Phison trims consensus target to TWD 2,730 for Phison stock

Published on 10/19/2026 at 01:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

AI products reached 38 percent of second-quarter revenue. Phison stock last traded at TWD 1,890.00 on October 16, 2026, below TWD 2,730.00.

Europe strategy and valuation

Simply Wall St reported a consensus target of TWD 2,730.00 on October 1, 2026.
AI ecosystem products accounted for 38.00 percent of revenue in the second quarter of 2026.
Phison had a TWD 418.0 billion market capitalization on October 16, 2026.

Phison, TW0008299009, Illustration mit AI erstellt.

Phison (TW0008299009) saw its consensus target cut from TWD 2,977.00 to TWD 2,730.00 on October 1, 2026, while second-quarter revenue reached TWD 67.90 billion, up 280.00 percent year over year, according to Simply Wall St and StorageNewsletter. The combination puts valuation and AI demand at the center of the stock story.

What does the target cut change?

The revised consensus target remains TWD 840.00 above Phison's TWD 1,890.00 closing price on the Taipei Exchange on October 16, 2026. That gap is a valuation reference, not a forecast from this article, and the target reduction signals more cautious assumptions about growth, margins and the future earnings multiple, as Simply Wall St reported on October 1, 2026.

Three milestones shaped 2026

On June 3, 2026, Phison announced one collaboration with Intel for local artificial intelligence workloads, according to StorageNewsletter. On August 3, 2026, its fiscal second-quarter results showed TWD 67.90 billion in revenue, up 66.00 percent from the prior quarter and 280.00 percent from the prior year, the same source reported.

On September 28, 2026, Phison expanded its European operations with one local entity in Eschborn and appointed two regional executives. The October 1 target update followed that expansion, leaving the latest investor debate centered on whether AI-led demand can offset higher valuation and execution risks.

AI products change the revenue mix

AI ecosystem products accounted for 38.00 percent of Phison's revenue in the second quarter of 2026, up 78.00 percent from the prior quarter, according to StorageNewsletter. The company said its Pascari enterprise brand served 21 customers out of 30 active accounts, with 9 accounts still in qualification as of September 2026. That operating detail gives the target revision a practical test: enterprise conversion and AI products must continue expanding beyond the current revenue base.

Stock valuation after the target cut

Phison had a TWD 418.0 billion market capitalization on October 16, 2026, with a 52-week range of TWD 841.00 to TWD 2,880.00. Its stock closed at TWD 1,890.00 on the Taipei Exchange on October 16, 2026, placing the latest close below the revised consensus target while keeping the company well above its 52-week low.

The latest available Taiwan quote was TWD 1,890.00 on October 16, 2026 at 1:30 p.m. TST on the Taipei Exchange.