Quanta, TW0002382009

Quanta stock trades at TWD 335 as AI servers drive record revenue

Published on 10/07/2026 at 09:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Quanta Computer reported NT$1.04 trillion in Q2 2026 revenue and EPS of NT$7.43, up 69.9 percent year over year. Nineteen analysts set a Buy consensus.

Quanta, TW0002382009, Illustration mit AI erstellt.

Quanta Computer stock (ISIN TW0002382009) was last at TWD 335 on the Taiwan Stock Exchange on October 7, 2026, giving the company a market capitalization of TWD 1.3 trillion. The latest reported quarter showed how strongly AI server demand is reshaping the business.

AI servers lift quarterly scale

According to Edgepedia, Quanta generated NT$1.04 trillion in second-quarter 2026 revenue and net income of NT$28.651 billion. EPS reached NT$7.43, up 69.9 percent from the same quarter a year earlier.

The same report said gross margin fell to 5.02 percent from 7.05 percent in the second quarter of 2025, while operating profit reached NT$34.2 billion. That contrast is central to the stock story: capacity and server scale are expanding faster than profitability.

Consensus target stays above price

MarketScreener lists a Buy consensus from 19 analysts and an average target of TWD 427.84. Compared with Quanta's TWD 335 price on October 7, 2026, that average target lies 27.7 percent above the stock.

A separate Simply Wall St update dated October 1, 2026, put the revised fair value at NT$427.84, up from NT$391.47. The update also lowered its modeled net profit margin from 2.27 percent to 2.08 percent, showing that higher growth assumptions came with a profitability tradeoff.

Growth requires more investment

Quanta raised its 2026 capital-expenditure target from NT$30 billion to NT$40 billion after spending NT$21.8 billion in the first half of 2026, according to the Edgepedia report. AI servers accounted for 75 percent to 80 percent of server revenue in the first half, with Nvidia's GB300 platform leading the mix.

The operating mix also carries a counterweight. August 2026 notebook shipments reached 2.6 million units, down 7 percent from July, while the second-quarter gross margin was 2.03 percentage points below the year-earlier level. For investors, Quanta's next valuation step depends on whether server growth can offset that margin pressure.

Quanta stock holds above TWD 300

Quanta stock was last at TWD 335 on the Taiwan Stock Exchange on October 7, 2026, with a daily change of 0.45 percent. Its 52-week range was TWD 260 to TWD 438, leaving the price TWD 103 below the yearly high.