緯創(3231)今日有5家券商發布績效評等報告皆評等為看多，目標價區間為238～280元。
預估 2026年度營收約37,006.62億～40,921.14億元間、EPS落在16.09～17.88元間。

值得注意的是，摩根大通證券評等由中立轉向看多，認為：『Key takeaways from Wistron’s 2Q26 analyst call were mixed: (1) an in-line 2Q26 OPM print, while earnings beat on higher non-OP gains; (2) a robust AI order outlook, prompting a GDR issuance (~7% dilution) to support working capital needs; (3) an aggressive 2026 capex plan of NT$60 bn, with further step-ups expected in coming years; and (4) new AI server customer wins starting in 2H26, which should be supportive for the margin trajectory. Wistron’s stock has traded largely sideways over the past three years (up ~60% vs. TAIEX up ~170%), as slower-than-expected margin improvement has diluted the earnings upside from strong AI orders. That said, management highlighted new AI server customer wins ramping in 2H26. We believe a more diversified customer mix can improve pricing terms for NVL72 programs and help sustain (and potentially improve) Wistron’s margin profile. Consequently, we raise our 2026/27 earnings estimates by 23%/31% to reflect our stronger AI accelerator outlook (CoWoS update), new AI customer wins, and Wiwynn strength. We extend our PT horizon to Jun-27 and upgrade the stock to OW with a PT of NT$260 (based on 12x 12-month forward EPS, above mid-cycle valuations due to better earnings outlook). Key downside risks include potential share loss at the anchor enterprise customer, slower-than- expected margin improvement, and higher-than-expected interest expense. Our ODM pecking order is Wiwynn > Wistron > Quanta > Hon Hai > Pegatron > Inventec > Compal.』。

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