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DIOD · NASDAQ · STOCK

Diodes Incorporated

Technology Updated August 11, 2026
$103.07
52W $42.28 – $125.99
63/100
$4.74B
54.9
1.89
AI Committee Verdict
Buy
63/100
Conviction: Moderate · 67% agreement · 6 analysts
Moderate

Is DIOD Bullish or Bearish?

Bullish. Innellis AI committee rates Diodes Incorporated (DIOD) Buy with a composite score of 63/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.36 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.64 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.2x is a discount to asset value — Value
  • EPS growing 35.5% YoY — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.03) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 56.3 is expensive by classic value standards — Value
  • ROE of only 4.5% -- cheap may mean cheap for a reason — Value
  • Bollinger bandwidth of 35.8% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
63/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 27%
of 284 Technology peers
Value Analyst neutral
50 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.2x is a discount to asset value
− P/E of 56.3 is expensive by classic value standards
Growth Analyst bullish
75 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 35.5% YoY
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.03) -- balance sheet can absorb a shock
− Bollinger bandwidth of 35.8% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
66.6
Neutral
MACD Histogram
2.839
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$91.84
Resistance
$124.70
Bollinger %B
0.91
Inside Bands
Price vs Moving Averages
EMA 9
$95.26 Above
EMA 21
$93.21 Above
EMA 50
$95.13 Above
EMA 200
$81.56 Above

Fundamental Analysis

Valuation
54
Profitability
25
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 54.9×
P/B Ratio 2.43×
PEG Ratio 1.47
Dividend Yield 0.00%
52W High $125.99
52W Low $42.28
Quality & Growth
ROE 352.2%
ROA 270.2%
Gross Margin 3173.4%
Operating Margin 477.0%
Revenue Growth YoY
Debt / Equity 0.04
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 54.9 (rich relative to a 15-40x range); Price-to-book of 2.4x; PEG ratio of 1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 3.5%; Return on assets of 2.7%; Net margin of 5.3%; Gross margin of 31.7%; Current ratio of 3.17 (healthy short-term liquidity); Debt-to-equity of 0.04; Free cash flow per share is positive (3.10); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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