Delta Electronics stock fell 2.93 percent on October 7

Published on 10/07/2026 at 09:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Delta Electronics stock fell 2.93 percent to TWD 1,990 on October 7, 2026. Q2 EPS reached TWD 9.68, while the consensus target is TWD 2,505.

Delta Electronics, TW0002308004, Illustration mit AI erstellt.

Delta Electronics stock (ISIN TW0002308004) fell 2.93 percent to TWD 1,990 on the Taiwan Stock Exchange on October 7, 2026. The decline came as investors weighed rapid revenue growth against a second-quarter margin profile that was lower than in the first quarter.

Revenue grows while margins ease

Delta Electronics reported TWD 183.256 billion in 2026 Q2 revenue and TWD 25.136 billion in net income. According to ToAlpha, quarterly EPS was TWD 9.68 and gross margin was 35.6 percent in 2026 Q2.

The quarter also showed the central operating tension: revenue increased from TWD 159.353 billion in 2026 Q1 to TWD 183.256 billion in Q2, a 15.0 percent sequential gain, while gross margin moved from 37.0 percent to 35.6 percent. For investors, the next reported quarter will show whether AI infrastructure demand can continue to outpace cost pressure.

NVIDIA deal broadens the story

Delta's latest strategic development is its collaboration with NVIDIA on Level 4 autonomous driving systems. The company combines automotive energy management, xEV powertrain systems, in-vehicle computing and system integration with NVIDIA Hyperion and the NVIDIA Halos safety system, according to Delta Electronics in its September 29, 2026 release.

The project gives Delta a route into higher-value vehicle computing and system integration rather than power components alone. Automotive World reported on September 29, 2026 that Delta will contribute energy management, electrified powertrain, in-vehicle computing and integration expertise to the program.

Consensus target stays above the quote

The ToAlpha consensus lists 23 analysts, with 22 Buy ratings and no Hold or Sell ratings. Its median target is TWD 2,505, while the highest is TWD 4,120 and the lowest is TWD 2,200, placing the median target 25.9 percent above the October 7 price of TWD 1,990.

That spread leaves the stock's valuation tied to execution. Delta's 52-week range is TWD 886 to TWD 2,585, and its market capitalization is TWD 5.2 trillion as of October 7, 2026. The stock was last at TWD 1,990 at 1:30 p.m. TST, with volume of 9,959,776 shares.

Delta Electronics stock remains below its high

Delta Electronics stock was last at TWD 1,990 on October 7, 2026, 23.0 percent below its 52-week high of TWD 2,585. The market is therefore pricing strong growth alongside a clear requirement for margin improvement.