Update shared on27 Aug 2025
Fair value Increased 2.37%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.
- Toyota's China joint venture selected Hesai Technology's ATX long-range lidar for a new energy vehicle model, supporting the brand’s electrification and intelligent driving strategies, with mass production set for 2026.
- The company revised fiscal year 2026 consolidated guidance, expecting JPY 48.5 trillion in sales revenue, JPY 3.2 trillion operating income, and JPY 2.66 trillion net income.
- Toyota is expanding factory innovation in North America with Stratasys, deploying advanced 3D printing for rapid prototyping and manufacturing solutions.
- Toyota, Daimler Truck, Mitsubishi Fuso, and Hino finalized agreements to integrate Mitsubishi Fuso and Hino under a new holding company, aiming for improved efficiency, global competitiveness, and development of CASE technologies.
Valuation Changes
Summary of Valuation Changes for Toyota Motor
- The Consensus Analyst Price Target has risen slightly from ¥2996 to ¥3067.
- The Future P/E for Toyota Motor has significantly risen from 12.52x to 13.96x.
- The Consensus Revenue Growth forecasts for Toyota Motor has significantly fallen from 3.0% per annum to 2.6% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.