UBS Securities significantly lowered its EPS forecast for Wistron to 500 yuan for next year, while maintaining a "buy" rating and listing it as a top pick among ODM manufacturers. This revision comes as foreign investors anticipate a new growth cycle driven by AWS Trainium3 volume shipments and accelerating AMD Helios rack shipments.
Wistron's AI server demand is slowing, as evidenced by UBS's significant EPS forecast cut, despite ongoing AI chip deployments.