Airoha Technology Corp (6526) Fair Value & Analysis
Technology · TW · Market cap 108B TWD
Fair value as of: Jul 15, 2026
From 26 valuation models · updated 26 days ago
Fair value updated Jul 15, 2026, revised from 337.41 TWD to 472.37 TWD (+40.0%) since Jul 12, 2026. Share price −4.7% over the past month.
A solid business, but screening 24% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (590.46 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (4 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
50‑month range 399.96 TWD – 786.33 TWD · fair‑value band 338.59 TWD – 590.46 TWD · the 625.00 TWD price screens above the 472.37 TWD fair value. Dashed = 300-day average. As of Jul 15, 2026.
Analysis
Airoha Technology Corp (6526) currently trades at 625.00 TWD, while our model-based Fair Value estimate is 472.37 TWD, implying the stock looks roughly 24.4% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Airoha Technology Corp generated revenue of 21.2B TWD at a net margin of 13.8%. Revenue grew 4.5% year over year. It earns a return on equity of 14.4%. The balance sheet holds a net cash position of 12.5B TWD. Fundamentals as of Jul 15, 2026
Our scenario range runs from 338.59 TWD (bear case) to 590.46 TWD (bull case); at 625.00 TWD, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 21% below its 52-week high and 48% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -24%, 6526 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models (470.19 TWD) versus Asset-Based (77.39 TWD). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 64
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Airoha Technology Corp. engages in the provision of wireless and broadband communications SoC system solutions in Taiwan.
Full company description
Airoha Technology Corp. engages in the provision of wireless and broadband communications SoC system solutions in Taiwan. It offers outdoor products, such as motorcycle helmet bluetooth headset, targeted noise-cancelling headphones, racing pigeon satellite positioning flight tracker, livestock tracker in open pastures, satellite positioning and navigation instruments for yachts and fishing boats, open water sports watch, pet tracker, wireless lawn mowing robot, cycling watch, automotive inertial navigation, and satellite positioning and timing module receiver; office products, including 3-in-1 USB dongle, IP phone, fiber optic fixed network broadband enterprise gateway, Bluetooth bidirectional speakerphone, and telephone customer service headset; and home items, including assistive hearing earbuds, satellite positioning and navigation for new energy vehicles, and gaming Bluetooth headphones. The company also provides satellite positioning and timing module receiver, pluggable optical communication module, broadband SoC, ethernet switch, Bluetooth public broadcast, police body camera, smart grid, automotive inertial navigation, rugged laptop for specialized applications, and smart surveillance camera. Its products are used in various applications, such as outdoor, office, home, broadband operators, and public. The company was founded in 2001 and is headquartered in Zhubei, Taiwan. Airoha Technology Corp. operates as a subsidiary of Gaintech Co. Limited.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Airoha Technology Corp reported revenue of 20.9B TWD in FY2025 versus 17.7B TWD in FY2021, a compound +4.2%/yr. Reported net income was 2.8B TWD in FY2025, compounding +9.9%/yr from FY2021.
6526 screens 24% overvalued. Compare with NVIDIA Corporation →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Airoha Technology Partners with E Ink for Global Debut of 4.2-Inch Ripple™ ESL at Computex 2026
- Airoha Technology Achieves Global Milestone as First Silicon Provider to Successfully Commercialize prplOS-based Fiber Broadband Platforms
Peer Group
Semiconductors · 319 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductors median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NVIDIA Corporation NVDA | $211.80 | $96.91 | -54% |
| Taiwan Semiconductor Manufacturing Company TSM | $398.37 | $207.49 | -48% |
| Broadcom Inc 1AVGO | €367.75 | €121.25 | -67% |
| Micron Technology, Inc 1MU | €784.90 | €185.67 | -76% |
| SK hynix Inc 000660 | 2,082,000 KRW | 1,109,311 KRW | -47% |
| Advanced Micro Devices, Inc 1AMD | €425.20 | €56.33 | -87% |
| Intel Corporation INTC | C$68.40 | C$9.82 | -86% |
| Texas Instruments Incorporated TXN | $311.46 | $59.75 | -81% |
| MediaTek Inc 2454 | 3,740 TWD | 1,163 TWD | -69% |
| SK Square Co 402340 | 1,212,000 KRW | 868,000 KRW | -28% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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