Update shared on 12 Dec 2025
Fair value Decreased 2.33%Nissan Motor's analyst price target has been trimmed by 2.3 percent from JPY 430.00 to JPY 420.00, as analysts balance slightly higher expectations for revenue growth and profit margins against a lower projected future price to earnings multiple and reduced fair value assumptions.
What's in the News
- Nissan is considering importing U.S. built Murano SUVs into Japan to boost utilization at its American plants as it searches for ways to lift performance in key markets (Nikkei Asia).
- The company is in talks with other automakers, including Ford and Stellantis, to supply an electrified vehicle based on its top selling Rogue crossover, signaling a push to monetize its EV technology through partnerships (Automotive News).
- Perrone Robotics has filed patent infringement lawsuits against Nissan and six other automakers over automated driving and robotics technologies that underpin modern driver assistance systems, adding legal uncertainty around advanced vehicle software stacks.
- Nissan faces a French government investigation into whether its European operations have been paying suppliers on time, with authorities requesting 2024 financial records as part of a broader review of payment practices (Reuters).
- Global auto makers, including Nissan, are racing to secure rare earth supplies ahead of tighter Chinese export controls, amid concerns that shortages could disrupt parts supply and force plant shutdowns (Reuters).
Valuation Changes
- Fair Value: trimmed slightly from ¥430.0 to ¥420.0 per share, implying a modest reduction in the central valuation estimate.
- Discount Rate: reduced from 11.02 percent to about 10.09 percent, reflecting a slightly lower assumed risk profile or cost of capital.
- Revenue Growth: raised modestly from approximately 4.36 percent to about 4.99 percent, signaling somewhat stronger expected top line expansion.
- Net Profit Margin: increased from around 3.00 percent to about 3.56 percent, indicating an improved outlook for operational profitability.
- Future P/E: lowered from roughly 4.25x to about 3.90x, pointing to a more conservative multiple applied to forward earnings despite better growth and margin assumptions.
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