研華(2395)今日僅美林證券發布績效評等報告，評價為看多，目標價為800元。
預估 2026年度營收約1,061.2億元、EPS約20.59元。

值得注意的是，美林證券評等由中立轉向看多，認為：『We upgrade Advantech to Buy from Neutral in view of solid order backlog into 2027-28 due to industrial AI applications, strong semi capex, and rising edge AI applications in end markets. We lift 2026-28E EPS by 14-29% to reflect the 2Q26 beat and higher sales/OPM under strong order/sales momentum. We raise our PO to NT$800 (35x 2027E EPS) from NT$515 (28x); our higher multiple reflects better sales/OPM amid multi-year AI/semi upcycle. 35x marks the historical P/E peak with high sales growth/margins in 2022-23.』。

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