Update shared on 14 Nov 2025
Fair value Increased 1.66%Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins.
What's in the News
- AGC Inc. reaffirmed its full-year 2025 earnings guidance and projected that fourth quarter sales revenue would remain stable, though operating profit is likely to decline compared to the previous quarter (Company Guidance).
- Executive changes at AGC Inc.: Shinji Miyaji was promoted to Senior Executive Vice President Assistant to CEO from CFO, and Yoshio Takegawa was appointed as the new CFO, effective January 1, 2026 (Board Meeting).
- AGC joined a major semiconductor supply chain consortium, 'JOINT3', which is focused on developing panel-level organic interposers in collaboration with 26 other leading companies. Prototype production is planned to begin in 2026 (Strategic Alliance).
- AGC entered a collaborative research agreement with Celaid Therapeutics to advance large-scale production of iPSC-derived blood and immune cell therapies (Strategic Alliance).
Valuation Changes
- Consensus Analyst Price Target has risen modestly to ¥4,965.00, up from ¥4,883.75.
- Discount Rate has increased slightly from 7.87% to 7.98%.
- Revenue Growth forecast has inched up from 2.51% to 2.74%.
- Net Profit Margin estimate has improved to 4.87%, compared to 4.73% previously.
- Future P/E ratio projection has edged down to 12.27x, from 12.45x, reflecting slightly higher earnings expectations.
Disclaimer
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