萬潤(6187)今日僅高盛證券發布績效評等報告,評價為看多,目標價為800元。
預估 2026年度營收約65.23億元、EPS約18.35元。
值得注意的是,高盛證券評等由看空轉向看多,認為:『We are upgrading All Ring (6187.TWO) to Buy from Sell with 12m TP raise to NT$800 (from NT$365), mainly as we turn more constructive on the earnings upside potential into 2027 driven by the CPO opportunity, which is likely to unlock multi-year revenue and profitability growth in 2027 and beyond. We believe our earlier concerns on weak near-term revenue momentum are largely behind us, and we view 4Q25 as the cyclical trough with earnings to re-accelerate on still solid CoWoS demand in the near term.』。
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