Nanya Tech stock: Morningstar sets TWD 480.00 fair value for Nanya Tech stock
Published on 10/19/2026 at 17:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst valuation and earnings growth
- On October 16, 2026, Morningstar assigned Nanya Technology a TWD 480.00 fair value estimate.
- Third-quarter 2026 revenue rose 61.90 percent to TWD 133.65 billion.
- Nanya Tech stock was last at TWD 436.00 on October 19, 2026 at 1:30 p.m. TST, down 2.57 percent from TWD 447.50.
- The company had a price-to-earnings ratio of 16.08 and a market capitalization of TWD 1.5 trillion as of October 19, 2026.
Morningstar assigned Nanya Technology a TWD 480.00 fair value estimate on October 16, 2026, placing the figure 10.09 percent above the Taiwan-listed stock's TWD 436.00 price. According to Morningstar, the estimate came with an initiation of coverage and a fair value assessment.
Nanya Technology's earnings provide the stronger operating counterpoint. Its third-quarter 2026 revenue rose 61.90 percent from the second quarter to TWD 133.65 billion, while net income reached TWD 87.63 billion versus TWD 50.19 billion in the second quarter. Quartr reported third-quarter earnings per share of TWD 25.40 and an operating margin of 80.00 percent.
Stock position after a 2.57 percent fall
Nanya Tech was last at TWD 436.00 on the Taiwan Stock Exchange on October 19, 2026 at 1:30 p.m. TST, down 2.57 percent from TWD 447.50. The session range was TWD 415.50 to TWD 437.00, and trading volume reached 40,984,093 shares against an average of 66,998,768 shares.
The stock stood 23.37 percent below its 52-week high of TWD 569.00 and 327.45 percent above its 52-week low of TWD 102.00 as of October 19, 2026. The current level therefore sits nearer the upper end of the annual range than the lower end.
Valuation and capacity timing
Nanya Technology had a price-to-earnings ratio of 16.08 and a market capitalization of TWD 1.5 trillion as of October 19, 2026. Its dividend yield was 0.00 percent. Morningstar's TWD 480.00 fair value estimate is 10.09 percent above the latest Taiwan price, using the same currency.
Quartr said third-quarter shipments were expected to remain flat until new-fab wafer output begins in the fourth quarter of 2027. The same summary said 2026 bit shipments were projected to grow by a high-teens percentage year over year, while AI infrastructure revenue was targeted to rise from more than 20.00 percent currently to 40.00 percent to 50.00 percent by 2029 or 2030.
Comparison with peers
Nanya Technology: minus 2.57 percent, price-to-earnings ratio 16.08, market capitalization TWD 1.5 trillion
Micron Technology (Nasdaq, USD): plus 5.45 percent, price-to-earnings ratio 12.48, market capitalization USD 1.0 trillion
SK hynix (Korea Exchange, KRW): plus 0.39 percent, price-to-earnings ratio 5.61, market capitalization KRW 930.8 trillion
What the figures say
The contrast is clear in the operating data: Nanya's third-quarter revenue expanded 61.90 percent sequentially, but its share price fell 2.57 percent on October 19, 2026. The 16.08 price-to-earnings ratio also stood above Micron Technology's 12.48 and SK hynix's 5.61 on the quoted market data.
Nanya Technology was last at TWD 436.00 on the Taiwan Stock Exchange on October 19, 2026 at 1:30 p.m. TST, down 2.57 percent from TWD 447.50.
Nanya Technology market facts
- Company: Nanya Technology Corporation
- ISIN: TW0002408002
- Ticker: 2408
- Primary exchange: Taiwan Stock Exchange
- Price Taiwan Stock Exchange (as of October 19, 2026, 1:30 p.m. TST): TWD 436.00
- Change versus prior close: minus 2.57 percent
- Market capitalization: TWD 1.5 trillion (as of October 19, 2026)
- 52-week range: TWD 102.00-569.00 (as of October 19, 2026)
- Sector / Industry: Technology / Semiconductors
Market context: Market report TAIEX.
