Positive Profit Forecast: WUXI XDC has projected a revenue increase of over 45% YoY for 2025, driven by rapid order growth and the commissioning of Wuxi DP3, alongside a gross profit surge of more than 70% due to improved capacity utilization and cost control.
Analyst Upgrades: BOCOMI has raised its net profit expectations for WUXI XDC for 2026-27 by 2-3%, along with increased earnings and capital expenditure forecasts, reflecting the company's aggressive capacity expansion plans.
Target Price Increase: Following its analysis, BOCOMI has raised WUXI XDC's target price to HKD91 and maintained a "Buy" rating, designating it as a top recommendation in the CXO industry.
Market Activity: As of the latest data, WUXI XDC has experienced significant short selling activity amounting to $38.33M, with a short selling ratio of 10.686%.
Wall Street analysts forecast 02268 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 02268 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 02268 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 02268 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 66.800
Low
Averages
High
Current: 66.800
Low
Averages
High
BOCOMI
upgrade
$HKD91
Al Analysis
2026-01-20
New
Reason
BOCOMI
Price Target
$HKD91
Al Analysis
2026-01-20
New
upgrade
Reason
The analyst rating for WUXI XDC (02268.HK) is based on several positive factors highlighted in the article. The key reasons for the "Buy" rating include:
1. Positive Profit Forecast: WUXI XDC has issued a strong profit forecast for 2025, predicting a revenue increase of over 45% year-on-year due to rapid order growth and the commissioning of Wuxi DP3.
2. Significant Gross Profit Growth: The company anticipates a gross profit surge of more than 70%, driven by improvements in capacity utilization, production efficiency, and effective cost control.
3. Revised Net Profit Expectations: BOCOMI has increased its net profit expectations for WUXI XDC for 2026-27 by 2-3%, reflecting confidence in the company's performance.
4. Aggressive Capacity Expansion Plans: The company's plans for capacity expansion and the latest management guidance suggest a strong growth trajectory.
5. Increased Target Price: BOCOMI raised the target price for WUXI XDC to HKD91, indicating a positive outlook for the stock.
6. Top Recommendation: WUXI XDC has been selected as a top recommendation in the CXO industry, further supporting the positive rating.
Overall, the combination of strong revenue and profit forecasts, effective management strategies, and positive market sentiment contribute to the "Buy" rating.
CMBI
CMBI
maintain
$74 -> $88
2026-01-19
New
Reason
CMBI
CMBI
Price Target
$74 -> $88
2026-01-19
New
maintain
Reason
The analyst rating for WUXI XDC (02268.HK) is a "Buy" due to a positive profit alert projecting significant growth in revenue and net profit for 2025. Specifically, the company anticipates at least a 45% increase in revenue and over a 38% rise in net profit year-over-year. Additionally, the adjusted net profit is expected to rise by over 45%, potentially exceeding 65% when excluding foreign exchange effects. CMBI has raised its target price from HKD74 to HKD88, reflecting confidence in the company's growth trajectory, with forecasts indicating continued revenue and profit increases through 2027.
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Nomura
Nomura
maintain
$82.72
2026-01-16
New
Reason
Nomura
Nomura
Price Target
$82.72
2026-01-16
New
maintain
Reason
The analyst rating from Nomura is a Buy, but the reason for the cautious outlook is that they predict WUXI XDC's 2H25 results may fall short of market expectations. Specifically, they estimate that the company's sales revenue for 2H25 will grow by 33% YoY to RMB3.18 billion, which is below the market expectation of RMB3.33 billion and also lower than their previous estimate of RMB3.48 billion. Despite this, they still maintain a positive long-term outlook, as indicated by the positive profit alert issued by WUXI XDC forecasting significant year-over-year increases in revenue and profits.
The analyst rating for the stocks in China's CXO industry, including WUXI APPTEC, WUXI XDC, and WUXI BIO, is based on a few key factors highlighted in JPMorgan's research report. The recent strong rebound in these stocks is attributed to a relief from market concerns regarding potential legislative changes in the US, specifically the US Biosecure Act and the National Defense Authorization Act. Additionally, JPMorgan believes that the easing of geopolitical tensions between the US and China, particularly following a phone call between US President Donald Trump and Chinese President Xi Jinping, will positively impact the development of China's CXO industry. As a result, JPMorgan has rated these stocks as Overweight and set target prices for each.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
