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Update shared on08 Oct 2025

Fair value Increased 1.30%
AnalystConsensusTarget's Fair Value
JP¥3,198.82
9.4% undervalued intrinsic discount
08 Oct
JP¥2,898.50
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1Y
13.1%
7D
2.1%

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.

What's in the News

  • Toyota has entered a research and development alliance with Yokogawa Electric for the "Lunar Cruiser," Japan's first manned pressurized lunar rover. Launch preparations are underway for 2031 or later (Strategic Alliances).
  • The company agreed to a class action settlement over a hands-free phone system defect in select vehicles. The settlement includes an outreach program to educate affected owners, with a final court hearing set for March 2026 (Lawsuits & Legal Issues).
  • Toyota's Chinese joint venture will mass produce a new energy vehicle in 2026 featuring Hesai Technology's long-range automotive lidar ATX. This move strengthens efforts in electrification and advanced driver-assistance systems (Client Announcements).
  • The automaker is accelerating factory floor innovation through its partnership with Stratasys. It is deploying advanced 3D printing to produce tools, fixtures, and prototypes across North American operations (Client Announcements).
  • Toyota revised its full-year financial guidance, forecasting sales revenue of JPY 48,500,000 million and net income of JPY 2,660,000 million for the year ending March 31, 2026 (Corporate Guidance - New/Confirmed).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly, increasing from ¥3,157.65 to ¥3,198.82.
  • Discount Rate remains unchanged at 11.02%.
  • Revenue Growth expectation has edged upward, from 2.86% to 2.94%.
  • Net Profit Margin forecast is up modestly, from 7.28% to 7.35%.
  • Future P/E ratio remains nearly the same, changing only marginally from 14.29x to 14.29x.

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.