	1,900	N/A
3/31/2024	32,970	-6,963	-12,022	-1,486	N/A
12/31/2023	29,892	-7,440	-19,650	-6,095	N/A
9/30/2023	29,142	-6,107	-23,990	-5,973	N/A
6/30/2023	32,427	-961	-25,450	-2,347	N/A
3/31/2023	43,431	6,384	-18,027	7,555	N/A
12/31/2022	56,952	14,619	152	21,082	N/A
9/30/2022	70,398	22,220	15,334	34,354	N/A
6/30/2022	83,213	27,106	27,353	42,657	N/A
3/31/2022	87,820	26,695	35,879	47,038	N/A
12/31/2021	85,604	22,849	32,629	44,107	N/A
9/30/2021	78,979	17,319	27,827	38,121	N/A
6/30/2021	70,465	11,405	22,229	32,557	N/A
3/31/2021	64,317	8,462	16,918	26,920	N/A
12/31/2020	61,006	7,686	13,257	22,612	N/A
9/30/2020	59,348	8,048	12,962	19,634	N/A
6/30/2020	58,823	8,639	15,107	19,050	N/A
3/31/2020	54,775	8,167	N/A	15,571	N/A
12/31/2019	51,727	9,825	N/A	17,407	N/A
9/30/2019	55,570	16,492	N/A	27,826	N/A
6/30/2019	65,145	27,159	N/A	36,029	N/A
3/31/2019	77,296	35,721	N/A	46,216	N/A
12/31/2018	84,722	39,362	N/A	48,244	N/A
9/30/2018	84,533	53,380	N/A	41,674	N/A
6/30/2018	73,452	49,054	N/A	33,826	N/A
3/31/2018	61,485	44,234	N/A	25,137	N/A
12/31/2017	54,918	40,282	N/A	22,692	N/A
9/30/2017	50,247	38,385	N/A	18,612	N/A
6/30/2017	47,158	31,241	N/A	16,741	N/A
3/31/2017	43,466	25,148	N/A	16,995	N/A
12/31/2016	41,633	23,721	N/A	15,946	N/A
9/30/2016	39,889	5,517	N/A	15,340	N/A
6/30/2016	40,023	8,842	N/A	16,586	N/A
3/31/2016	42,246	12,700	N/A	17,661	N/A
12/31/2015	43,876	17,141	N/A	18,522	N/A
9/30/2015	45,930	23,822	N/A	21,870	N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 2408 'nin tahmini kazanç büyümesi (yıllık 42.4% ) tasarruf oranının ( 1.3% ) üzerindedir.

Kazançlar ve Piyasa: 2408 şirketinin kazançlarının (yıllık 42.4% ) TW pazarından (yıllık 25.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 2408 şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: 2408 şirketinin gelirinin (yıllık 43.6% ) TW pazarından (yıllık 19.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 2408 şirketinin gelirinin (yıllık 43.6% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 2408 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 47.8 %).

Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2026/07/17 22:10
Gün Sonu Hisse Fiyatı	2026/07/17 00:00
Kazançlar	2026/06/30
Yıllık Kazançlar	2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Nanya Technology Corporation 22 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Nam Hyung Kim	Arete Research Services LLP
Naiwen Kerr	Barclays
Mark Newman	Bernstein

Nanya Technology Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Anahtar bilgiler

Gelecekteki son büyüme güncellemeleri

Consensus revenue estimates increase by 15%

Consensus EPS estimates increase by 11%

Price target increased by 9.7% to NT$426

Price target increased by 9.5% to NT$388

Price target increased by 7.1% to NT$354

Price target increased by 7.6% to NT$346

Recent updates

Consensus revenue estimates increase by 15%

Second quarter 2026 earnings: EPS and revenues exceed analyst expectations

Consensus EPS estimates increase by 11%

2408: Revised Assumptions Will Highlight Future Margin And P/E Trade Off

Price target increased by 9.7% to NT$426

Upcoming dividend of NT$1.35 per share

Price target increased by 9.5% to NT$388

Now 25% undervalued

2408: Private Placements Will Sustain Pressure On Future Profit Margins

Price target increased by 7.1% to NT$354

Investor sentiment improves as stock rises 16%

2408: Private Placement Dilution Will Sustain Pressure On Future Profit Margins

Price target increased by 7.6% to NT$346

Investor sentiment improves as stock rises 29%

Nanya Technology Corporation to Report Q2, 2026 Results on Jul 10, 2026

Price target increased by 9.0% to NT$333

2408: Private Placements And Higher Margins Will Support Stronger Future Earnings Potential

Investor sentiment improves as stock rises 20%

2408: Private Placement And Higher Margins Will Support Stronger Future Earnings Potential

First quarter 2026 earnings: EPS exceeds analyst expectations

Consensus EPS estimates increase by 20%

2408: Future Profit Margin Pressure From Large Private Placement Will Persist

Nanya Technology Corporation to Report Q1, 2026 Results on Apr 13, 2026

2408: Future Profit Margin Assumptions Will Likely Prove Excessively Optimistic

Nanya Technology Corporation announced that it expects to receive TWD 46.7245715 billion in funding from Kioxia Holdings Corporation, SanDisk Technologies, Inc.

2408: Future Revenue Assumptions Will Likely Prove Unrealistically Optimistic

Nanya Technology Corporation, Annual General Meeting, May 21, 2026

Consensus EPS estimates fall by 15%, revenue upgraded

2408: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Potential

2408: Higher Revenue And Margin Assumptions Will Drive Stronger Future Earnings Potential

Consensus EPS estimates increase by 17%

2408: Higher Growth Assumptions Will Likely Expose Compressed Margin And P/E Risk

Full year 2025 earnings: EPS and revenues exceed analyst expectations

2408: Future Margin Assumptions Will Likely Prove Overly Optimistic

2408: Future Margin Upswing Likely To Expose Current Earnings Multiple Vulnerability

Price target increased by 9.3% to NT$151

2408: Richer Earnings Multiple Will Likely Prove Unsustainable Amid Margin Pressure

Price target increased by 7.2% to NT$143

2408: Modest Revenue Improvement Will Offset Lower Margins and Slightly Lower Risk

2408: Rising Discount Rate Will Likely Limit Upside Potential

Price target increased by 7.5% to NT$116

2408: Profit Margin Weakness And Rising P/E Ratio Will Pressure Shares

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

Price target increased by 29% to NT$86.82

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Price target increased by 7.6% to NT$57.18

Price target increased by 9.8% to NT$54.84

Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Now 26% undervalued

Consensus estimates of losses per share improve by 16%

First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Price target increased by 7.4% to NT$46.48

First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Price target increased by 17% to NT$45.72

Consensus estimates of losses per share improve by 22%

Price target increased by 9.0% to NT$41.37

Full year 2024 earnings: EPS and revenues miss analyst expectations

Nanya Technology Corporation, Annual General Meeting, May 28, 2025

Nanya Technology Corporation to Report Fiscal Year 2024 Results on Feb 26, 2025

New minor risk - Share price stability

Transitioning To DDR5 And Edge AI Products Will Strengthen Future Market Position

Full year 2024 earnings: EPS and revenues miss analyst expectations

New major risk - Revenue and earnings growth

Price target decreased by 7.3% to NT$50.83

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Less than half of directors are independent

Nanya Technology Corporation to Report Q3, 2024 Results on Nov 06, 2024