Analysts Lift Toyota Target as Growth and Profit Outlook Improve Amid Strategic Developments

Narrative Update on Toyota Motor: Analyst Price Target Adjustment Analysts have nudged their price target for Toyota Motor slightly higher, raising it by ¥5.88 to ¥3,228.24. This reflects incremental improvements in fair value and key financial metrics.

Toyota Motor: Analyst Price Target Rises on Improved Growth and Profit Outlook Analysts have raised their price target for Toyota Motor to ¥3,222 from ¥3,199, citing modest improvements in expected revenue growth and profit margins as key factors for the upward revision. What's in the News Yokogawa Electric has entered into agreements with Toyota for the joint development of prototype measurement and control equipment for the "Lunar Cruiser" manned pressurized rover, which is scheduled for launch in 2031 or later (Strategic Alliances).

Toyota Motor Analyst Price Target Sees Modest Increase on Improved Outlook Analysts have raised their price target for Toyota Motor, increasing it from ¥3,157.65 to ¥3,198.82. They cite stronger expected revenue growth and higher profit margins in their updated forecasts.

The upward revision in Toyota Motor’s analyst price target is primarily driven by improved consensus revenue growth forecasts, with the fair value increasing from ¥3,067 to ¥3,158. What's in the News Toyota agreed to a class action settlement regarding an alleged hands-free phone system defect in several vehicle models, providing an Outreach Program to educate affected owners on resolving the issue via settings adjustments.

The upward revision in Toyota Motor’s fair value is primarily due to an increase in its forward P/E multiple, despite slightly lower consensus revenue growth expectations, resulting in a new analyst price target of ¥3,067. What's in the News Toyota agreed to a class action settlement over alleged defects in hands-free phone systems across multiple vehicle models, providing an Outreach Program for affected customers without admitting liability.

A downward revision in consensus revenue growth forecasts has led to a reduced analyst price target for Toyota Motor, now set at ¥2,969. What's in the News Toyota, Daimler Truck, Hino, and Mitsubishi Fuso concluded definitive agreements to integrate Mitsubishi Fuso and Hino, forming a new holding company (25% owned each by Daimler Truck and Toyota) to enhance competitiveness in commercial vehicles, with a focus on CASE technologies and carbon neutrality; operations are targeted for start in April 2026.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 2.8% to 3.6% and increased shares outstanding growth rate from -0.0% to -0.0%.