Diodes Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Simply Wall St

Fri, February 13, 2026 at 7:26 PM GMT+9 3 min read

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DIOD

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The investors in Diodes Incorporated’s (NASDAQ:DIOD) will be rubbing their hands together with glee today, after the share price leapt 21% to US$72.08 in the week following its yearly results. Revenues were US$1.5b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at US$1.43, an impressive 41% ahead of estimates. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there’s been a strong change in the company’s prospects, or if it’s business as usual. We’ve gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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NasdaqGS:DIOD Earnings and Revenue Growth February 13th 2026

Taking into account the latest results, the current consensus from Diodes’ three analysts is for revenues of US$1.68b in 2026. This would reflect a solid 13% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 31% to US$1.89. In the lead-up to this report, the analysts had been modelling revenues of US$1.60b and earnings per share (EPS) of US$1.43 in 2026. So it seems there’s been a definite increase in optimism about Diodes’ future following the latest results, with a great increase in the earnings per share forecasts in particular.

See our latest analysis for Diodes

With these upgrades, we’re not surprised to see that the analysts have lifted their price target 29% to US$75.67per share. That’s not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Diodes, with the most bullish analyst valuing it at US$80.00 and the most bearish at US$67.00 per share. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Diodes is an easy business to forecast or the the analysts are all using similar assumptions.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. For example, we noticed that Diodes’ rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 13% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 3.4% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 20% annually for the foreseeable future. Although Diodes’ revenues are expected to improve, it seems that the analysts are still bearish on the business, forecasting it to grow slower than the broader industry.

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The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Diodes following these results. Fortunately, they also upgraded their revenue estimates, although our data indicates it is expected to perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

With that said, the long-term trajectory of the company’s earnings is a lot more important than next year. We have forecasts for Diodes going out to 2027, and you can see them free on our platform here.

You still need to take note of risks, for example - Diodes has ** 2 warning signs ** we think you should be aware of.

Have feedback on this article? Concerned about the content? Get in touch** with us directly.**_ Alternatively, email editorial-team (at) simplywallst.com._

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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