Update shared on22 Oct 2025
Fair value Increased 0.74%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 has agreed to a class action settlement addressing claims that certain models contain a defect in the hands-free phone system. A court hearing is set for March 2, 2026 (Lawsuits & Legal Issues).
- Hesai Technology secured a design win from Toyota for its long-range automotive lidar ATX, to be featured in a new energy model produced in China and planned for mass production in 2026 (Client Announcements).
- Toyota revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and is forecasting sales revenues of JPY 48,500,000 million and net income of JPY 2,660,000 million (Corporate Guidance).
- Toyota's production engineering group is accelerating innovation by expanding the use of Stratasys 3D printing technology for rapid prototyping, tooling, and manufacturing support throughout its North American operations (Client Announcements).
Valuation Changes
- Consensus analyst price target has risen slightly from ¥3,199 to ¥3,222.
- The discount rate remains unchanged at 11.02%.
- Revenue growth expectation has increased modestly from 2.94% to 3.03%.
- Net profit margin is up marginally from 7.35% to 7.41%.
- The future P/E multiple has edged down slightly from 14.29x to 14.25x.
Disclaimer
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