Added to YB: 2026-06-03
Pitch date: 2026-04-02
DIOD [bullish]
Diodes Incorporated
+63.79%
current return
Author Info
No bio for this author
Company Info
Diodes Incorporated, together with its subsidiaries, provides semiconductor products in Asia, the Americas, and Europe.
Market Cap
$4.7B
Pitch Price
$69.68
Price Target
182.00
Dividend
N/A
EV/EBITDA
20.43
P/E
55.10
EV/Sales
2.86
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Diodes Incorporated - $DIOD
DIOD: Underfollowed discrete/analog semi w/ multiple drivers. AI compute (~25-30% rev), Nexperia disruption driving auto/industrial share gains (not in consensus), 10-20% industry price hikes (4/1/26), margin path to 35% GM by '28 via mix + fab utilization. PT $182, >100% upside as estimates rise & re-rate. Risks: Nexperia recovers, AI slows.
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