Phison stock: Phison cuts target to TWD 2,730 for Phison stock

Published on 10/24/2026 at 02:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue hit TWD 86.08 billion, up 375.00 percent as AI products passed 50 percent. Phison stock has results due November 6, 2026.

Analyst view and revenue

Simply Wall St reported a TWD 2,730 target on October 1, 2026.
Third-quarter revenue reached TWD 86.08 billion on October 8, 2026.
Phison stock was last at TWD 1,880.00 on October 22, 2026.

Phison, TW0008299009, Illustration mit AI erstellt.

Phison Electronics (ISIN TW0008299009) had its analyst target cut to TWD 2,730 from TWD 2,977 on October 1, 2026, according to Simply Wall St. The revision followed Phison's European expansion and puts the valuation debate against a rapidly expanding AI storage business.

Target cut changes the frame

The target moved 8.30 percent lower from TWD 2,977 to TWD 2,730 on October 1, 2026. That adjustment matters because the latest operating figures still point to exceptional growth, while the valuation now carries a more cautious assumption for revenue, margins and the future price-to-earnings multiple.

Phison's reported second-quarter revenue reached TWD 67.86 billion in the quarter ended June 30, 2026, while net income reached TWD 26.22 billion. Revenue increased 66.49 percent from TWD 40.76 billion in the first quarter, and diluted earnings per share rose to TWD 110.77 from TWD 65.48, based on the latest financial statement data.

AI share crosses 50 percent

On October 8, 2026, TTV Finance reported September revenue of TWD 30.64 billion, up 370.00 percent year over year, and third-quarter revenue of TWD 86.08 billion, up 375.00 percent. AI-related products contributed more than 50.00 percent of September revenue, including enterprise solid-state drives, AI PCs, servers and networking products.

The chronology is clear. Phison reported second-quarter revenue of TWD 67.86 billion on August 13, 2026; analysts revised the target to TWD 2,730 on October 1, 2026; and September revenue reached TWD 30.64 billion on October 8, 2026. This sequence shifts attention from controllers alone toward a broader AI infrastructure and storage platform.

What comes next for Phison

The next dated event is the third-quarter results announcement on November 6, 2026, which Simply Wall St identifies as the company's next reporting date. The release will show whether the September mix above 50.00 percent continued into the quarter and whether the target reduction still reflects the operating trend.

Phison was last at TWD 1,880.00 on the Taipei Exchange on October 22, 2026 at 2:32 p.m. TST. The quoted market capitalization was TWD 415.8 billion, and the 52-week range was TWD 860.00 to TWD 2,880.00 as of October 22, 2026.