Quanta, TW0002382009

Quanta Computer reports 76.70 percent growth: what it means for Quanta Computer stock

Published on 10/09/2026 at 11:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September revenue hit TWD 325.30 billion, up 76.70 percent year over year. Quanta Computer stock was TWD 325.50 on October 8, down 2.84 percent.

Key points in brief

Quanta Computer reported September 2026 revenue of TWD 325.30 billion, up 76.70 percent year over year.
Second-quarter 2026 revenue reached TWD 1.04 trillion, while net income rose 70.00 percent year over year.
The Taiwan Stock Exchange quote was TWD 325.50 on October 8, 2026, while the revised consensus target stood at TWD 427.84.

Quanta, TW0002382009, Illustration mit AI erstellt.

Quanta Computer reported September 2026 revenue of TWD 325.30 billion, up 76.70 percent year over year, according to LTN on October 7, 2026. The monthly figure set a new high for the month, although it declined 23.30 percent from August as customer shipment schedules affected the comparison.

Three dated operating signals

On August 15, 2026, Quanta Computer's second-quarter results showed revenue of TWD 1.04 trillion, up 106.00 percent from the second quarter of 2025, while net income rose 70.00 percent to TWD 28.70 billion, according to Simply Wall St. Earnings per share reached TWD 7.43, compared with TWD 4.37 in the second quarter of 2025.

On October 1, 2026, analysts raised the consensus target from TWD 391.47 to TWD 427.84, a 9.29 percent increase, according to Simply Wall St. The updated valuation reflected higher revenue-growth assumptions, a lower modeled future earnings multiple and a reduced net profit margin assumption of 2.08 percent.

On October 7, 2026, the September revenue release completed the sequence. Quanta Computer's third-quarter revenue reached TWD 1.12 trillion, up 125.20 percent year over year, while the first nine months reached TWD 2.96 trillion, up 99.40 percent, according to LTN. The figures show strong server demand alongside a monthly pullback caused by delivery timing.

What does the growth mean?

The operating signal is concentrated in AI server production. Quanta Computer said next-generation Vera Rubin products began trial production near the end of the third quarter, with limited shipments planned for the fourth quarter and volume expansion expected in the first quarter of 2027, as reported by LTN.

The counterweight is margin. Second-quarter profit margin was 2.80 percent, down from 3.30 percent a year earlier, even as revenue more than doubled. For investors, the central question is whether new server capacity can convert exceptional revenue growth into wider profitability.

November 2 is the next marker

A lock-up agreement covering 1,010,326,018 common shares held by Barry Lam and Cianyu Investment Ltd. is scheduled to end on November 2, 2026, according to Simply Wall St. That date adds a defined shareholder-structure event to the revenue and capacity story.

Taiwan quote stays below target

Quanta Computer was last quoted at TWD 325.50 on the Taiwan Stock Exchange on October 8, 2026 at 1:30 p.m. TST, down 2.84 percent from TWD 335.00. The consensus target of TWD 427.84 stood 31.48 percent above that quoted price.