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3227.TWO TWO Semiconductors

PixArt Imaging Inc

$213,00
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Mcap
32,1B TWD
P/E
EV / Rev
Div yield
4,82 %
Op margin
20,7 %
ROE
14,6 %
Net margin
19,9 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

PixArt Imaging Inc designs and develops image sensors for consumer electronics and industrial applications, generating revenue primarily through the sale of semiconductor components.

Business. PixArt Imaging Inc is a semiconductor company operating within the Technology Equipment sector. The firm is primarily listed under the ticker 3227.TWO. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level as a participant in the semiconductor product-sale market.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
Generated · model-assisted
Sell-side consensus
BUY6 analysts
3 buy3 hold0 sell
Avg 12m price target229,00

Analyst recommendations

6 analysts · consensus Buy
Buy3
Hold3
Sell0
12-month price target
229,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
86
composite score
Valuation
valuation pending
Analysts
Buy
6 analysts · indicative
Ownership
not yet wired
Profitability
14,6 %
return on equity
Quality
60
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 3227.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 3227.TWO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score86 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    PixArt Imaging Inc is a semiconductor company operating within the Technology Equipment sector. The firm is primarily listed under the ticker 3227.TWO. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level as a participant in the semiconductor product-sale market.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    PixArt Imaging Inc maintains a strong liquidity position with a current ratio of 3.66 and a price-to-book ratio of 2.86, indicating a solid balance sheet and reasonable valuation relative to tangible book value. The company's cash and equivalents amount to TWD 5.5 billion, which is a significant portion of its total assets, supporting its low liquidity risk profile.

    In terms of profitability, PixArt Imaging Inc reports a return on equity of 14.57% and a return on assets of 11.67%, which are strong indicators of efficient capital utilization and asset management. The company's operating margin of 20.7% and net margin of 19.8% reflect its ability to maintain profitability in a competitive semiconductor market.

    PixArt Imaging Inc's revenue is concentrated in a few key markets, with the majority of its sales derived from the consumer electronics sector. The company's exposure to this sector is a strategic focus, leveraging its expertise in image sensor technology. However, the company's geographic revenue distribution is not disclosed in the available data, making it difficult to assess regional concentration risks.

    The company's growth trajectory is supported by a positive outlook for the current fiscal year, with analysts projecting a mean price target of TWD 229.00. This suggests a moderate growth expectation, although the company's capital expenditure of TWD -351.595 million indicates a focus on cost management rather than aggressive expansion.

    PixArt Imaging Inc faces low dilution risk, with no immediate filing-based liquidity or dilution flags detected. The company's debt-to-equity ratio of 0.02 further supports its strong equity position and low leverage. The absence of significant debt and the presence of substantial cash reserves reduce the likelihood of near-term dilution.

    Recent events, including analyst estimates and price targets, indicate a generally positive sentiment towards the company. The mean recommendation of 2.33 suggests a mixed outlook, with a combination of buy and hold ratings from analysts. The company's financial performance and market position are closely monitored by the investment community, reflecting its importance in the semiconductor industry.

    Key takeaways
    • PixArt Imaging Inc has a strong liquidity position with a current ratio of 3.66 and a price-to-book ratio of 2.86.
    • The company's return on equity of 14.57% and return on assets of 11.67% indicate efficient capital utilization.
    • Analysts project a mean price target of TWD 229.00, suggesting a moderate growth expectation.
    • The company faces low dilution risk, supported by a debt-to-equity ratio of 0.02 and substantial cash reserves.
    • PixArt Imaging Inc's revenue is concentrated in the consumer electronics sector, with no detailed geographic distribution provided.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $213,00
    Market cap
    $35.52B
    Enterprise value
    $30.22B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    10.6x
    P / B
    2.9x
    P / Tangible book
    2.9x
    Tangible book
    $12.44B
    Net cash
    $5.30B
    Current ratio
    3.7
    Debt / equity
    0.0
    ROA
    11.7%
    ROE
    14.6%
    Cash conversion
    157.0%
    CapEx / revenue
    -3.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    12,44
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    6
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-22 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate12,44
    Revenueno estimateno estimate9,8B TWD
    Operating incomeno estimateno estimate2,0B TWD
    Full-year consensus mean (period as reported by source) · consensus in TWD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution6 analysts
    Strong buy1
    Buy2
    Hold3
    Sell0
    Strong sell0
    12-month price target$229,00 · Median $220,00
    Low $215,00High $252,00
    Operating income · consensus2,0B TWD
    EPS surprise
    −3,4 %
    reported vs consensus · miss
    Revenue surprise
    −6,6 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$215,00
    Mean$229,00
    Median$220,00
    High$252,00
    Spot$213,00
    +7.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin20,7 %Best in class
    Net Margin19,9 %Above P75
    ROE14,6 %Best in class
    Capex / Rev-3,9 %Above median
    D/E0,02Above P75
    Cash Conv1,57Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • PixArt Imaging Inc Market data — financials · 2026-05-26
    • PixArt Imaging Inc Market data — analyst estimates · 2026-05-26
    • PixArt Imaging Inc Market data — ESG · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3227.TWOCanonical
    TWO · TWD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.
    Relationship graph
    3227NVDAINTCAVGOSemiconductors
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage