Acer stock gains 1.13 percent as memory outlook stays divided

Published on 10/07/2026 at 03:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Acer expects PC prices to rise 5% to 20% in Q4 2026, while August revenue reached TWD 30.18 billion. Five analysts keep a Neutral consensus.

Acer, TW0002353000, Illustration mit AI erstellt.

Acer (ISIN TW0002353000) stock gained 1.13 percent to TWD 31.40 on the Taiwan Stock Exchange on October 7, 2026, at 9:27 a.m. CST. The move comes as Chief Executive Jason Chen presents a divided memory outlook, with higher PC prices still ahead before supply improves.

Memory costs shape the outlook

According to Global Sources on October 5, 2026, Chen expects average PC prices to increase 5% to 20% in the fourth quarter of 2026. He also argues that DDR4 and DDR5 supply remains substantial and that additional production, particularly in China, could ease the market from mid-2027.

The near-term tension is clear: Acer's management expects cost pressure to continue even while describing the longer-term supply picture as more favorable. For Acer, that puts product pricing and gross margin protection alongside unit demand at the center of the next earnings discussion.

August revenue sets the pace

ScanX News reported that Acer's August 2026 consolidated revenue reached TWD 30.18 billion, up 38.4 percent year over year. Revenue for January through August reached TWD 214.81 billion, an increase of 25.1 percent and a 13-year high for the period.

The mix also matters. PC revenue rose 40.5 percent year over year in August, while non-PC and display businesses contributed 35.0 percent of revenue through August, giving Acer a larger service and solutions component alongside its core hardware business.

Investing.com lists second-quarter 2026 revenue at TWD 85.3 billion and adjusted earnings per share at TWD 0.72, against forecasts of TWD 80.17 billion and TWD 0.43, respectively. The revenue beat was 6.4 percent, while the earnings figure exceeded the forecast by 67.4 percent.

Consensus stays below the quote

Investing.com reports a Neutral consensus from five analysts, with three Buy ratings and two Sell ratings. The average 12-month price target is TWD 29.63, while the highest target is TWD 39.00 and the lowest is TWD 23.50.

That spread shows why Acer's next results matter: recent revenue growth is strong, but the market is still weighing component inflation against the company's expanding non-PC businesses. The next earnings report is listed for October 29, 2026.

Stock trades below yearly high

Acer stock was last at TWD 31.40 on October 7, 2026, with an intraday range of TWD 31.20 to TWD 31.45. Its 52-week range is TWD 25.00 to TWD 44.20, and the market capitalization is TWD 94.4 billion.