← AI Companies
Taiwanese electronics manufacturer specializing in servers, storage and data-center hardware for AI infrastructure.
Snapshot
| Country |
TWN
|
| Exchange | Taiwan |
| AI Layer |
infra
|
| Category |
3.50 Server Hardware & Systems Integration
|
| Sentiment |
72.0% |
| USD Mkt Cap | 43.69B |
| USD Revenue | 94.36B |
| USD Net Income | 2.80B |
| P/E | 14.88 |
| fwd P/E | 10.54 |
| PEG | 1.02 |
| Price 3M | -10.1% |
| Price 6M | +15.7% |
| Price 1Y | +22.1% |
| Price 2Y | +37.7% |
| USD Share Price | 10.59 |
Price & Size
| Price |
336.50 TWD |
| Market Cap |
1.38T TWD |
| Shares Outstanding |
4.10B |
| Shares Float |
2.64B |
| 52w Low |
260.00 TWD |
| 52w High |
438.00 TWD |
| Avg Volume |
18.93M |
Valuation
| P/E (trailing) |
14.9x |
| P/E (forward) |
10.5x |
| P/B |
5.32x |
| Enterprise Value |
1.41T TWD |
| Book Value / Share |
63.20 TWD |
| PEG Ratio |
1.02x |
| P/S |
0.46x |
| EV / Revenue |
0.47x |
| EV / EBITDA |
12.70x |
Income
| Revenue |
2.98T TWD |
| Revenue / Share |
773.04 TWD |
| EBITDA |
111.11B TWD |
| Net Income |
88.47B TWD |
| EPS (trailing) |
22.61 TWD |
| EPS (forward) |
31.93 TWD |
Margins & Profitability
| Gross Margin |
5.5% |
| Operating Margin |
3.3% |
| Profit Margin |
3.0% |
| EBITDA Margin |
3.7% |
| Return on Equity |
39.5% |
| Return on Assets |
4.1% |
Growth
| Revenue Growth |
105.6% |
| Earnings Growth |
66.9% |
Cash & Debt
| Total Cash |
328.30B TWD |
| Total Debt |
430.48B TWD |
| Free Cash Flow |
-58.97B TWD |
| Operating Cash Flow |
-6.47B TWD |
| Debt / Equity |
1.68x |
| Current Ratio |
1.13x |
| Quick Ratio |
0.64x |
Dividend
| Rate |
15.60 TWD |
| Yield |
4.6% |
| Payout Ratio |
0.0% |
| Ex-Date |
2026-07-16 |
Analyst Consensus
| Target (Mean) |
427.84 TWD |
| Target (Median) |
430.00 TWD |
| Target (High) |
626.00 TWD |
| Target (Low) |
250.00 TWD |
| Recommendation |
buy |
| # Analysts |
19 |
Identifiers
| ISIN | TW0002382009 |
| FIGI | BBG000CL1KQ5 |
| SEDOL | 6141019 |
Sentiment 72.0%
as of Sep 12, 2026
Positive drivers
Quanta Computer reported robust growth in AI server shipments driven by sustained demand from major cloud providers. Strategic partnerships with NVIDIA and other chipmakers bolstered its position in the high-margin AI hardware segment. Capacity expansions in Taiwan and Southeast Asia supported higher production volumes through the period.
Neutral / mixed
Global supply chain normalization reduced some earlier bottlenecks but introduced variability in component pricing. Currency fluctuations between the TWD and USD created mixed impacts on reported margins. Broader market rotation between AI and non-AI tech stocks led to periodic share price consolidation.
Negative drivers
Geopolitical tensions around Taiwan raised investor concerns over potential supply disruptions. Rising competition from Chinese and Korean server assemblers pressured pricing in lower-tier AI products. Macroeconomic uncertainty and delayed capex decisions by some enterprise clients tempered near-term order visibility.
Bottom line
Overall sentiment remains moderately positive on the back of AI server momentum, tempered by geopolitical and competitive risks. The 30-day window reflects cautious optimism rather than outright exuberance.