UBS revised Wistron's 2026 EPS estimates upward from 15.5 yuan and 21.5 yuan to 16.9 yuan and 25 yuan, setting a target price of 225 yuan. Factset reported that 13 analysts jointly raised Wistron's target price valuation to 210 yuan, with the highest valuation reaching 280 yuan.
Wistron's significantly raised EPS and target prices reflect strong demand for AI server ODM services, indicating robust AI infrastructure buildout.