ASUSTeK Computer Inc.

TWSE:2357 Stok Raporu

Piyasa değeri: NT$438.2b

ASUSTeK Computer Gelecekteki Büyüme

Future kriter kontrolleri 0/6

ASUSTeK Computer'in kazancının yıllık 5.8% oranında azalması, yıllık gelirinin ise yıllık 9.5% oranında artması beklenmektedir. EPS'nin düşmesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 13.6% olacağı tahmin edilmektedir.

Anahtar bilgiler

-5.8%

Kazanç büyüme oranı

-3.52%

EPS büyüme oranı

Tech kazanç büyümesi22.1%
Gelir büyüme oranı9.5%
Gelecekteki özkaynak getirisi13.62%
Analist kapsamı

Good

Son güncelleme16 Apr 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

2357: Edge AI And Copilot Plus PCs Will Drive Future Earnings Power

Analysts have maintained their price target for ASUSTeK Computer at NT$710, citing minor adjustments to discount rate, revenue growth, and profit margin assumptions, along with a slightly higher future P/E estimate that together support keeping their current valuation view. What's in the News ASUS expanded its Zenbook A16 presence with a new 2026 Snapdragon X2 Elite Extreme powered model now available in Canada at an MSRP of C$2,799.

2357: AI PC Rollout Will Face Ongoing P/E Compression Risk

Analysts have trimmed their price target on ASUSTeK Computer to NT$450.00. This reflects updated expectations for more moderate revenue growth, slightly stronger profit margins and a lower assumed future P/E multiple.

2357: Edge AI And Data Center Expansion Will Underpin Future Earnings Power

Analysts have revised their price target for ASUSTeK Computer to NT$710 from NT$856, reflecting updated assumptions for revenue growth, profit margin and future P/E that collectively suggest a more cautious outlook on the company’s earnings power. What's in the News ASUS is rolling out full compatibility between its industrial motherboards, embedded systems, and rugged edge AI computers and the new Intel Core 200S Series processors, targeting industrial and edge AI use cases with a product roadmap that extends availability to 2035 (Product related announcement).

2357: AI PC Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have kept their NT$451.77 price target for ASUSTeK Computer broadly unchanged. This reflects only slight tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially shift their overall view.

2357: AI Hardware Expansion Will Face Ongoing Margin And P/E Compression Risks

Analysts have nudged their price target on ASUSTeK Computer slightly higher to NT$451.77 from NT$451.16, reflecting updated views on revenue growth, profit margin assumptions and future P/E expectations. What's in the News ASUS Zenbook S16 and Zenbook 14, both described as AI powered Copilot+ laptops with AMD Ryzen AI 400 Series processors and up to 50 NPU TOPS, are now open for pre orders in Canada with shipments planned from February 3, 2026, and starting prices of CAD 1,599 for Zenbook 14 and CAD 2,299 for Zenbook S16 (Key Developments).

2357: Memory Supercycle Margin Pressure Will Restrain AI Hardware Upside

Narrative Update on ASUSTeK Computer The analyst price target for ASUSTeK Computer has been reduced from NT$625 to NT$500 as analysts factor in higher perceived margin pressure risks for hardware makers in a "tepid" demand backdrop tied to the intensifying "memory supercycle." Analyst Commentary Bearish analysts have taken a more cautious stance on ASUSTeK Computer, signaling that they see a tougher setup for hardware makers as the memory cycle intensifies while demand remains described as tepid. The recent shift in price target from NT$625 to NT$500 and the downgrade to an Underweight rating highlight a reassessment of risks that investors should be aware of.

2357: Future Hardware Margin Resilience Will Drive Positive Momentum Through Memory Supercycle

Narrative Update Overview Analysts have reduced their price targets for ASUSTeK Computer, with one reference price moving from NT$625 to NT$500. They are factoring in potential margin pressure for hardware makers in what they describe as a tepid demand backdrop and an intensifying memory supercycle.

2357: Memory Supercycle Margin Pressure Will Challenge AI Upside Yet Keep Shares Balanced

Analysts have reduced their price target for ASUSTeK Computer to NT$500 from NT$625, citing growing margin pressure risk for hardware companies as the memory supercycle coincides with what they describe as a tepid demand backdrop. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, pointing to what they see as rising risks that are not fully reflected in the current share price.

2357: Memory Supercycle Will Pressure Margins Yet AI Product Push Will Offset Risks

Analysts have lowered their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting rising concern over margin pressure amid an intensifying memory cycle and subdued hardware demand, even as modest improvements in profit margin assumptions support a slightly higher intrinsic value estimate. Analyst Commentary Bearish analysts are signaling a more cautious stance on ASUSTeK Computer, with the latest downgrade accompanied by a cut in the 12 month price target to NT$500 from NT$625.

