Kinsus stock: Goldman Sachs raises target for Kinsus stock to TWD 1,515
Published on 10/23/2026 at 02:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and quarterly results
- Goldman Sachs raised its Kinsus target to TWD 1,515 on October 15, 2026.
- Kinsus reported TWD 12.50 billion revenue for the second quarter ended June 30, 2026.
- Kinsus had a TWD 519.5 billion market capitalization as of October 22, 2026.
Kinsus Interconnect Technology (ISIN TW0003189007) received a higher TWD 1,515 target from Goldman Sachs in a report dated October 15, 2026, while the companys second-quarter figures provide the operating backdrop. The target was paired with a Buy rating, according to Futu.
Target reflects BT substrate exposure
Goldman Sachs projected that BT substrates would represent 37 percent of Kinsus revenue in 2026. The research linked the higher target to tighter supply and stronger pricing prospects across the BT substrate market, giving Kinsus greater sensitivity to a pricing upcycle.
The report also identified memory-related demand as a key driver of Kinsus exposure. That thesis is forward-looking, so the next test is whether capacity expansion converts the improved pricing environment into sustained earnings growth.
What do the quarterly figures show?
Kinsus reported TWD 12.50 billion revenue and TWD 1.31 billion net income for the second quarter ended June 30, 2026. Adjusted earnings per share were TWD 2.56, above the TWD 2.37 expectation cited by IT BOLTWISE on October 1, 2026. The comparison gives the target revision a concrete earnings reference rather than making it solely a sector call.
Three dated developments
On October 1, 2026, the second-quarter report put revenue at TWD 12.50 billion. On October 15, 2026, Goldman Sachs set a TWD 1,515 target and kept a Buy rating. On October 22, 2026, Kinsus was last at TWD 986.00 on the Taiwan Stock Exchange.
Next reporting date
The next earnings report is scheduled for November 2, 2026, according to TradingView.
Valuation follows operating delivery
Kinsus had a TWD 519.5 billion market capitalization as of September 30, 2026, while the Taiwan Stock Exchange price was TWD 986.00 on October 22, 2026 at 1:30 p.m. TST. The central issue for the revised target is whether BT pricing and capacity investment support results beyond the second quarter.
Kinsus stock facts
- Company: Kinsus Interconnect Technology Corp.
- ISIN: TW0003189007
- Ticker: 3189.TW
- Primary exchange: Taiwan Stock Exchange
- Price Taiwan Stock Exchange (as of October 22, 2026, 1:30 p.m. TST): TWD 986.00
- Market capitalization: TWD 519.5 billion (as of October 22, 2026)
- 52-week range: TWD 125.50-1,150.00 (as of October 22, 2026)
- Sector / Industry: Technology / Semiconductors
Market context: Market report TAIEX.
