3231.TW Wistron
GPU baseboard and server ODM
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
3231.TW · price with what management and the data said
Timeline: management commentary, data & earnings
9 events-
9
2026-10-20Taiwan Ministry of FinanceData release
Taiwan September exports a record $87.2B (+60.9%); shipments to the US +106% to $27.5B on AI servers. Export orders a record $114.2B (+62.4%). Source ↗
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8
2026-08-05EarningsBeat / raise
Reported EPS 4.72 vs 4.06 expected (+16.2% surprise).
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7
2026-05-08EarningsBeat / raise
Reported EPS 3 vs 2.98 expected (+0.6% surprise).
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6
2026-03-13EarningsMiss / cut
Reported EPS 2.05 vs 2.53 expected (-19.0% surprise).
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5
2025-11-11EarningsMiss / cut
Reported EPS 2.36 vs 2.38 expected (-0.9% surprise).
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4
2025-08-13EarningsMiss / cut
Reported EPS 2.2 vs 2.38 expected (-7.4% surprise).
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3
2025-05-07EarningsMiss / cut
Reported EPS 1.85 vs 1.86 expected (-0.7% surprise).
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2
2025-03-03EarningsBeat / raise
Reported EPS 1.92 vs 1.84 expected (+4.6% surprise).
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1
2024-11-13EarningsMiss / cut
Reported EPS 1.47 vs 1.57 expected (-6.5% surprise).
Latest headlines
Auto-updated daily- Wistron Showcases at 2026 OCP Global Summit2026-10-12
- Wistron Raises $1.47 Billion as AI Server Demand Tests Its Balance Sheet2026-09-08
- Wistron stock falls after $1.47 billion global share sale2026-09-08
- How Wistron’s early Nvidia bet made it an unsung winner of the AI boom—and one of the biggest risers on this year’s Global 5002026-07-28
- Wistron opens manufacturing plant for Nvidia AI systems2026-07-24
- Wistron opens first U.S. factory for Nvidia AI servers in Texas2026-07-22
- Nvidia supplier Wistron launches $700 million Texas factory for AI system production2026-07-22
Alternative data that moves 3231.TW
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-05 | 4.06 | 4.72 | +16.2% |
| 2026-05-08 | 2.98 | 3.0 | +0.6% |
| 2026-03-13 | 2.53 | 2.05 | −19.0% |
| 2025-11-11 | 2.38 | 2.36 | −0.9% |
| 2025-08-13 | 2.38 | 2.2 | −7.4% |
| 2025-05-07 | 1.86 | 1.85 | −0.7% |
| 2025-03-03 | 1.84 | 1.92 | +4.6% |
| 2024-11-13 | 1.57 | 1.47 | −6.5% |
| 2024-08-13 | 1.46 | 1.53 | +5.1% |
| 2024-05-10 | 1.16 | 1.24 | +7.0% |
| 2024-03-12 | 1.29 | 1.18 | −8.6% |
| 2023-11-08 | 0.98 | 1.67 | +70.9% |
| 2023-08-09 | 0.8 | 1.14 | +42.9% |
| 2023-05-12 | 0.2 | 0.06 | −70.3% |
| 2023-03-15 | 1.29 | 1.39 | +8.0% |
| 2022-11-03 | 0.93 | 1.29 | +38.9% |
| 2022-08-05 | 0.78 | 1.53 | +96.5% |
| 2022-05-05 | -0.23 | -0.31 | −31.9% |
| 2022-03-18 | 1.42 | 1.85 | +30.2% |
| 2021-11-04 | 0.81 | 0.29 | −64.2% |
| 2021-08-04 | 1.09 | 1.48 | +35.2% |
| 2021-05-06 | 0.12 | 0.04 | −66.7% |
| 2021-03-22 | 0.8 | 0.81 | +1.5% |
| 2020-11-11 | 0.71 | 0.99 | +38.8% |
| 2020-08-11 | 0.7 | 1.01 | +45.1% |
About Wistron
Website ↗Wistron Corporation, together with its subsidiaries, engages in the design, manufacture, and sale of information technology products in the United States, Europe, China, and internationally. The company develops and produces desktop computers, notebook computers, motherboards, servers, system platforms, multi-CPU computer systems, multimedia computers, network computers, consumer computers, micro-processors, CD-ROMs, PDAs, panel PCs, pocket computers, and interface cards. It also offers professional display systems, industrial PCs, and data storage equipment. The company provides video and internet telephones, video conferencing equipment, telecommunication equipment, VoIP systems, wireless receiver products including mobile phones, wireless LAN cards, and Bluetooth communication modules, as well as networking and communication products. Its consumer electronics offerings include digital…
Rack-scale systems are integrated by a few Taiwanese ODMs. Execution and liquid-cooling readiness matter more than raw capacity.
What would prove us wrong. Strengthens if rack-scale integration slips and becomes the reason accelerators sit in warehouses.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2317.TW Hon Hai (Foxconn) | Largest AI rack integrator | NT$245.0 | 0.00% | −2.0% | +9.5% | |
| 2382.TW Quanta Computer | Hyperscaler server ODM | NT$322.0 | 0.00% | −6.5% | +23.4% | |
| DELL Dell Technologies | AI servers for enterprise and neoclouds | $474.8 | +4.03% | −15.5% | +281.2% | |
| SMCI Super Micro Computer | Rack-scale AI servers and liquid cooling | $32.94 | 0.00% | −23.9% | +12.5% | |
| CLS Celestica | Hyperscaler networking and compute EMS | $270.0 | +3.86% | −26.1% | −8.7% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.