信驊(5274)今日有3家券商發布績效評等報告皆評等為看多，目標價區間為3,000～3,217元。
預估 2023年度營收約31.02億～31.14億元間、EPS落在26.59～30.32元間；預估2024年度營收落在48.43億～55.1億元間、EPS落在51.35～55.24元間。

值得注意的是，摩根士丹利證券評等由中立轉向看多，認為：『We increase our price target to NT$3,150 from NT$2,600: This reflects the changes in our earnings estimates. We also raise our intermediate growth rate assumption from 15% to 16.6%, because new products like I/O expanders could add new TAM for Aspeed. Our price target is our base case scenario value, which we continue to derive from a residual income model. Our other key assumptions are unchanged, including a 9.8% cost of equity (beta 1.3, risk-free rate 2% and risk premium 6%), and terminal growth rate of 5.2%.』。

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