2357: Memory Supercycle And Tariff Risks Will Pressure Margins And Share Price

Analysts have trimmed their price target on ASUSTeK Computer to NT$500 from NT$625, reflecting expectations of heightened margin pressure in a tepid hardware demand environment, despite slightly lower discount rates and stronger projected revenue growth. Analyst Commentary Bearish analysts have underscored that the lower NT$500 price target better reflects rising execution risk in a challenging hardware cycle, with limited room for valuation multiple expansion given intensifying margin pressure.

2357: Profit Margin Improvements Will Drive Positive Momentum Despite Tariff Uncertainty

Analyst Price Target Update for ASUSTeK Computer Analysts have raised their fair value estimate for ASUSTeK Computer from NT$717.91 to NT$730.36, citing moderately improved profit margin expectations despite a slightly softer revenue growth outlook. What's in the News The Trump administration is considering tariffs on foreign electronic devices, including those from ASUSTeK, based on the value of chip content in each product.

Gaming And AI Trends Will Unlock Future Global Markets

With both the discount rate and future P/E showing only minor changes, ASUSTeK Computer’s consensus analyst price target remains essentially unchanged at NT$717.91. What's in the News ASUS Republic of Gamers (ROG) is leading Intel Gamer Days 2025 with widespread discounts on Intel-powered gaming devices, including those featuring the latest Intel Core Ultra 200 series, and offering a free Battlefield 6 game key with eligible purchases.
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ASUS Innovates In AI-Driven PCs And Gaming Amidst Market Volatility, Driving Growth Prospects

Strategic investments in AI and gaming segments aim to secure competitive advantages, enhance market share, and improve margins with premium pricing.

Kazanç ve Gelir Büyüme Tahminleri

TWSE:2357 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (TWD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028984,008N/AN/AN/A2
12/31/2027906,93341,26156,01658,0604
12/31/2026831,81836,5825132,8066
12/31/2025738,90544,55827,49930,330N/A
9/30/2025689,90434,79120,48022,898N/A
6/30/2025656,18336,73955,76858,142N/A
3/31/2025613,08338,73729,73732,377N/A
12/31/2024587,08731,3945,4688,030N/A
9/30/2024553,32633,6836,7869,047N/A
6/30/2024521,81732,276-2,211-63N/A
3/31/2024492,61423,05821,45523,557N/A
12/31/2023482,31415,92850,05552,087N/A
9/30/2023489,2308,17874,33576,563N/A
6/30/2023498,9483,26982,94185,144N/A
3/31/2023510,1672,57936,49338,392N/A
12/31/2022537,19214,691-17,469-15,721N/A
9/30/2022562,02030,572-29,533-27,838N/A
6/30/2022556,34235,714-58,829-57,317N/A
3/31/2022557,50045,188-26,266-24,290N/A
12/31/2021535,23944,55030,51332,691N/A
9/30/2021505,66040,7482,4584,874N/A
6/30/2021493,99239,42729,98933,019N/A
3/31/2021458,18433,04932,20935,077N/A
12/31/2020412,78023,974-5,109-2,094N/A
9/30/2020387,74418,74715,71719,369N/A
6/30/2020354,26515,2121,1596,017N/A
3/31/2020336,15912,50215,71222,795N/A
12/31/2019351,33014,33427,64235,327N/A
9/30/2019344,83315,258N/A9,335N/A
6/30/2019340,35113,940N/A10,798N/A
3/31/2019347,49913,758N/A-6,991N/A
12/31/2018354,18816,305N/A5,170N/A
9/30/2018329,80419,913N/A22,437N/A
6/30/2018354,81120,594N/A17,496N/A
3/31/2018370,81620,504N/A15,319N/A
12/31/2017386,41919,061N/A-1,381N/A
9/30/2017446,40916,436N/A-1,107N/A
6/30/2017449,74616,578N/A21,770N/A
3/31/2017455,77118,693N/A35,182N/A
12/31/2016466,80319,203N/A49,305N/A
9/30/2016473,12718,809N/A26,012N/A
6/30/2016474,63517,046N/A2,990N/A
3/31/2016479,69917,579N/A-913N/A
12/31/2015472,33517,097N/A-10,568N/A
9/30/2015477,57217,062N/A17,026N/A
6/30/2015482,17118,659N/A20,168N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 2357 şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -5.8% ).

Kazançlar ve Piyasa: 2357 şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -5.8% ).

Yüksek Büyüme Kazançları: 2357 şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: 2357 şirketinin gelirinin (yıllık 9.5% ) TW pazarından (yıllık 18.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 2357 şirketinin gelirinin (yıllık 9.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 2357 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 13.6 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 08:45
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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

ASUSTeK Computer Inc. 28 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Yingchao YangBarclays
Alberto MoelBernstein
Robert ChengBofA Global Research