Pegatron stock targets 10 percent AI server revenue as orders ship

Published on 10/07/2026 at 09:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Pegatron stock was last at TWD 90 on October 7, 2026, while its market value reached TWD 241.4 billion. Q2 revenue rose 12.4 percent sequentially.

Pegatron, TW0004938006, Illustration mit AI erstellt.

Pegatron Corporation (ISIN TW0004938006) was last at TWD 90 on the Taiwan Stock Exchange on October 7, 2026, giving the electronics manufacturer a market capitalization of TWD 241.4 billion. The latest operating signal is its expansion into AI servers, with US customer orders entering the shipping stage.

AI servers move into production

Taiwan News reported on October 1, 2026, that Pegatron expects AI servers to account for up to 10 percent of revenue this year. Co-CEO Cheng Kuang-chih said US orders had entered shipping and would be reflected in September revenue, with the projects involving complete L11 rack systems.

The company is shipping Nvidia GB200 and GB300 servers, and management said GB300 shipments have surpassed GB200 shipments. The mix matters because AI server growth can add a new revenue engine, while the company still faces working-capital demands as rack-scale production expands.

Revenue growth meets cost pressure

Pegatron's August 2026 revenue reached TWD 88.3 billion, up 34.1 percent from August 2025 and 2.7 percent from July, according to TradingView on September 10, 2026. Revenue for January through August stood at TWD 692.9 billion, compared with TWD 682.7 billion a year earlier.

Investing.com lists the latest reported quarter, published on August 12, 2026, at TWD 274.4 billion in revenue, TWD 4.5 billion in net income and EPS of TWD 1.68. Revenue increased 12.4 percent from TWD 244.1 billion in the preceding quarter, while net income rose 187.4 percent from TWD 1.6 billion.

Analysts see limited upside

The analyst picture is restrained. Investing.com shows a Neutral consensus from eight analysts, with three Buy, four Hold and two Sell ratings. The average 12-month price target is TWD 90.56, with a high of TWD 110 and a low of TWD 65; against the October 7 price of TWD 90, the average target lies 0.62 percent above the price.

Finvaulta reported on September 28, 2026, that Goldman Sachs retained a Sell rating and raised its 12-month target from TWD 75.50 to TWD 76.90. The contrast is clear: AI servers are adding growth potential, but memory costs and weaker PC demand remain material constraints.

Stock holds at TWD 90

Pegatron stock was last at TWD 90 on October 7, 2026 at 1:30 p.m. TST, with a 52-week range of TWD 67.50 to TWD 102.50 and volume of 3,359,078 shares.