News / Taiwan / economic_daily
Analysts Raise Price Target for Fositek on Strong Liquid Cooling Growth Outlook
Electronic Technology · Electronic Components · economic_daily · 2026-09-22
6805
Driven by robust demand for server liquid cooling, analysts have upgraded Fositek's earnings forecasts and price targets, citing long-term growth potential through 2028.
What Happened
Operational Outlook: Analysts highlight that Fositek's server-related revenue share has exceeded 80% in Q3, serving as the primary growth driver, with expectations for sequential revenue growth in the second half of the year.
Capacity Expansion: To meet rising demand, Fositek is aggressively scaling its quick-disconnect (QD) coupling production, with a 50% capacity increase projected for the fourth quarter to support a positive order outlook.
Strategic Partnerships: As major CSPs like AWS, Meta, Google, and Microsoft accelerate the adoption of liquid cooling for AI servers, Fositek is well-positioned to see significant shipment growth starting early next year.
Technological Advancements: With the clarification of NVIDIA's Vera Rubin Ultra specifications, Fositek's liquid cooling applications are expanding, and product upgrades are expected to drive higher unit values through 2027.