緯穎(6669)今日有4家券商發布績效評等報告皆評等為看多,目標價區間為5,160~5,900元。
預估 2025年度營收約9,091.6億~9,181.54億元間、EPS落在268.97~278.22元間;預估2026年度營收落在10,675.74億~11,300.57億元間、EPS落在300.39~302.03元間。
值得注意的是,摩根士丹利證券評等由中立轉向看多,認為:『Upgrade to OW with new PT of NT$5,160. mainly driven by our raised earnings estimate for CY25-27. Our new PT implies 15x C2H26-1H27 P/E or 14x CY27 P/E, which we view as fair vs 3Y historical range of 6-20x, with strong pipeline of AI and non-AI server projects.』。
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https://www.cmoney.tw/r/2/d04n9s
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