Pegatron reports TWD 214.75 billion revenue. Goldman targets Pegatron stock at TWD 76.90.

Published on 10/19/2026 at 10:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September sales jumped 86.90 percent year over year on October 8, 2026. Goldman Sachs sets a TWD 76.90 target for Pegatron stock.

Revenue growth and analyst caution

Pegatron reported TWD 214.75 billion in September revenue on October 8, 2026.
Goldman Sachs revised its target from TWD 75.50 to TWD 76.90 on September 28, 2026.
Pegatron stock stood at TWD 102.00 on October 19, 2026, at the Taiwan Stock Exchange.

Pegatron, TW0004938006, Illustration mit AI erstellt.

Pegatron reported TWD 214.75 billion in September revenue on October 8, 2026, an 86.90 percent increase from the same month a year earlier. The result puts electronic manufacturing services and AI server production at the center of the stock story, while the next quarterly figures will test whether the September surge can persist.

September revenue resets the scale

According to TechNews on October 8, 2026, Pegatron's September revenue rose 143.20 percent from August and lifted revenue for the first nine months to TWD 907.63 billion, up 13.80 percent year over year. September revenue alone represented 23.66 percent of that nine-month total, giving the monthly figure unusual weight in the annual trend.

The latest quarterly comparison also moved higher. Pegatron's revenue reached TWD 274.45 billion in the second quarter of 2026, compared with TWD 244.11 billion in the preceding quarter, while net income increased to TWD 4.49 billion from TWD 1.56 billion, according to Investing.com.

What does the target mean for valuation?

Goldman Sachs maintained a Sell rating and revised its 12-month target from TWD 75.50 to TWD 76.90 on September 28, 2026, according to Finvaulta. The report linked growth prospects to AI server expansion and new smartphone cycles, while identifying high memory costs as a pressure on PC and smartphone volumes.

That combination leaves investors with two competing figures: September revenue growth of 86.90 percent year over year and a target that remains below the current home-market quote. Pegatron's investor-relations page identifies 4938 as its Taiwan Stock Exchange common-stock symbol and says third-quarter results are released in November, with monthly sales usually announced around the 10th of the following month.

Three dated milestones frame the move

On August 12, 2026, Pegatron reported second-quarter revenue of TWD 274.45 billion and net income of TWD 4.49 billion, according to Investing.com. On September 28, 2026, Goldman Sachs revised its target to TWD 76.90 from TWD 75.50. On October 8, 2026, Pegatron reported September revenue of TWD 214.75 billion, up 86.90 percent year over year.

Home-market quote sets the reference

Pegatron stock stood at TWD 102.00 on the Taiwan Stock Exchange on October 19, 2026 at 1:30 p.m. Taipei time. The quote sits above Goldman Sachs' TWD 76.90 target, while the September revenue figure supplies the stronger operating signal.