Perfil de la empresa · Technology

Accton Technology Corp

2345 · Taiwán
Bolsa
Taiwán
País / Región
Taiwan
Precio actual
2,240
En vivo · 27 de julio de 2026
Compra razonable
1,750
Entrada con margen de seguridad
Puntuación de crecimiento Baillie
45/100
Floja
Valor intrínseco · Rango en tres niveles Precio actual 2,240 En vivo · Dentro del rango de valor intrínseco razonable

Rango de valoración compuesto · conservador 1,500–1,750 / razonable 2,200–2,550 / optimista 3,000–3,400. A 2,240, Dentro del rango de valor intrínseco razonable.

Al publicar 2,335 (14 de junio de 2026)

Capitalización1,44 B TWD
Ingresos (TTM)275,69 mil M TWD
EBITDA37,73 mil M TWD
Margen neto10,72 %
ROE56,13 %
PER (TTM)55,02
PER previsto19,23
PEG0
BPA46,80 TWD
Rentabilidad por dividendo0,62 %
Rango de 52 semanas699,00 TWD – 2695,00 TWD

Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.

Accton Technology Corporation develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally. The company offers 800G AI/ML fabrics, fiber optical transceivers, hyper network appliances, and edge servers, as well as data centers, metro ethernet, telecommunication networks, school/enterprise networks, and software-defined wide area network. It also provides data center switches, open packet transponders, cloud service appliances, and ethernet BOF; edge-computing; wired and wireless network solutions; carrier access platforms and disaggregated open solutions; and IoT integration solutions. In addition, the company engages in the production and sale of network switches; design, research, development, manufacture, and sale of switching hubs; and provision of information software and information technology services, as well as e-commerce apps, and advertising services. Further, it offers network products; and technical consulting and engineering design services. Additionally, the company provides data center networks, edge computing, cloud networks, carrier access, and IoT integration solutions. Accton Technology Corporation was incorporated in 1988 and is headquartered in Hsinchu City, Taiwan.

Historia

Accton Technology Corporation was incorporated in 1988 in Taiwan's Hsinchu Science Park, beginning with the design and manufacture of Ethernet and networking hardware, and listed on the Taiwan Stock Exchange on 15 November 1995 under code 2345. By 1998 it supplied major OEMs, and by the early 2000s its product mix spanned switches, wireless LAN, broadband, and gateways. Its subsidiary Edgecore was founded in 2004 and began operating as a branded subsidiary in 2010. The company submitted a 10GbE ToR switch design to OCP in 2014 and contributed an open-design 100GbE Ethernet switch in 2015, later transitioning to 400G and then to AI-oriented Ethernet.

Posición en el sector

Accton is a white-box Ethernet switch ODM serving cloud providers and AI data centers, with long-standing experience in open networking and OCP. Its product line includes 800G AI/ML fabrics, fiber optical transceivers, hyper network appliances, and edge servers, and the report describes it as one of the purest AI Ethernet ODMs. In the first three quarters of 2025, its Network Application segment reached 63% of revenue and the Americas accounted for 81% of revenue; full-year 2025 revenue rose to 248.3 billion TWD. The report notes that within the AI networking chain, the thickest profit pools tend to sit with switch-chip and architecture players upstream and with branded switch vendors, rather than with ODMs.