Delta Electronics stock falls 1.05 percent as targets stay high

Published on 10/03/2026 at 21:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Delta Electronics stock was last at TWD 1,885 on October 2, 2026, while analysts set an average target of TWD 2,469.64. Q2 revenue reached TWD 183.26 billion.

Delta Electronics, TW0002308004, Illustration mit AI erstellt.

Delta Electronics stock (ISIN TW0002308004) was last at TWD 1,885 on the Taiwan Stock Exchange on October 2, 2026, down 1.05 percent from the prior session. The move came as the company combined powerful AI-related demand with a valuation that still leaves analysts divided on the pace of future earnings.

Quarterly revenue sets the pace

Delta Electronics generated TWD 183.26 billion in Q2 2026 revenue and TWD 25.14 billion in net income, with diluted EPS of TWD 9.68, according to Yahoo Finance. The quarterly profit margin was 13.72 percent, giving investors a concrete measure for judging whether higher data-center demand can offset component and product-mix pressure.

Monthly sales supplied another growth marker. Delta Electronics reported consolidated August 2026 revenue of NT$64,586 million on September 9, 2026, equal to TWD 64.586 billion and up 34.95 percent year over year.

Analyst target remains above price

The valuation signal is more demanding. On September 23, 2026, MarketScreener showed a BUY consensus from 22 analysts and an average target of TWD 2,469.64, 29.98 percent above its TWD 1,900 reference price. That spread is a quantified test of whether AI infrastructure demand can translate into earnings that justify the premium.

A separate September 9 update from Simply Wall St put fair value at NT$2,474.18, down from NT$2,662.05. The revision lowered the assumed revenue growth rate from 37.52 percent to 35.44 percent and net profit margin from 15.95 percent to 15.68 percent.

October results set the next test

Delta Electronics is scheduled to release its Q3 2026 results on October 29, 2026, with the date listed by Stockopedia. Until then, the key comparison is straightforward: Q2 profitability and August sales growth must support the analyst target premium while the stock remains 27.08 percent below its TWD 2,585 52-week high.

Stock remains below yearly high

Delta Electronics was last at TWD 1,885 on October 2, 2026, with a daily range of TWD 1,880 to TWD 1,915 and a market capitalization of TWD 4.9 trillion. The 52-week range was TWD 886 to TWD 2,585, leaving the next results as the clearest scheduled checkpoint for the growth valuation.