ASUSTeK Computer Inc.

TWSE:2357 Stok Raporu

Piyasa değeri: NT$734.6b

ASUSTeK Computer Gelecekteki Büyüme

Future kriter kontrolleri 1/6

ASUSTeK Computer kazanç ve gelirin sırasıyla yıllık 4.4% ve 16.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 4.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.4%

Kazanç büyüme oranı

4.59%

EPS büyüme oranı

Tech kazanç büyümesi26.4%
Gelir büyüme oranı16.8%
Gelecekteki özkaynak getirisi17.22%
Analist kapsamı

Good

Son güncelleme10 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Sep 08

2357: AI Infrastructure Expansion Will Face Further P/E Compression Risk

Analysts have lifted their price target on ASUSTeK Computer from NT$525 to NT$750, citing expectations that pricing actions and product mix adjustments could help offset margin pressure from softer consumer PC, VGA and motherboard demand in the second half of the year. What's in the News for ASUSTeK Computer ASUSTeK Computer outlined a broad AI infrastructure vision that spans accelerated computing, networking, storage, deployment software, AI operations and governance, positioning its servers and platforms as foundations for so called AI factories across design, simulation, deployment and day to day operations.
Anlatı Güncellemesi • Aug 25

2357: AI Infrastructure Expansion And Pricing Mix Actions Will Support Margin Resilience

Analysts have raised their fair value estimate for ASUSTeK Computer to NT$1,020.33 from NT$802.00 after a higher NT$750 price target and updated assumptions on revenue growth, margins and discount rate that reflect expectations for pricing actions and product mix adjustments to support profitability. What's in the News ASUSTeK Computer, through ASUS Republic of Gamers, launched the 2026 ROG Strix SCAR 18 gaming laptop in Canada with up to an Intel Core Ultra 9 290HX Plus processor, up to an NVIDIA GeForce RTX 5090 Laptop GPU, and a world first 18 inch 4K 240Hz mini LED ROG Nebula HDR display panel.
Anlatı Güncellemesi • Aug 11

2357: AI Infrastructure And Mix Optimization Will Drive Future Earnings Power

Analysts have raised the price target on ASUSTeK Computer to NT$750 from NT$525, citing expectations that pricing actions and product mix shifts could help offset margin pressure in consumer PCs, VGA and motherboards. What's in the News for ASUSTeK Computer ASUS is preparing a major AI presence at Ai4 2026 in Las Vegas, featuring a full stack of AI infrastructure that ranges from rack-scale NVIDIA MGX and Vera Rubin based servers to the ExpertCenter Pro ET900N G3 deskside AI supercomputer.
Anlatı Güncellemesi • Jul 28

2357: AI Infrastructure And Pricing Mix Shifts Will Support Balanced Margin Resilience

Analysts have raised their fair value estimate for ASUSTeK Computer to NT$802.0 from NT$785.7, citing the higher NT$750 price target and margin support from pricing and mix adjustments as key reasons for the change. What's in the News for ASUSTeK Computer ASUS introduced a new server lineup powered by AMD EPYC 9006 processors, including the dual socket RS700A and RS720A for high compute density and the single socket RS500A and RS520A for space constrained deployments, featuring PCIe 6.0 support, high density E3.S storage and proprietary thermal management features.
Anlatı Güncellemesi • Jun 30

2357: AI Education And Data Center Systems Will Drive Future Earnings Power

Analysts now point to a higher fair value estimate for ASUSTeK Computer, with the target moving from NT$710.00 to about NT$1,191.14. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E multiples.
Anlatı Güncellemesi • Jun 16

2357: AI Creator And Infrastructure Expansion Will Support Balanced Hardware Margin Resilience

Analysts now cite updated assumptions for ASUSTeK Computer on growth, profitability and discount rate in revising their fair value estimate from NT$684.27 to NT$785.70. What's in the News ASUS ProArt GoPro Edition PX13 and related creator laptops are highlighted for AI accelerated content workflows, rugged convertible designs, and tight integration with GoPro Cloud and StoryCube, positioning ASUSTeK Computer in high end creator hardware and software ecosystems.
Anlatı Güncellemesi • Jun 02

2357: AI PC And Dual Screen Push Will Face Further P/E Compression Risk

Analysts have kept their NT$525.0 price target for ASUSTeK Computer unchanged, citing only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E that, in their view, do not materially shift the stock’s valuation outlook. What's in the News ASUS expanded its Chromebook lineup at Walmart with updated Chromebook CX15 and Chromebook Plus CX34 models, featuring new Intel processors, military grade durability and starting prices of US$199 and US$449 respectively.
Anlatı Güncellemesi • May 15

2357: AI Hardware Push Will Face Ongoing P/E Compression Risk

Analysts have increased their fair value estimate for ASUSTeK Computer from NT$450.00 to NT$525.00, reflecting updated assumptions about revenue growth, profit margins and a higher future P/E multiple. What's in the News ASUS and Republic of Gamers plan extensive AI focused enterprise, consumer, and gaming hardware showcases at Computex 2026, including an ROG 20th anniversary exhibit and special edition flagship products.
Anlatı Güncellemesi • Apr 22

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.
Anlatı Güncellemesi • Apr 08

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.
Anlatı Güncellemesi • Mar 25

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).
Anlatı Güncellemesi • Mar 10

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.
Anlatı Güncellemesi • Feb 24

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).
Anlatı Güncellemesi • Feb 09

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.
Anlatı Güncellemesi • Jan 26

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.
Anlatı Güncellemesi • Jan 12

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.
Anlatı Güncellemesi • Dec 27

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.
Anlatı Güncellemesi • Dec 13

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.
Anlatı Güncellemesi • Nov 13

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.
Anlatı Güncellemesi • Sep 05

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.

Kazanç ve Gelir Büyüme Tahminleri

TWSE:2357 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (TWD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,280,53357,09146,53546,5752
12/31/20271,211,21957,65913,82119,5617
12/31/20261,022,82958,268-28,314-13,8037
6/30/2026869,30750,806-74,198-71,446N/A
3/31/2026799,58141,564-32,214-29,472N/A
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
3/31/2020336,15912,502N/A22,795N/A
12/31/2019351,33014,334N/A35,327N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 2357 'nin tahmini kazanç büyümesi (yıllık 4.4% ) tasarruf oranının ( 1.3% ) üzerindedir.

Kazançlar ve Piyasa: 2357 şirketinin kazançlarının (yıllık 4.4% ) TW pazarından (yıllık 25.2% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 2357 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 2357 şirketinin gelirinin (yıllık 16.8% ) TW pazarından (yıllık 21.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 2357 şirketinin gelirinin (yıllık 16.8% ) 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 ( 17.2 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/11 09:35
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/06/30
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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan 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 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Yingchao YangBarclays
Alberto MoelBernstein
Robert ChengBofA Global Research