信驊(5274)今日有2家券商發布績效評等報告皆評等為看多，目標價區間為3,150～3,650元。
預估 2023年度營收約31.3億～31.3億元間、EPS落在27.41～28.12元間。

值得注意的是，美林證券評等由中立轉向看多，認為：『We upgrade Aspeed to Buy from Neutral. In 2023, we estimate Aspeed still generated ~90% of revenue from server business (mainly BMC). While the mid-term growth in server business can turn stronger along with platform migration and more traction to AI server, we believe it is widely accepted by the market. But on the other hand, the greater potential in non-server business may have been neglected, with stable growth in PC/AV and massive headroom in Cupola 360. With successful diversification, we expect its non-server revenue mix to reach 21% in 2025E. We raise PO to NT$3,650 (earlier NT$3,350) which remains based on DCF (discount cash flow), while we adjust 2024-25E earnings by 3-16% to reflect the business outlook.』。

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