ELAN Microelectronics Corp. (2458) AI Stock Analysis

ELAN Microelectronics Corp.

(TWSE:2458)

Select Model

Rating:64Neutral

Price Target:TWD 124.00▲(5.98% Upside)

Action:initiatedcoverage

Date:11/10/26

The score is supported by strong financial structure, profitability, and an attractive valuation. These positives are offset by deteriorating earnings and cash generation and by weak technical momentum, despite oversold indicators.

Positive Factors

Strong Profitability2025 gross margin of about 48.6% and net margin of about 19.8% show that ELAN continues to convert sales into substantial earnings. The stated pricing power and cost control provide a durable profitability base that can support investment and resilience through demand cycles.

Negative Factors

Revenue ContractionThe steep 2025 revenue contraction, following earlier declines and only a modest 2024 rebound, points to an uneven demand environment. Persistent top-line volatility can reduce operating leverage, complicate planning, and make sustained earnings growth less dependable over the next several quarters.

ELAN Microelectronics Corp. (2458) vs. SPDR S&P 500 ETF (SPY)

Market Cap: TWD 33.82B
Dividend Yield: 7.56%
Average Volume (3M): 1.62M
Price to Earnings (P/E): 13.5
Beta (1Y): 0.82
Revenue Growth: -7.93%
EPS Growth: 7.33%
Country: TW
Employees: 1,064
Sector: General
Sector Strength: 55
Industry: Semiconductors

ELAN Microelectronics Corp. Business Overview & Revenue Model

Company Description

ELAN Microelectronics Corporation, a leading semiconductor manufacturer, specializes in the development and sale of advanced human-machine interface (HMI) solutions. These products are designed for a wide range of applications, including notebook PCs...

ELAN Microelectronics Corp. Financial Statement Overview

Summary

Profitability and balance-sheet strength are solid, supported by a 48.6% gross margin, 23.7% ROE, and conservative leverage. However, declining revenue and net income, weaker margins, and reduced operating and free cash flow limit the score.

Income Statement

70Positive

Balance Sheet

88Very Positive

Cash Flow

55Neutral

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	12.61B	12.33B	12.70B	12.06B	13.03B	18.33B
Gross Profit	6.03B	6.00B	6.20B	5.43B	5.99B	9.12B
EBITDA	3.62B	3.28B	3.60B	2.85B	3.45B	6.33B
Net Income	3.12B	2.44B	2.74B	2.14B	2.15B	5.10B
Balance Sheet
Total Assets	16.84B	15.57B	15.02B	14.02B	13.32B	16.93B
Cash, Cash Equivalents and Short-Term Investments	3.93B	4.19B	4.55B	4.44B	3.45B	6.75B
Total Debt	1.87B	1.94B	1.32B	1.23B	817.74M	723.37M
Total Liabilities	5.33B	5.12B	5.02B	4.79B	3.70B	5.96B
Stockholders Equity	11.36B	10.32B	9.77B	8.82B	8.89B	10.74B
Cash Flow
Free Cash Flow	1.36B	1.04B	1.88B	3.15B	507.78M	5.00B
Operating Cash Flow	3.01B	2.74B	3.31B	4.21B	766.07M	5.26B
Investing Cash Flow	-2.06B	-2.34B	-796.63M	-2.27B	1.25B	778.77M
Financing Cash Flow	-807.20M	-1.28B	-1.86B	-1.98B	-3.61B	-3.82B

ELAN Microelectronics Corp. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

TW:2458 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TW:3227	77Outperform	TWD 26.95B	13.67	―	5.70%	4.58%	-1.46%
TW:4966	66Neutral	TWD 31.19B	14.16	―	4.31%	-2.69%	-20.21%
TW:2458	64Neutral	TWD 33.35B	13.51	―	7.56%	-7.93%	7.33%
TW:2363	62Neutral	TWD 24.26B	27.70	―	1.27%	78.08%	21.15%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
TW:2388	54Neutral	TWD 31.52B	33.04	―	0.09%	-2.83%	4352.20%
TW:4919	38Underperform	TWD 46.82B	-30.71	―	0.39%	0.34%	-40.27%

* General Sector Average

Performance Comparison

TW:2458 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
TW:2458	ELAN Microelectronics Corp.	117.00	-5.86	-4.77%
TW:2363	Silicon Integrated Systems Corp.	47.70	-1.91	-3.84%
TW:2388	VIA Technologies, Inc.	56.60	6.23	12.37%
TW:3227	PixArt Imaging Inc.	175.50	-27.88	-13.71%
TW:4919	Nuvoton Technology Corporation	107.00	53.30	99.26%
TW:4966	Parade Technologies, Ltd.	412.50	-217.68	-34.54%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Nov 09, 2026

ELAN Microelectronics Corp. AI Stock Analysis