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Allied Technology Receives Target Price Upgrade Amid Strong Server Connector Demand
Electronic Technology · Electronic Components · economic_daily · 2026-08-26
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Allied Technology's target price was raised by analysts as the company benefits from an optimized product mix in AI server power connectors and rising margins.
What Happened
Improved Profitability: Allied Technology is seeing strong revenue growth from its AI server power connectors, leading to an improved product mix and rising profit margins. Consequently, analysts have upgraded their 2027 earnings forecasts and target prices for the company.
Technical Competitive Edge: The company specializes in power-related connectors, including critical components for PSUs, BBUs, and CBUs. As power specifications evolve and technical requirements become more stringent, Allied Technology's diverse product portfolio and technical expertise provide a significant competitive advantage.
Growth Drivers: Analysts highlight the clear growth trajectory of the company's server and networking product lines, which are expected to grow by over 20% this year. The AI power segment is particularly strong, with projected year-over-year growth of 50% to 100%, underscoring the company's vital role in the AI supply chain.
Positive Long-term Outlook: As server power requirements continue to rise, the demand for internal connector components is expected to expand. Analysts remain optimistic that Allied Technology will continue to benefit from the ongoing build-out of AI infrastructure, sustaining its high growth momentum.
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