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Wistron Target Price Raised to NT$265 by Analysts Following Record Revenue
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-10
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Analysts have upgraded Wistron's price target to NT$265, citing robust AI server demand and record-breaking revenue performance in August.
What Happened
Revenue Momentum: Wistron achieved a significant milestone in August, with revenue surpassing the NT$400 billion mark for the first time. Analysts attribute this growth to surging demand for enterprise AI server projects, which saw rack shipments double compared to the previous month.
Analyst Outlook: Institutional investors remain bullish on Wistron, noting that strong AI server growth is successfully offsetting declines in the traditional PC and desktop segments. Consequently, analysts have upgraded their EPS forecasts for 2026-2028 and raised the target price to NT$265.
Future Prospects: With the upcoming mass production of Nvidia's Vera Rubin series, analysts expect Wistron's order momentum to remain robust in the coming quarters. There is potential for further upward revisions to annual rack shipment estimates as AI infrastructure demand continues to climb.
Market Performance: Despite positive fundamental news, Wistron's stock price has experienced volatility due to broader market corrections and the impact of its recent GDR issuance. Investors are closely monitoring the stock's technical performance and the long-term profitability of its AI server business.
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