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AEM crosses $10 mark following wave of higher target prices post 1QFY2026 update

The Edge Singapore
The Edge Singapore • 1 min read
AEM crosses $10 mark following wave of higher target prices post 1QFY2026 update
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AEM Holdings is up yet again on a wave of higher target prices following its 1QYF2026 update, along with suggestions that the chip tester is underway in a multi-year earnings growth story.

John Cheong of UOB Kay Hian raised his target price from $4.70 to $12.99, which is based on 40x FY2028 earnings, up from 33x FY2027.

William Tng of CGS International rates the stock $14.79, up from $10.15. The valuation is based on 43x FY2027 earnings, up from 41x previously.

Amanda Tan of DBS Group Research figures this stock is worth $11.80, up from $8.90 previously.

Joanna Cheah and Ang Wei Han of Jefferies are the most bullish, having raised their target price by more than half to $15.20.

According to them, many regional investors they met are still "rediscovering" this stock.

See also: RHB upgrades Bumitama Agri to 'neutral' after 15% share price retreat

"We think AEM's positioning in the SG market continues to be underappreciated relative to its forward growth momentum," they state.

AEM shares, as at 10.07 am, is up 2.02% to trade at $10.11. It has doubled in the past month, and surged 478.74% year to date.

At this level, the company is valued at more than $3.2 billion.

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