Pegatron stock targets AI servers at 10 percent of revenue

Published on 10/05/2026 at 16:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Pegatron stock posted August revenue of TWD 88.305 billion, up 34.11 percent year over year. The shares were last at TWD 88.70 on October 5, 2026.

Pegatron, TW0004938006, Illustration mit AI erstellt.

Pegatron stock (ISIN TW0004938006) was trading at TWD 88.70 on October 5, 2026 at 1:30 p.m. TST, down 0.56 percent on the Taiwan Stock Exchange. The company is expanding its AI-server business as US customer orders enter the shipping stage.

AI servers reach a new milestone

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 new orders from US customers had entered the shipping stage, with the systems focused on complete L11 rack solutions.

The report also said Pegatron is shipping Nvidia GB200 and GB300 servers. GB300 shipments have surpassed GB200 shipments, while some customers continue to select the older platform because of its lower overall cost.

August revenue rises 34.11 percent

Pegatron's August 2026 revenue reached TWD 88.305 billion, an increase of 34.11 percent from August 2025 and 2.66 percent from July 2026. Cnyes reported the figures on September 10, 2026.

Cumulative revenue for January through August 2026 stood at TWD 692.873 billion, up 1.49 percent from the same period in 2025. The contrast matters: August delivered double-digit annual growth, while the year-to-date figure remained in the low single digits.

Analysts see limited upside

The consensus rating is Neutral among 8 analysts, according to Investing.com on September 24, 2026. The average 12-month price target is TWD 90.56, with a high target of TWD 110 and a low target of TWD 65.

Against the TWD 88.70 market price, the average target lies 2.10 percent above the price. The target spread from TWD 65 to TWD 110 shows that analysts remain divided on how quickly AI-server growth can offset the volatility of consumer electronics demand.

Stock stays inside its yearly range

Pegatron stock was last at TWD 88.70 on the Taiwan Stock Exchange on October 5, 2026, with a session range of TWD 88.70 to TWD 90.30. Its 52-week range was TWD 67.50 to TWD 102.50, while market capitalization stood at TWD 237.9 billion and trading volume reached 4,418,217 shares.