Morgan Stanley sees TWD 3,500 for Accton stock

Published on 10/09/2026 at 12:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September sales reached USD 1.27 billion, up 59.05 percent year over year. Morgan Stanley kept an overweight view on Accton stock on October 7, 2026.

Key points in brief

Morgan Stanley set a TWD 3,500 target for Accton stock while maintaining an overweight view on October 7, 2026.
September sales reached USD 1.27 billion, up 59.05 percent year over year, while nine-month sales rose 57.81 percent.
Accton stock last traded at TWD 2,070 on the Taiwan Stock Exchange on October 8, 2026, 26.73 percent below its 52-week high.

Accton, TW0002345006, Illustration mit AI erstellt.

Accton stock (ISIN TW0002345006) was backed by September sales of USD 1.27 billion, up 59.05 percent year over year. As TechNews reported on October 7, 2026, Morgan Stanley maintained an overweight rating and set a TWD 3,500 target. For investors, the important contrast is rapid sales growth against the stock's distance from its yearly high.

September sales set the pace

According to Accton Technology in its October 6, 2026 release, consolidated September sales reached USD 1,273.679 million versus USD 800.780 million a year earlier. The increase was 59.05 percent, while cumulative January through September sales reached USD 9,014.723 million, up 57.81 percent year over year.

The same sales report puts the latest monthly figure in a broader growth sequence. TechNews reported third-quarter revenue of TWD 120.744 billion, up 65.50 percent from the prior year and 26.40 percent from the previous quarter.

What does the target mean?

The TWD 3,500 target is 69.08 percent above the Taiwan Stock Exchange price of TWD 2,070 on October 8, 2026. The calculation uses the same currency and compares the target with the latest quoted price, rather than with the euro reference used for German trading.

TechNews reported that Morgan Stanley viewed fourth-quarter growth as supported by network switches and AI accelerator modules. The report also identified a counter-factor: consignment arrangements for DRAM and printed circuit boards may limit revenue growth while supporting gross margin.

Three dated milestones

On May 7, 2026, MarketScreener listed Accton's first-quarter net profit at TWD 8.34 billion. On August 6, 2026, the same source reported first-half profit of TWD 19.4 billion. On October 6, 2026, Accton reported September sales of USD 1,273.679 million, up 59.05 percent year over year.

Next reporting date

InvestPane lists November 5, 2026 as the next earnings date. That calendar entry gives the market a defined checkpoint for testing whether the sales pace is translating into reported earnings.

Stock remains below its yearly high

Accton Technology stock last traded at TWD 2,070 on the Taiwan Stock Exchange on October 8, 2026 at 1:30 p.m. GMT+8, up 2.73 percent from TWD 2,015. The quoted 52-week range was TWD 884 to TWD 2,825, leaving the price 26.73 percent below the high; market capitalization was TWD 1.2 trillion as of October 8, 2026.